Logo image of SBI

WESTERN ASSET INTERMEDIATE (SBI) Stock Price, Quote, News and Overview

NYSE:SBI - New York Stock Exchange, Inc. - US9584351095 - Currency: USD

7.5  +0.05 (+0.67%)

Fundamental Rating

3

SBI gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 0 industry peers in the Unkown industry. The financial health of SBI is average, but there are quite some concerns on its profitability. SBI has a expensive valuation and it also scores bad on growth.


Dividend Valuation Growth Profitability Health

Quickly go to:

3

1. Profitability

1.1 Basic Checks

In the past year SBI was profitable.
SBI had a positive operating cash flow in the past year.
Of the past 5 years SBI 4 years were profitable.
SBI had a positive operating cash flow in each of the past 5 years.
SBI Yearly Net Income VS EBIT VS OCF VS FCFSBI Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 5M -5M 10M -10M -15M

1.2 Ratios

Industry RankSector Rank
ROA -0.67%
ROE -0.68%
ROIC 1.44%
ROA(3y)-1.58%
ROA(5y)0.68%
ROE(3y)-1.63%
ROE(5y)0.65%
ROIC(3y)1.53%
ROIC(5y)1.63%
SBI Yearly ROA, ROE, ROICSBI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 5 -5

1.3 Margins

SBI's Profit Margin has improved in the last couple of years.
In the last couple of years the Operating Margin of SBI has declined.
In the last couple of years the Gross Margin of SBI has remained more or less at the same level.
Industry RankSector Rank
OM 50.89%
PM (TTM) N/A
GM 77.31%
OM growth 3Y-13.14%
OM growth 5Y-8.86%
PM growth 3Y-8.65%
PM growth 5Y69.83%
GM growth 3Y0.39%
GM growth 5Y-0.7%
SBI Yearly Profit, Operating, Gross MarginsSBI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 100 -100 -200

More info and screens

5

2. Health

2.1 Basic Checks

The number of shares outstanding for SBI remains at a similar level compared to 1 year ago.
Compared to 5 years ago, SBI has about the same amount of shares outstanding.
There is no outstanding debt for SBI. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
SBI Yearly Shares OutstandingSBI Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 5M 10M
SBI Yearly Total Debt VS Total AssetsSBI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 50M 100M 150M

2.2 Solvency

An Altman-Z score of 23.50 indicates that SBI is not in any danger for bankruptcy at the moment.
There is no outstanding debt for SBI. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 23.5
ROIC/WACCN/A
WACCN/A
SBI Yearly LT Debt VS Equity VS FCFSBI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 50M 100M 150M

2.3 Liquidity

SBI has a Current Ratio of 0.93. This is a bad value and indicates that SBI is not financially healthy enough and could expect problems in meeting its short term obligations.
A Quick Ratio of 0.93 indicates that SBI may have some problems paying its short term obligations.
Industry RankSector Rank
Current Ratio 0.93
Quick Ratio 0.93
SBI Yearly Current Assets VS Current LiabilitesSBI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2M 4M 6M 8M

More info and screens

3

3. Growth

3.1 Past

The Earnings Per Share has grown by an impressive 118.82% over the past year.
The Earnings Per Share has been growing by 62.83% on average over the past years. This is a very strong growth
SBI shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 11.77%.
The Revenue has been decreasing by -2.57% on average over the past years.
EPS 1Y (TTM)118.82%
EPS 3Y-7.58%
EPS 5Y62.83%
EPS Q2Q%124.6%
Revenue 1Y (TTM)11.77%
Revenue growth 3Y0.95%
Revenue growth 5Y-2.57%
Sales Q2Q%11.65%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
SBI Yearly Revenue VS EstimatesSBI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2M 4M 6M

More info and screens

0

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 32.61, which means the current valuation is very expensive for SBI.
When comparing the Price/Earnings ratio of SBI to the average of the S&P500 Index (28.92), we can say SBI is valued inline with the index average.
Industry RankSector Rank
PE 32.61
Fwd PE N/A
SBI Price Earnings VS Forward Price EarningsSBI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

Industry RankSector Rank
P/FCF 26.73
EV/EBITDA N/A
SBI Per share dataSBI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 2 4 6 8 10

