LIBERTY ALL STAR EQUITY FUND (USA) Stock Price, Forecast & Analysis
USA - NYSE:USA - US5301581048
6.24 USD
0 (0%)
Overall USA gets a fundamental rating of 2 out of 10. We evaluated USA against 0 industry peers in the Unkown industry. USA has a bad profitability rating. Also its financial health evaluation is rather negative. USA has a expensive valuation and it also scores bad on growth.
1. Profitability
1.1 Basic Checks
USA had positive earnings in the past year.
USA had positive earnings in 4 of the past 5 years.
USA had a negative operating cash flow in each of the past 5 years.
1.2 Ratios
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 19.36% | ||
| ROE | 19.76% | ||
| ROIC | 0.39% |
ROA(3y)2.53%
ROA(5y)8.02%
ROE(3y)2.55%
ROE(5y)8.13%
ROIC(3y)0.43%
ROIC(5y)0.35%
1.3 Margins
USA's Profit Margin has declined in the last couple of years.
USA's Operating Margin has declined in the last couple of years.
In the last couple of years the Gross Margin of USA has declined.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 39.11% | ||
| PM (TTM) | 1539.8% | ||
| GM | 40.63% |
OM growth 3Y24.22%
OM growth 5Y-2.17%
PM growth 3Y-21.32%
PM growth 5Y-10%
GM growth 3Y23.83%
GM growth 5Y-1.54%
2. Health
2.1 Basic Checks
The number of shares outstanding for USA has been increased compared to 1 year ago.
USA has more shares outstanding than it did 5 years ago.
The debt/assets ratio for USA is higher compared to a year ago.
2.2 Solvency
USA has an Altman-Z score of 27.21. This indicates that USA is financially healthy and has little risk of bankruptcy at the moment.
USA has a Debt/Equity ratio of 0.00. This is a healthy value indicating a solid balance between debt and equity.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | N/A | ||
| Altman-Z | 27.21 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 0.85 indicates that USA may have some problems paying its short term obligations.
A Quick Ratio of 0.85 indicates that USA may have some problems paying its short term obligations.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.85 | ||
| Quick Ratio | 0.85 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an impressive 190.37% over the past year.
Measured over the past years, USA shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -11.67% on average per year.
Looking at the last year, USA shows a small growth in Revenue. The Revenue has grown by 4.69% in the last year.
The Revenue has been growing slightly by 4.80% on average over the past years.
EPS 1Y (TTM)190.37%
EPS 3Y-15.72%
EPS 5Y-11.67%
EPS Q2Q%324.17%
Revenue 1Y (TTM)4.69%
Revenue growth 3Y11.89%
Revenue growth 5Y4.8%
Sales Q2Q%7.38%
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.
4. Valuation
4.1 Price/Earnings Ratio
With a Price/Earnings ratio of 4.33, the valuation of USA can be described as very cheap.
USA is valuated cheaply when we compare the Price/Earnings ratio to 26.03, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.33 | ||
| Fwd PE | N/A |
4.2 Price Multiples
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | N/A | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2YN/A
EPS Next 3YN/A
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 10.78%, USA is a good candidate for dividend investing.
USA's Dividend Yield is rather good when compared to the S&P500 average which is at 2.38.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 10.78% |
5.2 History
USA has been paying a dividend for at least 10 years, so it has a reliable track record.
USA has decreased its dividend recently.
