Putnam Historical Balance Sheet

PMO Stock

USD 10.87 0.24 2.26%

Trend analysis of Putnam Municipal Opportunities balance sheet accounts such as Net Receivables of 9.9 M, Total Liab of 11.8 M, Long Term Investments of 494.5 M or Long Term Debt of 53.1 M provides information on Putnam Municipal's total assets, liabilities, and equity, which is the actual value of Putnam Municipal Opp to its prevalent stockholders. By breaking down trends over time using Putnam Municipal balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.

Cash Flow Balance Sheet Income Statement

Covid

Financial Statement Analysis is much more than just reviewing and examining Putnam Municipal Opp latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Putnam Municipal Opp is a good buy for the upcoming year.

Putnam Municipal Inventory

69.65 Million

Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Putnam Municipal Opportunities. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population.

About Putnam Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of Putnam Municipal Opp at a specified time, usually calculated after every quarter, six months, or one year. Putnam Municipal Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Putnam Municipal and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Putnam currently owns. An asset can also be divided into two categories, current and non-current.

Putnam Municipal Balance Sheet Chart

At this time, Putnam Municipal's Non Current Assets Total are very stable compared to the past year. As of the 1st of December 2024, Other Assets is likely to grow to about 523 M, though Retained Earnings are likely to grow to (29.5 M).

Total Assets Total Stockholder Equity Net Tangible Assets Accounts Payable

Total Assets

Total assets refers to the total amount of Putnam Municipal assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Putnam Municipal Opp books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Total Stockholder Equity

The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.

Net Tangible Assets

The total assets of a company minus any intangible assets such as patents, copyrights, and goodwill; it represents the physical assets of a company.

Accounts Payable

An accounting item on the balance sheet that represents Putnam Municipal obligation to pay off a short-term debt to its creditors. The accounts payable entry is usually reported under current liabilities. If accounts payable of Putnam Municipal Opp are not paid within the agreed terms, the payables are considered to be in default, which may trigger a penalty or interest payment, or the revocation of additional credit from the supplier. Accounts payable may also be considered a source of cash, since they represent funds being borrowed from suppliers. Given these cash flow considerations, suppliers have a natural inclination to push for shorter payment terms, while creditors want to lengthen the payment terms. The amount a company owes to suppliers or vendors for products or services received but not yet paid for. It represents the company's short-term liabilities.

Most accounts from Putnam Municipal's balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into Putnam Municipal Opp current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Putnam Municipal Opportunities. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population.

	2021	2022	2023	2024 (projected)
Total Stockholder Equity	533.6M	516.1M	485.7M	489.0M
Total Assets	639.8M	549.4M	498.1M	536.6M

