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Upturn AI SWOT - About
BNY Mellon Strategic Municipals Inc (LEO)
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Upturn Advisory Summary
04/04/2025: LEO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -7.44% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 379.97M USD | Price to earnings Ratio 5.17 | 1Y Target Price 0.42 |
Price to earnings Ratio 5.17 | 1Y Target Price 0.42 | ||
Volume (30-day avg) 135046 | Beta 0.56 | 52 Weeks Range 5.60 - 6.52 | Updated Date 04/5/2025 |
52 Weeks Range 5.60 - 6.52 | Updated Date 04/5/2025 | ||
Dividends yield (FY) 3.74% | Basic EPS (TTM) 1.18 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 256.19% | Operating Margin (TTM) 86.86% |
Management Effectiveness
Return on Assets (TTM) 2.28% | Return on Equity (TTM) -6.31% |
Valuation
Trailing PE 5.17 | Forward PE - | Enterprise Value 516616288 | Price to Sales(TTM) 13.24 |
Enterprise Value 516616288 | Price to Sales(TTM) 13.24 | ||
Enterprise Value to Revenue 7.08 | Enterprise Value to EBITDA - | Shares Outstanding 62290900 | Shares Floating - |
Shares Outstanding 62290900 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 44.7 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
BNY Mellon Strategic Municipals Inc
Company Overview
History and Background
BNY Mellon Strategic Municipals Inc. is a closed-end fund that invests primarily in U.S. municipal bonds. It provides investors with current income exempt from federal income tax. Founded to provide income and capital appreciation by investing in municipal securities.
Core Business Areas
- Municipal Bond Investments: Investment in a diversified portfolio of municipal bonds, aiming for tax-exempt income.
Leadership and Structure
BNY Mellon Investment Management serves as the investment advisor. The fund is structured as a closed-end fund traded on the New York Stock Exchange.
Top Products and Market Share
Key Offerings
- Tax-Exempt Income: The primary product is the generation of tax-exempt income through investments in municipal securities. Market share is difficult to quantify in terms of specific products but instead is relative to the overall closed-end municipal bond fund market. Competitors include Nuveen and BlackRock municipal bond funds.
Market Dynamics
Industry Overview
The municipal bond market is influenced by factors like interest rates, tax policy, and the creditworthiness of municipal issuers. Demand is driven by investors seeking tax-advantaged income.
Positioning
BNY Mellon Strategic Municipals Inc. is positioned as a provider of stable, tax-exempt income within the closed-end fund segment of the municipal bond market. Its competitive advantage lies in BNY Mellon's experience and research capabilities.
Total Addressable Market (TAM)
The total municipal bond market is estimated to be in the trillions of dollars. BNY Mellon Strategic Municipals Inc holds a small fraction of the market.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Strong Brand Reputation of BNY Mellon
- Diversified Portfolio of Municipal Bonds
- Tax-Exempt Income Generation
Weaknesses
- Vulnerability to Interest Rate Changes
- Closed-End Fund Structure Can Lead to Trading at a Discount to NAV
- Reliance on the Creditworthiness of Municipal Issuers
- Management Fees Reduce Returns
Opportunities
- Increasing Demand for Tax-Exempt Investments
- Potential for Capital Appreciation in a Favorable Interest Rate Environment
- Expansion of Investment Mandate to Include Other Tax-Advantaged Assets
- Growing awareness of sustainability focused or ESG investing
Threats
- Rising Interest Rates
- Deterioration of Credit Quality in Municipal Bond Market
- Changes in Tax Laws Reducing the Attractiveness of Municipal Bonds
- Increased Competition from Other Investment Products
Competitors and Market Share
Key Competitors
- VBF
- MUB
- HYD
Competitive Landscape
VBF, MUB, and HYD provide a mix of investment types and target investors. BNY Mellon Strategic Municipals needs to outperform these leaders to attract and retain shareholders.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth depends on the performance of the municipal bond market and the fund's ability to generate income and capital appreciation.
Future Projections: Future growth is tied to the demand for tax-exempt income and the overall health of the municipal bond market. Analyst estimates focus on the fund's ability to maintain distributions and NAV.
Recent Initiatives: Recent initiatives likely involve adjustments to the portfolio based on market conditions and changes in the municipal bond market.
Summary
BNY Mellon Strategic Municipals Inc. offers tax-exempt income through municipal bond investments. Its strength lies in BNY Mellon's expertise and diversified portfolio. The fund faces risks from rising interest rates and credit quality. It must maintain competitive distributions to attract investors.
Similar Companies
MUB
iShares National Muni Bond ETF
MUB
iShares National Muni Bond ETF
Sources and Disclaimers
Data Sources:
- SEC Filings
- BNY Mellon Website
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investment decisions should be based on individual risk tolerance and financial circumstances.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BNY Mellon Strategic Municipals Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2001-01-02 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BNY Mellon Strategic Municipals, Inc. is a closed ended fixed income mutual fund launched and managed by BNY Mellon Investment Adviser, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal bonds, the income from which is exempt from federal income tax. It employs fundamental analysis to create its portfolio. The fund was formerly known as Dreyfus Strategic Municipals, Inc. BNY Mellon Strategic Municipals, Inc. was formed on September 23, 1987 and is domiciled in the United States.
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