Western Asset Inflation-Linked Opportunities & Income Fund Fundamental Analysis (NYSE: WIW)
Western Asset Inflation-Linked Opportunities & Income Fund Fundamental Analysis (NYSE: WIW)
Western Asset Inflation-Linked Opportunities & Income Fund (NYSE: WIW) shows weak financial fundamentals with a PE ratio of 14.27, profit margin of 1.50%, and ROE of 5.93%. The company generates $0.0B in annual revenue with N/A year-over-year growth of N/A.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 54.4/100 based on profitability, valuation, growth, and balance sheet metrics. The C grade reflects average fundamentals, with notable risks in certain areas.
Fundamental Health Score
We analyze WIW's fundamental strength across five key dimensions:
Efficiency Score
WeakWIW struggles to generate sufficient returns from assets.
Valuation Score
ExcellentWIW trades at attractive valuation levels.
Growth Score
ModerateWIW shows steady but slowing expansion.
Financial Health Score
ExcellentWIW maintains a strong and stable balance sheet.
Profitability Score
WeakWIW struggles to sustain strong margins.
Key Financial Metrics
Is WIW Expensive or Cheap?
P/E Ratio
WIW trades at 14.27 times earnings. This suggests potential undervaluation.
PEG Ratio
When adjusting for growth, WIW's PEG of 0.14 indicates potential undervaluation.
Price to Book
The market values Western Asset Inflation-Linked Opportunities & Income Fund at 0.85 times its book value. This may indicate undervaluation.
EV/EBITDA
Enterprise value stands at 6.55 times EBITDA. This is generally considered low.
How Well Does WIW Make Money?
Net Profit Margin
For every $100 in sales, Western Asset Inflation-Linked Opportunities & Income Fund keeps $1.50 as profit after all expenses.
Operating Margin
Core operations generate 1.75 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $5.93 in profit for every $100 of shareholder equity.
ROA
Western Asset Inflation-Linked Opportunities & Income Fund generates $4.20 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
Operating Cash Flow
Western Asset Inflation-Linked Opportunities & Income Fund generates strong operating cash flow of $15.08M, reflecting robust business health.
Free Cash Flow
Western Asset Inflation-Linked Opportunities & Income Fund generates strong free cash flow of $15.08M, providing ample flexibility for dividends, buybacks, or growth.
FCF Per Share
Each share generates $0.25 in free cash annually.
FCF Yield
WIW converts 2.98% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
14.27
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
0.14
vs 25 benchmark
P/B Ratio
Price to book value ratio
0.85
vs 25 benchmark
P/S Ratio
Price to sales ratio
21.53
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
0.40
vs 25 benchmark
Current Ratio
Current assets to current liabilities
1.24
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.06
vs 25 benchmark
ROA
Return on assets percentage
0.04
vs 25 benchmark
ROCE
Return on capital employed
0.05
vs 25 benchmark
How WIW Stacks Against Its Sector Peers
| Metric | WIW Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 14.27 | 21.04 | Better (Cheaper) |
| ROE | 5.93% | 654.00% | Weak |
| Net Margin | 149.77% | -611.00% (disorted) | Strong |
| Debt/Equity | 0.40 | 0.87 | Strong (Low Leverage) |
| Current Ratio | 1.24 | 877.76 | Neutral |
| ROA | 4.20% | 6601.00% | Weak |
WIW outperforms its industry in 3 out of 6 key metrics, particularly excelling in Net Margin, but lagging in ROE.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews Western Asset Inflation-Linked Opportunities & Income Fund's 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
N/A
Industry Style: Value, Dividend, Cyclical
EPS CAGR
N/A
Industry Style: Value, Dividend, Cyclical
FCF CAGR
N/A
Industry Style: Value, Dividend, Cyclical