Total Stockholder Equity Total Assets

Putnam Municipal balance sheet Correlations

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Retained Earnings	Accounts Payable	Cash	Net Receivables	Total Liab	Long Term Investments	Long Term Debt	Other Current Liab	Total Current Liabilities	Net Debt	Non Current Assets Total	Non Currrent Assets Other	Other Assets	Cash And Short Term Investments	Common Stock Shares Outstanding	Non Current Liabilities Total	Other Stockholder Equity	Total Current Assets	Common Stock	Short Long Term Debt Total	Common Stock Total Equity	Other Liab	Long Term Debt Total
Total Assets		0.87	0.94	0.39	-0.09	0.04	0.39	0.54	0.91	-0.21	0.38	-0.1	0.3	0.5	-0.24	-0.16	0.22	0.31	0.42	0.36	0.18	0.35	0.21	0.39	-0.18	-0.35
Total Stockholder Equity	0.87		0.88	0.05	-0.13	0.09	0.37	0.48	0.86	-0.14	0.3	-0.15	0.55	0.47	-0.22	-0.08	0.21	0.12	0.36	0.72	0.18	0.16	0.16	0.24	0.04	-0.28
Net Tangible Assets	0.94	0.88		0.36	-0.31	0.11	0.25	0.39	0.81	-0.39	0.42	-0.31	0.26	0.69	-0.42	-0.15	0.3	0.42	0.44	0.47	0.18	0.49	0.13	0.53	-0.3	-0.51
Retained Earnings	0.39	0.05	0.36		-0.12	-0.03	-0.13	0.31	0.39	-0.02	0.31	-0.18	0.01	0.12	0.14	-0.35	0.19	0.29	0.53	-0.57	-0.06	0.3	0.45	0.25	-0.23	-0.04
Accounts Payable	-0.09	-0.13	-0.31	-0.12		0.03	0.52	0.7	0.14	0.39	0.06	0.98	0.46	-0.39	0.64	-0.24	-0.02	-0.4	0.32	-0.19	0.34	-0.39	0.63	-0.38	0.37	0.38
Cash	0.04	0.09	0.11	-0.03	0.03		-0.12	0.15	0.12	0.08	-0.35	-0.05	-0.04	0.13	-0.22	-0.18	0.65	-0.18	0.25	0.16	0.83	0.08	0.03	0.1	0.17	0.08
Net Receivables	0.39	0.37	0.25	-0.13	0.52	-0.12		0.55	0.35	-0.06	0.24	0.57	0.38	0.17	-0.03	-0.17	0.12	0.01	0.23	0.37	0.43	-0.03	0.31	0.0	0.17	-0.13
Total Liab	0.54	0.48	0.39	0.31	0.7	0.15	0.55		0.75	0.22	0.38	0.64	0.75	0.04	0.45	-0.4	0.23	-0.12	0.76	0.06	0.42	-0.07	0.8	-0.03	0.21	0.13
Long Term Investments	0.91	0.86	0.81	0.39	0.14	0.12	0.35	0.75		0.1	0.29	0.1	0.59	0.22	0.12	-0.22	0.22	-0.01	0.53	0.31	0.21	0.05	0.44	0.1	0.1	-0.05
Long Term Debt	-0.21	-0.14	-0.39	-0.02	0.39	0.08	-0.06	0.22	0.1		-0.61	0.35	0.27	-0.82	0.64	0.15	-0.1	-0.78	-0.15	-0.26	-0.04	-0.79	0.1	-0.8	0.64	0.99
Other Current Liab	0.38	0.3	0.42	0.31	0.06	-0.35	0.24	0.38	0.29	-0.61		0.01	0.34	0.61	0.0	-0.44	-0.23	0.7	0.64	0.08	-0.14	0.64	0.45	0.66	-0.48	-0.64
Total Current Liabilities	-0.1	-0.15	-0.31	-0.18	0.98	-0.05	0.57	0.64	0.1	0.35	0.01		0.41	-0.4	0.59	-0.15	-0.02	-0.42	0.21	-0.17	0.31	-0.43	0.56	-0.42	0.36	0.34
Net Debt	0.3	0.55	0.26	0.01	0.46	-0.04	0.38	0.75	0.59	0.27	0.34	0.41		-0.02	0.48	-0.2	0.08	-0.28	0.61	0.37	0.12	-0.28	0.67	-0.21	0.36	0.2
Non Current Assets Total	0.5	0.47	0.69	0.12	-0.39	0.13	0.17	0.04	0.22	-0.82	0.61	-0.4	-0.02		-0.75	-0.2	0.31	0.82	0.43	0.48	0.23	0.88	-0.01	0.91	-0.61	-0.84
Non Currrent Assets Other	-0.24	-0.22	-0.42	0.14	0.64	-0.22	-0.03	0.45	0.12	0.64	0.0	0.59	0.48	-0.75		-0.17	-0.41	-0.58	0.16	-0.47	-0.2	-0.64	0.54	-0.64	0.46	0.63
Other Assets	-0.16	-0.08	-0.15	-0.35	-0.24	-0.18	-0.17	-0.4	-0.22	0.15	-0.44	-0.15	-0.2	-0.2	-0.17		0.01	-0.13	-0.53	0.11	-0.33	-0.18	-0.39	-0.18	-0.13	0.17
Cash And Short Term Investments	0.22	0.21	0.3	0.19	-0.02	0.65	0.12	0.23	0.22	-0.1	-0.23	-0.02	0.08	0.31	-0.41	0.01		0.0	0.36	0.19	0.66	0.17	0.22	0.16	-0.01	-0.11
Common Stock Shares Outstanding	0.31	0.12	0.42	0.29	-0.4	-0.18	0.01	-0.12	-0.01	-0.78	0.7	-0.42	-0.28	0.82	-0.58	-0.13	0.0		0.31	0.04	-0.13	0.96	-0.05	0.95	-0.81	-0.77
Non Current Liabilities Total	0.42	0.36	0.44	0.53	0.32	0.25	0.23	0.76	0.53	-0.15	0.64	0.21	0.61	0.43	0.16	-0.53	0.36	0.31		0.0	0.38	0.4	0.78	0.42	-0.16	-0.18
Other Stockholder Equity	0.36	0.72	0.47	-0.57	-0.19	0.16	0.37	0.06	0.31	-0.26	0.08	-0.17	0.37	0.48	-0.47	0.11	0.19	0.04	0.0		0.26	0.08	-0.2	0.17	0.12	-0.33
Total Current Assets	0.18	0.18	0.18	-0.06	0.34	0.83	0.43	0.42	0.21	-0.04	-0.14	0.31	0.12	0.23	-0.2	-0.33	0.66	-0.13	0.38	0.26		0.08	0.22	0.11	0.19	-0.06
Common Stock	0.35	0.16	0.49	0.3	-0.39	0.08	-0.03	-0.07	0.05	-0.79	0.64	-0.43	-0.28	0.88	-0.64	-0.18	0.17	0.96	0.4	0.08	0.08		-0.03	0.99	-0.79	-0.78
Short Long Term Debt Total	0.21	0.16	0.13	0.45	0.63	0.03	0.31	0.8	0.44	0.1	0.45	0.56	0.67	-0.01	0.54	-0.39	0.22	-0.05	0.78	-0.2	0.22	-0.03		-0.02	0.08	0.07
Common Stock Total Equity	0.39	0.24	0.53	0.25	-0.38	0.1	0.0	-0.03	0.1	-0.8	0.66	-0.42	-0.21	0.91	-0.64	-0.18	0.16	0.95	0.42	0.17	0.11	0.99	-0.02		-0.78	-0.8
Other Liab	-0.18	0.04	-0.3	-0.23	0.37	0.17	0.17	0.21	0.1	0.64	-0.48	0.36	0.36	-0.61	0.46	-0.13	-0.01	-0.81	-0.16	0.12	0.19	-0.79	0.08	-0.78		0.62
Long Term Debt Total	-0.35	-0.28	-0.51	-0.04	0.38	0.08	-0.13	0.13	-0.05	0.99	-0.64	0.34	0.2	-0.84	0.63	0.17	-0.11	-0.77	-0.18	-0.33	-0.06	-0.78	0.07	-0.8	0.62

