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Company Analysis

Angel Oak Financial Strategies Income Term Trust FINS

A comprehensive view of key metrics, scores, and financial health for Angel Oak Financial Strategies Income Term Trust

Overview of Angel Oak Financial Strategies Income Term Trust

FINS NYQ
Financial Services Asset Management Framework: Asset Management & Capital Markets Small Cap
Angel Oak Financial Strategies Income Term Trust (FINS), is a Small Cap company, in the Asset Management industry, last closed at $11.85, about 0.0% overvalued vs fair value, -9.3% 1Y return, ranked 785/1078 in sector.
Metrics Rev Growth 16.7% ROE 11.5%
USD 11.85
0.59%
(Delayed)
• Vol 90d: 9.2%
52-Week Range
Market Cap
$426.90M
Enterprise Value
$552.32M
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Weak
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Weak
Valuation
Good
Completeness: 70%
Confidence: 75%
Updated: Oct 24
Top Beats

Quick Facts

Website https://www.angeloakcapital.co...
HQ Atlanta, GA
Fiscal year Jan 31

Next Events

No upcoming events available.

Fair Value Snapshot

Insufficient data

Engine Room Money Flow™

Small Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$47.1M
16.7%%
Operating Income (FRE Proxy)
$39.4M
419.6%%
EBITDA
$39.4M
341.3%%
Net Income
$46.9M
19.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
83.6%
Excellent

Operating Income / Revenue — proxy for Fee-Related Earnings margin

Locked Metric
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
0/2
Improving
0
High Impact
2
Critical
Locked Leak
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Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

Evaluating Angel Oak Financial Strategies Income Term Trust's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
50
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Lean Compensation Structure Compensation discipline is strong (cost efficiency score 0.72).
  • Premium Fee Margins Fee margin quality is strong (score 0.72).

Key risks

  • AUM Retention Risk Revenue stickiness is low (stability score 0.14).
  • Weak Cash Conversion Cash conversion is weak (score 0.14).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Fee Revenue Quality

Developing
46
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Signals, strengths and risks for Fee Revenue Quality

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Signals, strengths and risks for Client Retention & Revenue Stickiness

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Signals, strengths and risks for Compensation Discipline

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Earnings Quality & Cash Conversion

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Signals, strengths and risks for Balance Sheet Strength

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Asset Managers, Capital Markets & Exchanges vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing FINS's balance between Growth (36.1%), Profitability (30.0%), and Safety (33.9%). Growth 36% Safety 34% Profitability 30%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

78th percentile vs peers
79
Key Signals
EPS Growth YoY 1.18 91p Rev Growth YoY 16.7% 70p Revenue CAGR 3Y 32.0% 74p
Strengths
  • EPS Growth YoY in top 20% of peers (1.18, 91th percentile)
  • Operating Margin in top 20% of peers (97.5%, 81th percentile)
  • Net Profit Margin in top 20% of peers (99.5%, 88th percentile)
  • Current Ratio in top 20% of peers ($1.8K, 98th percentile)
  • Growth above peer median with strong metric coverage (85%)
Risks

No significant risks identified for this axis.

Profitability

65th percentile vs peers
66
Key Signals
Strengths
Risks
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Safety

74th percentile vs peers
74
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Angel Oak Financial Strategies Income Term Trust.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Base
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Fair Value Range Current: $-
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