Oportun Financial Financials

OPRT Stock  USD 3.03  0.08  2.57%   
Based on the analysis of Oportun Financial's profitability, liquidity, and operating efficiency, Oportun Financial Corp is not in a good financial situation at the present time. It has a very high chance of going through financial crunch in December. At this time, Oportun Financial's Short Term Investments are comparatively stable compared to the past year. Long Term Debt Total is likely to gain to about 512.5 M in 2024, despite the fact that Retained Earnings are likely to grow to (165.2 M). Key indicators impacting Oportun Financial's financial strength include:
Current ValueLast YearChange From Last Year 10 Year Trend
Debt Equity Ratio7.597.2278
Sufficiently Up
Slightly volatile
The essential information of the day-to-day investment outlook for Oportun Financial includes many different criteria found on its balance sheet. An individual investor should monitor Oportun Financial's cash flow, debt, and profitability to accurately make informed decisions on whether to invest in Oportun Financial.

Net Income

(170.95 Million)

  
Understanding current and past Oportun Financial Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Oportun Financial's financial statements are interrelated, with each one affecting the others. For example, an increase in Oportun Financial's assets may result in an increase in income on the income statement.
Please note, the imprecision that can be found in Oportun Financial's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Oportun Financial Corp. Check Oportun Financial's Beneish M Score to see the likelihood of Oportun Financial's management manipulating its earnings.

Oportun Financial Stock Summary

Oportun Financial competes with SLM Corp, Orix Corp, FirstCash, Medallion Financial, and EZCORP. The company serves customers online and over-the-phone, as well as through retail locations. Oportun Financial Corporation was founded in 2005 and is headquartered in San Carlos, California. Oportun Financial operates under Credit Services classification in the United States and is traded on NASDAQ Exchange. It employs 2729 people.
Specialization
Financial Services, Financial Services
InstrumentUSA Stock View All
ExchangeNASDAQ Exchange
ISINUS68376D1046
CUSIP68376D104
LocationCalifornia; U.S.A
Business Address2 Circle Star
SectorConsumer Finance
IndustryFinancials
BenchmarkDow Jones Industrial
Websitewww.oportun.com
Phone650 810 8823
CurrencyUSD - US Dollar

Oportun Financial Key Financial Ratios

Oportun Financial Key Balance Sheet Accounts

201920202021202220232024 (projected)
Total Assets2.2B2.0B2.9B3.6B3.4B2.5B
Other Current Liab(70.7M)(257.8M)(413.9M)(345.3M)(378.2M)(359.3M)
Other Liab58.2M79.3M135.3M33.6M38.7M63.2M
Net Tangible Assets470.4M466.4M368.7M547.6M629.7M661.2M
Retained Earnings76.7M36.4M83.8M6.1M(173.8M)(165.2M)
Accounts Payable9.8M5.2M11.6M18.1M13.7M10.7M
Cash72.2M136.2M131M98.8M91.2M94.0M
Other Assets2.0B1.8B2.5B3.3B(139.4M)(132.4M)
Long Term Debt1.5B253.2M1.8B317.6M2.6B2.8B
Net Receivables17.2M15.4M20.9M11.1M8.8M8.3M
Long Term Debt Total1.2B253.2M393.9M317.6M365.2M512.5M
Capital Surpluse418.3M436.5M526.3M547.8M630.0M396.6M
Inventory(185.3M)(201.3M)(239.2M)(177.6M)(115.7M)(121.5M)
Other Current Assets185.3M201.3M239.2M268.0M246.3M178.3M
Total Liab1.7B1.5B2.3B3.1B3.0B2.0B
Short Long Term Debt60.9M246.4M393.9M317.6M290.0M212.9M
Total Current Assets89.4M151.6M151.9M221.0M230.6M191.0M
Short Term Debt60.9M246.4M393.9M317.6M357.4M222.2M
Intangible Assets18.3M27.4M131.2M139.8M114.7M60.9M

