What is Thornburg Income Builder Opportunities Trust's (TBLD) StockRank?

MoatMap's StockRank for Thornburg Income Builder Opportunities Trust (TBLD) is 37/100, with a Hold signal. This is a composite score combining Quality (41), Value (43), and Momentum (46) factor ranks across MoatMap's universe of 25,000+ stocks.

Does Thornburg Income Builder Opportunities Trust have an economic moat?

Thornburg Income Builder Opportunities Trust (TBLD) has a Quality factor score of 41/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is Thornburg Income Builder Opportunities Trust a buy, hold, or sell?

MoatMap's current signal for Thornburg Income Builder Opportunities Trust (TBLD) is Hold, based on a StockRank of 37/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.

What sector is Thornburg Income Builder Opportunities Trust in?

Thornburg Income Builder Opportunities Trust (TBLD) operates in the Financial Services sector, specifically the Asset Management industry (United States).

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TBLD

HoldSinker

Thornburg Income Builder Opportunities Trust · Financial Services · United States · $716M · Avg Vol: $1M/d

StockRank

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P/E (TTM)

5.0x

ROE

14.4%

D/E

—

Dividend %

5.7%

COMPANY DESCRIPTION

Thornburg Income Builder Opportunities Trust is a closed-end management investment company primarily focused on generating income and capital appreciation through a diversified portfolio of income-producing securities. The Trust leverages Thornburg Investment Management's expertise in active fixed-income management and global multi-asset strategies. It serves investors seeking consistent distributions and total return from a professionally managed, diverse asset pool.

FINANCIAL SUMMARY (USD)

Year	2022	2023	2024	2025	CAGR	TTM
Revenue	-108.8M	108.2M	121.8M	102.2M	-2.8%	102.2M
EPS	-3.52	3.26	3.69	3.04	-3.4%	4.44
Shares	32.1M	32.1M	32.1M	32.1M	0.0%	32.1M
Debt	—	—	—	—	—	—
Equity	480.4M	544.9M	622.9M	680.5M	12.3%	—
Op CF	—	—	—	—	—	—
Inv CF	—	—	—	—	—	—
Fin CF	—	—	—	—	—	—

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PRICE (1Y)-2.4%

SMA 50SMA 200

$21.38

RSI (14)

18.0

52W High

$22.66

From 52W High

0.9%

SCORE BREAKDOWN

Quality

ROIC (ROA)

14.3%*89.5

ROE

14.4%72.0

GP/Assets

—N/A

Op. Margin

0.0%14.3

FCF/Assets

—N/A

Piotroski

1N/A

Int. Cover

—N/A

D/E Ratio

—N/A

Current Ratio

—N/A

Value

P/E (TTM)

5.0x91.7

EV/EBITDA

—N/A

P/FCF

—N/A

P/B

—N/A

P/S

6.9x23.8

Div Yield

5.7%70.2

Momentum

52W High %

94%68.0

RS 6M

-11%31.1

SMA 50/200

1.04x54.3

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

—N/A

Q Growth

—N/A

FUNDAMENTALS

Market Cap

$716M

P/E (Forward)

—

Gross Margin

—

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of TBLD are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
TBLD	Thornburg Income Builder Opportunities Trust(you)	$716M	37	Hold
PFLT	PennantPark Floating Rate Capital Ltd.	$733M	37	Hold
SLRC	SLR Investment Corp.	$683M	38	Hold
BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust	$740M	36	Hold
MUA	BlackRock MuniAssets Fund, Inc.	$667M	36	Hold
NML	Neuberger Berman Income Funds - Neuberger Energy Infrastructure and Income Fund Inc.	$595M	38	Hold
MMU	Western Asset Managed Municipals Fund Inc.	$551M	37	Hold
LDP	Cohen & Steers Limited Duration Preferred and Income Fund, Inc.	$599M	36	Hold
NXP	Nuveen Select Tax-Free Income Portfolio	$900M	36	Hold
EOI	Eaton Vance Enhanced Equity Income Fund	$829M	35	Sell

Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%

Thornburg Income Builder Opportunities Trust (TBLD): Stock Score Summary

Thornburg Income Builder Opportunities Trust (TBLD) has a MoatMap StockRank of 37/100 based on Quality (41/100), Value (43/100), and Momentum (46/100) factor scores. The current signal is HOLD.

Key Financial Metrics

Price	$21.38
Market Cap	$716M
P/E (TTM)	4.97
Return on Equity	14.4%
Operating Margin	0.0%
Dividend Yield	5.7%

Thornburg Income Builder Opportunities Trust operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Thornburg Income Builder Opportunities Trust’s (TBLD) StockRank?: MoatMap’s StockRank for Thornburg Income Builder Opportunities Trust (TBLD) is 37/100, with a Hold signal. It is a composite of Quality (41), Value (43), and Momentum (46) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Thornburg Income Builder Opportunities Trust have an economic moat?: Thornburg Income Builder Opportunities Trust (TBLD) has a Quality factor score of 41/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Thornburg Income Builder Opportunities Trust a buy, hold, or sell?: MoatMap’s current signal for Thornburg Income Builder Opportunities Trust (TBLD) is Hold, based on a StockRank of 37/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Thornburg Income Builder Opportunities Trust in?: Thornburg Income Builder Opportunities Trust (TBLD) operates in the Financial Services sector, specifically the Asset Management industry (United States).