WIW

Western Asset Inflation-Linked Opportunities & Income Fund

Fundamental data last updated:October 8, 2026

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company profile

SECTOR

Financial Services

industry

Asset Management - Income

Exchange

NYSE

County of HQ

US

Next Earnings Date

Not Scheduled

Business Summary

Western Asset/Claymore Inflation-Linked Opportunities & Income Fund is a closed-ended fixed income mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. It is managed by Western Asset Management Company, Western Asset Management Company Limited, Western Asset Management Company Ltd., and Western Asset Management Company Pte. Ltd. The fund invests in fixed income markets across the globe. It primarily invests in investment grade inflation-linked securities with an average effective duration of between zero and 15 years. The fund benchmarks the performance of its portfolio against the Barclays U.S. Government Inflation-Linked 1-10 Year Index and the Barclays U.S. Government Inflation-Linked All Maturities Index. Western Asset/Claymore Inflation-Linked Opportunities & Income Fund was formed on February 24, 2004 and is domiciled in the United States.

 


Analyze WIW on TradingView

VALUATION

P/E

14.78

Market Cap ($M USD)

$520.75M

Forward P/E

N/A

PEG

N/A

PRICE TO SALES

22.14

PRICE TO BOOK

0.87

EV / EBITDA

23.53

5-Year Average P/E

Free Cash Flow Yield

2.90%

DCF Value

$-7.78

Graham Number

$11.24

Price to FCF

34.54

EV to FCF

50.20

Earnings Yield

6.76%

FCF Yield

2.90%

DIVIDEND

Yield

8.81%

Annual Payout

$0.75

Payout Ratio

97.18%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$0.58

Next Year EPS Growth Estimate

N/A

Next Year Revenue Growth Estimate

N/A

Return on Equity (ROE)

5.93%

FREE CASH FLOW

Operating Margin

175.43%

Debt-to-Equity

0.40

Piotroski F-Score

5

Altman Z-Score

1.38

Return on Invested Capital (ROIC)

4.94%

Current Ratio

1.24

Quick Ratio

1.24

Net Debt to EBITDA

7.34

Interest Coverage

4.84

Gross Profit margin

92.43%

FCF PER SHARE

$0.25

REVENUE PER SHARE

$0.38

Analyze WIW on TradingView

Gainseekers Quantitative Analysis

Summary

WIW’s valuation presents a mixed bag. The stock traded below its Graham Number, suggesting potential undervaluation, yet its DCF Value indicates a negative outlook, hinting at market skepticism. The Earnings Yield of 6.73% is decent, but the Altman Z-score of 1.39 raises red flags about financial distress. With no Forward P/E available, growth prospects remain uncertain, leaving investors to weigh the risks against potential rewards.

AI Exposure / Tech Reliance

Operating within the Asset Management sector, WIW is positioned to leverage AI for enhanced data analytics and portfolio management. However, the traditional nature of income-focused funds may limit rapid tech adoption. Its resilience will depend on integrating AI to optimize asset allocation and risk management.

The Bull Case

For the value-driven investor, WIW offers compelling reasons to buy. The robust Operating Margin of 175.43% and a Piotroski F-Score of 5 indicate efficient management and operational strength. Despite a modest ROIC of 4.94%, the high TTM Yield of 8.77% and solid FCF Yield suggest strong cash generation and shareholder returns. These metrics paint a picture of a company with significant pricing power and capital efficiency.

The Bear Case

On the flip side, WIW faces structural challenges. The Price/Sales ratio of 22.24 and EV to EBITDA of 23.61 highlight a potentially overvalued stock relative to its revenue and earnings. The Altman Z-score signals financial vulnerability, while the Price to FCF ratio of 34.70 suggests poor cash flow efficiency. Additionally, trading close to its 52-week high, the stock appears technically overextended.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

N/A

Average Analyst Price Target

N/A

Institutional Ownership %

1-Year Beta

0.51

Insider Buying % (6 Mo)

Distance to 52-Week High

6.10%

Distance to 52-Week Low

2.13%

EARNINGS SURPRISE %

N/A

50-DAY SMA

$8.50

200-DAY SMA

$8.70

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.