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Upturn AI SWOT - About
Putnam Master Intermediate Income Trust (PIM)
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Upturn Advisory Summary
06/30/2025: PIM (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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 161.42M USD | Price to earnings Ratio 13.96 | 1Y Target Price - |
Price to earnings Ratio 13.96 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.3 | 52 Weeks Range 3.14 - 3.45 | Updated Date 06/29/2025 |
52 Weeks Range 3.14 - 3.45 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 7.88% | Basic EPS (TTM) 0.24 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 101.83% | Operating Margin (TTM) 83.5% |
Management Effectiveness
Return on Assets (TTM) 2.17% | Return on Equity (TTM) 13.16% |
Valuation
Trailing PE 13.96 | Forward PE - | Enterprise Value 161355056 | Price to Sales(TTM) 14.27 |
Enterprise Value 161355056 | Price to Sales(TTM) 14.27 | ||
Enterprise Value to Revenue 13.5 | Enterprise Value to EBITDA - | Shares Outstanding 48184300 | Shares Floating - |
Shares Outstanding 48184300 | Shares Floating - | ||
Percent Insiders 0.01 | Percent Institutions 58.34 |
Analyst Ratings
Rating 3 | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Putnam Master Intermediate Income Trust
Company Overview
History and Background
Putnam Master Intermediate Income Trust (NYSE: PIM) is a closed-end investment fund managed by Putnam Investment Management, LLC. It primarily invests in a diversified portfolio of intermediate-term debt securities. Founded to provide current income, it adapts its investment strategy based on market conditions.
Core Business Areas
- Fixed Income Investments: Investing in a portfolio of fixed-income securities, including government, corporate, and mortgage-backed securities, with an intermediate-term maturity profile. The primary goal is to generate income for shareholders.
Leadership and Structure
The fund is managed by portfolio managers at Putnam Investment Management, LLC, which oversees the fund's investment strategy and portfolio construction.
Top Products and Market Share
Key Offerings
- Closed-End Fund: PIM offers a closed-end fund investing in intermediate-term debt securities. Market share data is difficult to ascertain for a specific closed-end fund, as it's a small piece of the overall fixed-income market. Competitors include other closed-end funds focusing on intermediate-term debt, such as BlackRock Core Bond Trust (BFZ) and Western Asset Investment Grade Defined Opportunity Trust (IGI).
Market Dynamics
Industry Overview
The intermediate-term fixed income market is influenced by interest rate movements, credit spreads, and macroeconomic conditions. Demand for fixed income securities is driven by investors seeking stable income and diversification.
Positioning
PIM is positioned as an income-generating investment option within the intermediate-term fixed income segment. Its competitive advantages include Putnam's investment management expertise and diversified portfolio construction.
Total Addressable Market (TAM)
The total addressable market for intermediate-term fixed income is vast, encompassing trillions of dollars. PIM's positioning allows it to capture a share of this market by offering a diversified and actively managed investment vehicle. Specific data is not readily available.
Upturn SWOT Analysis
Strengths
- Experienced management team (Putnam)
- Diversified portfolio
- Regular income generation
- Established track record
Weaknesses
- Sensitivity to interest rate changes
- Market risk impacting portfolio value
- Management fees
- Discount to NAV (Net Asset Value)
Opportunities
- Rising interest rate environment (potentially higher yields)
- Increasing demand for income-generating investments
- Strategic asset allocation adjustments
- Active management to outperform benchmarks
Threats
- Economic downturn affecting credit quality
- Increased competition from other fixed-income funds
- Changes in interest rate policy
- Geopolitical risks impacting markets
Competitors and Market Share
Key Competitors
- BFZ
- IGI
- VBF
- GHY
Competitive Landscape
PIM competes with other closed-end funds and ETFs focusing on intermediate-term fixed income. Its advantage lies in Putnam's active management and expertise. A disadvantage is the discount to NAV often associated with closed-end funds.
Growth Trajectory and Initiatives
Historical Growth: Growth is reflected in the fund's NAV and its ability to generate income for shareholders. Specific historical growth rates depend on market conditions.
Future Projections: Future growth depends on the fund's ability to navigate the fixed-income market effectively and capitalize on investment opportunities. Analyst estimates are not typically available for individual closed-end funds.
Recent Initiatives: Recent initiatives would likely involve adjustments to portfolio allocation to optimize income generation and manage risk.
Summary
Putnam Master Intermediate Income Trust is a closed-end fund designed to generate income through a diversified portfolio of intermediate-term debt. It faces risks related to interest rate movements and credit quality, but benefits from Putnam's investment expertise. Its success depends on its ability to navigate the fixed-income market and maintain a competitive yield. The discount to NAV and management fees are factors to consider when evaluating its overall attractiveness.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your own due diligence 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 Putnam Master Intermediate Income Trust
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1988-04-19 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Putnam Master Intermediate Income Trust is a closed ended fixed income mutual fund launched and managed by Putnam Investment Management, LLC. The fund is co-managed by Putnam Investments Limited. It invests in the fixed income markets of the United States. The fund invests in bonds of companies operating across diversified sectors. It benchmarks the performance of its portfolio against the Barclays Capital Government/Credit Bond Index. Putnam Master Intermediate Income Trust was formed on April 29, 1988 and is domiciled in the United States.
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