Nuveen California Select Tax-Free Income Portfolio (NXC) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Nuveen California Select Tax-Free Income Portfolio (NXC) stock price & volume — 10-year historical chart
Nuveen California Select Tax-Free Income Portfolio (NXC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Nuveen California Select Tax-Free Income Portfolio (NXC) competitors in Municipal Bond Closed-End Funds — business model, growth, and fundamentals comparison
Nuveen California Select Tax-Free Income Portfolio (NXC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Nuveen California Select Tax-Free Income Portfolio (NXC) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Mar'17 | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Feb'22 | Feb'23 | Feb'24 | Feb'25 |
|---|---|---|---|---|---|---|---|---|---|
| Net Interest Income | 0 | 0 | 0 | 0 | 0 | -367 | 3.55M | 3.69M | -6.99K |
| NII Growth % | - | - | - | - | - | - | 967746.87% | 4.02% | -100.19% |
| Net Interest Margin % | 0% | 0% | 0% | 0% | 0% | -0% | 4.05% | 4.13% | -0.01% |
| Interest Income | 0 | 0 | 0 | 0 | 0 | 0 | 3.55M | 3.7M | 0 |
| Interest Expense | 0 | 0 | 0 | 0 | 0 | 367 | 44 | 1.8K | 6.99K |
| Loan Loss Provision | 298.11K | 300.16K | 938.57K | 1.07M | 300.57K | -367 | -44 | -1.8K | -6.99K |
| Non-Interest Income | 4.03M | 4.3M | 4.66M | 4.8M | 4.08M | 3.5M | -1.7M | 1.49M | 3.7M |
| Non-Interest Income % | 100% | 100% | 100% | 100% | 100% | 100% | -92.34% | 28.75% | 100% |
| Total Revenue | 4.03M▲ 0% | 4.3M▲ 6.9% | 4.66M▲ 8.3% | 4.8M▲ 3.1% | 4.08M▼ 15.0% | 3.5M▼ 14.3% | 1.85M▼ 47.3% | 5.19M▲ 180.9% | 3.7M▼ 28.6% |
| Revenue Growth % | -10.98% | 6.88% | 8.26% | 3.12% | -14.99% | -14.27% | -47.26% | 180.93% | -28.59% |
| Non-Interest Expense | 3.93M | 109.14K | 271.81K | 99.92K | 94.77K | 350.37K | 323.17K | 89K | 339.3K |
| Efficiency Ratio | 97.53% | 2.54% | 5.83% | 2.08% | 2.32% | 10.01% | 17.5% | 1.72% | 9.16% |
| Operating Income | 231.34K▲ 0% | 4.19M▲ 1713.0% | 3.2M▼ 23.6% | 3.38M▲ 5.4% | 5.85M▲ 73.4% | 3.15M▼ 46.2% | -5.99M▼ 290.2% | 5.1M▲ 185.1% | 3.36M▼ 34.0% |
| Operating Margin % | 5.75% | 97.46% | 68.75% | 70.26% | 143.32% | 89.99% | -324.51% | 98.28% | 90.84% |
| Operating Income Growth % | -95.56% | 1712.98% | -23.63% | 5.39% | 73.4% | -46.17% | -290.18% | 185.08% | -34% |
| Pretax Income | 231.34K▲ 0% | 4.19M▲ 1713.0% | 4.39M▲ 4.6% | 4.7M▲ 7.2% | 5.85M▲ 24.4% | -1.39M▼ 123.8% | -5.99M▼ 330.8% | 5.1M▲ 185.1% | 2.25M▼ 55.9% |
| Pretax Margin % | 5.75% | 97.46% | 94.17% | 97.92% | 143.32% | -39.73% | -324.51% | 98.28% | 60.71% |
| Income Tax | -3.57M | 0 | 1.18M | 0 | 0 | 0 | 0 | 0 | 0 |
| Effective Tax Rate % | -1542.1% | 0% | 26.99% | 0% | 0% | 0% | 0% | 0% | 0% |
| Net Income | 231.34K▲ 0% | 4.19M▲ 1713.0% | 4.39M▲ 4.6% | 4.7M▲ 7.2% | 5.85M▲ 24.4% | -1.39M▼ 123.8% | -5.99M▼ 330.8% | 5.1M▲ 185.1% | 2.25M▼ 55.9% |
| Net Margin % | 5.75% | 97.46% | 94.17% | 97.92% | 143.32% | -39.73% | -324.51% | 98.28% | 60.71% |
| Net Income Growth % | -95.56% | 1713% | 4.59% | 7.23% | 24.42% | -123.76% | -330.82% | 185.08% | -55.89% |
| Net Income (Continuing) | 231.34K | 4.19M | 4.39M | 4.7M | 5.85M | -1.39M | -5.99M | 5.1M | 2.25M |
| EPS (Diluted) | 0.04▲ 0% | 0.66▲ 1693.5% | 0.69▲ 4.5% | 0.74▲ 7.2% | 0.92▲ 24.3% | -0.20▼ 121.7% | -0.94▼ 370.0% | 0.80▲ 185.1% | 0.35▼ 56.3% |
| EPS Growth % | -95.57% | 1693.48% | 4.55% | 7.25% | 24.32% | -121.74% | -370% | 185.11% | -56.25% |
| EPS (Basic) | 0.04 | 0.66 | 0.69 | 0.74 | 0.92 | -0.20 | -0.94 | 0.80 | 0.35 |
| Diluted Shares Outstanding | 6.29M | 6.35M | 6.36M | 6.35M | 6.36M | 6.36M | 6.36M | 6.36M | 6.41M |
Nuveen California Select Tax-Free Income Portfolio (NXC) balance sheet — assets, liabilities & shareholders' equity
