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NXG

BEARISH
$57.29 Live
NXG NextGen Infrastructure Income Fund · NYSE
$44.65 52W Range $57.58

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026
Market cap
$325.57M
P/E
10.09
ROE
N/A
Profit margin
N/A
Debt/Equity
N/A
Dividend yield
11.31%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
NXG exhibits severe financial fragility, highlighted by a critical Piotroski F-Score of 1/9, indicating poor operational health. The stock is currently trading at $57.29, a significant premium over its growth-based intrinsic value of $39.76. Furthermore, the dividend is unsustainable with a payout ratio of 112.24%, signaling a high risk of a dividend cut. Despite strong historical price appreciation, the current technical trend is heavily bearish (10/100), suggesting a potential reversal from its 52-week highs.

Key Strengths

Strong historical 5-year price appreciation (+122.4%)
High current dividend yield of 11.31%
Recent short-term price momentum (1-month +5.4%)
Market capitalization provides some scale within the small-cap space
Positive long-term growth trajectory over 3-year and 5-year horizons

Key Risks

Critical financial health (Piotroski F-Score 1/9)
Unsustainable dividend payout ratio (112.24%)
Trading ~44% above estimated intrinsic value ($39.76)
Zero reported profit margins (0.00%)
Strongly bearish technical trend (10/100)
AI Fair Value Estimate
Based on comprehensive analysis
$39.76
-30.6% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
34
Weak
Value
30
Future
25
Past
85
Health
11
Dividend
20
AI Verdict
High Risk / Overvalued
Key drivers: Piotroski F-Score, Dividend Payout Ratio, Price vs Intrinsic Value, Technical Trend
Confidence
80%
Value
30/100

Ref P/E 10.09, Intrinsic Value $39.76

Positives
  • P/E ratio of 10.09 is relatively low compared to sector average
Watchpoints
  • Current price significantly exceeds intrinsic value of $39.76
  • Lack of Graham Number for defensive valuation
Future
25/100

Ref Technical Trend and Payout Ratio

Positives
  • Historical growth suggests long-term investor interest
Watchpoints
  • Technical trend is 10/100 (Bearish)
  • Dividend is not covered by earnings
Past
85/100

Ref Historical Price Performance

Positives
  • Exceptional 5Y (+122.4%) and 3Y (+141.8%) returns
  • Strong 1Y performance (+47.5%)
Watchpoints
  • Past performance does not align with current financial health metrics
Health
11/100

Ref Piotroski F-Score

Positives
No standout positives identified.
Watchpoints
  • Piotroski F-Score of 1/9 is extremely weak
  • 0.00% profit and operating margins
Dividend
20/100

Ref Yield 11.31%, Payout 112.24%

Positives
  • High nominal yield of 11.31%
Watchpoints
  • Payout ratio of 112.24% indicates capital erosion to maintain distributions

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$57.29

Multi-Horizon Performance vs Peers

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

Updated 2026-04-30
NXG
NXG NextGen Infrastructure Income Fund
Primary
5Y
+122.4%
3Y
+141.8%
1Y
+47.5%
6M
+23.4%
1M
+5.4%
1W
+4.5%
FNL
The First Bancorp, Inc.
Peer
5Y
+33.1%
3Y
+35.2%
1Y
+28.8%
6M
+16.8%
1M
+3.2%
1W
-1.9%
LNK
LINKBANCORP, Inc.
Peer
5Y
+33.0%
3Y
+50.7%
1Y
+35.6%
6M
+25.5%
1M
+4.7%
1W
-3.5%
TSB
Timberland Bancorp, Inc.
Peer
5Y
+71.8%
3Y
+75.8%
1Y
+38.1%
6M
+30.0%
1M
+5.2%
1W
-0.8%
ARD
Ares Dynamic Credit Allocation Fund, Inc.
Peer
5Y
+50.0%
3Y
+48.4%
1Y
-2.1%
6M
-0.8%
1M
+2.4%
1W
+0.1%

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
10.09
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
$325.57M

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
$0.4B
Liabilities
$0.1B
Equity
$0.3B
Debt/Equity
0.46x

Financial Services Sector Comparison

Comparing NXG against 975 companies in the Financial Services sector (156 bullish, 425 neutral, 394 bearish)
P/E Ratio
10.09
This Stock
vs
34.86
Sector Avg
-71.1% (Discount)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

MUSGRAVE JOHN M
Chief Executive Officer
Buy
2026-03-10
400 shares · $20,800
SUNDERLAND TODD
Chief Operating Officer
Buy
2026-03-10
2,000 shares · $105,320
MULLINS ANDREA
Director
Buy
2026-02-06
155 shares · $7,952
NELSON BLAKE
Chief Financial Officer
Buy
2026-01-08
326 shares · $16,518
ALBAN JOHN H
Director
Buy
2025-11-05
1,000 shares · $50,380
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-07

NXG filed an 8-K on April 7, 2026, likely to announce its annual financial results.

8-K
8-K
2025-12-31

NXG filed an 8-K on December 31, 2025, likely reporting year-end financial results or material corporate governance updates.

8-K
8-K
2025-07-23

NXG filed an 8-K on July 23, 2025, likely to report its second-quarter financial results.

DEF 14A
DEF 14A
2025-04-23

NXG filed a definitive proxy statement (DEF 14A) on April 23, 2025, providing shareholders with necessary information and voting materials for the company's upcoming annual meeting.

8-K
8-K
2025-03-17
8-K
8-K
2025-01-28
8-K
8-K
2025-01-23
8-K
8-K
2024-06-24
Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning NXG from our newsroom.

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