Putnam Competitors

PMO Stock  USD 10.63  0.20  1.92%   
Putnam Municipal Opp competes with Invesco Municipal, DWS Municipal, MFS Municipal, MFS High, and Blackrock Muniyield; 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.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Putnam Municipal competition on your existing holdings.
  
As of the 27th of November 2024, Return On Tangible Assets is likely to drop to 0.03. In addition to that, Return On Capital Employed is likely to grow to -0.02. At this time, Putnam Municipal's Total Assets are very stable compared to the past year. As of the 27th of November 2024, Net Tangible Assets is likely to grow to about 402.1 M, while Non Currrent Assets Other are likely to drop (513.3 M).
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Hype
Prediction
LowEstimatedHigh
9.7810.4311.08
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Intrinsic
Valuation
LowRealHigh
9.329.9710.62
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Naive
Forecast
LowNextHigh
9.7910.4411.09
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10.3510.4210.48
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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.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MHDCXE
MHDIQI
MHDMFM
IQICXE
MHDMYD
IQIMFM
  
High negative correlations   
JHSDTF
DTFCXE

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
OIA  0.59  0.03 (0.11)(1.19) 0.69 
 1.33 
 3.28 
KTF  0.44  0.06 (0.11)(1.68) 0.48 
 1.12 
 3.40 
MFM  0.44  0.02 (0.19) 0.00  0.54 
 0.89 
 2.71 
CXE  0.50 (0.03) 0.00 (0.49) 0.00 
 1.33 
 3.34 
MYD  0.50  0.01 (0.18) 0.24  0.56 
 1.08 
 2.65 
IQI  0.40 (0.02)(0.21) 0.00  0.53 
 0.79 
 2.30 
CMU  0.39  0.03 (0.16)(0.13) 0.44 
 0.85 
 2.54 
MHD  0.48  0.01 (0.14)(0.89) 0.72 
 0.88 
 3.11 
DTF  0.23  0.01 (0.37)(0.10) 0.23 
 0.54 
 1.96 
JHS  0.30 (0.02)(0.26)(0.01) 0.41 
 0.78 
 3.04 

Cross Equities Net Income Analysis

Compare Putnam Municipal Opp and related stocks such as Invesco Municipal Income, DWS Municipal Income, and MFS Municipal Income Net Income Over Time
Select Fundamental
Price To Sales RatioPtb Ratio
Days Sales OutstandingBook Value Per Share
Invested CapitalAverage Payables
Capex To DepreciationPb Ratio
Ev To SalesRoic
Inventory TurnoverNet Income Per Share
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Research And Ddevelopement To RevenueCash Per Share
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201020112012201320142015201620172018201920202021202220232024
OIA15.7 M26.1 M26.1 M(4 M)44.3 M9.5 M9.5 M17.8 M15.7 M2.9 M2.9 M5.6 M(39 M)21.9 M23 M
KTF34.8 M78.3 M78.3 M78.3 M(10.6 M)(74.3 M)32 M(4.1 M)53.4 M23.2 M21.9 M(91.4 M)15.5 M13.9 M14.6 M
MFM25.2 M43.2 M43.2 M43.2 M16.6 M23.1 M8.8 M3.2 M29.4 M(1.6 M)24.1 M(68.3 M)1.2 MM993.9 K
CXE24.6 M24 M24 M24 M9.6 M3.5 M13.4 M4.5 M16.2 M799.4 K12.6 M(34.3 M)2.5 M2.2 M1.3 M
IQI34.1 M38.5 M38.5 M(25 M)93.1 M5.4 M5.4 M26.5 M24.3 M4.5 M4.5 M(4.5 M)(87.8 M)44.7 M47 M
CMU18.6 M19.5 M19.5 M19.5 M7.7 M3.3 M11.1 M3.4 M13.3 M497.2 K10.2 M(27.8 M)1.3 M1.1 M961 K
DTF9.3 M15.4 M15.4 M15.4 M3.9 M7.5 M1.1 M(3.8 M)14.3 M4.4 M2.9 M(22.7 M)3.1 M2.8 M1.8 M
JHS13.8 M16.6 M16.6 M16.6 M2.3 M14 M10.3 M(7.1 M)23.5 M13.2 M9.7 M(42.3 M)273.3 K246 K233.7 K
CXH12.9 M17.3 M17.3 M17.3 M6.2 M485.3 K9.1 MM9.4 M4.4 M4.9 M(18.3 M)1.6 M1.4 M1.5 M

Putnam Municipal Opp and related stocks such as Invesco Municipal Income, DWS Municipal Income, and MFS Municipal 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 OIA KTF MFM CXE MYD IQI CMU MHD DTF
 1.92 
 10.63 
Putnam
 1.53 
 6.62 
Invesco
 0.20 
 10.00 
DWS
 1.43 
 5.66 
MFS
 0.79 
 3.82 
MFS
 1.61 
 11.35 
BlackRock
 1.59 
 10.21 
Invesco
 1.11 
 3.63 
MFS
 1.14 
 12.45 
Blackrock
 0.09 
 11.29 
DTF
Market Volatility
(90 Days Market Risk)
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(90 Days Performance)
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(Probability Of Bankruptcy)
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(Equity Enterprise Value)
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(Average Analysts Consensus)
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(90 Days Macroaxis Advice)
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Information Ratio
Value At Risk
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Semi Variance

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:
Check out Putnam Municipal Correlation with its peers.
You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Putnam Municipal. If investors know Putnam will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Putnam Municipal listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.95)
Dividend Share
0.619
Earnings Share
0.59
Revenue Per Share
0.632
Quarterly Revenue Growth
0.105
The market value of Putnam Municipal Opp is measured differently than its book value, which is the value of Putnam that is recorded on the company's balance sheet. Investors also form their own opinion of Putnam Municipal's value that differs from its market value or its book value, called intrinsic value, which is Putnam Municipal's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Putnam Municipal's market value can be influenced by many factors that don't directly affect Putnam Municipal's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Putnam Municipal's value and its price as these two are different measures arrived at by different means. Investors typically determine if Putnam Municipal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. 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.