Octave Specialty Group Net Income

OSG Stock  USD 6.08  0.04  0.66%   
As of the 10th of February, Octave Specialty holds the Variance of 9.37, coefficient of variation of (710.83), and Risk Adjusted Performance of (0.11). Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Octave Specialty, as well as the relationship between them. Please check Octave Specialty risk adjusted performance, variance, as well as the relationship between the Variance and potential upside to decide if Octave Specialty is priced some-what accurately, providing market reflects its current price of 6.08 per share. Given that Octave Specialty has information ratio of (0.17), we recommend you to check out Octave Specialty's recent market performance to make sure the company can sustain itself at a future point.

Octave Specialty Total Revenue

485.82 Million

Octave Specialty's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Octave Specialty's valuation are provided below:
Gross Profit
147.3 M
Enterprise Value Revenue
1.3183
Revenue
254.5 M
Earnings Share
(0.98)
Quarterly Revenue Growth
(0.05)
There are over one hundred nineteen available trending fundamental ratios for Octave Specialty, which can be analyzed over time and compared to other ratios. Active traders should verify all of Octave Specialty recent fundamental drivers against the trend between 2010 and 2026 to make sure the company can sustain itself down the road. The Octave Specialty's current Market Cap is estimated to increase to about 867.9 M, while Enterprise Value is projected to decrease to roughly 761.4 M. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
Last ReportedProjected for Next Year
Net Loss-53 M-50.4 M
Net Loss-53 M-55.7 M
Net Loss-452.9 M-430.3 M
Net Loss(13.62)(12.94)
Net Income Per E B T 10.69  11.23 
The Octave Specialty's current Net Income Per E B T is estimated to increase to 11.23, while Net Loss is forecasted to increase to (50.4 M).
  
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The Net Income trend for Octave Specialty Group offers valuable insights into the company's financial trajectory and strategic direction. By examining multi-year patterns, investors can identify whether Octave Specialty is strengthening or weakening its position, and how this metric correlates with broader market conditions and industry benchmarks.

Latest Octave Specialty's Net Income Growth Pattern

Below is the plot of the Net Income of Octave Specialty Group over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in Octave Specialty financial statement analysis. It represents the amount of money remaining after all of Octave Specialty Group operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is Octave Specialty's Net Loss historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Octave Specialty's overall financial position and show how it may be relating to other accounts over time.
ViewLast Reported (58.92 M)10 Years Trend
Pretty Stable
   Net Income   
       Timeline  

Octave Net Income Regression Statistics

Arithmetic Mean57,667,059
Coefficient Of Variation1,971
Mean Deviation629,274,311
Median(17,000,000)
Standard Deviation1,136,560,182
Sample Variance1291769T
Range5.8B
R-Value(0.19)
Mean Square Error1329649.9T
R-Squared0.04
Significance0.47
Slope(42,112,039)
Total Sum of Squares20668304.8T

Octave Net Income History

2026-475.8 M
2025-500.8 M
2024-556.4 M
20233.6 M
2022521.2 M
2021-17 M
2020-437 M

Other Fundumenentals of Octave Specialty

Octave Specialty Net Income component correlations

Octave Net Income Driver Correlations

Understanding the fundamental principles of building solid financial models for Octave Specialty is extremely important. It helps to project a fair market value of Octave Stock properly, considering its historical fundamentals such as Net Income. Since Octave Specialty's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Octave Specialty's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Octave Specialty's interrelated accounts and indicators.
Can Insurance Brokers industry sustain growth momentum? Does Octave have expansion opportunities? Factors like these will boost the valuation of Octave Specialty. Anticipated expansion of Octave directly elevates investor willingness to pay premium valuations. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Octave Specialty demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Earnings Share
(0.98)
Revenue Per Share
5.309
Quarterly Revenue Growth
(0.05)
Return On Assets
(0.01)
Return On Equity
(0.06)
Investors evaluate Octave Specialty using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Octave Specialty's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause Octave Specialty's market price to deviate significantly from intrinsic value.
It's important to distinguish between Octave Specialty's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Octave Specialty should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Octave Specialty's market price signifies the transaction level at which participants voluntarily complete trades.

