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Stock Ratings / Financials / NCV
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Virtus Convertible & Income Fund of (NCV) — RQD Stock Rating Cockpit

$14.92 -1.26% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $14.86

Virtus Convertible & Income Fund of (NCV) carries a Roarable Rating of D- (Sell) with 43/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D- • SELL / AVOID Cap $1.37B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is NCV stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-03, Virtus Convertible & Income Fund of (NYSE: NCV) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 43/100 at a spot price of $14.92 (-1.26% 1D, market cap $1.37B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 6/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 4/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, NCV ranks #852 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does NCV compare to QQQX and JCAP in the Financials sector?
▼

Within the Financials sector (Finance Companies), NCV carries a Roarable D- (43/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund) holds a D grade (50/100 RQD, P/E N/A, ROIC —, cap $1.47B) and JCAP (Jefferson Capital Inc.) posts a C+ grade (69/100 RQD, P/E 6.1x, ROIC 55.2%, cap $1.13B). Among the 5-stock peer group, JCAP leads on earnings multiple (6.1x) while JCAP leads on capital efficiency (55.2% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for NCV?
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For Virtus Convertible & Income Fund of (NCV), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity and sector rank #852 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $14.86 (-0.42%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 1% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (43/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows (-6.7% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSELL / AVOID • D-
025507510043
Quant Analyst Panel Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw D- · Rk D-
Cash (11)Whales (6)SEC (13)Macro (4)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE-6.8% Base Target
$19 Bull$14 Base$11 Bear
📬 FREE NCV RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for NCV)Realized 20D OHLCV Swing Band: ±4.3%
Deterministic 5-Pillar Attribution (43/100 Composite)
🔍 WHY NCV SCORES 43/100 (D-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (30% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▲ #2 Bullish Driver: Cash Engine Quality+11/20 pts (26% of score)

SEC XBRL Trailing 12 Months: 1% FCF Margin ($38.2M FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: Macro Regime Fit4/20 pts (-16 pt drag)

Macro rate sensitivity & RSI-14 (46.1) create a -16 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
51
Grade C-$15.33-3.3% Next Q
Q2 (-2Q)
48
Grade D$14.82+3.6% Next Q
Q3 (-1Q)
46
Grade D$15.35-2.8% Next Q
Current
43
Grade D-$14.92-6.7% Hist 90D α
Trajectory: C- (51) → D- (43)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a NCV Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While NCV currently carries a cautious 43/100 (D-) rating due to Macro Regime Fit (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Financials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($15.63) and Max Pain ($15.67) forces dealer call-delta covering toward $18.53.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $NCV• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “NCV Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”
YES 43%NO 57%Trade / Inspect Odds →
RSI-14 MOMENTUMNEUTRAL RANGE
46.130 Oversold · 70 Hot
ALTMAN-Z SHIELDFORTRESS SAFE (>3.0)
3.80>3.0 Fortress Safe
PIOTROSKI F-SCOREHIGH QUALITY (7–9)
7 / 99-Pt Accounting
52-WEEK LASER RANGE14% OF RANGE
L: $14$14.92H: $18
1. Money & Cash Health● MIXED
Are profits real cash in the bank?

Decent core business (steady margins), though cash flow growth is moderate rather than explosive right now.

Factor Grade: D+RQD 11 / 20
2. Big Money & Insiders● TRIMMING
Are whales & executives buying or selling?

Insiders and big institutional desks have been trimming shares rather than stepping up to buy.

Factor Grade: D-RQD 15 / 40
3. Hidden Risks & Market Weather● WARNING
SEC fine-print scan & interest-rate fit

High sensitivity to tight interest rates or new risk warnings added to recent SEC annual filings.

Factor Grade: D-RQD 17 / 40
MULTI-MODEL QUANT PANEL DELIBERATION

Quant Analyst Panel Split (Battleground) on NCV

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
NEUTRAL (55)

14.0% ROIC with 42.0% gross margin and 2.80% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
NEUTRAL (65)

Altman-Z 4.20 and Piotroski 7/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
BEARISH (32)

15/40 institutional & smart-money positioning score with 4/20 macro alignment.

