Advent Convertible (AVK) Fundamental Analysis: Revenue, Earnings & Valuation

1.67 / 10

Underperform

Fundamental assessment is weak (1.7/10). Key concerns include negative returns on total assets (-7.69%) and declining basic EPS (-12.71% YoY). However, the fixed assets turnover ratio is high (28052.73), and the Asset-MV factor is moderate (-0.50). These mixed signals justify the 'Underperform' fundamental rating and call for deeper scrutiny before long-term commitment.

Analysis Checks(2/10)

Revenue-MV

Value0.16

Score1/3

Weight5.23%

1M Return0.66%

Current liabilities / Total liabilities (%)

Value53.71

Score1/3

Weight13.05%

1M Return1.49%

Net income-Revenue

Value2.79

Score0/3

Weight-2.28%

1M Return-0.34%

Basic earnings per share (YoY growth rate %)

Value-12.71

Score0/3

Weight4.85%

1M Return0.58%

Rate of return on total assets (%)

Value-7.69

Score1/3

Weight11.94%

1M Return1.42%

Fixed assets turnover ratio

Value28052.73

Score2/3

Weight10.60%

1M Return1.25%

Annualized return on total assets (%)

Value-7.69

Score1/3

Weight11.94%

1M Return1.42%

Diluted earnings per share (YoY growth rate %)

Value33.93

Score0/3

Weight7.54%

1M Return0.91%

Asset-MV

Value-0.50

Score2/3

Weight24.39%

1M Return2.74%

Current assets / Total assets (%)

Value42.04

Score1/3

Weight12.73%

1M Return1.44%

Is AVK undervalued or overvalued?

AVK scores 1.67/10 on fundamentals and holds a Premium valuation at present. Backed by its 21.08% ROE, 286.02% net margin, 4.70 P/E ratio, 0.94 P/B ratio, and -12.71% earnings growth, these metrics solidify its Underperform investment rating.