BTO (John Hancock Financial Opportunities Fund) PEG Ratio: 5.22 (As of Jun. 26, 2026) — 53% Below Median


BTO John Hancock Financial Opportunities Fund BTO
32 GF Score
Price $38.70
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What is John Hancock Financial Opportunities Fund PEG Ratio?

John Hancock Financial Opportunities Fund BTO +0.21% 32 PEG Ratio is 5.22 as of Jun. 26, 2026, which is 53% below its 10-year median of 11.00. GuruFocus rates BTO with a GF Scoreâ„¢ of 32/100. The stock has 7 warning signs investors should review. Among 497 Asset Management companies, John Hancock Financial Opportunities Fund ranks worse than 76.06% on this metric.

PE Ratio without NRI / 5-Year Book Value Growth Rate*

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The growth rate we use for banks is the 5-Year Book Value growth rate. As of today, John Hancock Financial Opportunities Fund's PE Ratio without NRI is 10.96. John Hancock Financial Opportunities Fund's 5-Year Book Value growth rate is 2.10%. Therefore, John Hancock Financial Opportunities Fund's PEG Ratio for today is 5.22.

* The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.


The historical rank and industry rank for John Hancock Financial Opportunities Fund's PEG Ratio or its related term are showing as below:

BTO' s PEG Ratio Range Over the Past 10 Years
Min: 4.46   Med: 11   Max: 158.88
Current: 5.22


During the past 10 years, John Hancock Financial Opportunities Fund's highest PEG Ratio was 158.88. The lowest was 4.46. And the median was 11.00.


BTO's PEG Ratio is ranked worse than
76.06% of 497 companies
in the Asset Management industry
Industry Median: 1.72 vs BTO: 5.22

Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.


John Hancock Financial Opportunities Fund  (NYSE:BTO) PEG Ratio Explanation

To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.


John Hancock Financial Opportunities Fund PEG Ratio Related Terms


John Hancock Financial Opportunities Fund PEG Ratio Historical Data

* Premium members only.

The historical data trend for John Hancock Financial Opportunities Fund's PEG Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

John Hancock Financial Opportunities Fund PEG Ratio Chart

John Hancock Financial Opportunities Fund Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
PEG Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 12.78 0.00 121.29 0.00 4.73

John Hancock Financial Opportunities Fund Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
PEG Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 121.29 0.00 0.00 0.00 4.73

BTO vs CCD, MYI, BIT: PEG Ratio Comparison

For the Asset Management subindustry, John Hancock Financial Opportunities Fund's PEG Ratio, along with its competitors' market caps and PEG Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


John Hancock Financial Opportunities Fund PEG Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, John Hancock Financial Opportunities Fund's PEG Ratio distribution charts can be found below:

* The bar in red indicates where John Hancock Financial Opportunities Fund's PEG Ratio falls into.


BTO
32GF Score
John Hancock Financial Opportunities Fund BTO
PEG Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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John Hancock Financial Opportunities Fund PEG Ratio Calculation

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The ratio we use is the 5-Year Book Value growth rate.

John Hancock Financial Opportunities Fund's PEG Ratio for today is calculated as

PEG Ratio=PE Ratio without NRI/5-Year Book Value Growth Rate*
=10.963172804533/2.10
=5.22

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Note: The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.

Frequently Asked Questions Learn more about PEG Ratio →
What does a PEG Ratio of 5.22 mean?
John Hancock Financial Opportunities Fund (BTO) has a PEG Ratio of 5.22 as of Jun. 26, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on John Hancock Financial Opportunities Fund and its competitors. This is 53% below median its historical median of 11.00. Over the past decade, John Hancock Financial Opportunities Fund's PEG Ratio has ranged from 4.46 to 158.88. According to the industry distribution chart, John Hancock Financial Opportunities Fund ranks #378 out of 497 companies in the Asset Management industry, placing it in the top 76.1%.
Is John Hancock Financial Opportunities Fund's PEG Ratio too high?
John Hancock Financial Opportunities Fund's current PEG Ratio of 5.22 is 53% below median its 10-year median of 11.00. Over the past 10 years, this metric has ranged from a low of 4.46 to a high of 158.88. The Asset Management industry median PEG Ratio is 1.72. John Hancock Financial Opportunities Fund's value of 5.22 is 203.5% above this industry median. Based on the distribution chart, John Hancock Financial Opportunities Fund ranks #378 out of 497 companies in the Asset Management industry, which is in the bottom quartile relative to peers. Overall, John Hancock Financial Opportunities Fund has a GF Scoreâ„¢ of 32/100, reflecting its overall financial health beyond just this single metric.
How does John Hancock Financial Opportunities Fund's PEG Ratio compare to CCD and MYI?
According to the Asset Management industry distribution chart, John Hancock Financial Opportunities Fund ranks #378 out of 497 companies for PEG Ratio. This places John Hancock Financial Opportunities Fund in the lower half of its industry. The industry median PEG Ratio is 1.72. John Hancock Financial Opportunities Fund's value of 5.22 is 203.5% above this benchmark. Historically, John Hancock Financial Opportunities Fund's own PEG Ratio has ranged from 4.46 to 158.88 over the past decade. While the company's 10-year median is 11.00 vs. the industry median of 1.72, John Hancock Financial Opportunities Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good PEG Ratio for an Asset Management company?
The median PEG Ratio among Asset Management companies is 1.72, based on 497 companies in the industry. Companies in the top quartile (top 25%) have a PEG Ratio significantly above this median, while those in the bottom quartile fall well below. However, PEG Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. John Hancock Financial Opportunities Fund's current PEG Ratio of 5.22 is 203.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high PEG Ratio mean?
A high PEG Ratio can signal that a stock is expensive relative to its fundamentals. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on John Hancock Financial Opportunities Fund and its competitors. For the Asset Management industry, the median PEG Ratio is 1.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. John Hancock Financial Opportunities Fund's current PEG Ratio is 5.22, which is 53% below median its own 10-year median of 11.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is John Hancock Financial Opportunities Fund stock overvalued right now?
John Hancock Financial Opportunities Fund (BTO) has a current PEG Ratio of 5.22. The current PEG Ratio is 5.22, which is 53% below median its 10-year median of 11.00 and 203.5% above the Asset Management industry median of 1.72. John Hancock Financial Opportunities Fund's overall GF Score™ is 32/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is PEG Ratio calculated?
PEG Ratio is calculated from a company's financial statements. For John Hancock Financial Opportunities Fund (BTO), the current PEG Ratio is 5.22 as of Jun. 26, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

John Hancock Financial Opportunities Fund Business Description

Address 200 Berkeley Street, Boston, MA, USA, 02116
John Hancock Financial Opportunities Fund is a United States-based closed-end, diversified management investment company. Its investment objective is to provide a high level of total return consisting of long-term capital appreciation and current income. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of U.S. and foreign financial services companies of any size. These companies may include, but are not limited to, banks, thrifts, finance and financial technology companies, brokerage and advisory firms, real estate-related firms, insurance companies, and financial holding companies.
32GF Score

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