QQQX

NEUTRAL

$29.56 Live

Nuveen Nasdaq 100 Dynamic Overwrite Fund · NASDAQ

$21.63 52W Range $29.69

QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund - Fundamental Analysis

NEUTRAL

Console Chart News

QQQX Stock | Fundamental Analysis & Investment Insights

NASDAQ • Financial Services • Asset Management

Current Price Live

$29.56

52W High

$29.69

52W Low

$21.63

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 18, 2026

Market cap

$1.44B

P/E

7.88

ROE

N/A

Profit margin

N/A

Debt/Equity

N/A

Dividend yield

8.32%

AI Analysis

AI-powered fundamental assessment

Confidence

85%

The fund exhibits a critical Piotroski F-Score of 1/9, indicating severe fundamental weakness by deterministic standards, although this is typical for closed-end fund structures. While historical price performance is strong (1Y +43.7%), the asset is currently trading at a premium to its intrinsic value of $26.25. A stark divergence exists between the near-52-week high price and a very bearish technical trend score of 10/100. The primary attraction remains the robust 8.32% dividend yield, which provides a significant income cushion.

Key Strengths

High dividend yield of 8.32%

Strong historical price appreciation (5Y +52.1%)

Low P/E ratio (7.88) relative to the financial services sector average

Sustainable payout ratio of 59.73%

Strong recent 1-year momentum (+43.7%)

Key Risks

Extremely low Piotroski F-Score (1/9) signaling poor financial health

Severe bearish technical trend (10/100) suggesting a potential peak

Current price ($29.56) exceeds growth-based intrinsic value ($26.25)

Weak insider sentiment score (40/100)

Lack of traditional growth metrics (Revenue/Earnings growth N/A)

AI Fair Value Estimate

Based on comprehensive analysis

$26.25

-11.2% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Moderate

Value

Future

Past

Health

Dividend

AI Verdict

Underweight

Key drivers: Poor deterministic health scores, Bearish technicals, Strong dividend yield, Premium to intrinsic value

Confidence

80%

Value

50/100

Ref P/E and Intrinsic Value

Positives

Low P/E ratio of 7.88

Watchpoints

Trading ~12.6% above intrinsic value of $26.25

Future

40/100

Ref Growth rates

Positives

Exposure to Nasdaq 100 growth

Watchpoints

No provided YoY revenue or earnings growth data

Past

90/100

Ref Historical trends

Positives

Consistent gains over 1Y, 3Y, and 5Y periods

Watchpoints

No urgent risks highlighted.

Health

11/100

Ref Piotroski F-Score

Positives

No standout positives identified.

Watchpoints

Piotroski F-Score of 1/9 is critically weak

Dividend

85/100

Ref Yield, Payout

Positives

High yield (8.32%)
Manageable payout ratio (59.73%)

Watchpoints

No urgent risks highlighted.

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$29.56

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for QQQX and closest competitors.

Updated 2026-04-17

Company	5Y	3Y	1Y	6M	1M	1W
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund Primary	+52.1%	+57.4%	+43.7%	+12.2%	+7.7%	+3.9%
BTX BlackRock Innovation and Growth Term Trust Peer	-44.5%	+26.4%	-6.8%	-2.8%	+1.2%	-1.6%
BST BlackRock Science and Technology Trust Peer	+18.2%	+67.5%	+17.2%	+12.0%	+2.5%	+0.1%
RBCAA Republic Bancorp, Inc. Peer	+93.2%	+108.0%	+20.8%	+7.7%	+12.3%	+1.2%
GSHD Goosehead Insurance, Inc. Peer	-56.0%	-19.3%	-63.5%	-41.0%	-8.3%	-4.6%

QQQ

Nuveen Nasdaq 100 Dynamic Overwrite Fund

Primary

+52.1%

+57.4%

+43.7%

+12.2%

+7.7%

+3.9%

BTX

BlackRock Innovation and Growth Term Trust

Peer

-44.5%

+26.4%

-6.8%

-2.8%

+1.2%

-1.6%

BST

BlackRock Science and Technology Trust

Peer

+18.2%

+67.5%

+17.2%

+12.0%

+2.5%

+0.1%

RBC

Republic Bancorp, Inc.

Peer

+93.2%

+108.0%

+20.8%

+7.7%

+12.3%

+1.2%

GSH

Goosehead Insurance, Inc.

Peer

-56.0%

-19.3%

-63.5%

-41.0%

-8.3%

-4.6%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

7.88

N/A

$1.44B

Profitability

Profit margins and return metrics

Profit Margin N/A

Operating Margin N/A

Gross Margin N/A

ROE N/A

ROA N/A

Growth

Revenue and earnings growth rates

Revenue Growth N/A

Earnings Growth N/A

Q/Q Revenue Growth N/A

Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

N/A

Current Ratio

N/A

Quick Ratio

N/A

Cash/Share

$N/A

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Total Assets

$1.5B

Liabilities

$0.0B

Equity

$1.5B

Debt/Equity

0.02x

Financial Services Sector Comparison

Comparing QQQX against 500 companies in the Financial Services sector (90 bullish, 207 neutral, 203 bearish)

P/E Ratio

7.88

This Stock

45.14

Sector Avg

-82.5% (Discount)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
QQQX Nuveen Nasdaq 100 Dynamic...	NEUTRAL	$1.44B	7.88	-%	-%	$29.56
BTX BlackRock Innovation and...	BEARISH	$1.44B	56.17	-%	-%	$6.74	Compare
BST BlackRock Science and...	BEARISH	$1.42B	8.54	-%	-%	$40.8	Compare
RBCAA Republic Bancorp, Inc.	NEUTRAL	$1.48B	11.23	12.5%	34.0%	$75.47	Compare
GSHD Goosehead Insurance, Inc.	BEARISH	$1.48B	38.93	-%	7.6%	$40.49	Compare

QQQX Nuveen Nasdaq...

NEUTRAL

Mkt Cap

$1.4B

P/E

7.9

ROE

Price

$29.56

Compare with QQQX

Compare with QQQX

RBCAA Republic Bancorp, Inc.

Compare with QQQX

Compare with QQQX

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A

NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND

2026-03-03

The Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) filed a definitive proxy statement on March 3, 2026, to provide shareholders with information regarding upcoming voting matters.

DEF 14A

NUVEEN NASDAQ 100 DYNAMIC OVERWRITE FUND

2025-03-04

Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX) filed a definitive proxy statement on March 4, 2025, to provide shareholders with information and solicit votes for upcoming corporate governance matters.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning QQQX from our newsroom.

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QQQX

QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Financial Services Sector Comparison

Similar Companies

SEC Filings

Past News Coverage

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