Dividend Growth(5Y)N/A
Div Incr Years1
Div Non Decr Years1
5.3 Sustainability
DPN/A
EPS Next 2YN/A
EPS Next 3YN/A
NYSE:USA (11/5/2025, 10:12:18 AM)
6.24
0 (0%)
Chartmill FA Rating
GICS SectorN/A
GICS IndustryGroupN/A
GICS IndustryN/A
Earnings (Last)
Earnings (Next)
Inst Owners11.79%
Inst Owner Change-2.73%
Ins Owners0.09%
Ins Owner Change1.18%
Market Cap1.84B
Revenue(TTM)25.75M
Net Income(TTM)396.58M
Analysts0
Price TargetN/A
Short Float %0.02%
Short Ratio0.04
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 10.78% |
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years1
Div Non Decr Years1
Ex-Date
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 Rank | Sector Rank | ||
|---|---|---|---|
| PE | 4.33 | ||
| Fwd PE | N/A | ||
| P/S | 71.42 | ||
| P/FCF | N/A | ||
| P/OCF | N/A | ||
| P/B | 0.92 | ||
| P/tB | 0.92 | ||
| EV/EBITDA | N/A |
EPS(TTM)1.44
EY23.08%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS0.09
BVpS6.81
TBVpS6.81
PEG (NY)N/A
PEG (5Y)N/A
Graham Number14.85
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 19.36% | ||
| ROE | 19.76% | ||
| ROCE | 0.5% | ||
| ROIC | 0.39% | ||
| ROICexc | 0.39% | ||
| ROICexgc | 0.39% | ||
| OM | 39.11% | ||
| PM (TTM) | 1539.8% | ||
| GM | 40.63% | ||
| FCFM | N/A |
ROA(3y)2.53%
ROA(5y)8.02%
ROE(3y)2.55%
ROE(5y)8.13%
ROIC(3y)0.43%
ROIC(5y)0.35%
ROICexc(3y)0.43%
ROICexc(5y)0.35%
ROICexgc(3y)0.43%
ROICexgc(5y)0.35%
ROCE(3y)0.55%
ROCE(5y)0.44%
ROICexgc growth 3Y40.51%
ROICexgc growth 5Y-4.15%
ROICexc growth 3Y40.51%
ROICexc growth 5Y-4.15%
OM growth 3Y24.22%
OM growth 5Y-2.17%
PM growth 3Y-21.32%
PM growth 5Y-10%
GM growth 3Y23.83%
GM growth 5Y-1.54%
F-ScoreN/A
Asset Turnover0.01
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | N/A | ||
| Debt/EBITDA | N/A | ||
| Cap/Depr | N/A | ||
| Cap/Sales | N/A | ||
| Interest Coverage | N/A | ||
| Cash Conversion | N/A | ||
| Profit Quality | N/A | ||
| Current Ratio | 0.85 | ||
| Quick Ratio | 0.85 | ||
| Altman-Z | 27.21 |
F-ScoreN/A
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)190.37%
EPS 3Y-15.72%
EPS 5Y-11.67%
EPS Q2Q%324.17%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)4.69%
Revenue growth 3Y11.89%
Revenue growth 5Y4.8%
Sales Q2Q%7.38%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y14.7%
EBIT growth 3Y38.98%
EBIT growth 5Y2.53%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1YN/A
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1YN/A
OCF growth 3YN/A
OCF growth 5YN/A
LIBERTY ALL STAR EQUITY FUND / USA FAQ
What does LIBERTY ALL STAR EQUITY FUND do?
Liberty All-Star Equity Fund is a US-based company operating in industry. The company is headquartered in Boston, Massachusetts. Liberty All-Star Equity Fund (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is to seek total investment return, comprised of long-term capital appreciation and current income. The Fund seeks its investment objective through investment primarily in a diversified portfolio of equity securities. The Fund invests over 80% of its net assets (plus any borrowings for investment purposes) in equity securities, defined as common stocks and securities convertible into common stocks such as bonds and preferred stocks, and securities having common stock characteristics such as warrants and rights to purchase equity securities (although, as a non-fundamental policy, not more than 20% of the value of the Fund’s total assets may be invested in rights and warrants). The Fund may lend its portfolio securities, write covered call and put options and engage in options and futures strategies. The Fund's investment advisor is ALPS Advisors, Inc.
What is the stock price of LIBERTY ALL STAR EQUITY FUND today?
The current stock price of USA is 6.24 USD.
What is the ChartMill technical and fundamental rating of USA stock?
USA has a ChartMill Technical rating of 0 out of 10 and a ChartMill Fundamental rating of 2 out of 10.