Herzfeld Credit Income Fund, Inc. (HERZ) Investment Research Dashboard
About Herzfeld Credit Income Fund, Inc. (HERZ) stock analysis
Get live HERZ stock price $15.64, comprehensive Herzfeld Credit Income Fund, Inc. stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time HERZ stock data and investment insights.
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Herzfeld Credit Income Fund, Inc. (HERZ) Overview
Herzfeld Credit Income Fund, Inc. (HERZ) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, HERZ trades at $15.64 with a market capitalization of 31.34M . Over the past 52 weeks, HERZ has traded between $13.71 and $28.30 , with the current price positioned at approximately 13% of this range . The ...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 31.34M
- Current price: $15.64
- 52-week range: $13.71 - $28.30
- P/E ratio: 78.22
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The Herzfeld Caribbean Basin Fund Inc. is a closed-ended equity mutual fund launched by Thomas J. Herzfeld Advisors, Inc. The fund is managed by Herzfeld/Cuba. It invests in the public equity markets of the United States. The fund employing fundament...
Company Information
- CEO
- Gil West
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- 27000
Contact Information
- Website
- https://www.hertz.com
- Address
- 10491 Sout West 97th Avenue
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Growth-oriented company with premium valuation (P/E: 78.2)
✓ Lower volatility stock (Beta: 0.73) may provide portfolio stability
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Herzfeld Credit Income Fund, Inc. shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Herzfeld Credit Income Fund, Inc.
- ⚠Investors should consider how Herzfeld Credit Income Fund, Inc. fits within their overall portfolio allocation
- ⚠Premium valuation (P/E: 78.2) requires strong growth to justify
Market Cap
31.34M
P/E Ratio (TTM)
78.22
Beta
0.73
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
98/100 ⭐⭐⭐⭐⭐
- Overall
- -0.0%
- NYSE
- -0.4%
- NASDAQ
- +0.3%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | -0.0% | +3.3% | +3.8% | 19.1 | 98/100⭐⭐⭐⭐⭐ |
| Communication Services | -0.2% | +1.2% | +2.6% | 22.1 | 81/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | +0.9% | +2.8% | +2.4% | 29.9 | 72/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.5% | +2.2% | +2.3% | 24.0 | 71/100⭐⭐⭐⭐⭐ |
| Real Estate | -1.3% | -1.0% | -2.4% | 28.8 | 50/100⭐⭐⭐ |
| Energy | -0.1% | -3.8% | -3.2% | 19.5 | 48/100⭐⭐⭐ |
| Basic Materials | -2.0% | -1.3% | -2.7% | 24.7 | 44/100⭐⭐⭐ |
| Consumer Cyclical | +0.1% | -0.7% | -6.7% | 42.2 | 34/100⭐⭐ |
| Industrials | -1.4% | -0.3% | -13.0% | 29.2 | 22/100⭐ |
| Utilities | -2.1% | -4.1% | -7.0% | 26.1 | 22/100⭐ |
| Technology | -1.4% | -4.2% | -11.4% | 40.3 | 9/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-29.