Nuveen California Select Tax-Free Income Portfolio (NXC) Financial Ratios
13 years of historical data (2012–2024) · Financial Services · Asset Management - Income
EV/EBITDA
↑
N/A
—
5yr avg: 44.08
30Y Low39.7·High87.8
P/FCF
N/A
—
5yr avg: N/A
P/B Ratio
↓
0.96
-2% vs avg
5yr avg: 0.98
30Y Low0.9·High1.1
ROE
↓
2.5%
↓+102% vs avg
5yr avg: 1.3%
30Y Low-7%·High10%
Debt/EBITDA
N/A
—
5yr avg: N/A
Percentile shows where the current value sits in 30-year historical distribution. Sparklines show 5-year trend.
NXC Valuation Multiples
Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow
Nuveen California Select Tax-Free Income Portfolio trades at 38.0x earnings, 59% above its 5-year average of 23.9x, sitting at the 100th percentile of its historical range. Compared to the Financial Services sector median P/E of 13.1x, the stock trades at a premium of 189%.
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 | FY 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Market Cap | $86M | $84M | $83M | $88M | $94M | $104M | $92M | $90M | $88M | $93M | $105M |
| Enterprise Value | $85M | $84M | $83M | $87M | $95M | $102M | $93M | $90M | $86M | $93M | $104M |
| P/E Ratio → | 37.97 | 37.57 | 16.39 | — | — | 17.71 | 19.59 | 20.46 | 21.06 | 402.99 | 20.12 |
| P/S Ratio | 23.16 | 22.76 | 16.08 | 47.86 | 26.91 | 25.35 | 19.17 | 19.27 | 20.53 | 23.16 | 23.19 |
| P/B Ratio | 0.96 | 0.95 | 0.94 | 1.01 | 0.98 | 1.03 | 0.94 | 0.93 | 0.93 | 0.99 | 1.06 |
| P/FCF | — | — | — | — | — | — | — | — | — | — | — |
| P/OCF | — | — | — | — | — | — | — | — | — | — | — |
P/E links to full P/E history page with 30-year chart
NXC EV Ratios
Enterprise-value multiples — capital-structure-neutral measures of total business value
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 | FY 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EV / Revenue | — | 22.66 | 16.06 | 47.34 | 27.09 | 25.09 | 19.30 | 19.23 | 19.88 | 23.04 | 23.04 |
| EV / EBITDA | — | — | 48.48 | — | — | 39.68 | — | — | 141.56 | — | 87.82 |
| EV / EBIT | 25.38 | 24.94 | 16.33 | — | 30.10 | 17.50 | 19.71 | 20.42 | 20.40 | 400.93 | 19.99 |
| EV / FCF | — | — | — | — | — | — | — | — | — | — | — |
NXC Profitability
Margins and return-on-capital ratios measuring operating efficiency
Nuveen California Select Tax-Free Income Portfolio earns an operating margin of 90.8%, significantly above the Financial Services sector average of 21.6%. Operating margins have expanded from -324.5% to 90.8% over the past 3 years, signaling improving operational efficiency. ROE of 2.5% is modest, trailing the sector median of 9.4%. ROIC of 2.8% represents below-average returns on invested capital versus a sector median of 5.7%.
Margins
Full margin charts and quarterly trend are on the Earnings History page
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 | FY 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 100.0% | 100.0% | 100.0% | -319.4% | 100.0% | 145.6% | 77.7% | 79.9% | 93.0% | 92.6% | 93.4% |
| Operating Margin | 90.8% | 90.8% | 98.3% | -324.5% | 90.0% | 143.3% | 70.3% | 68.8% | 97.5% | 5.7% | 115.2% |
| Net Profit Margin | 60.7% | 60.7% | 98.3% | -324.5% | -39.7% | 143.3% | 97.9% | 94.2% | 97.5% | 5.7% | 115.2% |
Return on Capital
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 | FY 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 2.5% | 2.5% | 5.8% | -6.5% | -1.4% | 5.9% | 4.8% | 4.6% | 4.4% | 0.2% | 5.3% |
| ROA | 2.5% | 2.5% | 5.8% | -6.5% | -1.4% | 5.8% | 4.8% | 4.6% | 4.4% | 0.2% | 5.2% |
| ROIC | 2.8% | 2.8% | 4.3% | -4.9% | 2.4% | 4.4% | 2.6% | 2.5% | 3.3% | 0.2% | 4.0% |
| ROCE | 3.8% | 3.8% | 5.8% | -6.5% | 3.2% | 5.9% | 3.5% | 3.3% | 4.4% | 0.2% | 5.3% |
NXC Leverage & Debt
Solvency and debt-coverage ratios — lower is generally safer
The company holds a net cash position — cash of $390878 exceeds total debt of $6477, providing substantial financial flexibility for buybacks, acquisitions, or weathering downturns. Interest coverage of 481.6x signals virtually no risk of debt distress — earnings comfortably cover interest obligations.
