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Upturn AI SWOT - About
Popular Capital Trust II Pref (BPOPM)
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Upturn Advisory Summary
06/30/2025: BPOPM (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.17% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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) - | Beta - | 52 Weeks Range 23.67 - 25.72 | Updated Date 02/27/2025 |
52 Weeks Range 23.67 - 25.72 | Updated Date 02/27/2025 | ||
Dividends yield (FY) 7.38% | Basic EPS (TTM) - |
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 was created to issue preferred securities. It is related to Popular, Inc., a financial services company based in Puerto Rico.
Core Business Areas
- Preferred Securities Issuance: The primary business is the issuance of preferred securities, which are a type of hybrid security that combines features of both debt and equity.
Leadership and Structure
As a trust issuing preferred securities, Popular Capital Trust II's leadership and structure are closely tied to Popular, Inc. Details on specific individuals and structure are usually available through SEC filings.
Top Products and Market Share
Key Offerings
- Preferred Securities: These securities offer a fixed dividend payment and typically rank higher than common stock in the event of liquidation. Market share information for the trust itself isn't directly applicable as it's an issuance vehicle. Competitors in the broader preferred stock market include other banks and financial institutions that issue preferred shares (e.g., Bank of America, JPMorgan Chase).
Market Dynamics
Industry Overview
The preferred securities market is influenced by interest rate movements, credit spreads, and the financial health of the issuers. Demand for preferred securities is driven by investors seeking stable income.
Positioning
Popular Capital Trust II is positioned as a vehicle through which Popular, Inc. raises capital using preferred securities. Its success depends on the perceived creditworthiness of Popular, Inc.
Total Addressable Market (TAM)
The TAM for preferred securities is very large, encompassing the entire amount of capital that companies can raise using preferred stock. Popular Capital Trust II's position is only relevant to the amount of capital Popular, Inc. wants to raise in comparison to the entire market.
Upturn SWOT Analysis
Strengths
- Access to capital through preferred security issuance
- Established relationship with Popular, Inc.
- Fixed income stream for investors
Weaknesses
- Dependence on the financial health of Popular, Inc.
- Vulnerability to interest rate fluctuations
- Limited operational control
Opportunities
- Expansion of capital raising activities for Popular, Inc.
- Increased demand for income-generating securities
- Exploitation of favorable interest rate environments
Threats
- Deterioration of Popular, Inc.'s financial condition
- Rising interest rates reducing attractiveness of fixed-income securities
- Changes in regulatory environment impacting preferred securities
Competitors and Market Share
Key Competitors
- BAC (Bank of America)
- JPM (JPMorgan Chase)
- C (Citigroup)
Competitive Landscape
The competitive landscape depends on the yields of the Preferred shares compared to other financials. Credit rating of the company plays a major role.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to Popular, Inc.'s capital raising needs and market conditions.
Future Projections: Future projections depend on Popular, Inc.'s financial strategy and outlook.
Recent Initiatives: Recent initiatives would be driven by Popular, Inc.'s capital raising activities.
Summary
Popular Capital Trust II Pref is a financing vehicle for Popular, Inc., and its strength is tied to Popular, Inc.'s financial health. Investors benefit from fixed income, while the trust is vulnerable to interest rate changes. The company needs to be cautious about economic downturns and interest rate increases. Close monitoring of Popular, Inc.'s financials is essential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings of Popular, Inc.
- Financial news sources
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Market share estimates are approximations.
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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