DSM
NEUTRALAt a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
AI-powered fundamental assessment
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Ref P/B 0.92; Fair value derived from Book Value
- Price/Book ratio of 0.92 suggests the fund is undervalued relative to its assets
- Lack of P/E and Graham Number makes traditional earnings-based valuation impossible
Ref Revenue and Earnings Growth rates
- Earnings growth of 11.70% shows some internal improvement
- Revenue growth is nearly flat at 1.50%
Ref Historical Price Performance
- Strong 1Y (+13.5%) and 3Y (+18.4%) returns
- Negative 5Y change (-6.8%) indicates long-term erosion of value
Ref Piotroski F-Score and Liquidity Ratios
- Piotroski F-Score of 5/9 indicates stability
- Low Debt/Equity ratio
- Extremely low current and quick ratios (0.15)
Ref Yield and Payout Ratio
- Healthy 4.66% yield
- Low payout ratio (32.73%) suggests high coverage
- Dividend strength is moderate relative to total return
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for DSM and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
DSM
BNY Mellon Strategic Municipal Bond Fund, Inc.
Primary
|
-6.8% | +18.4% | +13.5% | +2.1% | +2.6% | -1.6% |
|
TWFG
TWFG, Inc.
Peer
|
-10.3% | -10.3% | -38.2% | -22.0% | +7.1% | +7.8% |
|
JMSB
John Marshall Bancorp, Inc.
Peer
|
+30.4% | +1.1% | +45.7% | +12.0% | +4.5% | +1.8% |
|
BRW
Saba Capital Income & Opportunities Fund
Peer
|
+38.3% | +27.7% | +1.2% | -12.8% | +0.2% | +0.1% |
|
FUND
Sprott Focus Trust, Inc.
Peer
|
+76.1% | +49.8% | +51.6% | +22.1% | +2.6% | +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.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
DSM
BNY Mellon Strategic...
|
NEUTRAL | $297.07M | - | -1.7% | -24.2% | $6.01 | |
|
TWFG
TWFG, Inc.
|
NEUTRAL | $296.82M | 37.26 | 13.9% | 3.2% | $19.75 | Compare |
|
JMSB
John Marshall Bancorp, Inc.
|
BULLISH | $295.07M | 13.93 | 8.3% | 34.8% | $20.76 | Compare |
|
BRW
Saba Capital Income &...
|
NEUTRAL | $295.06M | 5.29 | 15.8% | 179.4% | $6.88 | Compare |
|
FUND
Sprott Focus Trust, Inc.
|
BULLISH | $293.88M | 5.37 | 20.1% | 646.0% | $9.83 | Compare |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-11-28 | SABA CAPITAL MANAGEMENT, L.P. | Beneficial Owner of more than 10% of a Class of Security | Purchase | 27,875 | $164,462 |
SEC Filings
Recent regulatory filings from the SEC EDGAR database
Past News Coverage
Recent headlines mentioning DSM from our newsroom.