Retail Opportunity Investments Stock Buy Hold or Sell Recommendation
| ROIC Stock | USD 17.37 0.01 0.06% |
Given the investment horizon of 90 days and your bold attitude towards risk, our recommendation regarding Retail Opportunity Investments is 'Strong Buy'. Macroaxis provides Retail Opportunity buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ROIC positions.
Check out Retail Opportunity Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Retail and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Retail Opportunity Investments. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Retail |
Execute Retail Opportunity Buy or Sell Advice
The Retail recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Retail Opportunity Investments. Macroaxis does not own or have any residual interests in Retail Opportunity Investments or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Retail Opportunity's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Retail Opportunity Trading Alerts and Improvement Suggestions
| Retail Opportunity has a strong financial position based on the latest SEC filings | |
| Over 97.0% of the company shares are owned by institutional investors | |
| On 4th of October 2024 Retail Opportunity paid $ 0.15 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Retail Opportunity Investments Corp. Stock Holdings Raised by Strategy Asset Managers LLC - MarketBeat |
Retail Opportunity Returns Distribution Density
The distribution of Retail Opportunity's historical returns is an attempt to chart the uncertainty of Retail Opportunity's future price movements. The chart of the probability distribution of Retail Opportunity daily returns describes the distribution of returns around its average expected value. We use Retail Opportunity Investments price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Retail Opportunity returns is essential to provide solid investment advice for Retail Opportunity.
| Mean Return | 0.22 | Value At Risk | -1.37 | Potential Upside | 1.93 | Standard Deviation | 1.46 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Retail Opportunity historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Retail Stock Institutional Investors
| Shares | Jpmorgan Chase & Co | 2024-06-30 | 2.3 M | Schroder Investment Management Group | 2024-06-30 | 2.1 M | Lasalle Investment Management Securities Llc | 2024-09-30 | 1.8 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 1.8 M | Cbre Investment Management Listed Real Assets Llc | 2024-09-30 | 1.7 M | Sumitomo Mitsui Trust Group Inc | 2024-09-30 | 1.5 M | Citadel Advisors Llc | 2024-09-30 | 1.5 M | Northern Trust Corp | 2024-09-30 | 1.4 M | Bank Of New York Mellon Corp | 2024-06-30 | 1.3 M | Blackrock Inc | 2024-06-30 | 23.2 M | Vanguard Group Inc | 2024-09-30 | 19.5 M |
Retail Opportunity Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (2.0M) | 1.2M | 8.7M | (7.9M) | 959K | 911.1K | |
| Free Cash Flow | 132.0M | 106.7M | 136.3M | 149.0M | 147.5M | 154.9M | |
| Other Non Cash Items | (16.1M) | (16.2M) | (7.3M) | (17.8M) | (187K) | (196.4K) | |
| Capital Expenditures | 318.0M | 56.1M | 12.2M | 36.5M | 171.7M | 178.7M | |
| Net Income | 53.7M | 34.7M | 57.4M | 55.5M | 36.7M | 29.5M | |
| End Period Cash Flow | 5.5M | 6.6M | 15.4M | 7.5M | 8.4M | 8.0M | |
| Depreciation | 97.6M | 97.7M | 92.9M | 97.5M | 104.2M | 73.5M | |
| Dividends Paid | 90.8M | 23.4M | 39.8M | 98.2M | 56.8M | 60.4M | |
| Change To Inventory | 962K | 23.1M | 1.0M | 2.0M | 2.3M | 2.1M | |
| Change Receivables | 543K | (23.1M) | (1.0M) | (2.0M) | (1.8M) | (1.9M) | |
| Net Borrowings | (72.6M) | (36.6M) | (48.7M) | 63.9M | 57.5M | 49.2M | |
| Change To Netincome | (5.2M) | 19.2M | (9.4M) | 3.6M | 3.2M | 1.8M |
Retail Opportunity Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Retail Opportunity or Retail REITs sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Retail Opportunity's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Retail stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.14 | |
β | Beta against Dow Jones | 0.62 | |
σ | Overall volatility | 1.45 | |
Ir | Information ratio | 0.06 |
Retail Opportunity Volatility Alert