Click cells to compare fundamentals

Putnam Municipal Account Relationship Matchups

Putnam Municipal balance sheet Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	625.7M	681.7M	639.8M	549.4M	498.1M	536.6M
Total Stockholder Equity	564.8M	614.7M	533.6M	516.1M	485.7M	489.0M
Net Tangible Assets	426.1M	476.0M	394.8M	377.4M	339.7M	402.1M
Retained Earnings	10.1M	60.0M	(19.6M)	(32.3M)	(31.0M)	(29.5M)
Accounts Payable	13.3M	8.1M	47.0M	10.8M	3.9M	3.7M
Cash	146.5K	8.1K	608.6K	(121.7K)	(139.9K)	(132.9K)
Net Receivables	9.1M	9.1M	20.8M	7.4M	9.2M	9.9M
Total Liab	60.9M	67.0M	106.2M	33.2M	12.4M	11.8M
Long Term Investments	616.4M	672.6M	618.3M	541.9M	488.9M	494.5M
Long Term Debt	62.2M	43.3M	57.6M	56.1M	64.5M	53.1M
Other Current Liab	4.2M	1.3M	2.8M	481.1K	(15.2M)	(14.4M)
Total Current Liabilities	17.5M	9.4M	49.8M	11.3M	7.6M	13.4M
Net Debt	43.2M	57.6M	55.5M	21.4M	7.7M	7.3M
Non Current Assets Total	545.5M	575.6M	561.1M	507.6M	456.9M	510.1M
Non Currrent Assets Other	(70.9M)	(97.0M)	(57.3M)	(34.3M)	(488.9M)	(513.3M)
Other Assets	69.4M	97.0M	56.1M	34.3M	498.1M	523.0M
Cash And Short Term Investments	1.7M	8.1K	608.6K	(34.3M)	121.7K	127.8K
Non Current Liabilities Total	43.3M	57.6M	56.1M	21.4M	4.8M	4.6M
Other Stockholder Equity	(426.1M)	(476.0M)	(394.8M)	(377.4M)	(339.7M)	(322.7M)
Total Current Assets	10.9M	9.1M	22.6M	7.5M	6.7M	11.9M
Short Long Term Debt Total	86.7M	115.3M	112.2M	21.4M	7.6M	7.2M
Liabilities And Stockholders Equity	625.7M	681.7M	639.8M	549.4M	498.1M	532.3M
Accumulated Other Comprehensive Income	426.1M	476.0M	394.8M	377.4M	434.0M	275.1M
Long Term Debt Total	62.2M	43.3M	57.6M	56.1M	64.5M	54.8M
Short Term Debt	43.3M	57.6M	56.1M	21.4M	7.6M	7.2M
Current Deferred Revenue	(43.3M)	(57.6M)	(56.1M)	(21.4M)	3.7M	3.9M
Short Term Investments	1.6M	(97.0M)	(57.3M)	(34.3M)	121.7K	127.8K
Inventory	(1.6M)	19.7M	36.9M	57.7M	66.3M	69.7M
Other Current Assets	(25.2M)	(19.6M)	(35.7M)	(23.3M)	(9.3M)	(9.8M)
Net Invested Capital	469.5M	533.6M	450.9M	398.8M	354.5M	363.5M

