NMAI
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 and Intrinsic Value formula
- P/E of 5.71 is very low
- Price is ~18% below intrinsic value
- Lack of Graham Number for defensive baseline
Ref Growth metrics and Technical Trend
- Consistent historical returns
- No YoY or Q/Q growth data provided
- Bearish technical trend
Ref Historical price performance
- 1Y Change +28.8%
- 3Y Change +69.0%
- Recent technical momentum is failing
Ref Piotroski F-Score
- Market cap provides some scale
- Piotroski F-Score of 1/9 is critically weak
- Zero margins reported
Ref Yield and Payout Ratio
- Double-digit yield (10.03%)
- Payout ratio (57.84%) suggests sustainability
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for NMAI and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
NMAI
Nuveen Multi-Asset Income Fund
Primary
|
+27.7% | +69.0% | +28.8% | +10.8% | +12.9% | +2.7% |
|
NPFD
Nuveen Variable Rate Preferred & Income Fund
Peer
|
+12.5% | +64.3% | +14.9% | +1.7% | +7.2% | +1.7% |
|
NBB
Nuveen Taxable Municipal Income Fund
Peer
|
-1.6% | +23.0% | +8.2% | -1.0% | +3.2% | -1.2% |
|
HPS
John Hancock Preferred Income Fund III
Peer
|
+20.2% | +31.8% | +11.0% | -1.4% | +5.3% | -0.6% |
|
BETR
Better Home & Finance Holding Company
Peer
|
-94.5% | -94.4% | +147.6% | +0.8% | -8.9% | -28.7% |
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 | |
|---|---|---|---|---|---|---|---|
|
NMAI
Nuveen Multi-Asset Income Fund
|
NEUTRAL | $463.95M | 5.71 | -% | -% | $13.88 | |
|
NPFD
Nuveen Variable Rate...
|
BULLISH | $466.37M | 8.98 | 10.7% | 108.7% | $19.3 | Compare |
|
NBB
Nuveen Taxable Municipal...
|
BEARISH | $460.91M | 43.56 | -% | -% | $15.68 | Compare |
|
HPS
John Hancock Preferred...
|
NEUTRAL | $468.06M | 12.44 | 8.1% | 73.6% | $14.55 | Compare |
|
BETR
Better Home & Finance...
|
BEARISH | $468.33M | - | -% | -100.6% | $28.47 | Compare |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-04 | SIFFERMANN WILLIAM A | Officer | Purchase | 75 | $1,008 |
Past News Coverage
Recent headlines mentioning NMAI from our newsroom.