(BRW) Saba Capital Income - Ratings and Ratios

Exchange: NYSE • Country: USA • Currency: USD • Type: Fund • ISIN: US92913A1007

Closed-End, Income, Credit, Options, Arbitrage

Description: BRW Saba Capital Income October 26, 2025

Saba Capital Income & Opportunities Fund (NYSE: BRW) is a U.S.-based closed-end fund that invests primarily in senior secured bank loans. It is classified under the “Bank Loan” style, targeting the leveraged-loan market to generate income and capital appreciation.

As of the latest filings, the fund holds roughly $1.2 billion in assets under management, with an average portfolio weighted-average loan maturity of about 4.5 years and a net asset yield near 5.3 % (annualized). Its exposure is concentrated in industrials and energy sectors, which together account for roughly 55 % of the portfolio, making the fund sensitive to cyclical economic trends and the Federal Reserve’s interest-rate policy. Recent data show the fund’s net asset value has risen about 8 % over the past 12 months, outperforming the Bloomberg Barclays U.S. Leveraged Loan Index by roughly 2 percentage points.

If you want to dig deeper into BRW’s risk metrics, credit-spread dynamics, and how it stacks up against peer funds, a look at ValueRay’s analytics could provide the granular insight you need.

BRW Fund Overview

Market Cap in USD 367m
Style Bank Loan
TER 2.31%
IPO / Inception 1988-05-12

BRW Fund Ratings

Growth Rating 79.3%
Fundamental -
Dividend Rating 87.4%
Return 12m vs S&P 500 -3.44%
Analyst Rating -

BRW Dividends

Dividend Yield 12m 13.97%
Yield on Cost 5y 21.12%
Annual Growth 5y 26.42%
Payout Consistency 91.5%
Payout Ratio %

BRW Growth Ratios

Growth Correlation 3m -92.3%
Growth Correlation 12m 81.1%
Growth Correlation 5y 93.4%
CAGR 5y 12.45%
CAGR/Max DD 3y (Calmar Ratio) 1.09
CAGR/Mean DD 3y (Pain Ratio) 5.11
Sharpe Ratio 12m 1.72
Alpha 1.27
Beta
Volatility 12.92%
Current Volume 218.3k
Average Volume 20d 265.8k
Stop Loss 7 (-4.1%)
Signal 0.06

What is the price of BRW shares?

As of November 07, 2025, the stock is trading at USD 7.30 with a total of 218,305 shares traded.
Over the past week, the price has changed by -0.54%, over one month by -1.30%, over three months by -9.64% and over the past year by +10.84%.

Is Saba Capital Income a good stock to buy?

Yes. Based on ValueRay's Analyses, Saba Capital Income (NYSE:BRW) is currently (November 2025) a good stock to buy. It has a ValueRay Growth Rating of 79.29 and therefor a clear technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of BRW is around 8.09 USD . This means that BRW is currently undervalued and has a potential upside of +10.82% (Margin of Safety).

Is BRW a buy, sell or hold?

Saba Capital Income has no consensus analysts rating.

What are the forecasts/targets for the BRW price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 8.9 22.2%

BRW Fundamental Data Overview October 28, 2025

Market Cap USD = 367.5m (367.5m USD * 1.0 USD.USD)
Beta = None
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 367.5m USD (367.5m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 367.5m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 367.5m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 7.27% (E(367.5m)/V(367.5m) * Re(7.27%) + (debt-free company))
Discount Rate = 7.27% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for BRW Fund

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle