PAI

BULLISH

$12.25 Live

Western Asset Investment Grade Income Fund Inc. · NYSE

$11.72 52W Range $13.66

PAI Western Asset Investment Grade Income Fund Inc. - Fundamental Analysis

BULLISH

Console Chart News

PAI Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Asset Management

Current Price Live

$12.25

52W High

$13.66

52W Low

$11.72

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026

Market cap

$116.51M

P/E

12.01

ROE

7.8%

Profit margin

135.2%

Debt/Equity

N/A

Dividend yield

5.14%

AI Analysis

AI-powered fundamental assessment

Confidence

75%

PAI presents a compelling value opportunity, characterized by a stable Piotroski F-Score of 5/9 and a significant discount to both its Graham Number ($17.43) and Intrinsic Value ($30.09). While the technical trend is currently bearish (0/100) and insider sentiment is weak, the fundamental valuation metrics—specifically a P/E of 12.01 against a sector average of 34.89 and a Price/Book of 0.93—suggest the asset is heavily undervalued. Strong earnings growth of 26.7% and a sustainable 5.14% dividend yield provide a solid floor for investors.

Key Strengths

Significant undervaluation relative to Graham Number and Intrinsic Value

P/E ratio (12.01) is substantially lower than the sector average (34.89)

Strong earnings growth of 26.7% YoY

Sustainable dividend profile with a 61.67% payout ratio

Trading below book value (P/B 0.93)

Key Risks

Severe bearish technical trend (0/100)

Low insider sentiment (40/100) suggesting lack of internal confidence

Sluggish revenue growth (3.10%) compared to sector peers

Small market capitalization ($0.12B) may lead to higher volatility

Complete lack of analyst coverage and target price guidance

AI Fair Value Estimate

Based on comprehensive analysis

$21.5

+75.5% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Strong

Value

Future

Past

Health

Dividend

AI Verdict

Deep Value Play

Key drivers: Price-to-Intrinsic Value gap, Earnings growth, Dividend sustainability

Confidence

80%

Value

95/100

Ref P/E 12.01, Graham Number $17.43, Intrinsic Value $30.09

Positives

Price $12.25 is well below Graham Number $17.43
P/B < 1.0
Low P/E relative to peers

Watchpoints

No urgent risks highlighted.

Future

55/100

Ref Growth rates and Technical Trend

Positives

Strong earnings growth (26.7%)

Watchpoints

Low revenue growth (3.1%)
Bearish technicals

Past

60/100

Ref Historical price performance

Positives

Positive 3Y change (+18.2%)

Watchpoints

Stagnant 6M performance (+0.2%)

Health

60/100

Ref Piotroski F-Score and Liquidity Ratios

Positives

Piotroski F-Score 5/9 (Stable)
Current Ratio 1.43

Watchpoints

No Altman Z-Score available for bankruptcy risk assessment

Dividend

82/100

Ref Yield and Payout Ratio

Positives

Attractive 5.14% yield
Manageable payout ratio (61.67%)

Watchpoints

No urgent risks highlighted.

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$12.25

Multi-Horizon Performance vs Peers

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

Updated 2026-04-30

Company	5Y	3Y	1Y	6M	1M	1W
PAI Western Asset Investment Grade Income Fund Inc. Primary	+1.6%	+18.2%	+4.1%	+0.2%	+1.7%	+0.9%
NIM Nuveen Select Maturities Municipal Fund Peer	+2.8%	+15.4%	+4.4%	+2.1%	-0.5%	-0.3%
JHI John Hancock Investors Trust Peer	+7.5%	+32.5%	+11.1%	+0.7%	+5.4%	-0.8%
WSBK Winchester Bancorp, Inc. Peer	+39.4%	+39.4%	+39.4%	+34.6%	+0.6%	-0.3%
CXE MFS High Income Municipal Trust Peer	-8.1%	+24.9%	+13.0%	+2.9%	+0.2%	0.0%

PAI

Western Asset Investment Grade Income Fund Inc.

Primary

+1.6%

+18.2%

+4.1%

+0.2%

+1.7%

+0.9%

NIM

Nuveen Select Maturities Municipal Fund

Peer

+2.8%

+15.4%

+4.4%

+2.1%

-0.5%

-0.3%

JHI

John Hancock Investors Trust

Peer

+7.5%

+32.5%

+11.1%

+0.7%

+5.4%

-0.8%

WSB

Winchester Bancorp, Inc.

Peer

+39.4%

+34.6%

+0.6%

-0.3%

CXE

MFS High Income Municipal Trust

Peer

-8.1%

+24.9%

+13.0%

+2.9%

+0.2%

0.0%

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

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

12.01

N/A

0.93

16.33

N/A

$116.51M

Profitability

Profit margins and return metrics

Profit Margin 135.2%

Operating Margin 86.33%

Gross Margin 100.0%

ROE 7.76%

ROA 3.08%

Growth

Revenue and earnings growth rates

Revenue Growth +3.1%

Earnings Growth +26.7%

Q/Q Revenue Growth N/A

Q/Q Earnings Growth +26.7%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

N/A

Current Ratio

1.43

Good

Quick Ratio

1.18

Good

Cash/Share

$0.0

Financial Statement Flow

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

Total Assets

$0.1B

Liabilities

$0.0B

Equity

$0.1B

Debt/Equity

0.01x

Financial Services Sector Comparison

Comparing PAI against 975 companies in the Financial Services sector (156 bullish, 425 neutral, 394 bearish)

P/E Ratio

12.01

This Stock

34.86

Sector Avg

-65.6% (Discount)

Return on Equity (ROE)

7.76%

This Stock

0.29%

Sector Avg

+2555.1% (Excellent)

Profit Margin

135.2%

This Stock

88.25%

Sector Avg

+53.2% (Superior)

Revenue Growth

3.1%

This Stock

33.02%

Sector Avg

-90.6% (Slower)

Current Ratio

1.43

This Stock

3.69

Sector Avg

-61.3% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
PAI Western Asset Investment...	BULLISH	$116.51M	12.01	7.8%	135.2%	$12.25
NIM Nuveen Select Maturities...	BEARISH	$116.62M	44.62	2.1%	52.6%	$9.37	Compare
JHI John Hancock Investors Trust	NEUTRAL	$116.3M	11.47	7.8%	66.4%	$13.3	Compare
WSBK Winchester Bancorp, Inc.	BEARISH	$116.18M	76.26	1.4%	6.4%	$12.96	Compare
CXE MFS High Income Municipal Trust	BEARISH	$117.91M	374.0	0.1%	0.7%	$3.74	Compare

PAI Western Asset...

BULLISH

Mkt Cap

$117M

P/E

12.0

ROE

7.8%

Price

$12.25

Compare with PAI

Compare with PAI

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Compare with PAI

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A

WESTERN ASSET INVESTMENT GRADE INCOME FUND INC.

2026-04-17

Western Asset Investment Grade Income Fund Inc. (PAI) filed a definitive proxy statement on April 17, 2026, providing shareholders with necessary information to vote on matters at the company's annual meeting.

DEF 14A

WESTERN ASSET INVESTMENT GRADE INCOME FUND INC.

2025-04-14

Western Asset Investment Grade Income Fund Inc. (PAI) filed a definitive proxy statement on April 14, 2025, providing shareholders with the necessary information to vote on corporate matters.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning PAI from our newsroom.

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PAI

PAI Western Asset Investment Grade Income Fund Inc. - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Financial Services Sector Comparison

Similar Companies

SEC Filings

Past News Coverage

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