Putnam Competitors

Stocks . USA . 
Stock . Putnam Municipal Opportunities
PMO Stock  USD 10.67  0.02  0.19%   
Putnam Municipal Opp competes with Putnam Managed, Neuberger Berman, Putnam Premier, Utilities Fund, and Schwab Target; as well as few others. The company runs under Capital Markets sector within Financials industry. Analyzing Putnam Municipal competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Putnam Municipal to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Putnam Municipal Correlation with its peers.

Putnam Municipal vs Heartland Value Correlation

Poor diversification

The correlation between Putnam Municipal Opportunities and HRVIX is 0.79 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Putnam Municipal Opportunities and HRVIX in the same portfolio, assuming nothing else is changed.

Moving together with Putnam Stock

  0.72DHIL Diamond Hill InvestmentPairCorr
  0.78SPT6 Beta Systems SoftwarePairCorr
  0.84HHI Henderson High IncomePairCorr

Moving against Putnam Stock

  0.6655O1 Apollo Investment CorpPairCorr
As of the 14th of February 2026, Return On Tangible Assets is likely to grow to 0.03. Also, Return On Capital Employed is likely to grow to 0.04. At this time, Putnam Municipal's Total Current Assets are very stable compared to the past year. As of the 14th of February 2026, Return On Tangible Assets is likely to grow to 0.03, while Debt To Assets are likely to drop 0.02.
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
10.2110.6711.13
Details
Intrinsic
Valuation
LowRealHigh
10.1010.5611.02
Details

Putnam Municipal Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Putnam Municipal and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Putnam and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Putnam Municipal Opp does not affect the price movement of the other competitor.

Risk-Adjusted Indicators

There is a big difference between Putnam Stock performing well and Putnam Municipal Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Putnam Municipal's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
PMM  0.47  0.09  0.05 (1.43) 0.38 
(0.58)
 1.14 
(0.97)
 3.57 
NBH  0.35  0.06  0.01  0.52  0.23 
(0.43)
 0.90 
(0.67)
 1.75 
PPT  0.47  0.02 (0.06) 0.15  0.48 
(0.60)
 1.13 
(0.85)
 2.54 
BULIX  0.80  0.23  0.18  63.23  0.57 
(0.93)
 1.59 
(1.22)
 11.38 
SWYLX  0.24  0.01 (0.09) 0.09  0.25 
(0.27)
 0.58 
(0.51)
 1.59 
CPZ  0.42  0.01 (0.08) 0.11  0.45 
(0.46)
 0.76 
(0.74)
 2.80 
ZTR  0.58  0.11  0.08  0.40  0.63 
(0.62)
 1.08 
(0.97)
 2.38 
SMAYX  1.04  0.19  0.16  0.25  0.92 
(1.22)
 2.30 
(1.78)
 11.45 
HNVIX  0.82  0.17  0.17  0.22  0.62 
(0.94)
 2.46 
(1.46)
 4.93 
HRVIX  0.81  0.22  0.17  1.85  0.62 
(0.93)
 2.44 
(1.45)
 4.93 

