IIF
BEARISHAt 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
Graham Number N/A; valuation relies on Book Value which is undermined by negative ROE.
- P/B ratio of 0.79 suggests an asset discount
- Extreme P/S ratio (117.21)
- Lack of earnings to support P/E valuation
Revenue growth of 2.6% is insufficient to offset operational losses.
- Slight positive revenue growth
- Negative operating margins
- Bearish technical trend (0/100)
Long-term gains are being eroded by recent bearish momentum.
- Strong 3Y and 5Y historical returns
- Negative 1Y (-8.7%) and 6M (-14.8%) performance
Altman Z-Score N/A; Piotroski score confirms poor fundamental health.
- Piotroski F-Score 3/9 (Weak)
- Current Ratio 0.04 (Critical)
Dividend is not supported by earnings, making it high-risk.
- High yield of 9.05%
- Payout ratio of 183.62% indicates capital erosion
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for IIF and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
IIF
Morgan Stanley India Investment Fund, Inc.
Primary
|
+58.6% | +51.1% | -8.7% | -14.8% | +9.9% | -2.2% |
|
OPBK
OP Bancorp
Peer
|
+69.9% | +79.1% | +30.6% | +5.6% | +7.5% | +1.0% |
|
LIEN
Chicago Atlantic BDC, Inc.
Peer
|
-2.3% | +70.6% | -2.4% | -3.3% | -4.1% | -3.5% |
|
IDE
Voya Infrastructure, Industrials and Materials Fund
Peer
|
+81.3% | +95.2% | +43.3% | +16.6% | +11.9% | 0.0% |
|
PMTS
CPI Card Group Inc.
Peer
|
+9.1% | -59.3% | -28.2% | +17.1% | +23.8% | +5.0% |
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 | |
|---|---|---|---|---|---|---|---|
|
IIF
Morgan Stanley India...
|
BEARISH | $209.1M | - | -2.2% | -% | $21.93 | |
|
OPBK
OP Bancorp
|
BULLISH | $210.26M | 8.21 | 11.8% | 28.1% | $14.12 | Compare |
|
LIEN
Chicago Atlantic BDC, Inc.
|
NEUTRAL | $210.63M | 6.32 | 11.0% | 61.3% | $9.23 | Compare |
|
IDE
Voya Infrastructure,...
|
BEARISH | $206.73M | 7.66 | -% | -% | $13.64 | Compare |
|
PMTS
CPI Card Group Inc.
|
BULLISH | $205.03M | 14.31 | -% | 2.8% | $17.89 | Compare |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-01-15 | SABA CAPITAL MANAGEMENT, L.P. | Beneficial Owner of more than 10% of a Class of Security | Sale | 7,490 | $182,456 |
| 2026-01-14 | SABA CAPITAL MANAGEMENT, L.P. | Beneficial Owner of more than 10% of a Class of Security | Sale | 29,465 | $720,714 |
| 2026-01-12 | SABA CAPITAL MANAGEMENT, L.P. | Beneficial Owner of more than 10% of a Class of Security | Sale | 9,884 | $243,146 |
| 2026-01-07 | SABA CAPITAL MANAGEMENT, L.P. | Beneficial Owner of more than 10% of a Class of Security | Sale | 3,359 | $84,143 |
| 2025-12-30 | SABA CAPITAL MANAGEMENT, L.P. | Beneficial Owner of more than 10% of a Class of Security | Sale | 18,932 | $471,785 |
| 2025-12-26 | SABA CAPITAL MANAGEMENT, L.P. | Beneficial Owner of more than 10% of a Class of Security | Sale | 9,096 | $228,946 |
Past News Coverage
Recent headlines mentioning IIF from our newsroom.