Overview
The Herzfeld Caribbean Basin Fund Inc. is an investment company based in the United States. Its primary industry is financial services, particularly focusing on a closed-end fund that primarily invests in the Caribbean Basin region, including Central America and parts of South America, aiming to capitalize on economic and structural reforms promoting freer markets and expanded private enterprises. This fund strategically targets projects and companies positioned to benefit from economic, political, structural, and technological developments in the region. Key investment areas include sectors such as tourism, agriculture, and infrastructure. The fund thus serves as a vehicle for investors seeking exposure to emerging markets in the Caribbean region, taking advantage of regional growth dynamics.
Basic Stats
The share price of The Herzfeld Caribbean Basin Fund Inc. as of July 3, 2025 is $2.52 / share.
The Factor Analysis chart (below right) shows a view of The Herzfeld Caribbean Basin Fund Inc. from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 0.00 MM |
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| Ex-Dividend Date | 2025-05-23 |
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| Risk Free Rate | 4.17 % |
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| Volatility (1 yr) | 0.25 |
| Beta | 0.45 |
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| Piotroski F-SCORE | 3.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for The Herzfeld Caribbean Basin Fund Inc.. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2016-04-19 | Ladenburg Thalmann | Buy | Maintains |
