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NKX vs V

NKX
Nuveen California AMT-Free Quality Municipal Income Fund
NEUTRAL
Price
$12.43
Market Cap
$652.7M
Sector
Financial Services
AI Confidence
80%
V
Visa Inc.
BULLISH
Price
$302.24
Market Cap
$582.73B
Sector
Financial Services
AI Confidence
75%

Valuation

P/E Ratio
NKX
--
V
28.35
Forward P/E
NKX
--
V
20.79
P/B Ratio
NKX
1.08
V
15.09
P/S Ratio
NKX
14.02
V
14.08
EV/EBITDA
NKX
--
V
20.06

Profitability

Gross Margin
NKX
100.0%
V
97.78%
Operating Margin
NKX
80.83%
V
68.3%
Profit Margin
NKX
-80.36%
V
50.23%
ROE
NKX
-6.22%
V
53.95%
ROA
NKX
2.25%
V
18.36%

Growth

Revenue Growth
NKX
--
V
14.6%
Earnings Growth
NKX
--
V
17.4%

Financial Health

Debt/Equity
NKX
0.76
V
0.55
Current Ratio
NKX
0.28
V
1.11
Quick Ratio
NKX
0.28
V
0.72

Dividends

Dividend Yield
NKX
7.34%
V
0.89%
Payout Ratio
NKX
61.59%
V
22.91%

AI Verdict

NKX NEUTRAL

NKX presents a conflicted profile, characterized by a weak Piotroski F-Score of 3/9 and a bearish technical trend, which signals underlying fundamental fragility. However, as a municipal income fund, its primary value proposition is its 7.34% dividend yield and a sustainable payout ratio of 61.59%. While profitability metrics like ROE (-6.22%) and profit margins are deeply negative, the fund maintains a reasonable Price-to-Book ratio of 1.08. The asset is essentially an income vehicle trading near its net asset value, lacking growth catalysts but providing steady yield.

Strengths
Attractive dividend yield of 7.34%
Sustainable payout ratio at 61.59%
Positive long-term price performance (3Y Change: +31.6%)
Risks
Weak fundamental health indicated by a Piotroski F-Score of 3/9
Severe liquidity risk suggested by a Current Ratio of 0.28
Negative profitability with a profit margin of -80.36%
V BULLISH

V shows bullish fundamentals based on deterministic rules. Financial strength is strong (F-Score 6/9). Key strengths include strong valuation and growth metrics.

Strengths
Strong profitability (50.2% margin)
Strong ROE of 54.0%
Risks
Premium vs Graham Number ($69.32)

Compare Another Pair

NKX vs V: Head-to-Head Comparison

This page compares Nuveen California AMT-Free Quality Municipal Income Fund (NKX) and Visa Inc. (V) 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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