Octave Specialty 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Octave Specialty's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Octave Specialty.
0.00
11/12/2025
No Change 0.00  0.0 
In 3 months and 1 day
02/10/2026
0.00
If you would invest  0.00  in Octave Specialty on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Octave Specialty Group or generate 0.0% return on investment in Octave Specialty over 90 days. Octave Specialty is related to or competes with MBIA, Regional Management, Global Indemnity, Sierra Bancorp, TWFG, First Bank, and Greene County. Overseas Shipholding Group, Inc., together with its subsidiaries, owns and operates a fleet of oceangoing vessels More

Octave Specialty Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Octave Specialty's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Octave Specialty Group upside and downside potential and time the market with a certain degree of confidence.

Octave Specialty Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Octave Specialty's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Octave Specialty's standard deviation. In reality, there are many statistical measures that can use Octave Specialty historical prices to predict the future Octave Specialty's volatility.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Octave Specialty's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
3.725.978.22
Details
Intrinsic
Valuation
LowRealHigh
4.656.909.15
Details
Earnings
Estimates (0)
LowProjected EPSHigh
-0.21-0.2-0.17
Details

Octave Specialty February 10, 2026 Technical Indicators

Octave Specialty Backtested Returns

Octave Specialty maintains Sharpe Ratio (i.e., Efficiency) of -0.34, which implies the firm had a -0.34 % return per unit of risk over the last 3 months. Octave Specialty exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Octave Specialty's Risk Adjusted Performance of (0.11), coefficient of variation of (710.83), and Variance of 9.37 to confirm the risk estimate we provide. The company holds a Beta of 0.91, which implies possible diversification benefits within a given portfolio. Octave Specialty returns are very sensitive to returns on the market. As the market goes up or down, Octave Specialty is expected to follow. At this point, Octave Specialty has a negative expected return of -0.78%. Please make sure to check Octave Specialty's treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and price action indicator , to decide if Octave Specialty performance from the past will be repeated at some point in the near future.

Auto-correlation

    
  0.85  

Very good predictability

Octave Specialty Group has very good predictability. Overlapping area represents the amount of predictability between Octave Specialty time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Octave Specialty price movement. The serial correlation of 0.85 indicates that around 85.0% of current Octave Specialty price fluctuation can be explain by its past prices.
Correlation Coefficient0.85
Spearman Rank Test0.84
Residual Average0.0
Price Variance0.4
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
Competition

Octave Accumulated Other Comprehensive Income

Accumulated Other Comprehensive Income

(161.11 Million)

At this time, Octave Specialty's Accumulated Other Comprehensive Income is most likely to decrease significantly in the upcoming years.
Based on the recorded statements, Octave Specialty Group reported net income of (58.92 Million). This is 102.59% lower than that of the Insurance sector and 108.74% lower than that of the Financials industry. The net income for all United States stocks is 110.32% higher than that of the company.

Octave Net Income Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Octave Specialty's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Octave Specialty could also be used in its relative valuation, which is a method of valuing Octave Specialty by comparing valuation metrics of similar companies.
Octave Specialty is currently under evaluation in net income category among its peers.

Octave Specialty ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Octave Specialty's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Octave Specialty's managers, analysts, and investors.
Environmental
Governance
Social

Octave Fundamentals

About Octave Specialty Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Octave Specialty Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Octave Specialty using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Octave Specialty Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

Currently Active Assets on Macroaxis

When determining whether Octave Specialty is a strong investment it is important to analyze Octave Specialty's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Octave Specialty's future performance. For an informed investment choice regarding Octave Stock, refer to the following important reports:
Can Insurance Brokers industry sustain growth momentum? Does Octave have expansion opportunities? Factors like these will boost the valuation of Octave Specialty. Anticipated expansion of Octave directly elevates investor willingness to pay premium valuations. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Octave Specialty demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Earnings Share
(0.98)
Revenue Per Share
5.309
Quarterly Revenue Growth
(0.05)
Return On Assets
(0.01)
Return On Equity
(0.06)
Investors evaluate Octave Specialty using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Octave Specialty's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause Octave Specialty's market price to deviate significantly from intrinsic value.
It's important to distinguish between Octave Specialty's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Octave Specialty should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Octave Specialty's market price signifies the transaction level at which participants voluntarily complete trades.