John Hancock Financial Opportunities Fund (BTO)

BTO Ratios and Metrics

Market cap in millions USD. Fiscal year is January - December.

Fiscal Year	Current	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Period Ending	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020
Market Capitalization	695	705	565	626	875	569
Market Cap Growth	-	24.66%	-9.70%	-28.50%	53.83%	-16.12%
Enterprise Value	825	834	689	750	1,000	693
Last Close Price	35.08	33.14	25.71	26.01	34.03	21.03
PE Ratio	4.43	5.00	65.44	-	3.45	-
PS Ratio	26.30	27.77	23.51	27.40	41.11	28.05
PB Ratio	1.04	1.01	0.94	0.99	1.16	1.06
P/TBV Ratio	1.04	1.01	0.94	0.99	1.16	1.06
P/OCF Ratio	15.79	15.83	14.85	16.30	27.55	14.26
EV/Sales Ratio	31.24	32.89	28.66	32.83	46.95	34.17
EV/EBIT Ratio	50.46	52.62	44.41	58.59	90.58	54.71
Debt / Equity Ratio	0.19	0.19	0.21	0.20	0.17	0.23
Asset Turnover	0.04	0.03	0.03	0.03	0.03	0.03
Quick Ratio	0.02	0.02	0.01	0.02	0.02	0.02
Current Ratio	0.08	0.07	0.07	0.05	0.07	0.11
Return on Equity (ROE)	25.45%	21.75%	1.40%	-12.51%	39.32%	-17.46%
Return on Assets (ROA)	1.36%	1.28%	1.31%	0.97%	0.89%	1.08%
Return on Capital (ROIC)	1.37%	1.28%	1.31%	0.98%	0.90%	1.08%
Return on Capital Employed (ROCE)	2.40%	2.30%	2.60%	2.00%	1.50%	2.40%
Earnings Yield	22.55%	20.00%	1.53%	-13.89%	29.02%	-18.63%
Dividend Yield	7.41%	7.85%	10.11%	9.61%	6.46%	10.46%
Payout Ratio	32.84%	34.56%	558.52%	-	15.33%	-
Buyback Yield / Dilution	-0.43%	-0.40%	-2.20%	-1.31%	-1.29%	-0.43%
Total Shareholder Return	6.99%	7.44%	7.92%	8.30%	5.18%	10.03%

Source: S&P Global Market Intelligence. Standard template. Financial Sources.

SEC Filings: 10-K · 10-Q