WaFd vs Cohen & Steers Infrastructure Fund
WaFd and Cohen & Steers Infrastructure Fund are presented on this page in a neutral comparison. This page examines their business models, financial performance, and market context to help readers understand how each organisation operates within its sector. The content is designed to be accessible and informative, avoiding speculative or promotional language. Educational content, not financial advice.
WaFd and Cohen & Steers Infrastructure Fund are presented on this page in a neutral comparison. This page examines their business models, financial performance, and market context to help readers unde...
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The Federal Reserve's recent interest rate cut, the first of the year, has created a mixed reaction in the market. This theme focuses on companies that are poised to benefit from lower borrowing costs and increased economic activity.
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Explore BasketInvestment Analysis
WaFd
WAFD
Pros
- WaFd has $27.7 billion in assets and $21.4 billion in deposits as of end-2024, demonstrating substantial scale and liquidity.
- The bank maintains strong credit quality with non-performing assets at only 0.3% of total assets, indicating risk management discipline.
- WaFd has a respectable five-year average return on equity of 9%, above the financial sector average, supporting its profitability.
Considerations
- Recent quarterly earnings dropped 23% sequentially and 19% year-over-year, partly due to a $5.4 million one-time restructuring charge.
- Net interest margin contracted from 2.62% to 2.39%, and net interest income has declined recently, reflecting pressure on core lending profitability.
- The strategic exit from single-family mortgage lending by mid-2025 will reduce business scope and result in an 8% workforce reduction, implying restructuring risks.
Pros
- Cohen & Steers Infrastructure Fund invests primarily in value infrastructure stocks across all market caps, providing diversified exposure to utilities, pipelines, and transport.
- The fund generated 2024 revenue growth of over 10% year-on-year, with earnings increasing substantially by over 650%, indicating improving profitability.
- It offers a high dividend yield of approximately 7.9%, appealing to income-focused investors.
Considerations
- As a closed-end fund, distribution sources have included return of capital and realized gains, which may reduce the sustainability of income over time.
- The fund's portfolio and performance depend heavily on the infrastructure sector, which can be sensitive to regulatory, political, and economic cycles.
- The price-to-earnings ratio is relatively low at about 8.4, which may reflect market caution or underlying challenges affecting the fund’s valuation.
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