Stock Ratings / Financials / TBLD / financials

NIE (51) DLY (59) FOF (59) RMT (51) ⌘ Pro Terminal →

Thornburg Income Builder Opportunities Trust (TBLD) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$20.59 +1.38% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $20.60

Thornburg Income Builder Opportunities Trust (TBLD) carries a Roarable Rating of C- (Hold) with 59/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 59/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.2% avg 90D alpha vs SPY) →

ROARABLE C- • HOLD / WATCH Cap $660.6M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $20.60 (+0.06%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 0.5% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 59/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.2% avg 90D alpha vs SPY • 53.1% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C-

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ · Rk B-

Each axis scored 0–20

12M PRICE TARGET CONE+0.4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for TBLD)Realized 20D OHLCV Swing Band: ±3%

Deterministic 5-Pillar Attribution (59/100 Composite)

🔍 WHY TBLD SCORES 59/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Macro Regime Fit+15/20 pts (25% of score)

FRED Regime × Technicals: 31% of 52W Range • RSI-14 at 47.9 (NEUTRAL RANGE)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (22% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution9/20 pts (-11 pt drag)

Disciplined Float (-0.40% YoY Shares) & executive Form 4 sales trim 11 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C-$20.46-0.2% Next Q

Q2 (-2Q)

Grade C-$20.42-0.6% Next Q

Q3 (-1Q)

Grade C$20.29+1.5% Next Q

Current

Grade C-$20.59+0.2% Hist 90D α

Trajectory: C- (51) → C- (59)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the TBLD Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 59/100 (C-) score, TBLD faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Company executives have done more routine share selling than personal cash buying lately.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Disciplined Float (-0.40% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($20.93) or 200D SMA ($21.59) invalidates the momentum regime and cuts Target Base ($20.68) toward Bear Floor ($16.13).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $TBLD• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “TBLD Beats Next Quarter EPS Consensus (Upcoming Quarter) & Holds Above 200D SMA”

YES 59%NO 41%Trade / Inspect Odds →

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • Trailing 12 Months

How TBLD Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$18.5M (0.5% FCF Margin)

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring TBLD)

✓Walkthrough of TBLD's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

TBLD // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -5.55%▼ DESCENDING CHANNEL

2026-10-30O $20.34H $20.64L $20.34C $20.59VOL 45.3K

RES: $22.20SUP: $19.16SMA50: $20.93SMA200: $21.59

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

TBLD Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 TBLD Butterfly Map → + Track TBLD →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on TBLD today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for TBLD. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for TBLD today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (TBLD)

Financials Rank #553 of 1096 ⚔️ NIE vs TBLD Full Matrix →

1. Head-to-Head Financials Peer Comparison (TBLD vs. NIE, DLY, FOF, RMT)

Industry: Investment Managers (79 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Thornburg Income Builder Opportunities Trust (TBLD) ranks #553 by composite RQD confidence (59/100, grade C-) and #645 by equity capitalization ($660.6M). Within this direct 5-issuer industry benchmark cohort, TBLD leads on earnings valuation at N/A trailing P/E, while TBLD leads on capital efficiency and profitability with — ROIC and — gross margin. TBLD currently leads its immediate peer cohort in composite quantitative strength at 59/100 (C-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
TBLD ACTIVE Thornburg Income Builder Opportunities Trust	C-	59/100	—	—	—	+1.38%	$660.6M	Benchmark Subject
NIE Virtus Equity & Convertible Income Fund of	D	51/100	—	—	—	-0.93%	$679.4M	/nie-vs-tbld →
DLY DoubleLine Yield Opportunities Fund of	C-	59/100	—	—	—	+0.38%	$637.2M	/dly-vs-tbld →
FOF Cohen & Steers Closed-End Opportunity Fund Inc.	C-	59/100	—	—	—	+3.06%	$612.8M	/fof-vs-tbld →
RMT Royce Micro-Cap Trust Inc.	D	51/100	—	—	—	+1.07%	$612.1M	/rmt-vs-tbld →

2. TBLD Fundamental Profitability, Capital Efficiency & Balance-Sheet Forensics

TRAILING 12M & FORWARD QUANTITATIVE SNAPSHOT

Thornburg Income Builder Opportunities Trust (TBLD) operates in Investment Managers (Financials) with an equity capitalization of $660.6M, trailing P/E of N/A, forward P/E of N/A, and EV/EBITDA of N/A. Operating profitability registers a gross margin of —, operating margin of —, net profit margin of —, ROIC of —, and free cash flow yield of —, alongside an Altman Z-Score of N/A and Piotroski F-Score of N/A.

3. TBLD Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is TBLD stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Thornburg Income Builder Opportunities Trust (NASDAQ: TBLD) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 59/100 at a spot price of $20.59 (+1.38% 1D, market cap $660.6M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 9/20. Across 1096 tracked Financials issuers, TBLD ranks #553 in composite RQD confidence.

How does TBLD compare to NIE and DLY in the Financials sector?

Within the Financials sector (Investment Managers), TBLD carries a Roarable C- (59/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of —. By comparison, NIE (Virtus Equity & Convertible Income Fund of) holds a D grade (51/100 RQD, P/E N/A, ROIC —, cap $679.4M) and DLY (DoubleLine Yield Opportunities Fund of) posts a C- grade (59/100 RQD, P/E N/A, ROIC —, cap $637.2M). Among the 5-stock peer group, TBLD leads on earnings multiple (N/A) while TBLD leads on capital efficiency (— ROIC).

What are the biggest fundamental strengths and SEC risk factors for TBLD?

For Thornburg Income Builder Opportunities Trust (TBLD), key quantitative strengths include Established market leader in Financials with deep daily trading liquidity. and sector rank #553 in Financials, while primary risk factors center on Company executives have done more routine share selling than personal cash buying lately. and implied 5-year growth hurdle of 8.0%/yr. Institutional options positioning shows a 50% call / 50% put premium split.

Where is TBLD trading relative to its 50-day, 200-day, and 52-week technical levels?

TBLD last traded at $20.59 (+1.38% on volume of 43,005 shares), positioning the stock -1.62% below its 50-day simple moving average ($20.93) and -4.63% below its 200-day simple moving average ($21.59). Across its 52-week range of $19.48 to $23.02, TBLD sits at the 31.4% percentile with a 14-day RSI of 47.9 (NEUTRAL RANGE) and an implied next-earnings move of ±3.0% ($19.97 to $21.21).

TBLD Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Thornburg Income Builder Opportunities Trust (TBLD)?

In Trailing 12 Months, TBLD converted $4.0B of revenue into a 52% gross margin, 27% operating margin, and $18.5M in free cash flow (0.5% FCF margin).

Direct Sub-Reports: TBLD RQD Cockpit TBLD 12M Forecast TBLD Earnings & Move TBLD Dividends & DRIP TBLD Insiders & 13F TBLD Whale Options TBLD Profit Sankey TBLD News & Why