Bull Case: Why Buyers Like NCV
  • ✓Established market leader in Financials with deep daily trading liquidity.
Bear Case: What Could Go Wrong
  • !Company executives have done more routine share selling than personal cash buying lately.
  • !Sensitive to high interest rates and tighter Federal Reserve market liquidity.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring NCV)

  • ✓Walkthrough of NCV's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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NCV // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -11.30%▼ DESCENDING CHANNEL
2026-11-03O $15.52H $15.52L $14.92C $14.92VOL 88.3K
RES: $17.15SUP: $14.51SMA50: $15.63SMA200: $16.31
$17.86$17.00$16.14$15.27$14.41RES $17.15SUP $14.51$14.922026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

NCV Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 NCV Butterfly Map → + Track NCV →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on NCV today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for NCV. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for NCV today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (NCV)

Financials Rank #852 of 1097 ⚔️ QQQX vs NCV Full Matrix →

1. Head-to-Head Financials Peer Comparison (NCV vs. QQQX, JCAP, BDJ, NCZ)

Industry: Finance Companies (27 Tracked Issuers)

Across 1097 tracked Financials securities in the Roarable RQD universe, Virtus Convertible & Income Fund of (NCV) ranks #852 by composite RQD confidence (43/100, grade D-) and #504 by equity capitalization ($1.37B). Within this direct 5-issuer industry benchmark cohort, JCAP leads on earnings valuation at 6.1x trailing P/E, while JCAP leads on capital efficiency and profitability with 55.2% ROIC and — gross margin. JCAP currently holds the highest overall quantitative score in the immediate peer group at 69/100 (C+) compared with NCV at 43/100 (D-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
NCV ACTIVE
Virtus Convertible & Income Fund of
D- 43/100 — — — -1.26% $1.37B Benchmark Subject
QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
D 50/100 — — — -1.16% $1.47B /qqqx-vs-ncv →
JCAP
Jefferson Capital Inc.
C+ 69/100 6.1x — 55.2% +2.84% $1.13B /jcap-vs-ncv →
BDJ
Blackrock Enhanced Equity Dividend Trust
D 51/100 — — — 0.00% $1.70B /bdj-vs-ncv →
NCZ
Virtus Convertible & Income Fund II of
D 44/100 — — — -0.07% $1.07B /ncz-vs-ncv →

2. NCV Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics

TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOT

Virtus Convertible & Income Fund of (NCV) operates in Finance Companies (Financials) with an equity capitalization of $1.37B, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.

3. NCV Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is NCV stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Virtus Convertible & Income Fund of (NYSE: NCV) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 43/100 at a spot price of $14.92 (-1.26% 1D, market cap $1.37B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 6/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 4/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, NCV ranks #852 in composite RQD confidence.

How does NCV compare to QQQX and JCAP in the Financials sector?

Within the Financials sector (Finance Companies), NCV carries a Roarable D- (43/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, QQQX (Nuveen NASDAQ 100 Dynamic Overwrite Fund) holds a D grade (50/100 RQD, P/E N/A, ROIC —, cap $1.47B) and JCAP (Jefferson Capital Inc.) posts a C+ grade (69/100 RQD, P/E 6.1x, ROIC 55.2%, cap $1.13B). Among the 5-stock peer group, JCAP leads on earnings multiple (6.1x) while JCAP leads on capital efficiency (55.2% ROIC).

What are the biggest fundamental strengths and SEC risk factors for NCV?

For Virtus Convertible & Income Fund of (NCV), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity and sector rank #852 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately and Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is NCV trading relative to its 50-day, 200-day, and 52-week technical levels?

NCV last traded at $14.92 (-1.26% on volume of 44,452 shares), positioning the stock -4.54% below its 50-day simple moving average ($15.63) and -8.52% below its 200-day simple moving average ($16.31). Across its 52-week range of $14.46 to $17.65, NCV sits at the 14.4% percentile with a 14-day RSI of 46.1 (NEUTRAL RANGE) and an implied next-earnings move of ±4.3% ($14.28 to $15.56).

