BST (49) HQH (54) JCAP (69) NCV (43) ⌘ Pro Terminal →

Virtus Convertible & Income Fund II of (NCZ) — RQD Stock Rating Cockpit

$14.00 -2.23% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $13.92

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.

📊 Historical Track Record Warning: Scores below 50 (44/100 · D) historically underperformed SPY in 71% of rolling 90-day windows →

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?

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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 $14.00 (-2.23% 1D, market cap $1.07B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 4/20, and SEC Balance-Sheet Forensics 9/20. Across 1096 tracked Financials issuers, NCZ ranks #821 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?

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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?

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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 #821 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: $13.92 (-0.59%)🧬 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

JEV AI Jury 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 SNOWFLAKE RADARRw D · Rk D-

Each axis scored 0–20

12M PRICE TARGET CONE-6.3% Base Target

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)

Grade C-$14.28-2% Next Q

Q2 (-2Q)

Grade D$13.99+2.8% Next Q

Q3 (-1Q)

Grade D$14.38-2.6% Next Q

Current

Grade D$14.00-6.5% 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 ($14.70) 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 →

RSI-14 MOMENTUMNEUTRAL RANGE

45.230 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 RANGE33% OF RANGE

L: $13$14.00H: $16

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 16 / 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 JEV QUANT JURY DELIBERATION

JEV AI Jury Split (Battleground) on NCZ

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 (33)

16/40 institutional & smart-money positioning score with 4/20 macro alignment.

Bull Case: Why Buyers Like NCZ

✓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 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: -8.32%📐 HORIZONTAL RANGE

2026-11-03O $14.32H $14.32L $14.00C $14.00VOL 44.5K

RES: $16.40SUP: $13.31SMA50: $14.57SMA200: $14.90

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 (#25)

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

Reverse-DCF Expectations Hurdle (#30)

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 (#33)

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 #821 of 1096 ⚔️ 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 1096 tracked Financials securities in the Roarable RQD universe, Virtus Convertible & Income Fund II of (NCZ) ranks #821 by composite RQD confidence (44/100, grade D) and #533 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	—	—	—	-2.23%	$1.07B	Benchmark Subject
BST BlackRock Science and Technology Trust of	D	49/100	—	—	—	-4.78%	$1.03B	/bst-vs-ncz →
HQH abrdn Healthcare Investors	D+	54/100	—	—	—	-0.14%	$1.01B	/hqh-vs-ncz →
JCAP Jefferson Capital Inc.	C+	69/100	6.1x	—	55.2%	-1.05%	$1.13B	/jcap-vs-ncz →
NCV Virtus Convertible & Income Fund of	D-	43/100	—	—	—	-2.64%	$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?

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

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

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

NCZ last traded at $14.00 (-2.23% on volume of 44,494 shares), positioning the stock -3.91% below its 50-day simple moving average ($14.57) and -6.04% below its 200-day simple moving average ($14.90). Across its 52-week range of $12.95 to $16.17, NCZ sits at the 32.6% percentile with a 14-day RSI of 45.2 (NEUTRAL RANGE) and an implied next-earnings move of ±5.2% ($13.27 to $14.73).

NCZ Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell NCZ stock right now?

Virtus Convertible & Income Fund II of (NCZ) currently earns a Roarable Rating of D (Sell — SELL) with 44/100 RQD Confidence. Stretched risk/reward at current multiples (steady margins) under elevated 10-year interest-rate pressure.

What is NCZ's 12-month price target and RQD AI Jury consensus?

NCZ's 12-month base price target is $13.12 (range $10.23 to $16.98), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

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) ✓ STAGE-C NUMBER FIREWALL VERIFIED

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

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T14:14:07Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, NCZ scores 44 out of 100, earning a D grade and the verdict "Roarable Sell — Underperform / Distribution Warning." The five pillars are: Fundamental Cash Engine at 11 / 20 (ROIC 0%; FCF yield 0%), Whale 13F Flow at 7 / 20 (institutional accumulation and options positioning), Insider Conviction at 9 / 20 (SEC Form 4 and Congressional PTR cluster flow), Macro Regime Fit at 4 / 20 (Beta 1.0; sector sensitivity), and Forensic Balance Sheet at 13 / 20 (Altman Z 2.5; Piotroski F 6/9; Debt/Equity 0.5).

For a prospective investor, the weakest pillar is Macro Regime Fit at 4 / 20, and the Fundamental Cash Engine at 11 / 20 shows no return on invested capital and no free-cash-flow yield in the source data. The Forensic Balance Sheet pillar at 13 / 20 is the strongest component, reflecting the Altman Z, Piotroski F, and Debt/Equity readings, but it does not offset the weak cash-generation and macro-fit scores. Insider and institutional flow pillars sit in the middle range. The rating frames the stock as a distribution-risk name rather than a growth or cash-return candidate, based solely on the figures supplied here.

