* 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.
SPXX's PEG Ratio is ranked worse than 66.6% of 497
companies
in the Asset Management industry
Industry Median: 1.72
vs SPXX: 3.09
Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.
Nuveen S&P 500 Dynamic Overwrite Fund (NYSE:SPXX) 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.
Nuveen S&P 500 Dynamic Overwrite Fund PEG Ratio Related Terms
Nuveen S&P 500 Dynamic Overwrite Fund PEG Ratio Historical Data
* 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.
Nuveen S&P 500 Dynamic Overwrite Fund PEG Ratio Chart
For the Asset Management subindustry, Nuveen S&P 500 Dynamic Overwrite 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.
Nuveen S&P 500 Dynamic Overwrite Fund PEG Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Nuveen S&P 500 Dynamic Overwrite Fund's PEG Ratio distribution charts can be found below:
* The bar in red indicates where Nuveen S&P 500 Dynamic Overwrite Fund's PEG Ratio falls into.
* 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.
Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) has a PEG Ratio of 3.09 as of Jul. 05, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Nuveen S&P 500 Dynamic Overwrite Fund and its competitors. This is 29% below median its historical median of 4.34. Over the past decade, Nuveen S&P 500 Dynamic Overwrite Fund's PEG Ratio has ranged from 2.61 to 4.92. According to the industry distribution chart, Nuveen S&P 500 Dynamic Overwrite Fund ranks #331 out of 497 companies in the Asset Management industry, placing it in the top 66.6%.
Is Nuveen S&P 500 Dynamic Overwrite Fund's PEG Ratio too high?
Nuveen S&P 500 Dynamic Overwrite Fund's current PEG Ratio of 3.09 is 29% below median its 10-year median of 4.34. Over the past 10 years, this metric has ranged from a low of 2.61 to a high of 4.92. The Asset Management industry median PEG Ratio is 1.72. Nuveen S&P 500 Dynamic Overwrite Fund's value of 3.09 is 79.7% above this industry median. Based on the distribution chart, Nuveen S&P 500 Dynamic Overwrite Fund ranks #331 out of 497 companies in the Asset Management industry, which is below the industry midpoint. Overall, Nuveen S&P 500 Dynamic Overwrite Fund has a GF Score™ of 56/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Nuveen S&P 500 Dynamic Overwrite Fund's PEG Ratio compare to JOF and RIV?
According to the Asset Management industry distribution chart, Nuveen S&P 500 Dynamic Overwrite Fund ranks #331 out of 497 companies for PEG Ratio. This places Nuveen S&P 500 Dynamic Overwrite Fund in the lower half of its industry. The industry median PEG Ratio is 1.72. Nuveen S&P 500 Dynamic Overwrite Fund's value of 3.09 is 79.7% above this benchmark. Historically, Nuveen S&P 500 Dynamic Overwrite Fund's own PEG Ratio has ranged from 2.61 to 4.92 over the past decade. While the company's 10-year median is 4.34 vs. the industry median of 1.72, Nuveen S&P 500 Dynamic Overwrite 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. Nuveen S&P 500 Dynamic Overwrite Fund's current PEG Ratio of 3.09 is 79.7% 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 Nuveen S&P 500 Dynamic Overwrite 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. Nuveen S&P 500 Dynamic Overwrite Fund's current PEG Ratio is 3.09, which is 29% below median its own 10-year median of 4.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Nuveen S&P 500 Dynamic Overwrite Fund stock overvalued right now?
Based on GuruFocus' analysis, Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is currently considered Modestly Overvalued. The stock's GF Value™ is $15.28, compared to a current price of $18.62 — trading 21.9% above its estimated fair value. The current PEG Ratio is 3.09, which is 29% below median its 10-year median of 4.34 and 79.7% above the Asset Management industry median of 1.72. Nuveen S&P 500 Dynamic Overwrite Fund's overall GF Score™ is 56/100 with 6 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 Nuveen S&P 500 Dynamic Overwrite Fund (SPXX), the current PEG Ratio is 3.09 as of Jul. 05, 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.
Is Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) Overvalued in 2026?
Based on GuruFocus' analysis, Nuveen S&P 500 Dynamic Overwrite Fund stock appears to be overvalued.
The current stock price of $18.62 is trading 21.9% above its estimated GF Value™ of $15.28.
GuruFocus considers Nuveen S&P 500 Dynamic Overwrite Fund to be Modestly Overvalued.
Key valuation signals for SPXX:
PEG Ratio: 3.09 (29% below median its 10-year median of 4.34)
GF Value™: $15.28 vs. price of $18.62 (21.9% above fair value)
Industry Position: 79.7% above the Asset Management median (#331 of 497)
No single metric tells the full story. See the SPXX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Nuveen S&P 500 Dynamic Overwrite Fund Business Description
Nuveen S&P 500 Dynamic Overwrite Fund is a diversified closed-end management investment company. Its investment objective is to seek attractive total returns with less volatility than the S&P 500 Index by investing in a U.S. equity portfolio that seeks to substantially replicate the price movements of the S&P 500 Index, as well as selling call options on approximately 35% to 75% of the notional value of the Fund's equity portfolio in an effort to enhance the Fund's risk-adjusted returns.
56GF Score
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