# PGIM Short Duration High Yield Opportunities Fund (SDHY) fundamentals

Data as of 2026-11-04. NYSE, United States. Sector: Financial Services / Capital Markets. Price $15.37, market value $379 million.

## Valuation
- **P/E (trailing): 23.6×** (5-yr avg 9.8×, 3-yr avg 9.1×). PGIM Short Duration High Yield Opportunities Fund trades at 23.6× trailing earnings, well above its own five-year average of 9.8×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×.
- **Price / sales: 11.0×**. Each dollar of revenue is priced at 11.0×, a level that requires very high margins or very fast growth to justify.
- **Price / book: 0.7×**. The shares trade below book value, which can signal a bargain or a balance sheet the market doubts.
- **Free-cash-flow yield: 11.6%** (5-yr avg 20.4%). Free cash flow equals 11.6% of the market value, below its five-year average of 20.4%, so the shares are pricier on cash than usual. Above 5% is generally attractive.
- **Earnings yield: 4.2%**. The inverse of the P/E: 4.2% of the price is earned each year.

## Profitability
- **Net margin: 98.8%**. 98.8% of each dollar of sales reaches the bottom line.
- **Return on equity: 6.5%**. 6.5% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on assets: 5.3%**. Each dollar of assets produces 5.3% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): -9.2%** (3-yr 8.8%/yr). Revenue fell 9.2% over the last year.
- **Free-cash-flow growth (3 yr): 6.8%/yr**. Free cash flow has compounded at 6.8% a year over three years.

## Financial health
- **Cash and short-term investments: $3 million**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 8.43%** ($1.30 per share, trailing). PGIM Short Duration High Yield Opportunities Fund yields 8.43%, high enough to check carefully: yields this high often precede a cut.
- **Payout ratio: 152%** (118% of free cash flow). The dividend exceeds earnings (152% payout), which is rarely sustainable outside REITs and one-off years.
- **Consecutive years of increases: 3**. 3 straight years of increases.
- **Shareholder yield: 8.4%**. Dividends plus net buybacks return 8.4% of the market value a year.

## Price and momentum
- **Total return (1 yr): -0.9%** (YTD -2.6%, 3-mo -4.6%). The shares are down 0.9% over twelve months including dividends.
- **From 52-week high: -9.0%** (4.8% above the low). Trading 9% below its 52-week high.
- **200-day average: below**. The price sits below its 200-day moving average, the usual definition of a downtrend.
- **RSI (14-day): 56**. An RSI of 56 is neutral.
- **Beta (1 yr): 0.33** (volatility 8%). Beta of 0.33 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=SDHY · Page: https://foliofundamentals.com/stocks/sdhy

Not investment advice.