Retail Opportunity Investments has low volatility with Treynor Ratio of 0.35, Maximum Drawdown of 9.01 and kurtosis of 11.16. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Retail Opportunity's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Retail Opportunity's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Retail Opportunity Fundamentals Vs Peers
Comparing Retail Opportunity's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Retail Opportunity's direct or indirect competition across all of the common fundamentals between Retail Opportunity and the related equities. This way, we can detect undervalued stocks with similar characteristics as Retail Opportunity or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Retail Opportunity's fundamental indicators could also be used in its relative valuation, which is a method of valuing Retail Opportunity by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Retail Opportunity to competition |
| Fundamentals | Retail Opportunity | Peer Average |
| Return On Equity | 0.0455 | -0.31 |
| Return On Asset | 0.0232 | -0.14 |
| Profit Margin | 0.17 % | (1.27) % |
| Operating Margin | 0.33 % | (5.51) % |
| Current Valuation | 3.7 B | 16.62 B |
| Shares Outstanding | 127.79 M | 571.82 M |
| Shares Owned By Insiders | 3.25 % | 10.09 % |
| Shares Owned By Institutions | 96.75 % | 39.21 % |
| Number Of Shares Shorted | 1.86 M | 4.71 M |
| Price To Earning | 64.03 X | 28.72 X |
| Price To Book | 1.71 X | 9.51 X |
| Price To Sales | 6.59 X | 11.42 X |
| Revenue | 327.73 M | 9.43 B |
| Gross Profit | 227.22 M | 27.38 B |
| EBITDA | 214.07 M | 3.9 B |
| Net Income | 36.65 M | 570.98 M |
| Cash And Equivalents | 7.44 M | 2.7 B |
| Cash Per Share | 0.06 X | 5.01 X |
| Total Debt | 1.56 B | 5.32 B |
| Debt To Equity | 0.98 % | 48.70 % |
| Current Ratio | 1.16 X | 2.16 X |
| Book Value Per Share | 10.09 X | 1.93 K |
| Cash Flow From Operations | 147.48 M | 971.22 M |
| Short Ratio | 3.20 X | 4.00 X |
| Earnings Per Share | 0.45 X | 3.12 X |
| Price To Earnings To Growth | 6.86 X | 4.89 X |
| Target Price | 17.2 | |
| Number Of Employees | 71 | 18.84 K |
| Beta | 1.47 | -0.15 |
| Market Capitalization | 2.22 B | 19.03 B |
| Total Asset | 2.98 B | 29.47 B |
| Retained Earnings | (357.16 M) | 9.33 B |
| Working Capital | (47.94 M) | 1.48 B |
Note: Disposition of 4495 shares by Baker Richard A. of Retail Opportunity at 19.6 subject to Rule 16b-3 [view details]
Retail Opportunity Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Retail . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Retail Opportunity Buy or Sell Advice
When is the right time to buy or sell Retail Opportunity Investments? Buying financial instruments such as Retail Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Retail Opportunity in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Steel Works Etc theme has 54 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Steel Works Etc Theme or any other thematic opportunities.
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Check out Retail Opportunity Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Is Retail REITs 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 Retail Opportunity. If investors know Retail 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 Retail Opportunity 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 2.794 | Dividend Share 0.6 | Earnings Share 0.45 | Revenue Per Share 2.664 | Quarterly Revenue Growth 0.021 |
The market value of Retail Opportunity is measured differently than its book value, which is the value of Retail that is recorded on the company's balance sheet. Investors also form their own opinion of Retail Opportunity's value that differs from its market value or its book value, called intrinsic value, which is Retail Opportunity'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 Retail Opportunity's market value can be influenced by many factors that don't directly affect Retail Opportunity'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 Retail Opportunity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Retail Opportunity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Retail Opportunity'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.