| Line item | Mar'17 | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Feb'22 | Feb'23 | Feb'24 | Feb'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 481.38K | 2.79M | 206.73K | 0 | 1.09M | 0 | 959.41K | 118.75K | 390.88K |
| Cash & Due from Banks | 481.38K | 2.79M | 206.73K | 0 | 1.09M | 0 | 959.41K | 118.75K | 390.88K |
| Short Term Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Investments | 91.98M | 88.66M | 95.42M | 97.18M | 99.37M | 94.48M | 85.69M | 88.22M | 87.46M |
| Investments Growth % | -5.35% | -3.62% | 7.63% | 1.84% | 2.26% | -4.92% | -9.3% | 2.94% | -0.86% |
| Long-Term Investments | 91.98M | 88.66M | 95.42M | 97.18M | 99.37M | 94.48M | 85.69M | 88.22M | 87.46M |
| Accounts Receivables | 0 | 0 | 0 | 1.8M | 1.05M | 2.82M | 906.26K | 812.81K | 768.29K |
| Goodwill & Intangibles | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Goodwill | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Intangible Assets | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| PP&E (Net) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Assets | 23.35K | -88.66M | -95.42M | 0 | 0 | 32.6K | 0 | 0 | 171.71K |
| Total Current Assets | 2.68M | 6.98M | 1.47M | 1.8M | 2.14M | 2.82M | 1.87M | 931.56K | 1.16M |
| Total Non-Current Assets | 92.01M | 88.66M | 95.42M | 97.18M | 99.37M | 94.51M | 85.69M | 88.22M | 87.63M |
| Total Assets | 94.69M▲ 0% | 95.73M▲ 1.1% | 96.92M▲ 1.2% | 99M▲ 2.2% | 101.54M▲ 2.6% | 97.33M▼ 4.1% | 87.59M▼ 10.0% | 89.34M▲ 2.0% | 88.79M▼ 0.6% |
| Asset Growth % | -4.24% | 1.09% | 1.25% | 2.15% | 2.56% | -4.15% | -10.01% | 2% | -0.62% |
| Return on Assets (ROA) | 0.24% | 4.41% | 4.55% | 4.8% | 5.84% | -1.4% | -6.48% | 5.76% | 2.52% |
| Accounts Payable | 0 | 268.98K | 249.87K | 266.35K | 829.61K | 0 | 267.47K | 278.84K | 280.64K |
| Total Debt | 0 | 0 | 0 | 626.46K | 0 | 621.88K | 0 | 0 | 6.48K |
| Net Debt | -481.38K | -2.79M | -206.73K | 626.46K | -1.09M | 621.88K | -959.41K | -118.75K | -390.88K |
| Long-Term Debt | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Short-Term Debt | 0 | 0 | 0 | 626.46K | 0 | 621.88K | 0 | 0 | 6.48K |
| Other Liabilities | 0 | 0 | 0 | 0 | 113.95K | 0 | 99.93K | 96.4K | 81.75K |
| Total Current Liabilities | 381.63K | 268.98K | 344.22K | 266.35K | 829.61K | 979.06K | 267.47K | 278.84K | 280.64K |
| Total Non-Current Liabilities | 381.63K | 368.11K | 344.22K | 626.46K | 113.95K | 357.19K | 99.93K | 96.4K | 81.75K |
| Total Liabilities | 381.63K | 368.11K | 344.22K | 991.95K | 943.57K | 979.06K | 267.47K | 375.24K | 362.39K |
| Total Equity | 94.31M▲ 0% | 95.36M▲ 1.1% | 96.57M▲ 1.3% | 98.01M▲ 1.5% | 100.6M▲ 2.6% | 96.35M▼ 4.2% | 87.22M▼ 9.5% | 88.97M▲ 2.0% | 88.42M▼ 0.6% |
| Equity Growth % | -4.25% | 1.11% | 1.28% | 1.49% | 2.64% | -4.22% | -9.47% | 2% | -0.61% |
| Equity / Assets (Capital Ratio) | 99.6% | 99.62% | 99.64% | 99% | 99.07% | 98.99% | 99.58% | 99.58% | 99.59% |
| Return on Equity (ROE) | 0.24% | 4.42% | 4.57% | 4.83% | 5.89% | -1.41% | -6.53% | 5.79% | 2.54% |
| Book Value per Share | 15.00 | 15.01 | 15.19 | 15.43 | 15.83 | 15.15 | 13.71 | 13.98 | 13.79 |
| Tangible BV per Share | 15.00 | 15.01 | 15.19 | 15.43 | 15.83 | 15.15 | 13.71 | 13.98 | 13.79 |
| Common Stock | 62.87K | 63.5K | 63.5K | 63.52K | 63.56K | 63.61K | 63.62K | 63.62K | 64.12K |
| Additional Paid-in Capital | 0 | 88.43M | 88.36M | 88.39M | 88.45M | 88.53M | 88.54M | 88.55M | 89.24M |
| Retained Earnings | -105.51K | -167.12K | 8.15M | 9.56M | 12.08M | 7.76M | -1.38M | 355.14K | -881.01K |
| Accumulated OCI | 6.78M | 7.03M | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Preferred Stock | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 0 |
Nuveen California Select Tax-Free Income Portfolio (NXC) cash flow — operating, investing & free cash flow history
| Line item | Mar'17 | Mar'18 | Mar'19 | Mar'20 | Mar'21 | Feb'22 | Feb'23 | Feb'24 | Feb'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Operating CF Growth % | - | - | - | - | - | - | - | - | - |
