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JOF vs NCA

JOF
Japan Smaller Capitalization Fund, Inc.
BULLISH
Price
$10.99
Market Cap
$311.4M
Sector
Financial Services
AI Confidence
75%
NCA
Nuveen California Municipal Value Fund
NEUTRAL
Price
$9.42
Market Cap
$311.9M
Sector
Financial Services
AI Confidence
75%

Valuation

P/E Ratio
JOF
4.56
NCA
--
Forward P/E
JOF
--
NCA
--
P/B Ratio
JOF
1.16
NCA
1.06
P/S Ratio
JOF
38.22
NCA
23.66
EV/EBITDA
JOF
--
NCA
--

Profitability

Gross Margin
JOF
100.0%
NCA
100.0%
Operating Margin
JOF
60.35%
NCA
87.99%
Profit Margin
JOF
93.43%
NCA
-53.95%
ROE
JOF
2.83%
NCA
--
ROA
JOF
1.06%
NCA
--

Growth

Revenue Growth
JOF
42.3%
NCA
--
Earnings Growth
JOF
--
NCA
--

Financial Health

Debt/Equity
JOF
--
NCA
--
Current Ratio
JOF
1.34
NCA
3.46
Quick Ratio
JOF
1.34
NCA
3.46

Dividends

Dividend Yield
JOF
9.69%
NCA
3.82%
Payout Ratio
JOF
23.98%
NCA
65.66%

AI Verdict

JOF BULLISH

JOF presents a compelling deep-value opportunity, characterized by a stable Piotroski F-Score of 4/9 and a current price ($10.99) trading at a significant discount to both its Graham Number ($22.65) and Intrinsic Value ($16.87). The fund exhibits an exceptionally low P/E ratio of 4.56 compared to the sector average of 35.45, paired with a highly sustainable 9.69% dividend yield. While technical trends are currently bearish (0/100), the strong long-term price performance and robust revenue growth of 42.3% suggest a strong fundamental floor.

Strengths
Significant undervaluation relative to Graham Number ($22.65) and Intrinsic Value ($16.87)
Extremely low P/E ratio (4.56) compared to financial services sector average (35.45)
High and sustainable dividend yield of 9.69% with a low payout ratio of 23.98%
Risks
Bearish technical trend (0/100) indicating short-term negative momentum
Low Return on Equity (ROE) of 2.83% suggesting inefficient capital utilization
Piotroski F-Score of 4/9 indicates only stable, not strong, financial health
NCA NEUTRAL

NCA exhibits a stable financial profile with a Piotroski F-Score of 4/9, indicating a baseline of operational stability. The fund is trading at a slight premium to its book value (P/B 1.06), which is typical for specialized municipal value funds. While the 1-year price performance is strong at +16.4%, the provided technical trend score is bearish (0/100), suggesting a potential short-term peak. Overall, the asset functions as a steady income vehicle rather than a growth play, supported by a 3.82% dividend yield.

Strengths
Strong liquidity position with a current ratio of 3.46
Positive long-term price trajectory (1Y: +16.4%, 3Y: +18.9%)
Stable health baseline (Piotroski F-Score 4/9)
Risks
Negative profit margins (-53.95%) impacting net earnings
Bearish technical trend indicator (0/100)
Low insider sentiment score (40/100)

Compare Another Pair

JOF vs NCA: Head-to-Head Comparison

This page compares Japan Smaller Capitalization Fund, Inc. (JOF) and Nuveen California Municipal Value Fund (NCA) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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