Oportun Financial Key Income Statement Accounts

The reason investors look at the income statement is to determine what Oportun Financial's earnings per share (EPS) will be in order to see if they want to buy more shares or not. For example, if a company earned $20 million in the last quarter and has 100,000 shares outstanding, its EPS is 20 cents. If you find that this number beats analysts' forecasts or is higher than it was from the same period last year, then you might want to buy more of this stock even though its price per share may not have changed.
201920202021202220232024 (projected)
Interest Expense60.5M58.4M47.7M93M179.4M188.4M
Total Revenue442.4M335.1M530.4M640.7M1.1B1.1B
Gross Profit442.4M335.1M530.4M640.7M1.1B1.1B
Operating Income84.4M(58.1M)62.8M17.8M(198.8M)(188.8M)
Ebit84.4M(58.1M)62.8M17.8M(253.7M)(241.0M)
Research Development4.9M10.8M16.9M34.2M42.3M44.4M
Cost Of Revenue(10.9M)80.8M115.8M154.9M19K18.1K
Income Before Tax84.4M(58.1M)62.8M(75.3M)(253.7M)(241.0M)
Net Income61.6M(45.1M)47.4M(77.8M)(180.0M)(171.0M)
Income Tax Expense22.8M(13M)15.4M2.5M(73.7M)(70.0M)
Tax Provision22.8M(13.0M)15.4M2.5M(57.7M)(54.9M)
Net Interest Income483.6M487.1M528.1M783.1M802.4M550.4M
Interest Income544.1M545.5M575.8M876.1M965.4M623.9M
Ebitda98.5M(37.9M)89.9M65.3M(198.8M)(188.8M)

Oportun Financial Key Cash Accounts

201920202021202220232024 (projected)
Investments(497.7M)43.0M(884.8M)(1.1B)(445.0M)(467.3M)
Change In Cash6.9M32.5M24.4M10.8M2.2M2.1M
Net Borrowings225.0M(135.3M)748.9M943.2M1.1B1.1B
Free Cash Flow192.2M126.3M136.9M199M361.5M379.6M
Depreciation14.1M20.2M27.1M47.5M54.9M57.6M
Other Non Cash Items98.0M207.1M64.0M314.7M520.3M546.3M
Capital Expenditures26.2M26.6M26.5M48.9M31.3M26.3M
Net Income61.6M(45.1M)47.4M(77.7M)(180.0M)(171.0M)
End Period Cash Flow136.1M168.6M193M203.8M206.0M151.6M
Change To Netincome127.6M22.6M102.7M166.8M191.9M201.4M

Oportun Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oportun Financial's current stock value. Our valuation model uses many indicators to compare Oportun Financial value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oportun Financial competition to find correlations between indicators driving Oportun Financial's intrinsic value. More Info.
Oportun Financial Corp is rated below average in return on equity category among its peers. It is rated below average in return on asset category among its peers . At this time, Oportun Financial's Return On Equity is comparatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Oportun Financial by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

Oportun Financial Corp Systematic Risk

Oportun Financial's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Oportun Financial volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Oportun Financial Corp correlated with the market. If Beta is less than 0 Oportun Financial generally moves in the opposite direction as compared to the market. If Oportun Financial Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Oportun Financial Corp is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Oportun Financial is generally in the same direction as the market. If Beta > 1 Oportun Financial moves generally in the same direction as, but more than the movement of the benchmark.
Today, most investors in Oportun Financial Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Oportun Financial's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's growth growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Oportun Financial growth as a starting point in their analysis.

Price Earnings To Growth Ratio

(0.007187)

At this time, Oportun Financial's Price Earnings To Growth Ratio is comparatively stable compared to the past year.

Oportun Financial November 22, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Oportun Financial help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Oportun Financial Corp. We use our internally-developed statistical techniques to arrive at the intrinsic value of Oportun Financial Corp based on widely used predictive technical indicators. In general, we focus on analyzing Oportun Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Oportun Financial's daily price indicators and compare them against related drivers.

Additional Tools for Oportun Stock Analysis

When running Oportun Financial's price analysis, check to measure Oportun Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oportun Financial is operating at the current time. Most of Oportun Financial's value examination focuses on studying past and present price action to predict the probability of Oportun Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oportun Financial's price. Additionally, you may evaluate how the addition of Oportun Financial to your portfolios can decrease your overall portfolio volatility.