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)0.52
EPS Next 2YN/A
EPS Next 3YN/A

More info and screens

4

5. Dividend

5.1 Amount

SBI has a Yearly Dividend Yield of 6.18%, which is a nice return.
Compared to an average S&P500 Dividend Yield of 2.51, SBI pays a better dividend.
Industry RankSector Rank
Dividend Yield 6.18%

5.2 History

The dividend of SBI decreases each year by -5.57%.
SBI has paid a dividend for at least 10 years, which is a reliable track record.
SBI has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-5.57%
Div Incr Years2
Div Non Decr Years4
SBI Yearly Dividends per shareSBI Yearly Dividends per shareYearly Dividends per share 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.1 0.2 0.3 0.4

5.3 Sustainability

The earnings of SBI are negative and hence is the payout ratio. SBI will probably not be able to sustain this dividend level.
DP-340.17%
EPS Next 2YN/A
EPS Next 3YN/A
SBI Yearly Income VS Free CF VS DividendSBI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 5M -5M 10M -10M -15M

More info and screens

WESTERN ASSET INTERMEDIATE

NYSE:SBI (4/24/2025, 8:04:00 PM)

7.5

+0.05 (+0.67%)

Chartmill FA Rating
GICS SectorN/A
GICS IndustryGroupN/A
GICS IndustryN/A
Earnings (Last)N/A N/A
Earnings (Next)N/A N/A
Inst Owners49.8%
Inst Owner Change-1.4%
Ins OwnersN/A
Ins Owner Change0%
Market Cap105.60M
Analysts0
Price TargetN/A
Short Float %0.21%
Short Ratio0.53
Dividend
Industry RankSector Rank
Dividend Yield 6.18%
Yearly Dividend0.28
Dividend Growth(5Y)-5.57%
DP-340.17%
Div Incr Years2
Div Non Decr Years4
Ex-Date05-22 2025-05-22 (0.042)
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 32.61
Fwd PE N/A
P/S 17.12
P/FCF 26.73
P/OCF 26.73
P/B 0.61
P/tB 0.61
EV/EBITDA N/A
EPS(TTM)0.23
EY3.07%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.28
FCFY3.74%
OCF(TTM)0.28
OCFY3.74%
SpS0.44
BVpS12.26
TBVpS12.26
PEG (NY)N/A
PEG (5Y)0.52
Profitability
Industry RankSector Rank
ROA -0.67%
ROE -0.68%
ROCE 1.82%
ROIC 1.44%
ROICexc 1.44%
ROICexgc 1.44%
OM 50.89%
PM (TTM) N/A
GM 77.31%
FCFM 64.02%
ROA(3y)-1.58%
ROA(5y)0.68%
ROE(3y)-1.63%
ROE(5y)0.65%
ROIC(3y)1.53%
ROIC(5y)1.63%
ROICexc(3y)1.53%
ROICexc(5y)1.63%
ROICexgc(3y)1.53%
ROICexgc(5y)1.63%
ROCE(3y)1.94%
ROCE(5y)2.06%
ROICexcg growth 3Y-9.01%
ROICexcg growth 5Y-9.87%
ROICexc growth 3Y-9.01%
ROICexc growth 5Y-9.87%
OM growth 3Y-13.14%
OM growth 5Y-8.86%
PM growth 3Y-8.65%
PM growth 5Y69.83%
GM growth 3Y0.39%
GM growth 5Y-0.7%
F-Score7
Asset Turnover0.04
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage 250
Cash Conversion N/A
Profit Quality N/A
Current Ratio 0.93
Quick Ratio 0.93
Altman-Z 23.5
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)118.82%
EPS 3Y-7.58%
EPS 5Y62.83%
EPS Q2Q%124.6%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)11.77%
Revenue growth 3Y0.95%
Revenue growth 5Y-2.57%
Sales Q2Q%11.65%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-19.69%
EBIT growth 3Y-12.32%
EBIT growth 5Y-11.2%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-1%
FCF growth 3Y-5.52%
FCF growth 5Y-13.35%
OCF growth 1Y-1%
OCF growth 3Y-5.52%
OCF growth 5Y-13.35%