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Upturn AI SWOT - About
Popular Capital Trust II Pref (BPOPM)
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Upturn Advisory Summary
04/01/2025: BPOPM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -10.94% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 3441 | Beta - | 52 Weeks Range 23.91 - 25.96 | Updated Date 02/27/2025 |
52 Weeks Range 23.91 - 25.96 | Updated Date 02/27/2025 | ||
Dividends yield (FY) 7.38% | Basic EPS (TTM) - |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Popular Capital Trust II Pref
Company Overview
History and Background
Popular Capital Trust II, a Delaware statutory trust, was formed to issue trust securities representing undivided beneficial interests in its assets. It invests in subordinated debentures of Popular, Inc., a financial holding company with operations primarily in Puerto Rico, the United States and the Virgin Islands.
Core Business Areas
- Investment in Subordinated Debentures: Popular Capital Trust II's primary activity involves holding subordinated debentures issued by Popular, Inc. These debentures generate interest income for the trust, which is then distributed to holders of the trust securities.
Leadership and Structure
The Trust is managed by a trustee. Popular, Inc. is the obligor of the subordinated debentures held by the trust and influences the trust's activities.
Top Products and Market Share
Key Offerings
- Trust Securities: The trust securities (preferred shares) represent fractional undivided beneficial interests in the trust's assets, primarily the subordinated debentures of Popular, Inc. Market share information is not applicable as the trust does not offer a product or service in a traditional competitive market. Competitors are other fixed income investments.
Market Dynamics
Industry Overview
Popular Capital Trust II operates within the fixed-income market, specifically involving trust-preferred securities. These securities are sensitive to interest rate changes and the creditworthiness of the underlying issuer (Popular, Inc.).
Positioning
The trust's position is entirely dependent on the financial health and stability of Popular, Inc. Its competitive advantage, if any, lies in the yield offered relative to other fixed-income investments with similar risk profiles.
Total Addressable Market (TAM)
The TAM would be related to the total market of trust preferred securities. Given its dependance on Popular, Inc. it is a small part of the overall market.
Upturn SWOT Analysis
Strengths
- Established investment vehicle
- Predictable income stream (subject to Popular, Inc.'s financial stability)
- Relatively high yield compared to some other fixed-income securities
Weaknesses
- Concentration risk (dependent on Popular, Inc.)
- Limited control over Popular, Inc.'s operations
- Sensitivity to interest rate fluctuations
- Illiquidity compared to common stock
Opportunities
- Potential for capital appreciation if Popular, Inc.'s financial performance improves
- Increased demand for fixed-income securities in a low-interest-rate environment
- Strategic initiatives by Popular, Inc. that enhance its creditworthiness
Threats
- Deterioration of Popular, Inc.'s financial condition
- Rising interest rates
- Changes in regulations affecting trust-preferred securities
- Economic downturn in Puerto Rico or the United States
Competitors and Market Share
Key Competitors
- Other fixed-income securities including: PR (Popular Inc Common Stock)
- BPPRF
- Other trust-preferred securities with varying underlying issuers
Competitive Landscape
Popular Capital Trust II's competitiveness depends on its yield relative to similar risk-profiled fixed-income investments and the perceived creditworthiness of Popular, Inc.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth is limited as Popular Capital Trust II is primarily a pass-through entity. Historical growth is determined by the performance of Popular, Inc.'s subordinated debentures.
Future Projections: Future projections are tied to the stability and growth of Popular, Inc. Analyst estimates for Popular, Inc. should be considered.
Recent Initiatives: No strategic initiatives are undertaken directly by Popular Capital Trust II. Initiatives by Popular, Inc. impact the trust.
Summary
Popular Capital Trust II is a trust whose value depends on Popular Inc. and its ability to make interest payments on its subordinated debentures. Therefore, any investment decision needs to be based on Popular Inc's ability to stay stable. A threat to its value is rising interest rates and any market correction. The yield is dependent on the dividend payouts that are linked to Popular Inc's. debt payments.
Similar Companies
Sources and Disclaimers
Data Sources:
- SEC Filings (Popular Capital Trust II and Popular, Inc.)
- Financial News Outlets
- Investor Relations Materials
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market conditions and company fundamentals can change rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Popular Capital Trust II Pref
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2008-11-19 | CEO - | ||
Sector Financials | Industry Banking Services | Full time employees - | Website |
Full time employees - | Website | ||
There is no Profile data available for BPOPM.
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