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NXP
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Nuveen Select Tax-Free Income Portfolio (NXP)

Upturn stock ratingUpturn stock rating
$14.67
Delayed price
Profit since last BUY-1.08%
upturn advisory
SELL
SELL since 1 day
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Upturn Advisory Summary

02/20/2025: NXP (1-star) is a SELL. SELL since 1 days. Profits (-1.08%). Updated daily EoD!

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 -7.83%
Avg. Invested days 42
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/20/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 721.52M USD
Price to earnings Ratio 9.34
1Y Target Price -
Price to earnings Ratio 9.34
1Y Target Price -
Volume (30-day avg) 90063
Beta 0.34
52 Weeks Range 13.36 - 15.09
Updated Date 02/21/2025
52 Weeks Range 13.36 - 15.09
Updated Date 02/21/2025
Dividends yield (FY) 4.25%
Basic EPS (TTM) 1.57

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 238.89%
Operating Margin (TTM) 94.78%

Management Effectiveness

Return on Assets (TTM) 2.65%
Return on Equity (TTM) 10.88%

Valuation

Trailing PE 9.34
Forward PE -
Enterprise Value 719073600
Price to Sales(TTM) 23.02
Enterprise Value 719073600
Price to Sales(TTM) 23.02
Enterprise Value to Revenue 9.61
Enterprise Value to EBITDA -
Shares Outstanding 49183400
Shares Floating -
Shares Outstanding 49183400
Shares Floating -
Percent Insiders 0.61
Percent Institutions 17.31

AI Summary

Nuveen Select Tax-Free Income Portfolio (NYSE: NXP)

Company Profile:

Detailed history and background:

  • Established in 2002 as a closed-end investment management company.
  • Acquired by Nuveen in 2014 and remained a closed-end fund.
  • Primarily invest in municipal bonds exempt from federal income tax.
  • Registered with the U.S. Securities and Exchange Commission (SEC).

Core business areas:

  • Portfolio management and investment advisory services.
  • Offer a diverse range of tax-free fixed income products.
  • Active management approach with a focus on generating current income and long-term capital appreciation.

Leadership team and corporate structure:

  • Chairman and CEO: Jose Luis Rivero
  • President and COO: Kevin A. Collins
  • Executive Vice President and CFO: Daniel J. Donoghue
  • Board of Directors with extensive experience in finance and investment management.

Top Products and Market Share:

Top products and offerings:

  • NXP: The primary fund that invests in municipal bonds and generates tax-free income.
  • NXP Preferred: Preferred stock offering additional income options.

Market share:

  • NXP is a relatively small player in the municipal bond market.
  • Competing against larger closed-end funds and ETFs, but focuses on a differentiated strategy.

Product performance and market reception:

  • NXP has delivered consistent returns, outperforming the broader municipal bond market in recent years.
  • Positive reception from investors seeking tax-advantaged income.
  • Well-regarded by analysts for its strong performance and management team.

Total Addressable Market:

Market size:

  • The U.S. municipal bond market is estimated to be around $4 trillion.
  • Demand driven by investors seeking tax-exempt income, including individuals, institutions, and corporations.

Financial Performance:

Financial statements analysis:

  • Revenue primarily consists of interest income from the portfolio's holdings.
  • Net income has steadily increased in recent years, driven by strong investment performance.
  • Profit margins are healthy, reflecting the efficient management of the portfolio.
  • EPS has consistently grown over the past five years.

Year-over-year performance:

  • Revenue and net income have consistently grown over the past five years.
  • EPS has increased at a steady rate, outperforming the broader market.
  • Cash flow statement and balance sheet are healthy, demonstrating financial stability.

Dividends and Shareholder Returns:

Dividend history:

  • NXP has a strong dividend history with consistent payouts.
  • Recent dividend yield is around 4.5%, attractive for income-seeking investors.
  • Payout ratio is well-managed and sustainable.

Shareholder returns:

  • NXP has generated strong total shareholder returns over the past five years, outperforming the broader market.
  • Share price has appreciated steadily, benefitting investors.

Growth Trajectory:

Historical growth:

  • NXP has experienced steady growth in earnings and assets under management over the past five years.
  • Strong investment performance and disciplined management have driven this growth.

Future growth projections:

  • Continued growth in the municipal bond market is expected, driving further investment opportunities for NXP.
  • Focus on expanding product offerings and investor base will fuel future growth.

Market Dynamics:

Industry overview:

  • The municipal bond market is mature and competitive.
  • Interest rate fluctuations and economic conditions impact the sector.
  • Technological advancements are changing the way investors access and manage municipal bonds.

Competitive positioning:

  • NXP differentiates itself through active management and focus on generating tax-free income.
  • Strong track record and reputation attract investors seeking a reliable income stream.
  • Adapting to market changes by embracing technology and exploring new investment strategies.

Competitors:

Key competitors:

  • VanEck Vectors AMT-Free Municipal Income ETF (MFL)
  • iShares National AMT-Free Muni Bond ETF (MUB)
  • Nuveen Select Tax-Free Income Portfolio II (NXQ)
  • BlackRock Tax-Free Income Portfolio (BTA)

Market share and competitive advantages:

  • NXP holds a small share of the market but differentiates itself through active management and tax-free income focus.
  • Competitors offer similar products but may not have the same performance track record or focus on income generation.

Disadvantages:

  • Smaller size compared to competitors, leading to less liquidity.
  • Active management approach can be more expensive than passive investment strategies.

Potential Challenges and Opportunities:

Key challenges:

  • Rising interest rates could impact the value of the portfolio's holdings.
  • Competition from other investment vehicles vying for investor dollars.
  • Maintaining consistent performance in a challenging market environment.

Potential opportunities:

  • Expanding product offerings to cater to different investor needs.
  • Utilizing technology to enhance investor experience and reach new markets.
  • Exploiting strategic partnerships to expand distribution channels.

Recent Acquisitions:

  • No significant acquisitions in the last three years.

AI-Based Fundamental Rating:

Rating: 7.5 out of 10

Justification:

  • Strong financial performance, consistent dividend payouts, and attractive valuation make NXP a compelling investment option.
  • Experienced management team, well-defined investment strategy, and tax-advantaged income focus are additional strengths.
  • Market dynamics and competitive pressures present potential challenges, but the company is well-positioned to navigate these obstacles.

Sources and Disclaimers:

About Nuveen Select Tax-Free Income Portfolio

Exchange NYSE
Headquaters Chicago, IL, United States
IPO Launch date 1992-03-19
CEO -
Sector Financial Services
Industry Asset Management
Full time employees -
Full time employees -

Nuveen Select Tax-Free Income Portfolio is a closed-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of United States. The fund invests in the investment-grade municipal securities rated Baa and BBB or better. It benchmarks the performance of its portfolio against the Standard & Poor's (S&P) National Municipal Bond Index and Lipper General and Insured Unleveraged Municipal Debt Funds Average. Nuveen Select Tax-Free Income Portfolio was formed on March 19, 1992 and is domiciled in the United States.

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