PDT
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
Strong defensive value based on assets, but weak based on growth projections.
- P/E 9.50
- P/B 0.94
- Graham Number $20.92
- Intrinsic value $9.73
Severe earnings decline suggests poor near-term growth prospects.
- Modest revenue growth (6.7%)
- Earnings growth -40.5%
- Bearish technical trend
Consistent historical gains provide a cushion for current volatility.
- 1Y Return +12.4%
- 3Y Return +36.3%
- 5Y Return +23.4%
- Recent momentum stalling
Stable health score, but liquidity ratios are critically low (typical for some CEFs but risky).
- Piotroski F-Score 4/9 (Stable)
- Debt/Equity 0.54
- Current Ratio 0.02
- Quick Ratio 0.01
Strong current income stream, though sustainability depends on earnings recovery.
- 7.49% Yield
- 71.22% Payout Ratio
- Earnings decline may threaten future payouts
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for PDT and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
PDT
John Hancock Premium Dividend Fund
Primary
|
+23.4% | +36.3% | +12.4% | +5.2% | +0.5% | +1.4% |
|
CWBC
Community West Bancshares
Peer
|
+39.2% | +75.3% | +48.4% | +14.7% | +5.5% | -0.6% |
|
TIPT
Tiptree Inc.
Peer
|
+84.0% | +31.4% | -21.3% | -0.1% | +2.4% | +0.5% |
|
DGICA
Donegal Group Inc.
Peer
|
+41.3% | +39.2% | -5.5% | -3.3% | +2.9% | +1.3% |
|
DXYZ
Destiny Tech100 Inc.
Peer
|
+227.1% | +227.1% | -17.3% | +18.6% | -3.7% | -1.9% |
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 | |
|---|---|---|---|---|---|---|---|
|
PDT
John Hancock Premium Dividend Fund
|
NEUTRAL | $649.74M | 9.5 | 10.1% | 116.4% | $13.21 | |
|
CWBC
Community West Bancshares
|
BULLISH | $650.5M | 11.99 | 9.9% | 26.7% | $23.98 | Compare |
|
TIPT
Tiptree Inc.
|
BEARISH | $652.24M | - | -5.5% | -% | $17.22 | Compare |
|
DGICA
Donegal Group Inc.
|
NEUTRAL | $652.36M | 8.09 | 13.4% | 8.1% | $17.63 | Compare |
|
DXYZ
Destiny Tech100 Inc.
|
BEARISH | $646.98M | 8.32 | -% | -% | $29.44 | Compare |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-01-26 | PHELAN KENNETH J. | Director | Purchase | 774 | $10,001 |
SEC Filings
Recent regulatory filings from the SEC EDGAR database
Past News Coverage
Recent headlines mentioning PDT from our newsroom.