Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Thornburg Income Builder Opportunities Trust Common Stock (TBLD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/13/2025: TBLD (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 22.87% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/13/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 575.55M USD | Price to earnings Ratio 4.86 | 1Y Target Price - |
Price to earnings Ratio 4.86 | 1Y Target Price - | ||
Volume (30-day avg) 66598 | Beta - | 52 Weeks Range 14.19 - 18.03 | Updated Date 04/1/2025 |
52 Weeks Range 14.19 - 18.03 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 8.82% | Basic EPS (TTM) 3.69 |
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 4.86 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 4.71 |
Enterprise Value - | Price to Sales(TTM) 4.71 | ||
Enterprise Value to Revenue 4.71 | Enterprise Value to EBITDA - | Shares Outstanding 32081900 | Shares Floating - |
Shares Outstanding 32081900 | Shares Floating - | ||
Percent Insiders 0.16 | Percent Institutions 22.69 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Thornburg Income Builder Opportunities Trust Common Stock
Company Overview
History and Background
Thornburg Income Builder Opportunities Trust (NYSE: TBLD) is a closed-end fund investing in global income securities. It was launched in 2014 and is managed by Thornburg Investment Management.
Core Business Areas
- Global Income Investing: TBLD focuses on generating current income and capital appreciation by investing in a diversified portfolio of global income securities, including corporate bonds, government bonds, mortgage-backed securities, and other income-producing assets.
Leadership and Structure
The fund is managed by investment professionals at Thornburg Investment Management. The fund operates under a board of trustees.
Top Products and Market Share
Key Offerings
- Closed-End Fund: TBLD is a closed-end fund that seeks high current income and capital appreciation. The fund's market share cannot be directly measured as a single product, as it competes within the broader closed-end fund market. Key competitors include other global income closed-end funds managed by firms like BlackRock, PIMCO, and Nuveen.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by macroeconomic factors, interest rates, and investor sentiment. Demand for income-generating assets is high, but increasing interest rates and market volatility pose challenges.
Positioning
TBLD positions itself as a global income investment vehicle, offering diversification and professional management. Its competitive advantage lies in its experienced management team and investment approach.
Total Addressable Market (TAM)
The total addressable market is the global fixed income investment market, which is trillions of dollars. TBLD is a tiny fraction of this overall market but competes within the specific niche of actively managed global income closed-end funds.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Diversified Global Income Portfolio
- Active Management Style
Weaknesses
- Management Fees
- Market Volatility Risk
- Interest Rate Risk
Opportunities
- Growing Demand for Income
- Expansion into New Asset Classes
- Strategic Partnerships
Threats
- Rising Interest Rates
- Economic Downturn
- Increased Competition
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- PIMCO
- Nuveen
Competitive Landscape
TBLD competes with other closed-end funds and investment managers. Its advantages include its experienced management team and investment approach. Its disadvantages include its smaller size and limited resources.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth depends on market performance and investment decisions.
Future Projections: Future projections depend on analyst estimates and market conditions.
Recent Initiatives: Recent initiatives may include changes in portfolio allocation, expense management, or marketing efforts.
Summary
Thornburg Income Builder Opportunities Trust is a closed-end fund that seeks to generate income and capital appreciation. It is reliant on expert fund management and is susceptible to market conditions, however, its global income portfolio is well diversified. A high-interest rate environment could be a threat, but it is positioned well in the global income investing space. It operates in a market with intense competition from larger asset managers.
Similar Companies
BLK
BlackRock Inc
BLK
BlackRock Inc
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Financial News Outlets
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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 Thornburg Income Builder Opportunities Trust Common Stock
Exchange NASDAQ | Headquaters Santa Fe, NM, United States | ||
IPO Launch date 2021-07-28 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.