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Sirius Investors
American Funds Retirement Income Portfolio - Moderate Class F-1

American Funds Retirement Income Portfolio - Moderate Class F-1

FBFWX
NASDAQFinancial Services

American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) Financial Metrics

This dashboard provides comprehensive financial metrics and analysis to help evaluate American Funds Retirement Income Portfolio - Moderate Class F-1's investment potential. View key valuation ratios, profitability metrics, growth indicators, and historical trends to make informed investment decisions.

Financial Metrics Score

Valuation Metrics

Sector benchmarks: Industrials

2024
P/E Ratio
8.54
Strong
WeakModerateStrong
P/B Ratio
0.00
Strong
WeakModerateStrong
Earnings Yield
0.00%
Yield Trap
WeakModerateStrong

Profitability Health

2024
Return on Equity
13.11%
Moderate
WeakModerateStrong
Operating Margin
2.82%
Weak
WeakModerateStrong
Net Profit Margin
3.18%
Weak
WeakModerateStrong

Growth Indicators

2024
Revenue Growth
5.00%
Weak
WeakModerateStrong
Net Income Growth
35.24%
Strong
WeakModerateStrong
EPS Growth
35.19%
Strong
WeakModerateStrong

Efficiency & Liquidity

2024
Current Ratio
1.16
Moderate
WeakModerateStrong
Quick Ratio
1.02
Moderate
WeakModerateStrong
Asset Turnover
0.65x
Moderate
WeakModerateStrong
Inventory Turnover
11.33x
Strong
WeakModerateStrong

Cash Flow & Resilience

Core fortress metrics for cash-rich balance sheets in high-inflation / tech-volatility regimes

2024
Free Cash Flow Yield
-
No data
EV / Free Cash Flow
1.38x
Strong
WeakModerateStrong
Net Debt / EBITDA
0.84x
Strong
WeakModerateStrong
Interest Burden (EBT / EBIT)
1.386
Strong
WeakModerateStrong
Return on Invested Capital
2.35%
Weak
WeakModerateStrong
Cash Conversion Cycle
-6.12 days
Strong
WeakModerateStrong

Fortress screener guardrails

2/4 passing
  • FCF Yield > 3%
  • Net Debt / EBITDA < 1.5x
  • ROIC > 20%
  • Cash Conversion Cycle < 0 days

Financial Statements

Want to see the complete financial picture? View detailed financial statements including income statements, balance sheets, and cash flow statements for FBFWX.

View Financial Statements