# Thornburg Income Builder Opportunities Trust (TBLD) fundamentals

Data as of 2026-09-08. NASDAQ, United States. Sector: Financial Services / Capital Markets. Price $22.07, market value $708 million.

## Valuation
- **P/E (trailing): 5.0×** (5-yr avg 4.7×, 3-yr avg 4.7×). Thornburg Income Builder Opportunities Trust trades at 5.0× trailing earnings, close to its own five-year average of 4.7×. The Financial Services median in the September 2026 study was 13.1×.
- **Price / sales: 6.9×**. Each dollar of revenue is priced at 6.9×.
- **Price / book: 1.0×**. The shares trade at 1.0× book value; book value is a meaningful part of the valuation.
- **Earnings yield: 20.1%**. The inverse of the P/E: 20.1% of the price is earned each year.

## Profitability
- **Net margin: 95.6%**. 95.6% of each dollar of sales reaches the bottom line.
- **Return on equity: 14.4%**. 14.4% on shareholders' equity is solid.
- **Return on assets: 14.3%**. Each dollar of assets produces 14.3% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): -16.1%**. Revenue fell 16.1% over the last year.
- **EPS growth (1 yr): -17.6%**. Earnings per share fell 17.6%, roughly in step with revenue.

## Dividends
- **Dividend yield: 5.66%** ($1.25 per share, trailing). Thornburg Income Builder Opportunities Trust yields 5.66%, an income-level yield.

## Price and momentum
- **Total return (1 yr): 17.0%** (YTD 13.0%, 3-mo 2.3%). The shares are up 17.0% over twelve months including dividends.
- **From 52-week high: -4.1%** (13.3% above the low). Trading within 5% of its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 45**. An RSI of 45 is neutral.
- **Beta (1 yr): 0.48** (volatility 12%). Beta of 0.48 against the S&P 500: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=TBLD · Page: https://foliofundamentals.com/stocks/tbld

Not investment advice.