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Upturn AI SWOT - About
Putnam Master Intermediate Income Trust (PIM)
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Upturn Advisory Summary
06/13/2025: PIM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 14.18% | Avg. Invested days 76 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/13/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 160.45M USD | Price to earnings Ratio 13.88 | 1Y Target Price - |
Price to earnings Ratio 13.88 | 1Y Target Price - | ||
Volume (30-day avg) 76206 | Beta 0.3 | 52 Weeks Range 2.92 - 3.38 | Updated Date 06/14/2025 |
52 Weeks Range 2.92 - 3.38 | Updated Date 06/14/2025 | ||
Dividends yield (FY) 7.93% | Basic EPS (TTM) 0.24 |
Earnings Date
Report Date 2025-05-28 | When Before Market | 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 13.88 | Forward PE - | Enterprise Value 161355056 | Price to Sales(TTM) 14.18 |
Enterprise Value 161355056 | Price to Sales(TTM) 14.18 | ||
Enterprise Value to Revenue 13.42 | 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. The Trust seeks high current income consistent with capital preservation. It primarily invests in a diversified portfolio of intermediate-term fixed-income securities. Details on its founding year and early milestones are limited in readily available public sources, but it has evolved to focus on a managed allocation across various credit sectors.
Core Business Areas
- Fixed-Income Investments: Manages a portfolio of fixed-income securities, including government, corporate, and mortgage-backed securities.
Leadership and Structure
Details on the specific individuals on the leadership team are not easily available. Putnam Investments, a well-established asset management firm, manages the Trust. The organizational structure is typical of a closed-end fund, with a board of trustees overseeing the investment manager.
Top Products and Market Share
Key Offerings
- Managed Fixed-Income Portfolio: The primary offering is a diversified portfolio of intermediate-term fixed-income securities aimed at generating high current income. Market share data for specific closed-end funds is not readily tracked in the same manner as for open-ended mutual funds or ETFs. Competitors include other closed-end funds with similar investment objectives.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, credit spreads, and investor sentiment. Demand for income-generating investments has generally been strong, although subject to fluctuations based on economic conditions.
Positioning
PIM is positioned as an income-oriented investment option for investors seeking exposure to a diversified portfolio of intermediate-term fixed-income securities. Its competitive advantage lies in Putnam's experience and expertise in fixed-income management.
Total Addressable Market (TAM)
The total addressable market is the overall market for fixed income securities and income-oriented investment products, estimated to be in the trillions of dollars. PIM targets a specific niche within this TAM, focusing on intermediate-term securities within a closed-end fund structure.
Upturn SWOT Analysis
Strengths
- Experienced Investment Manager (Putnam Investments)
- Diversified Fixed-Income Portfolio
- Focus on High Current Income
- Established Track Record
Weaknesses
- Closed-End Fund Structure (Potential for Trading at a Discount to NAV)
- Sensitivity to Interest Rate Changes
- Management Fees
- Reliance on Putnam's Investment Expertise
Opportunities
- Increased Demand for Income-Generating Investments
- Potential for Discount to NAV to Narrow
- Strategic Asset Allocation Adjustments to Enhance Returns
- Expansion into New Fixed-Income Sectors
Threats
- Rising Interest Rates
- Credit Spread Widening
- Economic Recession
- Increased Competition from Other Income-Generating Investments
Competitors and Market Share
Key Competitors
- PGP
- EAD
- DMO
- VBF
Competitive Landscape
PIM competes with other closed-end funds that invest in fixed-income securities. Its advantages and disadvantages depend on its investment strategy, expense ratio, and historical performance relative to its peers.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends require analysis of past financial performance.
Future Projections: Future projections would depend on analyst estimates and market conditions.
Recent Initiatives: Recent strategic initiatives would be found in the Trust's reports and press releases.
Summary
Putnam Master Intermediate Income Trust aims to deliver high current income through a diversified portfolio of fixed-income securities. The fund benefits from the experience of Putnam Investments but is subject to risks associated with interest rate changes and credit spreads. The closed-end fund structure can lead to trading at a discount to NAV, which presents both a risk and an opportunity for investors. The trust needs to continuously adapt its asset allocation to navigate the evolving fixed-income landscape and maintain its competitive edge.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- Company SEC Filings (where available)
- Google Finance
- Putnam Investments Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified 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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