Western Asset Diversified Income Fund (WDI) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Western Asset Diversified Income Fund stock (WDI) is currently trading at $13.19. Western Asset Diversified Income Fund PE ratio is 9.53. Western Asset Diversified Income Fund PS ratio (Price-to-Sales) is 9.40. WallStSmart rates WDI as Sell.
- WDI PE ratio analysis and historical PE chart
- WDI PS ratio (Price-to-Sales) history and trend
- WDI intrinsic value — DCF, Graham Number, EPV models
- WDI stock price prediction 2025 2026 2027 2028 2029 2030
- WDI fair value vs current price
- WDI insider transactions and insider buying
- Is WDI undervalued or overvalued?
- Western Asset Diversified Income Fund financial analysis — revenue, earnings, cash flow
- WDI Piotroski F-Score and Altman Z-Score
- WDI analyst price target and Smart Rating
Western Asset Diversified Income Fund
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WDI Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Western Asset Diversified Income Fund (WDI)
WDI trades 51% above its Graham fair value of $9.38, 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
Western Asset Diversified Income Fund (WDI) · 5 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. Concerns around return on equity and price/sales. Significant fundamental concerns warrant caution or avoidance.
Western Asset Diversified Income Fund (WDI) Key Strengths (1)
Trading below book value, meaning the market prices it less than net assets
Supporting Valuation Data
Western Asset Diversified Income Fund (WDI) Areas to Watch (4)
Company is destroying shareholder value
Very expensive at 9.4x annual revenue
Low institutional interest, mostly retail-driven
Small-cap company with higher risk but more growth potential
Supporting Valuation Data
Western Asset Diversified Income Fund (WDI) Detailed Analysis Report
Overall Assessment
This company scores 22/100 in our Smart Analysis, earning a F grade. Out of 5 metrics analyzed, 1 register as strengths (avg 10.0/10) while 4 fall into concern territory (avg 2.8/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on Price/Book. Valuation metrics including Price/Book (0.90) suggest the stock is attractively priced.
The Bear Case
The primary concerns are Return on Equity, Price/Sales, Institutional Own.. Some valuation metrics including Price/Sales (9.40) suggest expensive pricing. Profitability pressure is visible in Return on Equity at -1835.00%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Return on Equity improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at -1835.00% needing improvement to support the investment thesis. Third, top-line growth trajectory.
Risk Considerations
Based on the metric profile, this is a higher risk investment. There are more areas of concern than strength, warranting a more conservative position size. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Fundamental challenges outweigh strengths at current levels. Return on Equity and Price/Sales 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.
WDI Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
WDI's Price-to-Sales ratio of 9.40x trades at a deep discount to its historical average of 28.46x (45th percentile). The current valuation is 87% below its historical high of 72.73x set in Dec 2021, and 92% above its historical low of 4.89x in Apr 2024. Over the past 12 months, the PS ratio has expanded from ~7.9x, reflecting growing market expectations outpacing revenue growth.
WallStSmart Analysis Synopsis
Data-driven financial summary for Western Asset Diversified Income Fund (WDI) · FINANCIAL SERVICES › ASSET MANAGEMENT
The Big Picture
Western Asset Diversified Income Fund operates as a stable business with moderate growth and solid fundamentals. The company is currently unprofitable, posting a 0.0% profit margin.
Key Findings
Generating 92M in free cash flow and 92M in operating cash flow. Earnings are translating into actual cash generation.
What to Watch Next
Sector dynamics: monitor ASSET MANAGEMENT industry trends, competitive moves, and regulatory changes that could impact Western Asset Diversified Income Fund.
Bottom Line
Western Asset Diversified Income Fund offers stability with moderate growth and solid fundamentals. The valuation may present an opportunity for patient investors, though limited growth means returns will likely come from dividends and modest capital appreciation rather than explosive gains.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions
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About Western Asset Diversified Income Fund(WDI)
NYSE
FINANCIAL SERVICES
ASSET MANAGEMENT
USA
Western Asset Diversified Income Fund (WDI) is a strategically managed closed-end fund focused on providing a high level of current income through a well-diversified portfolio of fixed-income securities. Oversight by Western Asset Management Company enables WDI to invest across a wide array of debt instruments, including U.S. and international investment-grade bonds, high-yield securities, and other fixed-income assets. With a disciplined investment approach and strong risk management practices, WDI aims to capitalize on diverse market opportunities, making it an attractive option for institutional investors seeking to enhance fixed-income allocations while generating dependable income streams.