BTO John Hancock Financial Opportunities Fund - Fundamental Analysis
NEUTRAL
Sign in to save
Save this symbol to a watchlist or track a position.
BTO Stock | Fundamental Analysis & Investment Insights
NYSE
Financial Services
Asset Management
Current Price
Live
$36.94
52W High
$38.8
52W Low
$27.73
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Jan 24, 2026
Market cap
$731.42M
P/E
4.7
ROE
25.5%
Profit margin
593.6%
Debt/Equity
0.19
Dividend yield
6.96%
AI Analysis
Powered by advanced machine learning algorithms
Confidence Score
65%
Analysis Accuracy
The Advanced Deterministic Scorecard shows a Piotroski F-Score of 5/9, indicating stable financial health, while the absence of an Altman Z-Score prevents a full distress risk assessment. BTO trades at a significant discount to the Graham Number ($77.36) with a current price of $36.94, suggesting deep value characteristics, yet the extremely high forward P/E of 307.83 raises sustainability concerns. Strong profitability metrics like a 593.63% profit margin and 25.45% ROE are offset by weak technical trends (10/100) and liquidity risks from a 0.08 current ratio. The 6.96% dividend yield with a low 32.7% payout ratio supports income appeal, but lack of analyst coverage and insider enthusiasm (40/100) limits conviction.
Key Strengths
Exceptionally low P/E ratio (4.70) vs. sector average (31.10), indicating deep value potential
High return on equity (25.45%) signaling efficient capital use
Very low debt/equity ratio (0.19), well below sector average (1.55), indicating conservative leverage
Attractive dividend yield (6.96%) with sustainable payout ratio (32.70%)
Strong historical 5-year price performance (+64.7%) despite recent stagnation
Key Risks
Critically low current (0.08) and quick (0.02) ratios, signaling severe short-term liquidity risk
Missing Altman Z-Score prevents bankruptcy risk assessment, a major analytical gap
Extremely high forward P/E (307.83) suggests earnings collapse or data anomaly
Technical trend score of 10/100 indicates strong bearish momentum
No analyst coverage or target prices, reflecting low institutional interest or transparency issues
AI Fair Value Estimate
Based on comprehensive analysis
$77.36
+109.4% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
62
Strong
85
30
70
45
80
AI Verdict
Mixed profile with value and profitability offset by liquidity and forward earnings concerns
Key drivers: Low P/E and high ROE support value, Liquidity ratios and forward P/E are major drags, Dividend strength provides floor, Missing Altman Z-Score limits health assessment
Confidence
70%
Value
85/100
Ref P/E, PEG, Graham Number
Positives
- Current price ($36.94) is 52% below Graham Number ($77.36)
- P/E of 4.70 is far below sector average of 31.10
- Price/Book of 1.09 is reasonable for financial services
Watchpoints
- Price/Sales of 27.69 is extremely high, inconsistent with P/E
- Forward P/E of 307.83 contradicts trailing P/E, suggesting earnings drop
Future
30/100
Ref Growth rates
Positives
- Revenue growth (8.20% YoY) is positive and stable
Watchpoints
- Forward P/E of 307.83 implies collapsing earnings
- No Q/Q growth data available
- No analyst forecasts to validate future expectations
Past
70/100
Ref Historical trends
Positives
- 5-year price return of +64.7% outperforms peers
- 1-year return of +7.9% shows resilience
Watchpoints
- 6-month and 1-month returns show decelerating momentum
Health
45/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Piotroski F-Score of 5 indicates stable financial condition
- Debt/Equity of 0.19 is very low, reducing solvency risk
Watchpoints
- Current ratio of 0.08 and quick ratio of 0.02 indicate near-term liquidity crisis
- Altman Z-Score missing, preventing distress risk evaluation
Dividend
80/100
Ref Yield, Payout
Positives
- Dividend yield of 6.96% is high and attractive
- Payout ratio of 32.7% is sustainable
- Dividend strength score of 70/100 supports reliability
Watchpoints
- No 5-year average yield to assess consistency
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$36.94
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BTO and closest competitors.
Updated 2026-01-23
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BTO
John Hancock Financial Opportunities Fund
Primary
|
+64.7% | +35.4% | +7.9% | +6.5% | +3.0% | +2.1% |
|
ASGI
Abrdn Global Infrastructure Income Fund
Peer
|
+81.9% | +71.2% | +44.0% | +13.2% | +0.7% | +4.0% |
|
ACP
Abrdn Income Credit Strategies Fund
Peer
|
+10.2% | +16.0% | +7.4% | +0.4% | +3.3% | +0.4% |
|
AXG
Solowin Holdings
Peer
|
-32.4% | -32.4% | +152.2% | +8.9% | -3.8% | -4.0% |
|
BHK
BlackRock Core Bond Trust
Peer
|
-14.3% | +11.3% | +0.6% | +6.0% | +1.2% | -0.2% |
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
P/E Ratio
4.7
Forward P/E
307.83
PEG Ratio
N/A
P/B Ratio
1.09
P/S Ratio
27.69
EV/Revenue
N/A
EV/EBITDA
N/A
Market Cap
$731.42M
Profitability
Profit margins and return metrics
Profit Margin
593.63%
Operating Margin
64.02%
Gross Margin
100.0%
ROE
25.45%
ROA
1.36%
Growth
Revenue and earnings growth rates
Revenue Growth
+8.2%
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
0.19
Low debt
Current Ratio
0.08
Weak
Quick Ratio
0.02
Poor
Cash/Share
$N/A
Financial Services Sector Comparison
Comparing BTO against 208 companies in the Financial Services sector
(5 bullish, 111 neutral, 92 bearish)
P/E Ratio
4.7
This Stock
vs
30.37
Sector Avg
-84.5%
(Discount)
Return on Equity (ROE)
25.45%
This Stock
vs
-7.62%
Sector Avg
-434.0%
(Below Avg)
Profit Margin
593.63%
This Stock
vs
82.75%
Sector Avg
+617.4%
(Superior)
Debt to Equity
0.19
This Stock
vs
1.48
Sector Avg
-86.9%
(Less Debt)
Revenue Growth
8.2%
This Stock
vs
28.35%
Sector Avg
-71.1%
(Slower)
Current Ratio
0.08
This Stock
vs
3.81
Sector Avg
-97.9%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
BTO
John Hancock Financial...
|
NEUTRAL | $731.42M | 4.7 | 25.5% | 593.6% | $36.94 | |
|
ASGI
Abrdn Global...
|
BEARISH | $714.98M | 8.13 | -% | -% | $22.61 | |
|
ACP
Abrdn Income Credit Strategies Fund
|
NEUTRAL | $698.87M | 17.41 | 5.0% | 42.9% | $5.57 | |
|
AXG
Solowin Holdings
|
BEARISH | $771.41M | - | -3.7% | -90.3% | $4.11 | |
|
BHK
BlackRock Core Bond Trust
|
BEARISH | $690.46M | 16.48 | 6.0% | 74.3% | $9.56 |
Past News Coverage
Recent headlines mentioning BTO from our newsroom.
Newest → oldest
No matching news yet.