Pair Trading with Putnam Municipal

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Putnam Municipal position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Putnam Municipal will appreciate offsetting losses from the drop in the long position's value.

Moving against Putnam Stock

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0.43	PFTAU	Portage Fintech Acqu	Pair Corr
0.36	V	Visa Class A	Pair Corr

The ability to find closely correlated positions to Putnam Municipal could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Putnam Municipal when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Putnam Municipal - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Putnam Municipal Opportunities to buy it.

The correlation of Putnam Municipal is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Putnam Municipal moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Putnam Municipal Opp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Putnam Municipal can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

When determining whether Putnam Municipal Opp offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Putnam Municipal's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Putnam Municipal Opportunities Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Putnam Municipal Opportunities Stock:

How To Invest In Putnam

Details

Is Putnam Stock a good investment?

Details

What is Putnam Municipal's Net Worth?

Details

Largest Asset Management & Custody Banks Companies

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Largest Financial Services Companies

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You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.

Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Putnam Municipal. If investors know Putnam will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Putnam Municipal listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

(0.95)

Dividend Share

0.619

Earnings Share

0.59

Revenue Per Share

0.632

Quarterly Revenue Growth

0.105

The market value of Putnam Municipal Opp is measured differently than its book value, which is the value of Putnam that is recorded on the company's balance sheet. Investors also form their own opinion of Putnam Municipal's value that differs from its market value or its book value, called intrinsic value, which is Putnam Municipal's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Putnam Municipal's market value can be influenced by many factors that don't directly affect Putnam Municipal's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Putnam Municipal's value and its price as these two are different measures arrived at by different means. Investors typically determine if Putnam Municipal is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Putnam Municipal's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Putnam Historical Balance Sheet

Putnam Municipal Inventory

69.65 Million

About Putnam Balance Sheet Analysis

Putnam Municipal Balance Sheet Chart

Total Assets

Total Stockholder Equity

Net Tangible Assets

Accounts Payable

Putnam Municipal balance sheet Correlations

Putnam Municipal Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Putnam Municipal balance sheet Accounts

Pair Trading with Putnam Municipal

Moving against Putnam Stock

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Long Term Debt Total	+ 0.99	Long Term Debt
Common Stock Total Equity	+ 0.99	Common Stock
Total Current Liabilities	+ 0.98	Accounts Payable
Common Stock	+ 0.96	Common Stock Shares Outstanding
Common Stock Total Equity	+ 0.95	Common Stock Shares Outstanding
Net Tangible Assets	+ 0.94	Total Assets

Long Term Debt Total	- 0.84	Non Current Assets Total
Non Current Assets Total	- 0.82	Long Term Debt
Other Liab	- 0.81	Common Stock Shares Outstanding
Long Term Debt Total	- 0.8	Common Stock Total Equity
Common Stock Total Equity	- 0.8	Long Term Debt
Other Liab	- 0.79	Common Stock