Stock Ratings / Financials / NCZ / financials

BST (58) JCAP (83) HQH (57) NCV (51) ⌘ Pro Terminal →

Virtus Convertible & Income Fund II of (NCZ) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$14.32 -1.38% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $14.26

Virtus Convertible & Income Fund II of (NCZ) carries a Roarable Rating of D (Sell) with 49/100 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 (49/100 · D) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE D • SELL / AVOID Cap $1.09B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $14.26 (-0.44%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 0.8% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (49/100 · D) historically underperformed SPY in 71% of rolling 90-day windows (-5.4% 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-4.1% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for NCZ)Realized 20D OHLCV Swing Band: ±5.2%

Deterministic 5-Pillar Attribution (49/100 Composite)

🔍 WHY NCZ SCORES 49/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (27% 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 (22% of score)

SEC XBRL Trailing 12 Months: 0.8% FCF Margin ($30.5M FCF) & 52% Gross Margin

▼ #1 Drag / Risk Factor: Whale & Options Positioning6/20 pts (-14 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-14 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C$14.51-5.2% Next Q

Q2 (-2Q)

Grade C-$13.76+1.1% Next Q

Q3 (-1Q)

Grade C-$13.91+2.9% Next Q

Current

Grade D$14.32-5.4% Hist 90D α

Trajectory: C (57) → D (49)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 49/100 (D) rating due to Whale & Options Positioning (6/20), 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 ($14.62) and Max Pain ($15.04) 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 49%NO 51%Trade / Inspect Odds →

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • Trailing 12 Months

How NCZ Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$30.5M (0.8% FCF Margin)

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: -4.72%📐 HORIZONTAL RANGE

2026-10-30O $14.19H $14.32L $13.78C $14.32VOL 44.5K

RES: $16.39SUP: $13.35SMA50: $14.62SMA200: $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 #867 of 1096 ⚔️ BST vs NCZ Full Matrix →

1. Head-to-Head Financials Peer Comparison (NCZ vs. BST, JCAP, HQH, 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 #867 by composite RQD confidence (49/100, grade D) and #532 by equity capitalization ($1.09B). 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 83/100 (A-) compared with NCZ at 49/100 (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	49/100	—	—	—	-1.38%	$1.09B	Benchmark Subject
BST BlackRock Science and Technology Trust of	D+	58/100	—	—	—	-0.63%	$1.08B	/bst-vs-ncz →
JCAP Jefferson Capital Inc.	A-	83/100	6.1x	—	55.2%	+2.52%	$1.14B	/jcap-vs-ncz →
HQH abrdn Healthcare Investors	D+	57/100	—	—	—	+2.34%	$1.01B	/hqh-vs-ncz →
NCV Virtus Convertible & Income Fund of	D	51/100	—	—	—	0.00%	$1.40B	/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 $1.09B, 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 2026-11-01, 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 49/100 at a spot price of $14.32 (-1.38% 1D, market cap $1.09B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 6/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 9/20. Across 1096 tracked Financials issuers, NCZ ranks #867 in composite RQD confidence.

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

Within the Financials sector (Finance Companies), NCZ carries a Roarable D (49/100 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 (58/100 RQD, P/E N/A, ROIC —, cap $1.08B) and JCAP (Jefferson Capital Inc.) posts a A- grade (83/100 RQD, P/E 6.1x, ROIC 55.2%, cap $1.14B). 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 #867 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 $14.32 (-1.38% on volume of 48,726 shares), positioning the stock -2.05% below its 50-day simple moving average ($14.62) and -3.89% below its 200-day simple moving average ($14.90). Across its 52-week range of $12.95 to $16.17, NCZ sits at the 42.5% percentile with a 14-day RSI of 44.3 (NEUTRAL RANGE) and an implied next-earnings move of ±5.2% ($13.58 to $15.06).