US · FINS
Angel Oak Financial Strategies Income Term Trust
- Sector
- Financial Services · Asset Management - Income
- Headquarters
- Atlanta, GA 30305
- Website
- angeloakcapital.com
Price · as of 2025-01-31
$12.99
Market cap 330M
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $40.57 | +212.32% |
| Intrinsic Value(DCF) | $80.92 | +522.94% |
| Graham-Dodd Method(GD) | $2.32 | -82.11% |
| Graham Formula(GF) | $569.13 | +4,281.31% |
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 |
|---|---|---|---|---|---|
| 2011 | |||||
| 2012 | |||||
| 2013 | |||||
| 2014 | |||||
| 2015 | |||||
| 2016 | |||||
| 2017 | |||||
| 2018 | |||||
| 2019 | |||||
| 2020 | $10.24 | ||||
| 2021 | $11.12 | $52.65 | $0.00 | $0.70 | $16.85 |
| 2022 | $10.57 | $256.81 | $104.22 | $7.85 | |
| 2023 | $9.08 | $98.25 | $276.25 | $0.00 | $0.00 |
| 2024 | $10.16 | $23.95 | $35.81 | $0.00 | $0.00 |
| 2025 | $11.88 | $40.57 | $370,751.33 | $2.32 | $569.13 |
AI valuation
Our deep-learning model estimates Angel Oak Financial Strategies Income Term Trust's (FINS) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $40.57
- Current price
- $12.99
- AI upside
- +212.32%
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
$80.92
+522.94% upside
Graham-Dodd
$2.32
-82.11% upside
Graham Formula
$569.13
+4,281.31% 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 |
| FINS | Angel Oak Financial Strat… | $12.99 | 330M | +212% | +523% | -82% | +4,281% | 7.62 | 0.85 | 7.43 | 10.96 | 1.81 | 0.85 | 100.00% | 97.51% | 97.51% | 11.24% | 8.11% | 8.09% | 0.37 | 6.25 | 1772.98 | 1768.09 | 3.34 | 42000.00% | 37329.00% | -871.00% | 13.47% | 7512.75 | 8.32% | 10.92% | 83.20% | 13.47% | 10.96 | 10.68 | 10.69 | 1.60 |
| BFZ | BlackRock California Muni… | $11.11 | 334.01M | +2,154% | +272% | -37% | +7,112% | 27.68 | 0.86 | 13.34 | — | 1.17 | 0.86 | 87.17% | 83.57% | 48.21% | 3.08% | 4.23% | 2.00% | 0.00 | 2.35 | 1.37 | 1.37 | — | 236914.00% | 208822.00% | -8004.00% | 5.29% | 3.07 | 3.58% | 4.74% | 131.10% | 68.43% | 15.96 | 18.89 | 13.34 | 1.03 |
| BGT | BlackRock Floating Rate I… | $11.03 | 297.79M | +184% | -50% | — | — | 11.40 | 0.89 | 9.32 | 13.85 | — | 0.89 | 83.00% | 81.75% | 81.75% | 8.23% | 6.52% | 6.33% | 0.19 | 4.81 | 0.55 | 0.55 | 2.45 | -3657.00% | -2222.00% | 4275.00% | 10.31% | 2.11 | 7.67% | 11.39% | 129.80% | 24.13% | 13.85 | 11.78 | 11.32 | 2.36 |
| EFT | Eaton Vance Floating-Rate… | $10.91 | 289.97M | +271% | +346% | — | — | 15.51 | 0.89 | 9.18 | 21.41 | — | 0.89 | 61.35% | 59.16% | 59.16% | 5.70% | 4.33% | 3.51% | 0.35 | 1.53 | 0.84 | 0.83 | 5.90 | -6493.00% | -4201.00% | -8238.00% | 4.80% | 0.90 | 3.23% | 10.63% | 164.90% | 10.63% | 21.41 | 28.74 | 12.67 | 0.78 |
| HPF | John Hancock Preferred In… | $16.15 | 349.17M | +90% | +41% | -93% | -46% | 11.84 | 1.01 | 9.11 | — | — | 1.01 | 100.00% | 88.23% | 76.90% | 8.55% | 6.13% | 5.32% | 0.60 | — | 5.31 | 4.43 | — | -4087.00% | -187.00% | -929.00% | 8.78% | 25.22 | 5.55% | 8.91% | 105.60% | 8.91% | 16.45 | 18.14 | 14.51 | 1.08 |
| MIN | MFS Intermediate Income T… | $2.60 | 295.88M | +2,407% | -63% | +54% | +4,159% | 10.00 | 0.85 | 9.80 | 10.00 | 5.45 | 0.85 | 100.00% | 97.98% | 97.98% | 8.53% | 8.53% | 8.45% | 0.00 | — | 2.16 | 2.16 | 0.00 | 18369.00% | 47383.00% | — | 0.00% | 0.00 | 0.00% | 0.00% | 0.00% | 0.00% | 10.00 | — | 9.80 | 136.88 |
| PPT | Putnam Premier Income Tru… | $3.65 | 348.82M | +684% | +6,662% | +40% | — | 13.54 | 0.93 | 13.14 | 13.44 | — | 0.93 | 100.00% | 97.07% | 97.07% | 6.84% | 6.86% | 4.99% | 0.00 | 39346.76 | 0.18 | 0.18 | -0.10 | -2121.00% | -2127.00% | — | 0.00% | 0.00 | 0.00% | 0.00% | 0.00% | 0.72% | 13.44 | — | 13.04 | 1.25 |
| RFMZ | RiverNorth Flexible Munic… | $13.18 | 320.96M | +140% | — | — | — | -20.79 | 0.87 | -57.22 | -37.74 | — | 0.87 | 270.75% | 275.28% | 275.28% | -3.94% | -2.36% | -2.35% | 0.71 | -1.61 | 3.34 | 3.34 | -16.96 | -14470.00% | -11233.00% | -1492.00% | 7.95% | 10.70 | 3.91% | 8.54% | -177.50% | 8.54% | -37.74 | 22.83 | -103.90 | 0.47 |
About Angel Oak Financial Strategies Income Term Trust
Angel Oak Financial Strategies Income Term Trust is a closed-end investment fund. Its objective is to seek current income with a secondary objective of total return. The Fund utilizes a banking sector debt-centric strategy, which exhibits low historical correlations to other areas of the market. The company was founded on June 14, 2018 and is headquartered in Atlanta, GA.
- CEO
- Michael Allen Fierman
- Employees
- 0
- Beta
- 0.22
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($80.92 ÷ $12.99) − 1 = +522.94% (DCF, example).