First Trust High Yield Opportunities 2027 Term Fund (FTHY) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
First Trust High Yield Opportunities 2027 Term Fund stock (FTHY) is currently trading at $13.53. First Trust High Yield Opportunities 2027 Term Fund PE ratio is 13.03. First Trust High Yield Opportunities 2027 Term Fund PS ratio (Price-to-Sales) is 12.90. WallStSmart rates FTHY as Sell.
- FTHY PE ratio analysis and historical PE chart
- FTHY PS ratio (Price-to-Sales) history and trend
- FTHY intrinsic value — DCF, Graham Number, EPV models
- FTHY stock price prediction 2025 2026 2027 2028 2029 2030
- FTHY fair value vs current price
- FTHY insider transactions and insider buying
- Is FTHY undervalued or overvalued?
- First Trust High Yield Opportunities 2027 Term Fund financial analysis — revenue, earnings, cash flow
- FTHY Piotroski F-Score and Altman Z-Score
- FTHY analyst price target and Smart Rating
First Trust High Yield Opportunities 2027 Term Fund
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FTHY Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · First Trust High Yield Opportunities 2027 Term Fund (FTHY)
FTHY trades 101% above its Graham fair value of $7.00, indicating the stock may be overvalued at current levels.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
First Trust High Yield Opportunities 2027 Term Fund (FTHY) · 4 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in price/book, institutional own.. Concerns around price/sales. Significant fundamental concerns warrant caution or avoidance.
First Trust High Yield Opportunities 2027 Term Fund (FTHY) Key Strengths (2)
Trading below book value, meaning the market prices it less than net assets
65.19% held by institutions, strong professional interest
Supporting Valuation Data
First Trust High Yield Opportunities 2027 Term Fund (FTHY) Areas to Watch (2)
Very expensive at 12.9x annual revenue
Small-cap company with higher risk but more growth potential
Supporting Valuation Data
First Trust High Yield Opportunities 2027 Term Fund (FTHY) Detailed Analysis Report
Overall Assessment
This company scores 25/100 in our Smart Analysis, earning a F grade. Out of 4 metrics analyzed, 2 register as strengths (avg 9.0/10) while 2 fall into concern territory (avg 3.5/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on Price/Book, Institutional Own.. Valuation metrics including Price/Book (0.90) suggest the stock is attractively priced.
The Bear Case
The primary concerns are Price/Sales, Market Cap. Some valuation metrics including Price/Sales (12.90) suggest expensive pricing.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Price/Sales improves, as this is the primary drag on the overall score. Second, overall profitability trends. Third, top-line growth trajectory.
Risk Considerations
Based on the metric profile, this is a higher risk investment. Strengths and concerns are roughly balanced. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Fundamental challenges outweigh strengths at current levels. Price/Sales and Market Cap are the primary drags. Consider waiting for meaningful improvement before committing capital.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
FTHY Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
FTHY's Price-to-Sales ratio of 12.90x trades at a 49% premium to its historical average of 8.66x (91th percentile). The current valuation is 3% below its historical high of 13.36x set in Feb 2026, and 126% above its historical low of 5.71x in Oct 2023. Over the past 12 months, the PS ratio has expanded from ~9.7x, reflecting growing market expectations outpacing revenue growth.
Insider Transactions
Data sourced from SEC Form 4 filings
Last updated: 11:35:50 AM
About First Trust High Yield Opportunities 2027 Term Fund(FTHY)
NYSE
FINANCIAL SERVICES
ASSET MANAGEMENT
USA
The First Trust High Yield Opportunities 2027 Term Fund (FTHY) is a closed-end investment fund focused on generating high-yield income through a diversified portfolio of below-investment-grade bonds. Targeting a defined maturity date in 2027, FTHY offers investors a clear exit strategy while employing rigorous credit analysis and risk management to optimize returns. The fund capitalizes on opportunities within the credit markets, positioning itself to effectively navigate market volatility and deliver attractive risk-adjusted returns and steady income—making it an appealing option for income-seeking institutional investors.