Direct Sub-Reports: NCV RQD Cockpit NCV 12M Forecast NCV Earnings & Move NCV Dividends & DRIP NCV Insiders & 13F NCV Whale Options NCV Profit Sankey NCV News & Why
ROARABLE RATING BRIEF • RQD 43/100 (D-) ✓ SEC XBRL & RQD VERIFIED

NCV — Virtus Convertible & Income Fund of: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-11-03

1. Roarable Rating Brief: What This Means to a Prospective Investor

Virtus Convertible & Income Fund of (NCV) earns a live Roarable RQD composite score of 43/100, corresponding to a D- letter grade (Roarable Sell) at a spot price of $14.92 (-1.26% 1D, market capitalization $1.37B).

  • Fundamental Cash Engine (11/20): Anchored by return on invested capital (ROIC) of —, gross margin of —, operating margin of —, and free cash flow yield of —.
  • Whale 13F & Options Flow (6/20) + Insider Conviction (9/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (4/20) + Forensic Balance Sheet (13/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of N/A, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

Virtus Convertible & Income Fund of (NCV) is a NYSE-listed issuer classified in the Financials sector and the Finance Companies industry,. Market capitalization is listed at $1.4B.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (D- • RQD 43/100): Established market leader in Financials with deep daily trading liquidity. Free cash flow yield of — and institutional whale pillar of 6/20. With Fundamental Cash Engine at 11/20 and Institutional Whale Flow at 6/20, sustained execution supports upside toward the upper end of the $14.46 – $17.65 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against — operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The source data therefore does not establish upstream or downstream dependencies, sector correlations, or second-order bottlenecks for this issuer. An investor should not infer such linkages from the sector label alone.

  • Key Question #1: Can NCV sustain or expand its — operating margin and — ROIC against Finance Companies peers over the next 4 quarters?
  • Key Question #2: Will free cash flow conversion (— FCF yield) strengthen balance-sheet liquidity (Altman Z-Score N/A) toward the $17.65 52-week high?
  • Key Question #3: How sensitive is NCV's equity valuation to Financials capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

NCV Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Virtus Convertible & Income Fund of (NCV) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to NCV Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

NCV Bull vs. Bear Conversation Board — What's Your Call at $14.92?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON NCV 🐻 33% BEARISH CONVICTION
1. Pick Your Side on NCV:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
DE DeepValue_CFA RQD DEBATE OPENER • Institutional Buy-Side 🐂 BULLISH 🎯 Target: $18.59 (+23.0%)
📌 Pinned Debate

Forensic balance-sheet pillar scores 13 of 20 with an Altman Z of 2.5, a Piotroski F of 6 out of 9, and Debt/Equity of 0.5.

The street is overcomplicating Virtus Convertible & Income Fund of (NCV). Forensic balance-sheet pillar scores 13 of 20 with an Altman Z of 2.5, a Piotroski F of 6 out of 9, and Debt/Equity of 0.5.. With an RQD score of 43/100 (D-) and Forensic Balance Sheet at 13/20, any positive earnings surprise or guidance raise forces underweight funds to chase above $16.32.

EarningsSniper 🐂 BULL

Both sides have a point here — NCV's 13/20 balance sheet score keeps downside contained, so the real swing factor next earnings call is backlog and FCF conversion.

MU MultipleCompression RQD DEBATE OPENER • Valuation Discipline 🐻 BEARISH 🎯 Target: $11.63 (-23.0%)
Spot @ $15.11

ROIC and FCF yield are both 0% and the macro-regime pillar scores only 4 of 20, leaving no demonstrated cash engine.

ROIC and FCF yield are both 0% and the macro-regime pillar scores only 4 of 20, leaving no demonstrated cash engine.. Look at the math on NCV: paying current EV/EBITDA multiples for 0.0% ROIC and 0.0% operating margins leaves zero margin of safety if Finance Companies demand softens. I'd wait for a retest of $13.30 before getting long.

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