Nuveen California Select Tax-Free Income Portfolio (NXC)
Valuation Overview•Is Nuveen California Select Tax-Free Income Portfolio Overvalued or Undervalued?
The market is pricing the stock in line with historical averages, assuming steady-state growth.
Moderate quality score of 62/100, reflecting stable operating margins and manageable leverage.
Wall Street forecasts a balanced outlook with consensus price targets near the current price.
Verdict: Solid fundamental quality, though profitability presents a headwind.
Wall Street sentiment is generally neutral. The company currently retains all capital for reinvestment and growth rather than returning it to shareholders.
NXC demonstrates adequate business quality with stable profitability. This is backed by a fortress balance sheet, holding significant net cash ($390,878) and minimal debt risk.
The company maintains stable top-line performance paired with stable bottom-line earnings. This growth is supported by elite operational efficiency, sustaining an impressive 74.9% operating margin.
| Financial Metric | Trend (12Q) | Latest Qtr | 1Y Growth | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|---|---|---|
| Revenue | $508K | -28.6% | — | — | -1.9% | |
| EBITDA | $2.2M | — | — | — | — | |
| Net Income | $973K | -55.9% | — | — | -13.3% | |
| EPS (Diluted) | $0.15 | -56.3% | — | -13.9% | -13.5% | |
| Free Cash Flow | $0.00 | — | — | — | — |
| Metric | TTM | 3Y Avg | 5Y Avg | 10Y Avg |
|---|---|---|---|---|
| Gross Margin | 99.9% | -39.8% | 25.3% | 56.3% |
| Operating Margin | 74.9% | -45.1% | 19.6% | 45.5% |
| Net Margin | 121.2% | -55.2% | -12.4% | 34.9% |
| FCF Margin | — | — | — | — |
Total return is +5.8% (1Y), lagging the benchmark by -19.2%
| Period | Total Return | vs S&P 500 (Alpha) | Dividend Contribution |
|---|---|---|---|
| YTD | +1.2% | -8.1% | — |
| 1Y | +5.8% | -19.2% | +2.1% |
| 3YCAGR | +4.2% | -15.3% | +10.4% |
| 5YCAGR | -0.9% | -13.3% | +14.5% |
| 10YCAGR | +1.1% | -12.4% | — |
The S&P 500 is at 31.3x trailing P/E — Expensive relative to historical averages.
Quick answers to common questions about Nuveen California Select Tax-Free Income Portfolio (NXC) valuation, health, and returns.
Based on peer relative multiples, Nuveen California Select Tax-Free Income Portfolio appears Limited: Fair versus peers compared to industry peers.
Nuveen California Select Tax-Free Income Portfolio has multiple valuation anchors: Peer Relative Fair Value: $14.07. A convergence of these signals offers higher conviction.
Nuveen California Select Tax-Free Income Portfolio displays good financial health with a composite quality score of 62/100, supported by a Piotroski F-Score of 3/9, Return on Invested Capital (ROIC) of 2.8%.
Nuveen California Select Tax-Free Income Portfolio does not return material capital to shareholders via dividends or share repurchases, electing to retain earnings to fund internal growth.
Nuveen California Select Tax-Free Income Portfolio's current growth trajectory is Stable. The company achieved -28.6% 1Y revenue growth and -56.3% 1Y EPS growth, compared to its 3Y revenue CAGR of N/A.
Wall Street consensus is Hold based on 0 analysts. The consensus price target represents a N/A change from current levels.
Investment risks for Nuveen California Select Tax-Free Income Portfolio include: -3.3% 1-year max drawdown. Volatility risk is characterized by a beta of 0.05x.
No. These computations are purely quantitative model outputs for informational purposes. They do not account for qualitative management shifts or macro events. Always consult a licensed RIA before buying or selling shares.
Disclaimer: This page is for informational purposes only and does not constitute financial advice. All valuation models, scores, and target estimates are automated computations under stated assumptions and should not be relied upon as the sole basis for any investment decision.