Cross Equities Net Income Analysis

Compare Putnam Municipal Opp and related stocks such as Putnam Managed Municipal, Neuberger Berman IMF, and Putnam Premier Income Net Income Over Time
Select Fundamental
Price To Sales RatioDividend Yield
Ptb RatioDays Sales Outstanding
Book Value Per ShareFree Cash Flow Yield
Invested CapitalOperating Cash Flow Per Share
Average PayablesStock Based Compensation To Revenue
Capex To DepreciationPb Ratio
Ev To SalesFree Cash Flow Per Share
RoicInventory Turnover
Net Income Per ShareDays Of Inventory On Hand
Payables TurnoverSales General And Administrative To Revenue
Average InventoryResearch And Ddevelopement To Revenue
Capex To RevenueCash Per Share
PocfratioInterest Coverage
Payout RatioCapex To Operating Cash Flow
Pfcf RatioDays Payables Outstanding
Net Current Asset ValueIncome Quality
RoeTangible Asset Value
Ev To Operating Cash FlowPe Ratio
Return On Tangible AssetsEv To Free Cash Flow
Earnings YieldIntangibles To Total Assets
Net Debt To E B I T D ACurrent Ratio
Tangible Book Value Per ShareReceivables Turnover
Graham NumberShareholders Equity Per Share
Debt To EquityCapex Per Share
Graham Net NetAverage Receivables
Revenue Per ShareInterest Debt Per Share
Debt To AssetsEnterprise Value Over E B I T D A
Short Term Coverage RatiosPrice Earnings Ratio
Operating CyclePrice Book Value Ratio
Price Earnings To Growth RatioDays Of Payables Outstanding
Dividend Payout RatioPrice To Operating Cash Flows Ratio
Price To Free Cash Flows RatioPretax Profit Margin
Ebt Per EbitOperating Profit Margin
Effective Tax RateCompany Equity Multiplier
Long Term Debt To CapitalizationTotal Debt To Capitalization
Return On Capital EmployedDebt Equity Ratio
Ebit Per RevenueQuick Ratio
Dividend Paid And Capex Coverage RatioNet Income Per E B T
Cash RatioCash Conversion Cycle
Operating Cash Flow Sales RatioDays Of Inventory Outstanding
Days Of Sales OutstandingFree Cash Flow Operating Cash Flow Ratio
Cash Flow Coverage RatiosPrice To Book Ratio
Fixed Asset TurnoverCapital Expenditure Coverage Ratio
Price Cash Flow RatioEnterprise Value Multiple
Debt RatioCash Flow To Debt Ratio
Price Sales RatioReturn On Assets
Asset TurnoverNet Profit Margin
Gross Profit MarginPrice Fair Value
Return On Equity
20102011201220132014201520162017201820192020202120222023202420252026
PMM30.1 M68.9 M(17.2 M)59.2 M24 M31.2 M11.8 M2.9 M46 M7.7 M32.8 M(90.3 M)12.3 M67.2 M12.1 M13.9 M15.2 M
NBH26.3 M36.8 M(10.6 M)45.4 M11.9 M21.1 M4.9 M(3.7 M)29.3 M3.2 M16.5 M(59.7 M)2.1 M51.3 M4.8 M4.3 M4.1 M
CPZ(29.9 M)(29.9 M)(29.9 M)(29.9 M)(29.9 M)(29.9 M)(29.9 M)(29.9 M)(29.9 M)(29.9 M)110.6 M(42.8 M)11 M52.4 M19.3 M22.2 M22.1 M

Putnam Municipal Opp and related stocks such as Putnam Managed Municipal, Neuberger Berman IMF, and Putnam Premier Income Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in Putnam Municipal Opp financial statement analysis. It represents the amount of money remaining after all of Putnam Municipal Opportunities operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.

