FMY
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/E 11.02, Graham Number $17.69
- P/B < 1.0
- Price well below Graham Number
- Low P/E relative to peers
- Price exceeds growth-based intrinsic value ($7.56)
Ref Revenue Growth -11.60%, Earnings Growth -30.20%
- Double-digit revenue decline
- Significant earnings contraction
Ref 5Y Change +20.7%, Technical Trend 0/100
- Positive 3Y and 5Y price changes
- Recent technical momentum is non-existent
Ref Piotroski F-Score 5/9, Current Ratio 2.25
- Piotroski F-Score 5/9 (Stable)
- Current Ratio 2.25
- Lack of Altman Z-Score data
Ref Yield 6.55%, Payout 79.63%
- Strong 6.55% yield
- High payout ratio (79.63%)
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for FMY and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
FMY
First Trust Mortgage Income Fund
Primary
|
+20.7% | +30.6% | +5.2% | +1.8% | +2.7% | -1.4% |
|
TCBS
Texas Community Bancshares, Inc.
Peer
|
+18.0% | +53.7% | +15.2% | +7.3% | -7.1% | +0.4% |
|
MATH
Metalpha Technology Holding Limited
Peer
|
-17.6% | +15.8% | -23.5% | -63.2% | -5.7% | +8.3% |
|
HGBL
Heritage Global Inc.
Peer
|
-53.3% | -51.4% | -30.7% | -8.5% | +12.0% | +1.4% |
|
MLCI
Mount Logan Capital Inc.
Peer
|
-43.8% | -18.2% | +15.6% | -47.2% | -25.1% | +15.4% |
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 | |
|---|---|---|---|---|---|---|---|
|
FMY
First Trust Mortgage Income Fund
|
NEUTRAL | $50.14M | 11.02 | 8.5% | 130.5% | $11.9 | |
|
TCBS
Texas Community Bancshares, Inc.
|
NEUTRAL | $49.56M | 17.18 | 5.4% | 18.3% | $17.18 | Compare |
|
MATH
Metalpha Technology Holding Limited
|
NEUTRAL | $50.79M | 6.5 | 23.1% | 18.9% | $1.17 | Compare |
|
HGBL
Heritage Global Inc.
|
NEUTRAL | $48.64M | 14.0 | 5.4% | 7.0% | $1.4 | Compare |
|
MLCI
Mount Logan Capital Inc.
|
BEARISH | $52.31M | - | -62.4% | -137.6% | $4.04 | Compare |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-10-31 | KADLEC THOMAS R | Director | Purchase | 503 | $6,056 |
Past News Coverage
Recent headlines mentioning FMY from our newsroom.