ROARABLE
FREE $100K
My Trading Account →
▾
Trading Profile Active
Active Trader
Verified Trader
⚡ My $100K Trading Account → ★ My Saved Watchlist →
🟢 My $100K Account → Today Screener Big Ideas Track Record 💰 $100K Arena 🎲 Predictions 🏛️ Insiders 8 Analysts
Stock Ratings / Financials / NCZ / insiders
BST (49) HQH (54) JCAP (69) NCV (43) ⌘ Pro Terminal →

Virtus Convertible & Income Fund II of (NCZ) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$13.99 -0.07% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $13.96

Virtus Convertible & Income Fund II of (NCZ) carries a Roarable Rating of D (Sell) with 44/100 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 $1.07B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on NCZ Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is NCZ stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-03, Virtus Convertible & Income Fund II of (NYSE: NCZ) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 44/100 at a spot price of $13.99 (-0.07% 1D, market cap $1.07B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 4/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, NCZ ranks #822 in composite RQD confidence.

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

Within the Financials sector (Finance Companies), NCZ carries a Roarable D (44/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, BST (BlackRock Science and Technology Trust of) holds a D grade (49/100 RQD, P/E N/A, ROIC —, cap $1.03B) and HQH (abrdn Healthcare Investors) posts a D+ grade (54/100 RQD, P/E N/A, ROIC —, cap $1.01B). 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 NCZ?
▼

For Virtus Convertible & Income Fund II of (NCZ), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity and sector rank #822 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: $13.96 (-0.20%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 0.7% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (44/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-6.5% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERSELL / AVOID • D
025507510044
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 (7)SEC (13)Macro (4)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE-6.3% Base Target
$17 Bull$13 Base$10 Bear
📬 FREE NCZ RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for NCZ)Realized 20D OHLCV Swing Band: ±5.2%
Deterministic 5-Pillar Attribution (44/100 Composite)
🔍 WHY NCZ SCORES 44/100 (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 (25% of score)

SEC XBRL Trailing 12 Months: 0.7% FCF Margin ($29.8M FCF) & 52% Gross Margin

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

Macro rate sensitivity & RSI-14 (45.2) create a -16 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
52
Grade C-$14.28-2% Next Q
Q2 (-2Q)
49
Grade D$13.99+2.8% Next Q
Q3 (-1Q)
47
Grade D$14.38-2.7% Next Q
Current
44
Grade D$13.99-6.5% Hist 90D α
Trajectory: C- (52) → D (44)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 NCZ Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While NCZ currently carries a cautious 44/100 (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 ($14.57) and Max Pain ($14.69) forces dealer call-delta covering toward $16.98.

🚀 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 $NCZ• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “NCZ Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”
YES 44%NO 56%Trade / Inspect Odds →
SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

NCZ Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING

Explore All 13F & Congress Whales →
▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (NCZ)

No recent open-market Form 4 cluster sales or emergency dumps flagged on NCZ. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

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 NCZ)

  • ✓Walkthrough of NCZ'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
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) →$100K Arena
NCZ // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -8.38%📐 HORIZONTAL RANGE
2026-11-03O $14.32H $14.32L $13.99C $13.99VOL 44.5K
RES: $16.40SUP: $13.31SMA50: $14.57SMA200: $14.90
$16.35$15.62$14.89$14.16$13.43RES $16.40SUP $13.31$13.992026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

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

🦋 NCZ Butterfly Map → + Track NCZ →
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 NCZ today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

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

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for NCZ 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 (NCZ)

Financials Rank #822 of 1097 ⚔️ BST vs NCZ Full Matrix →

1. Head-to-Head Financials Peer Comparison (NCZ vs. BST, HQH, JCAP, NCV)

Industry: Finance Companies (27 Tracked Issuers)

Across 1097 tracked Financials securities in the Roarable RQD universe, Virtus Convertible & Income Fund II of (NCZ) ranks #822 by composite RQD confidence (44/100, grade D) and #534 by equity capitalization ($1.07B). 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 NCZ at 44/100 (D).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
NCZ ACTIVE
Virtus Convertible & Income Fund II of
D 44/100 — — — -0.07% $1.07B Benchmark Subject
BST
BlackRock Science and Technology Trust of
D 49/100 — — — -0.97% $1.03B /bst-vs-ncz →
HQH
abrdn Healthcare Investors
D+ 54/100 — — — -1.87% $1.01B /hqh-vs-ncz →
JCAP
Jefferson Capital Inc.
C+ 69/100 6.1x — 55.2% +2.84% $1.13B /jcap-vs-ncz →
NCV
Virtus Convertible & Income Fund of
D- 43/100 — — — -1.26% $1.37B /ncv-vs-ncz →

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

TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOT

Virtus Convertible & Income Fund II of (NCZ) operates in Finance Companies (Financials) with an equity capitalization of $1.07B, 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. NCZ Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

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

As of 2026-11-03, Virtus Convertible & Income Fund II of (NYSE: NCZ) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 44/100 at a spot price of $13.99 (-0.07% 1D, market cap $1.07B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 4/20, and Executive Insider Alignment 9/20. Across 1097 tracked Financials issuers, NCZ ranks #822 in composite RQD confidence.