Putnam Municipal Competitive Analysis

The better you understand Putnam Municipal competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Putnam Municipal's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Putnam Municipal's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
PMO PMM NBH PPT BULIX SWYLX CPZ ZTR SMAYX HNVIX
 0.19 
 10.67 
Putnam
 0.32 
 6.35 
Putnam
 0.09 
 10.61 
Neuberger
 0.28 
 3.62 
Putnam
 2.53 
 20.28 
Utilities
 0.21 
 14.15 
Schwab
 1.13 
 14.86 
Calamos
 1.32 
 6.89 
Virtus
 1.08 
 36.48 
Small
 0.82 
 40.79 
Heartland
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Fair
Fair
Good
Mild
Good
Good
Soft
Good
Solid
Solid
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Tiny
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Hold
Not Available
Not Available
Strong Sell
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Buy
Strong Buy
Strong Buy
Strong Hold
Strong Buy
Strong Buy
Strong Buy
Strong Buy
Strong Buy
Current Ratio
0.45
0.66
2.72
0.44
N/A
N/A
N/A
0.08
N/A
N/A
Net Asset
457.56 M
405.88 M
569.51 M
468.88 M
290.48 M
96.73 M
671.26 M
N/A
422.33 M
303.68 M
Profit Margin
0.57
0.37
0.17
1.08
N/A
N/A
N/A
55.24
N/A
N/A
EBITDA
10.69 M
12.78 M
13.99 M
24.99 M
N/A
N/A
25.3 M
N/A
N/A
N/A
Operating Margin
0.88
0.88
0.86
0.85
N/A
N/A
N/A
69.19
N/A
N/A
Current Valuation
449.62 M
387.08 M
542.09 M
344.35 M
N/A
N/A
N/A
462.85 M
N/A
N/A
Price To Book
0.93
0.94
0.93
0.96
1.94
N/A
0.54
0.73
N/A
1.42
Retained Earnings
(37.24 M)
(28.99 M)
(60.5 M)
(238 M)
N/A
N/A
(65.96 M)
(35.78 M)
N/A
N/A
Current Asset
907.46 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Five Year Return
4.97
5.11
5.32
7.5
7.87
5.13
N/A
8.17
3.14
4.52
One Year Return
N/A
N/A
N/A
N/A
17.69
11.37
N/A
29.83
6.57
16.01
Beta
0.77
0.79
0.74
0.28
N/A
N/A
N/A
1.19
N/A
N/A
Equity Positions Weight
N/A
N/A
N/A
N/A
100.0
39.76
N/A
N/A
97.87
98.83
Cash Position Weight
N/A
N/A
N/A
N/A
N/A
4.62
N/A
N/A
2.13
1.17
Shares Outstanding
27.4 M
42.83 M
29.62 M
95.57 M
N/A
N/A
19.63 M
47.38 M
N/A
N/A
Three Year Return
N/A
N/A
N/A
N/A
12.39
10.06
N/A
13.59
10.95
4.12
Cash Flow From Operations
62.7 M
26.22 M
N/A
N/A
N/A
N/A
(64.15 M)
39.09 M
N/A
N/A
Annual Yield
0.0443
0.0501
0.0613
0.086
0.0238
0.03
0.11
0.0322
0.0026
0.0085
Total Debt
10.21 M
16.08 M
227.9 M
105.89 M
N/A
N/A
120 M
159.75 M
N/A
N/A
Return On Equity
0.0204
0.0183
0.0139
0.0684
N/A
N/A
N/A
2.37
N/A
N/A
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
55.3
N/A
N/A
N/A
N/A
Return On Asset
0.0191
0.0263
0.0258
0.0246
N/A
N/A
N/A
1.34
N/A
N/A
Number Of Shares Shorted
25.39 K
12.36 K
35.28 K
288.19 K
N/A
N/A
24.91 K
78.76 K
N/A
N/A
Book Value Per Share
11.4
6.71
11.41
3.8
N/A
N/A
N/A
9.31
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
2.5 K
N/A
N/A
N/A
N/A
500 K
Current Liabilities
716.91 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
457.56 M
405.88 M
569.51 M
468.88 M
290.48 M
306.38 M
671.26 M
459.33 M
340.85 M
136.11 M
Debt To Equity
0.11
0.12
0.71
0.045
N/A
N/A
N/A
0.38
N/A
N/A
Short Ratio
0.3
0.11
0.36
1.26
N/A
N/A
0.3
4.76
N/A
N/A
Last Dividend Paid
0.44
0.3
0.65
0.31
0.1
0.14
N/A
0.08
N/A
0.28
Shares Owned By Institutions
29.7
20.64
49.22
42.01
N/A
N/A
51.7
8.61
N/A
N/A
Market Capitalization
298.82 M
272.96 M
314.25 M
346.91 M
N/A
N/A
295.07 M
469.31 M
N/A
N/A
Price To Earning
24.08
49.92
64.83
23.53
14.59
N/A
2.71
49.14
N/A
21.42
Price To Sales
13.84
13.83
11.32
14.97
1.35
N/A
14.86
17.23
N/A
1.1
Net Income
10.69 M
12.09 M
4.8 M
24.99 M
N/A
N/A
19.29 M
10.34 M
N/A
N/A
Earnings Per Share
0.18
0.18
0.17
0.26
N/A
N/A
0.99
0.14
N/A
N/A
Shares Owned By Insiders
0.01
0.011
N/A
N/A
N/A
N/A
0.72
0.03
N/A
N/A
Revenue
11.17 M
13.98 M
16.54 M
25.74 M
N/A
N/A
55.51 M
18.72 M
N/A
N/A
Year To Date Return
N/A
N/A
N/A
N/A
3.04
1.66
N/A
13.26
6.53
15.58
Working Capital
190.54 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
N/A
N/A
N/A
9.28
N/A
N/A
N/A
9.57
6.42
Cash And Equivalents
608.61 K
1.77 M
296.99 K
304.97 K
N/A
N/A
N/A
208 K
N/A
N/A
Cash Per Share
0.02
0.04
0.02
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Gross Profit
21.58 M
19.74 M
27.75 M
23.17 M
N/A
N/A
N/A
18.04 M
N/A
N/A
Day Typical Price
10.67
6.35
10.61
3.62
20.28
14.15
14.87
6.85
36.48
40.79
Accumulation Distribution
320.29
0.0063
167.25
450.75
N/A
N/A
554.48
7036.36
N/A
N/A
Market Facilitation Index
0.0
0.04
0.0
N/A
N/A
N/A
0.0
N/A
N/A
N/A
Daily Balance Of Power
0.2857
0.5
0.25
(1.00)
9.2 T
9.2 T
(1.00)
0.6923
9.2 T
9.2 T
Period Momentum Indicator
0.02
0.02
0.01
(0.01)
0.5
0.03
(0.17)
0.09
0.39
0.33
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.03
1.0
0.99
1.01
1.01
1.01
Day Median Price
10.68
6.35
10.61
3.63
20.28
14.15
14.88
6.82
36.48
40.79
Price Action Indicator
0.005
0.01
0.005
(0.01)
0.25
0.015
(0.10)
0.11
0.19
0.16
Coefficient Of Variation
753.91
662.65
605.39
1664.03
599.43
840.52
1910.16
515.51
645.1
455.08
Mean Deviation
0.3069
0.4656
0.3481
0.4658
0.8042
0.2423
0.42
0.5835
1.04
0.8158
Jensen Alpha
0.0488
0.0891
0.0553
0.0154
0.2274
0.009
0.008
0.107
0.1857
0.1687
Total Risk Alpha
0.0159
0.0385
0.03
(0.02)
0.1218
0.0045
(0.02)
0.0738
0.1228
0.1499
Sortino Ratio
(0.03)
0.0468
0.0062
(0.06)
0.1844
(0.09)
(0.08)
0.0806
0.1557
0.1739
Downside Variance
0.1854
0.2987
0.1852
0.3862
0.8268
0.1244
0.2678
0.6659
1.41
0.9744
Standard Deviation
0.4439
0.6329
0.4396
0.5923
1.42
0.3234
0.5381
0.6997
1.65
1.1
Kurtosis
3.66
2.1
(0.40)
(0.08)
24.69
0.9727
0.6852
(1.02)
13.62
0.6953
Potential Upside
0.7707
1.14
0.8955
1.13
1.59
0.5835
0.7571
1.08
2.3
2.46
Treynor Ratio
30.55
(1.43)
0.5162
0.1505
63.23
0.0878
0.1075
0.4012
0.2476
0.2206
Maximum Drawdown
2.67
3.57
1.75
2.54
11.38
1.59
2.8
2.38
11.45
4.93
Variance
0.197
0.4005
0.1933
0.3508
2.03
0.1046
0.2896
0.4896
2.71
1.21
Market Risk Adjusted Performance
30.56
(1.42)
0.5262
0.1605
63.24
0.0978
0.1175
0.4112
0.2576
0.2306
Risk Adjusted Performance
0.0989
0.119
0.1249
0.0449
0.139
0.081
0.0372
0.155
0.1302
0.18
Skewness
1.08
0.7983
0.2507
0.0408
3.9
(0.32)
0.4071
(0.33)
2.56
0.2929
Semi Deviation
0.2823
0.3821
0.2329
0.4772
0.5739
0.2462
0.4543
0.6258
0.9173
0.6183
Information Ratio
(0.02)
0.0404
0.0061
(0.06)
0.1177
(0.1)
(0.08)
0.094
0.1125
0.1561
Value At Risk
(0.58)
(0.97)
(0.67)
(0.85)
(1.22)
(0.51)
(0.74)
(0.97)
(1.78)
(1.46)
Expected Short fall
(0.34)
(0.58)
(0.43)
(0.60)
(0.93)
(0.27)
(0.46)
(0.62)
(1.22)
(0.94)
Downside Deviation
0.4305
0.5466
0.4303
0.6215
0.9093
0.3527
0.5175
0.816
1.19
0.9871
Semi Variance
0.0797
0.146
0.0542
0.2277
0.3294
0.0606
0.2063
0.3916
0.8415
0.3823

