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

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

7.92  -0.01 (-0.13%)

Fundamental Rating

3

Taking everything into account, SBI scores 3 out of 10 in our fundamental rating. SBI was compared to 0 industry peers in the Unkown industry. SBI scores quite bad on profitability, while its financial health is fine. Not spectacular, but in line with the averages. SBI does not seem to be growing, but still is valued expensively.


Dividend Valuation Growth Profitability Health

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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.
In the past 5 years SBI always reported a positive cash flow from operatings.
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

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5

2. Health

2.1 Basic Checks

Compared to 1 year ago, SBI has about the same amount of shares outstanding.
Compared to 5 years ago, SBI has about the same amount of shares outstanding.
SBI has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the 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 24.81 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 24.81
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

A Current Ratio of 0.93 indicates that SBI may have some problems paying its short term obligations.
SBI has a Quick 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.
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

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3

3. Growth

3.1 Past

SBI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 118.82%, which is quite impressive.
Measured over the past years, SBI shows a very strong growth in Earnings Per Share. The EPS has been growing by 62.83% on average per year.
The Revenue has grown by 11.77% in the past year. This is quite good.
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%124.59%
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
SBI Yearly EPS VS EstimatesSBI Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

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0

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 34.43, which means the current valuation is very expensive for SBI.
SBI's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 29.62.
Industry RankSector Rank
PE 34.43
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 28.23
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)0.55
EPS Next 2YN/A
EPS Next 3YN/A

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4

5. Dividend

5.1 Amount

SBI has a Yearly Dividend Yield of 5.83%, which is a nice return.
Compared to an average S&P500 Dividend Yield of 2.27, SBI pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.83%

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

SBI has negative earnings and hence a negative payout ratio. The dividend may be in danger.
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

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WESTERN ASSET INTERMEDIATE

NYSE:SBI (2/21/2025, 8:04:00 PM)

7.92

-0.01 (-0.13%)

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-85.85%
Ins OwnersN/A
Ins Owner Change0%
Market Cap111.51M
Analysts0
Price TargetN/A
Short Float %0.17%
Short Ratio0.4
Dividend
Industry RankSector Rank
Dividend Yield 5.83%
Yearly Dividend0.28
Dividend Growth(5Y)-5.57%
DP-340.17%
Div Incr Years2
Div Non Decr Years4
Ex-Date02-21 2025-02-21 (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 34.43
Fwd PE N/A
P/S 18.07
P/FCF 28.23
P/OCF 28.23
P/B 0.65
P/tB 0.65
EV/EBITDA N/A
EPS(TTM)0.23
EY2.9%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.28
FCFY3.54%
OCF(TTM)0.28
OCFY3.54%
SpS0.44
BVpS12.26
TBVpS12.26
PEG (NY)N/A
PEG (5Y)0.55
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 24.81
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%124.59%
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%