| Net Income | 231.34K | 4.19M | 4.39M | 4.7M | 5.85M | -1.39M | -5.99M | 5.1M | 2.25M |
| Depreciation & Amortization | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Deferred Taxes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Non-Cash Items | -231.34K | -4.19M | -4.39M | -4.7M | -5.85M | 1.39M | 5.99M | -5.1M | -2.25M |
| Working Capital Changes | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash from Investing | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Purchase of Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Sale/Maturity of Investments | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Investment Activity | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Acquisitions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Investing | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash from Financing | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Dividends Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Share Repurchases | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Stock Issued | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Stock Activity | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Debt Issuance (Net) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Financing | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Change in Cash | 0▲ 0% | 0▲ 0% | -2.58M▲ 0% | 0▲ 100.0% | 0▲ 0% | 0▲ 0% | 0▲ 0% | 0▲ 0% | 0▲ 0% |
| Exchange Rate Effect | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash at Beginning | 0 | 0 | 2.79M | 206.73K | 206.73K | 1.09M | 0 | 0 | 0 |
| Cash at End | 0 | 0 | 206.73K | 206.73K | 1.09M | 1.09M | 0 | 0 | 0 |
| Interest Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Income Taxes Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Free Cash Flow | 0▲ 0% | 0▲ 0% | 0▲ 0% | 0▲ 0% | 0▲ 0% | 0▲ 0% | 0▲ 0% | 0▲ 0% | 0▲ 0% |
| FCF Growth % | - | - | - | - | - | - | - | - | - |
Nuveen California Select Tax-Free Income Portfolio (NXC) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 5.32% | 0.24% | 4.42% | 4.57% | 4.83% | 5.89% | -1.41% | -6.53% | 5.79% | 2.54% |
| Return on Assets (ROA) | 5.21% | 0.24% | 4.41% | 4.55% | 4.8% | 5.84% | -1.4% | -6.48% | 5.76% | 2.52% |
| Net Interest Margin | 0% | 0% | 0% | 0% | 0% | 0% | -0% | 4.05% | 4.13% | -0.01% |
| Efficiency Ratio | -21.8% | 97.53% | 2.54% | 5.83% | 2.08% | 2.32% | 10.01% | 17.5% | 1.72% | 9.16% |
| Equity / Assets | 99.6% | 99.6% | 99.62% | 99.64% | 99% | 99.07% | 98.99% | 99.58% | 99.58% | 99.59% |
| Book Value / Share | 15.68 | 15 | 15.01 | 15.19 | 15.43 | 15.83 | 15.15 | 13.71 | 13.98 | 13.79 |
| NII Growth | - | - | - | - | - | - | - | 967746.87% | 4.02% | -100.19% |
Nuveen California Select Tax-Free Income Portfolio (NXC) stock FAQ — growth, dividends, profitability & financials explained
Nuveen California Select Tax-Free Income Portfolio (NXC) saw revenue decline by 28.6% over the past year.
Yes, Nuveen California Select Tax-Free Income Portfolio (NXC) is profitable, generating $7.3M in net income for fiscal year 2024 (60.7% net margin).
Nuveen California Select Tax-Free Income Portfolio (NXC) has a return on equity (ROE) of 2.5%. This is below average, suggesting room for improvement.
Nuveen California Select Tax-Free Income Portfolio (NXC) has a net interest margin (NIM) of -0.0%. NIM has been under pressure due to interest rate environment.
Nuveen California Select Tax-Free Income Portfolio (NXC) has an efficiency ratio of 9.2%. This is excellent, indicating strong cost control.
Nuveen California Select Tax-Free Income Portfolio (NXC) financial analysis — history, returns, DCA and operating performance tools
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates