US · BTO
John Hancock Financial Opportunities Fund
- Sector
- Financial Services · Asset Management
- Headquarters
- Boston, MA 02210-2805
- Website
- jhfunds.com
Price · as of 2024-12-31
$37.15
Market cap 706.07M
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $57.63 | +55.13% |
| Intrinsic Value(DCF) | $15.71 | -57.71% |
| Graham-Dodd Method(GD) | $33.84 | -8.9% |
| Graham Formula(GF) | $3,419.56 | +9,104.75% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2010 | |||||
| 2011 | |||||
| 2012 | $8.46 | ||||
| 2013 | $11.14 | $27.54 | $0.00 | $31.62 | $315.44 |
| 2014 | $10.95 | $68.39 | $0.00 | $20.75 | $106.87 |
| 2015 | $12.15 | $71.38 | $8.23 | $11.27 | $0.00 |
| 2016 | $19.71 | $162.62 | $0.00 | $65.62 | $8,644.76 |
| 2017 | $22.97 | $30.07 | $18.05 | $33.01 | $0.00 |
| 2018 | $19.68 | $48.98 | $0.00 | $0.00 | $1,590.32 |
| 2019 | $17.54 | $63.21 | $21.22 | $51.53 | |
| 2020 | $27.02 | $20.30 | $20.13 | $0.00 | $344.89 |
| 2021 | $31.84 | $143.22 | $0.00 | $75.90 | $5,465.42 |
| 2022 | $23.44 | $16.52 | $13.35 | $0.00 | $303.75 |
| 2023 | $24.99 | $27.77 | $21.57 | $0.00 | $0.00 |
| 2024 | $31.24 | $57.63 | $0.00 | $33.84 | $3,419.56 |
AI valuation
Our deep-learning model estimates John Hancock Financial Opportunities Fund's (BTO) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $57.63
- Current price
- $37.15
- AI upside
- +55.13%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$15.71
-57.71% upside
Graham-Dodd
$33.84
-8.9% upside
Graham Formula
$3,419.56
+9,104.75% upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| BTO | John Hancock Financial Op… | $37.15 | 706.07M | +55% | -58% | -9% | +9,105% | 4.38 | 0.89 | 4.33 | 5.27 | 0.29 | 0.89 | 100.00% | 104.28% | 98.97% | 21.76% | 19.19% | 18.15% | 0.19 | 19.64 | 0.02 | 0.06 | 0.00 | 152500.00% | 49222.00% | 1695.00% | 7.22% | 0.34 | 5.75% | 7.90% | 34.60% | 28.30% | 5.01 | 16.70 | 5.22 | 3.96 |
| HPI | John Hancock Preferred In… | $16.12 | 431.49M | +77% | +41% | -90% | -44% | 12.14 | 1.04 | 9.41 | — | — | 1.04 | 100.00% | 88.27% | 77.51% | 8.55% | 6.10% | 5.34% | 0.60 | — | 7.07 | 7.88 | — | -4043.00% | -159.00% | 122.00% | 8.43% | 32.98 | 5.48% | 8.50% | 103.10% | 8.50% | 16.75 | 18.65 | 14.79 | 1.12 |
| HTD | John Hancock Tax-Advantag… | $25.87 | 916.62M | +26% | -64% | -43% | — | 7.91 | 0.91 | 8.90 | 9.92 | — | 0.91 | 89.37% | 135.59% | 112.50% | 11.73% | 9.61% | 7.96% | 0.47 | 5.87 | 3.74 | 4.61 | 3.37 | -5970.00% | -6425.00% | -2434.00% | 5.36% | 23.64 | 3.38% | 7.38% | 58.40% | 7.38% | 9.92 | 28.22 | 13.46 | 1.83 |
| PDT | John Hancock Premium Divi… | $13.58 | 667.94M | +186% | +662% | +38% | +348% | 2.88 | 0.85 | 9.88 | 1.07 | — | 0.85 | 100.00% | 83.81% | 343.20% | 33.06% | 7.96% | 20.24% | 0.56 | 2.12 | 393.43 | 393.43 | 1.90 | -53956.00% | 730.00% | -817.00% | 8.60% | 26.06 | 8.07% | 8.60% | 24.80% | 8.60% | 4.36 | 4.30 | 3.66 | 2.04 |
| STK | Columbia Seligman Premium… | $40.45 | 703.45M | +301% | -82% | — | +4,206% | -1.90 | 0.83 | -1.90 | -1.80 | — | 0.83 | 102.98% | 100.23% | 100.23% | -34.25% | -34.84% | -32.73% | 0.00 | — | 0.01 | 0.91 | -0.10 | -19224.00% | -19311.00% | — | 0.00% | 0.00 | 0.00% | 0.00% | 0.00% | 0.00% | -1.80 | — | -1.80 | 8.68 |
About John Hancock Financial Opportunities Fund
John Hancock Financial Opportunities Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. It is co-managed by John Hancock Asset Management. The fund invests in the public equity markets across the globe. It seeks to invest in the stocks of companies operating across the financial services sector. The fund invests in companies across all market capitalizations. It benchmarks the performance of its portfolio against the S&P Composite 1500 Banks Index. The fund was formerly known as John Hancock Bank and Thrift Opportunity Fund. John Hancock Financial Opportunities Fund was formed on August 23, 1994 and is domiciled in the United States.
- CEO
- Susan A. Curry
- Employees
- 0
- Beta
- 1.06
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($15.71 ÷ $37.15) − 1 = -57.71% (DCF, example).