Putnam Municipal Competition Performance Charts

Five steps to successful analysis of Putnam Municipal Competition

Putnam Municipal's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Putnam Municipal Opp in relation to its competition. Putnam Municipal's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Putnam Municipal in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Putnam Municipal's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Putnam Municipal Opp, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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When determining whether Putnam Municipal Opp offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Putnam Municipal's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Putnam Municipal Opportunities Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Putnam Municipal Opportunities Stock:
How To Invest In Putnam
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Is Putnam Stock a good investment?
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What is Putnam Municipal's Net Worth?
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Check out Putnam Municipal Correlation with its peers.
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Will Asset Management & Custody Banks sector continue expanding? Could Putnam diversify its offerings? Factors like these will boost the valuation of Putnam Municipal. Anticipated expansion of Putnam directly elevates investor willingness to pay premium valuations. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Putnam Municipal data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth
0.568
Dividend Share
0.444
Earnings Share
0.18
Revenue Per Share
0.788
Quarterly Revenue Growth
0.006
Putnam Municipal Opp's market price often diverges from its book value, the accounting figure shown on Putnam's balance sheet. Smart investors calculate Putnam Municipal's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since Putnam Municipal's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
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Piotroski
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Beneish
M Score
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Technical
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It's important to distinguish between Putnam Municipal's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Putnam Municipal should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. However, Putnam Municipal's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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