Recent Catalysts & News Wire Analysis

Per the recent news feed, one item is listed: a Stock Traders Daily report titled "Trading Systems Reacting to (NCZ) Volatility," published 1h ago and flagged with a YELLOW light and MARKET WIRE impact label. The summary describes coverage of market action, institutional positioning, and fundamental catalysts, but the source provides no specific catalyst details. Per the Butterfly Supply-Chain Graph, the supply chain is listed as NONE, with no butterfly links and no proprietary signals.

Open Questions

What are the reported revenue, operating income, net income, and free cash flow figures across recent periods, given that the financials section is empty?
What trailing and forward earnings multiples apply, since P/E, forward P/E, EV/EBITDA, and EPS are all unavailable?
What specific business activities generate the company's income, since the source describes only its sector and industry?
What institutional, insider, and congressional holdings underlie the whale-flow and insider-conviction pillar scores, given that the holders section is empty?
What analyst consensus, rating, or price targets exist, given that the analyst data section is empty?

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) ↓

🟡 MARKET WIRE Stock Traders Daily • 18h ago

Trading Systems Reacting to (NCZ) Volatility

Stock Traders Daily report covering Virtus Convertible & Income Fund II of (NCZ) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE SeekingAlpha • 16d ago

Weekly Closed-End Fund Roundup (October 11, 2026)

CEFs were mixed this week, with 10 of 26 sectors rising on price, 15 of 26 on NAV, and MLPs leading while Senior Loans lagging.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 61d ago

Virtus Convertible & Income Fund II Announces Quarterly Distribution: 5.500% Series A Cumulative Preferred Shares

HARTFORD, Conn., September 02, 2026--Virtus Convertible & Income Fund II (NYSE: NCZ) announced today that it has declared a $0.34375 per share cash distribution payable on September 30, 2026 to Series A cumulative prefer

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 61d ago

Virtus Convertible & Income Fund and Virtus Convertible & Income Fund II Announce Monthly Distributions

HARTFORD, Conn., September 02, 2026--Virtus Convertible & Income Fund (NYSE: NCV) and Virtus Convertible & Income Fund II (NYSE: NCZ) today announced the following distributions on their respective common shares:

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 153d ago

Virtus Closed-End Funds Announce Results of Joint Annual Meeting of Shareholders

HARTFORD, Conn., June 02, 2026--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO), Virtus Convertible & Income Fund (NYSE: NCV), Virtus Convertible & Income Fund II (NYSE: NCZ), Virtus Diversifie

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 84d ago

Virtus Closed-End Funds Announce Portfolio Management Refinements

HARTFORD, Conn., August 10, 2026--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO), Virtus Diversified Income & Convertible Fund (NYSE: ACV), Virtus Convertible & Income Fund (NYSE: NCV), Virtus

Read Full Source ↗

🟡 MARKET WIRE TradingView • 10d ago

Virtus Convertible & Income Fund II Estimates – NYSE:NCZ

<a href="https://news.google.com/rss/articles/CBMidEFVX3lxTE5SLVZDazhaUmNrWXJvX3A0aG0waU1OaEhrV05yYjk0Sm0wX3cxME94RlY1N1JhbEJrY1RIcU9wRjh6TGUtckhFWmtGNmcwMlFaaGhHQXFEakxPWWZwTXhMVkRYMkxiU3J2V0ZDbGZiN0ZSQ2xM?oc=5" targ

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 4d ago

Virtus Convertible & Income Fund II (NCZ) Stock Price, News & Analysis

<a href="https://news.google.com/rss/articles/CBMiUkFVX3lxTFAzSklaaFVLZlc1c3JOWi1nQk8yWTlNNjU4cTFiYzRkTXlEd0RDWmkxV094T0hvdV85RDhibExWTl9oLUlwOVhNNGh1aEV4YUVaR2c?oc=5" target="_blank">Virtus Convertible & Income Fu

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

NCZ Bull vs. Bear Conversation Board — What's Your Call at $14.00?

🐂 33% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON NCZ 🐻 67% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk 🐻 BEARISH 🎯 Target: $12.60 (-12.0%)

📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is NCZ (D • RQD 44/100) a Buy at $14.32?

Welcome to the NCZ (Virtus Convertible & Income Fund II of) Roar Pit. Current RQD Composite is 44/100 (Roarable Sell — Underperform / Distribution Warning) in Finance Companies. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

SK SkepticalCFA Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $11.46 (-20.0%)

Spot @ $14.32

Pump the brakes on NCZ — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on NCZ, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless Virtus Convertible & Income Fund II of expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

CA CashFlowKing Verified K Arena Trader 🐂 BULLISH 🎯 Target: $18.33 (+28.0%)

Spot @ $14.32

NCZ cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on NCZ, the market is fixating on short-term headline noise in Finance Companies and ignoring the balance sheet and cash flow trajectory. At $14.32 (52-wk range $12.95 - $16.17), any beat on forward guidance forces shorts and underweight funds to chase.