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 | FY 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.00 | 0.00 | — | — | 0.01 | — | 0.01 | — | — | — | — |
| Debt / EBITDA | — | — | — | — | — | — | — | — | — | — | — |
| Net Debt / Equity | — | -0.00 | -0.00 | -0.01 | 0.01 | -0.01 | 0.01 | -0.00 | -0.03 | -0.01 | -0.01 |
| Net Debt / EBITDA | — | — | -0.07 | — | — | -0.42 | — | — | -4.61 | — | -0.56 |
| Debt / FCF | — | — | — | — | — | — | — | — | — | — | — |
| Interest Coverage | 481.56 | 481.56 | 2838.48 | -136172.41 | 8584.55 | — | — | — | — | — | — |
Net cash position: cash ($390878) exceeds total debt ($6477)
NXC Liquidity & Efficiency
Short-term solvency ratios and asset-utilisation metrics
Nuveen California Select Tax-Free Income Portfolio's current ratio of 4.13x is well above the 1.0 safety threshold, indicating strong short-term liquidity with ample room to cover current liabilities. The current ratio has declined from 6.98x to 4.13x over the past 3 years.
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 | FY 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.13 | 4.13 | 3.34 | 6.98 | 2.88 | 2.58 | 6.78 | 4.28 | 25.95 | 7.03 | 4.27 |
| Quick Ratio | 4.13 | 4.13 | 3.34 | 6.98 | 2.88 | 2.58 | 6.78 | 4.28 | 25.95 | 7.03 | 4.27 |
| Cash Ratio | 1.39 | 1.39 | 0.43 | 3.59 | — | 1.31 | — | 0.60 | 10.36 | 1.26 | 1.69 |
| Asset Turnover | — | 0.04 | 0.06 | 0.02 | 0.04 | 0.04 | 0.05 | 0.05 | 0.04 | 0.04 | 0.05 |
| Inventory Turnover | — | — | — | — | — | — | — | — | — | — | — |
| Days Sales Outstanding | — | — | — | — | — | — | — | — | — | — | — |
NXC Shareholder Yields
Earnings, FCF, buyback, and dividend yields — total returns to shareholders
Nuveen California Select Tax-Free Income Portfolio does not currently pay a dividend and has no material buyback yield, reinvesting earnings back into the business. The earnings yield of 2.6% (inverse of P/E) provides a useful comparison to bond yields when assessing the stock's relative attractiveness to fixed income.
Dividends
Full dividend history and growth charts are on the Dividend History page
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 | FY 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend Yield | — | — | — | — | — | — | — | — | — | — | — |
| Payout Ratio | — | — | — | — | — | — | — | — | — | — | — |
Total Shareholder Return Metrics
| Metric | TTM | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 | FY 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Earnings Yield | 2.6% | 2.7% | 6.1% | — | — | 5.6% | 5.1% | 4.9% | 4.7% | 0.2% | 5.0% |
| FCF Yield | — | — | — | — | — | — | — | — | — | — | — |
| Buyback Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Total Shareholder Yield | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Shares Outstanding | — | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M |
Peer Comparison
Compare NXC with 5 similar companies in its peer group
| Company | Market Cap | P/E | EV/EBITDA | P/FCF | Gross Margin | Op Margin | ROE | ROIC | Debt/EBITDA |
|---|---|---|---|---|---|---|---|---|---|
 NXCYou | $86M | 38.0 | — | — | 100.0% | 90.8% | 2.5% | 2.8% | — |
 BLK | $166B | 25.4 | 20.6 | 35.2 | 49.4% | 37.1% | 14.1% | 9.9% | 1.8 |
 IVZ | $12B | -16.8 | 16.3 | 8.3 | 43.2% | -10.9% | -2.0% | -2.3% | 8.2 |
 TROW | $23B | 11.2 | 7.6 | 15.2 | 62.7% | 29.9% | 17.8% | 13.3% | 0.3 |
 BEN | $16B | 33.5 | 22.5 | 17.4 | 80.3% | 6.9% | 3.7% | 1.6% | 11.7 |
 MS | $303B | 23.9 | 25.8 | — | 55.6% | 17.1% | 13.0% | 2.9% | 15.8 |
| Financial Services Median | — | 13.1 | 11.5 | 10.6 | 63.6% | 21.6% | 9.4% | 5.7% | 4.1 |
Peer selection based on competitive and market overlap. Compare multiple stocks →
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Includes 30+ ratios · 13 years · Updated daily
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Quick answers to the most common questions about buying NXC stock.
What is Nuveen California Select Tax-Free Income Portfolio's P/E ratio?
Nuveen California Select Tax-Free Income Portfolio's current P/E ratio is 38.0x. The historical average is 19.4x. This places it at the 100th percentile of its historical range.
What is Nuveen California Select Tax-Free Income Portfolio's ROE?
Nuveen California Select Tax-Free Income Portfolio's return on equity (ROE) is 2.5%. The historical average is 3.4%.
Is NXC stock overvalued?
Based on historical data, Nuveen California Select Tax-Free Income Portfolio is trading at a P/E of 38.0x. This is at the 100th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.
What are Nuveen California Select Tax-Free Income Portfolio's profit margins?
Nuveen California Select Tax-Free Income Portfolio has 100.0% gross margin and 90.8% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.