Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Highlights
- Valuation
- About
Pimco Dynamic Income Opportunities Fund(PDO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PDO
09/14/2026: PDO (1-star) is currently NOT-A-BUY. Pass it for now.
Pimco Dynamic Income Opportunities Fund (PDO) is a closed-end fund designed to provide consistent monthly income by investing in a diversified portfolio of global debt instruments. Its primary strength lies in PIMCO's institutional-grade credit management and its ability to utilize leverage to enhance yield. The main investment story centers on capturing value across various credit sectors, particularly during periods of market stress. However, risks such as interest rate volatility, the cost of leverage, and market price fluctuations relative to net asset value must be carefully considered. The fund is generally best suited for income-focused investors who can tolerate the inherent risks and volatility of a leveraged fixed-income strategy.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund's primary focus is income generation rather than capital growth. |
| Momentum investor | Mixed fit | Momentum may be influenced by CEF discount/premium cycles, but the underlying assets generally move with broader macro factors. |
| Value investor | Mixed fit | Value investors may look for opportunities when the fund trades at a significant discount to its NAV. |
| Dividend investor | Strong fit | The fund is specifically structured to provide a consistent monthly income stream to investors. |
| Low-risk investor | Weak fit | The use of leverage and exposure to high-yield credit assets introduces significant volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The use of leverage and investment in speculative-grade debt makes the share price prone to market swings. |
| Valuation risk | Medium | Investors face risk regarding the fluctuation of the fund's discount or premium to NAV. |
| Competition risk (Fixed-income yield funds) | Medium | The fund must continuously justify its yield against other income-producing assets and peers. |
| Business quality | Strong | PIMCO is widely recognized for its robust research and institutional-grade credit management capabilities. |
| Dividend income | Medium / high | Distributions are not guaranteed and depend on the underlying portfolio income and interest rate environment. |
| Execution risk | Medium | Managerial decisions regarding asset allocation and leverage hedging can significantly impact fund performance. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit 7.51% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/14/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.79B USD | Price to earnings Ratio 9.16 | 1Y Target Price - |
Price to earnings Ratio 9.16 | 1Y Target Price - | ||
Volume (30-day avg) 899.4K shares | Beta - | 52 Weeks Range 11.66 - 13.26 | Updated Date 09/13/2026 |
52 Weeks Range 11.66 - 13.26 | Updated Date 09/13/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.35 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Fixed-Income Portfolio Income | Interest and dividend income from global debt holdings including corporate and mortgage-backed securities. | The fund makes money by collecting interest from the bonds it owns and passing a portion of that to you as dividends. |
| Leverage Strategy | Borrowing capital to increase the size of the investment portfolio to enhance potential returns. | Using borrowed money allows the fund to hold more assets, which can boost income but also increases potential risk. |
Valuation
Trailing PE 9.16 | Forward PE - | Enterprise Value 2.99B | Price to Sales(TTM) 9.7 |
Enterprise Value 2.99B | Price to Sales(TTM) 9.7 | ||
Enterprise Value to Revenue 15.34 | Enterprise Value to EBITDA - | Shares Outstanding 144.83M | Shares Floating - |
Shares Outstanding 144.83M | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 20.02 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Pimco Dynamic Income Opportunities Fund
Exchange NYSE | Headquarters Newport Beach, CA, United States | ||
IPO Launch date 2021-01-27 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website |
Full time employees - | Website | ||
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.