How does NCZ compare to BST and HQH in the Financials sector?

Within the Financials sector (Finance Companies), NCZ carries a Roarable D (44/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, BST (BlackRock Science and Technology Trust of) holds a D grade (49/100 RQD, P/E N/A, ROIC —, cap $1.03B) and HQH (abrdn Healthcare Investors) posts a D+ grade (54/100 RQD, P/E N/A, ROIC —, cap $1.01B). 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 NCZ?

For Virtus Convertible & Income Fund II of (NCZ), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity and sector rank #822 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 NCZ trading relative to its 50-day, 200-day, and 52-week technical levels?

NCZ last traded at $13.99 (-0.07% on volume of 29,846 shares), positioning the stock -3.98% below its 50-day simple moving average ($14.57) and -6.11% below its 200-day simple moving average ($14.90). Across its 52-week range of $12.95 to $16.17, NCZ sits at the 32.3% percentile with a 14-day RSI of 45.2 (NEUTRAL RANGE) and an implied next-earnings move of ±5.2% ($13.26 to $14.72).

Direct Sub-Reports: NCZ RQD Cockpit NCZ 12M Forecast NCZ Earnings & Move NCZ Dividends & DRIP NCZ Insiders & 13F NCZ Whale Options NCZ Profit Sankey NCZ News & Why
ROARABLE RATING BRIEF • RQD 44/100 (D) ✓ SEC XBRL & RQD VERIFIED

NCZ — Virtus Convertible & Income Fund II 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 II of (NCZ) earns a live Roarable RQD composite score of 44/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $13.99 (-0.07% 1D, market capitalization $1.07B).

  • 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 (7/20) + 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

.1B.. — describes its products, customers, or revenue model. The sector and industry classification are the only business descriptors supplied.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (D • RQD 44/100): Established market leader in Financials with deep daily trading liquidity. Free cash flow yield of — and institutional whale pillar of 7/20. With Fundamental Cash Engine at 11/20 and Institutional Whale Flow at 7/20, sustained execution supports upside toward the upper end of the $12.95 – $16.17 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

— identifies upstream dependencies, downstream customers, or second-order bottlenecks. A prospective investor should note that the absence of mapped links means this analysis cannot be extended beyond the sector and industry labels.

  • Key Question #1: Can NCZ 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 $16.17 52-week high?
  • Key Question #3: How sensitive is NCZ's equity valuation to Financials capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

NCZ Live News Feed, Press Releases & Catalyst Wire

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

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

NCZ Bull vs. Bear Conversation Board — What's Your Call at $13.99?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON NCZ 🐻 33% BEARISH CONVICTION
1. Pick Your Side on NCZ:
💡 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: $18.06 (+29.0%)
📌 Pinned Debate

Forensic Balance Sheet pillar scores 13 / 20 with Altman Z 2.5 and Piotroski F 6/9, the strongest component of the rating.

The street is overcomplicating Virtus Convertible & Income Fund II of (NCZ). Forensic Balance Sheet pillar scores 13 / 20 with Altman Z 2.5 and Piotroski F 6/9, the strongest component of the rating.. With an RQD score of 44/100 (D) and Forensic Balance Sheet at 13/20, any positive earnings surprise or guidance raise forces underweight funds to chase above $15.12.

CapAlloc_Nerd 🐂 BULL

@FadeTheHype Fair point on current EV/EBITDA multiples, but you're ignoring the forward operating leverage in Finance Companies. If gross margin (0.0%) holds, EPS grows into the multiple faster than bears think.

FA FadeTheHype RQD DEBATE OPENER • Contrarian Tape Reader 🐻 BEARISH 🎯 Target: $10.78 (-23.0%)
Spot @ $14.00

Macro Regime Fit scores 4 / 20 with Beta 1.0, and ROIC and FCF yield are both 0%.

Careful chasing NCZ at $14.00. Macro Regime Fit scores 4 / 20 with Beta 1.0, and ROIC and FCF yield are both 0%.. Gross margin is 0.0%, but operating margin is 0.0%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $10.78 on multiple compression.

LIVE TAPE