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NBXG

NEUTRAL
$14.58 Live
Neuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc. · NYSE
$12.32 52W Range $15.65

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026
Market cap
$1.15B
P/E
3.57
ROE
N/A
Profit margin
N/A
Debt/Equity
N/A
Dividend yield
9.88%

AI Analysis

AI-powered fundamental assessment

Confidence
75%
NBXG presents a stark contrast between deep value and poor fundamental health, characterized by a critical Piotroski F-Score of 1/9. While the current price of $14.58 trades at a significant discount to its growth-based intrinsic value of $28.56 and offers a robust 9.88% dividend yield, the deterministic health markers are severely weak. The combination of a bearish technical trend (0/100) and low insider sentiment (40/100) offsets the attractive valuation metrics. Consequently, the asset is viewed as a high-yield value play with significant underlying fundamental risks.

Key Strengths

Significant discount to intrinsic value ($14.58 vs $28.56)
Very low P/E ratio of 3.57 compared to sector average
Strong dividend yield of 9.88% with a sustainable payout ratio (30.39%)
Impressive long-term price performance (3Y Change: +100.8%)
Strong 1-year price appreciation of 31.4%

Key Risks

Critically low Piotroski F-Score (1/9) indicating poor financial health
Bearish technical trend (0/100) suggesting lack of momentum
Weak insider sentiment (40/100)
Lack of operational growth data (Revenue/Earnings growth N/A)
High dependency on asset management performance in a volatile sector
AI Fair Value Estimate
Based on comprehensive analysis
$21.57
+47.9% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
63
Strong
Value
90
Future
40
Past
85
Health
10
Dividend
88
AI Verdict
Speculative Value
Key drivers: Deep discount to intrinsic value, Critical failure in Piotroski health score, High dividend yield, Bearish technicals
Confidence
80%
Value
90/100

Ref P/E 3.57 and Intrinsic Value $28.56

Positives
  • P/E of 3.57 is extremely low
  • Price is roughly 51% of intrinsic value
Watchpoints
  • Lack of Graham Number for defensive baseline
Future
40/100

Ref Growth rates N/A and Technical Trend 0

Positives
  • Strong historical 1Y and 3Y growth
Watchpoints
  • No forward P/E or growth projections available
  • Technical trend is 0/100
Past
85/100

Ref Historical price performance

Positives
  • 3Y return of 100.8%
  • 1Y return of 31.4%
Watchpoints
  • Recent 6M growth slowing to 1.8%
Health
10/100

Ref Piotroski F-Score 1/9

Positives
No standout positives identified.
Watchpoints
  • Piotroski F-Score of 1/9 is critically weak
  • Altman Z-Score unavailable
Dividend
88/100

Ref Yield 9.88%, Payout 30.39%

Positives
  • High yield of 9.88%
  • Low payout ratio of 30.39%
Watchpoints
No urgent risks highlighted.

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$14.58

Multi-Horizon Performance vs Peers

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

Updated 2026-04-30
NBX
Neuberger Berman Income Funds - Neuberger Next Generation Connectivity Fund Inc.
Primary
5Y
+17.8%
3Y
+100.8%
1Y
+31.4%
6M
+1.8%
1M
+14.2%
1W
+2.1%
FMB
First Mid Bancshares, Inc.
Peer
5Y
+12.4%
3Y
+81.7%
1Y
+29.7%
6M
+20.1%
1M
+5.8%
1W
+0.4%
PFB
Preferred Bank
Peer
5Y
+71.6%
3Y
+104.9%
1Y
+19.6%
6M
+5.1%
1M
+6.6%
1W
-0.9%
CRF
Cornerstone Total Return Fund, Inc.
Peer
5Y
+53.8%
3Y
+67.0%
1Y
+28.0%
6M
-1.2%
1M
+4.1%
1W
-1.5%
SAF
Safety Insurance Group, Inc.
Peer
5Y
+13.0%
3Y
+18.4%
1Y
+4.7%
6M
+13.0%
1M
+6.4%
1W
+2.6%

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
3.57
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
$1.15B

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

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Total Assets
$1.4B
Liabilities
$0.0B
Equity
$1.4B
Debt/Equity
0.02x

Financial Services Sector Comparison

Comparing NBXG against 956 companies in the Financial Services sector (153 bullish, 417 neutral, 386 bearish)
P/E Ratio
3.57
This Stock
vs
35.14
Sector Avg
-89.8% (Discount)

Similar Companies

Peer comparison within the same industry

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
FORM DEF 14A
2025-06-13
Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning NBXG from our newsroom.

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