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BDCZ

BEARISH
$15.16 Live
UBS ETRACS Wells Fargo Business Development Company Index ETN · NYSE
$14.14 52W Range $19.6

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 24, 2026
Market cap
N/A
P/E
N/A
ROE
N/A
Profit margin
N/A
Debt/Equity
N/A
Dividend yield
11.88%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
The deterministic health profile is severely compromised, highlighted by a Piotroski F-Score of 1/9, indicating extreme fundamental weakness. As an ETN tracking a BDC index, traditional valuation metrics are unavailable, but the technical trend is completely bearish (0/100). While the 11.88% dividend yield is attractive, the price is trading near its 52-week low and has seen negative returns over the last year. The combination of poor health scores and negative price momentum outweighs the income potential.

Key Strengths

High dividend yield of 11.88%
Positive long-term performance (5Y Change +26.4%)
Recent short-term recovery (1M Change +4.9%)
Exposure to a diversified basket of Business Development Companies
Price is currently near the 52-week low, potentially limiting further downside

Key Risks

Extremely low Piotroski F-Score (1/9) indicating poor financial health
Technical trend is completely bearish (0/100)
Credit risk associated with the ETN issuer (UBS)
Sensitivity of BDC index to interest rate volatility and credit defaults
Negative 1-year price performance (-3.3%)

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
35
Weak
Value
30
Future
20
Past
60
Health
11
Dividend
55
AI Verdict
bearish
Key drivers: Piotroski F-Score of 1/9, Technical Trend of 0/100, Negative 1Y price action
Confidence
90%
Value
30/100

Graham Number and Intrinsic Value are N/A for this instrument.

Positives
  • Trading near 52-week low
Watchpoints
  • Lack of traditional valuation metrics (P/E, P/B) due to ETN structure
Future
20/100

Ref Technical Trend and short-term price changes.

Positives
  • Recent 1-month bounce
Watchpoints
  • Technical trend is 0/100
  • Negative 6-month momentum
Past
60/100

Ref 5Y Change (+26.4%) and 3Y Change (+22.4%).

Positives
  • Strong 3Y and 5Y historical returns
Watchpoints
  • Recent 1Y decline
Health
11/100

Ref Piotroski F-Score; Altman Z-Score not applicable for ETN.

Positives
No standout positives identified.
Watchpoints
  • Piotroski F-Score 1/9
Dividend
55/100

Ref Dividend Yield and Dividend Strength score.

Positives
  • Very high yield (11.88%)
Watchpoints
  • Dividend strength score is only 40/100

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$15.16

Multi-Horizon Performance vs Peers

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

Updated 2026-04-23
BDC
UBS ETRACS Wells Fargo Business Development Company Index ETN
Primary
5Y
+26.4%
3Y
+22.4%
1Y
-3.3%
6M
-3.4%
1M
+4.9%
1W
-1.9%

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.

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
N/A
PEG Ratio
N/A
P/B Ratio
N/A
P/S Ratio
N/A
EV/Revenue
N/A
EV/EBITDA
N/A
Market Cap
N/A

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

Past News Coverage

Recent headlines mentioning BDCZ from our newsroom.

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TradingGPT V2 Copilot
Fundamentals • Valuation • Risk
Hi! I'm your fundamentals copilot.

Ask me to:
• Summarize the business quality
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• Highlight risks and red flags
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