Is Retail Opportunity Stock a Good Investment?
Retail Opportunity Investment Advice | ROIC |
- Examine Retail Opportunity's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Retail Opportunity's leadership team and their track record. Good management can help Retail Opportunity navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Retail REITs space and any emerging trends that could impact Retail Opportunity's business and its evolving consumer preferences.
- Compare Retail Opportunity's performance and market position to its competitors. Analyze how Retail Opportunity is positioned in terms of product offerings, innovation, and market share.
- Check if Retail Opportunity pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Retail Opportunity's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Retail Opportunity Investments stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Retail Opportunity Investments is a good investment.
Sell | Buy |
Strong Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Retail Opportunity Stock
Researching Retail Opportunity's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 97.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.71. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Retail Opportunity last dividend was issued on the 20th of December 2024.
To determine if Retail Opportunity is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Retail Opportunity's research are outlined below:
| 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 ibtimes.com: Blackstone Nears Deal To Acquire Jersey Mikes Subs Valued At 8 Billion Reports |
Retail Opportunity Quarterly Long Term Debt |
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Retail Opportunity uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Retail Opportunity Investments. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Retail Opportunity's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 14th of February 2024 Upcoming Quarterly Report | View | |
| 23rd of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 14th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Retail Opportunity's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Retail Opportunity's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-07-25 | 2023-06-30 | 0.07 | 0.08 | 0.01 | 14 | ||
2023-02-15 | 2022-12-31 | 0.09 | 0.08 | -0.01 | 11 | ||
2022-07-26 | 2022-06-30 | 0.08 | 0.09 | 0.01 | 12 | ||
2020-07-29 | 2020-06-30 | 0.03 | 0.04 | 0.01 | 33 | ||
2020-04-22 | 2020-03-31 | 0.09 | 0.1 | 0.01 | 11 | ||
2019-07-24 | 2019-06-30 | 0.08 | 0.07 | -0.01 | 12 | ||
2019-02-19 | 2018-12-31 | 0.08 | 0.09 | 0.01 | 12 | ||
2018-07-25 | 2018-06-30 | 0.07 | 0.06 | -0.01 | 14 |
Know Retail Opportunity's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Retail Opportunity is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Retail Opportunity Investments backward and forwards among themselves. Retail Opportunity's institutional investor refers to the entity that pools money to purchase Retail Opportunity's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | 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 | Balyasny Asset Management Llc | 2024-06-30 | 1.6 M | Sumitomo Mitsui Trust Group Inc | 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 | Goldman Sachs Group Inc | 2024-06-30 | 1.3 M | Neuberger Berman Group Llc | 2024-06-30 | 1.2 M | Blackrock Inc | 2024-06-30 | 23.2 M | Vanguard Group Inc | 2024-09-30 | 19.5 M |
Retail Opportunity's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 2.22 B.Market Cap |
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Retail Opportunity's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.03 | 0.01 |
Determining Retail Opportunity's profitability involves analyzing its financial statements and using various financial metrics to determine if Retail Opportunity is a good buy. For example, gross profit margin measures Retail Opportunity's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Retail Opportunity's profitability and make more informed investment decisions.
Please note, the presentation of Retail Opportunity's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Retail Opportunity's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Retail Opportunity's management manipulating its earnings.
Evaluate Retail Opportunity's management efficiency
Retail Opportunity has return on total asset (ROA) of 0.0232 % which means that it generated a profit of $0.0232 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0455 %, meaning that it created $0.0455 on every $100 dollars invested by stockholders. Retail Opportunity's management efficiency ratios could be used to measure how well Retail Opportunity manages its routine affairs as well as how well it operates its assets and liabilities. At present, Retail Opportunity's Return On Capital Employed is projected to increase slightly based on the last few years of reporting. The current year's Return On Assets is expected to grow to 0.01, whereas Return On Equity is forecasted to decline to 0.01. At present, Retail Opportunity's Other Current Assets are projected to decrease significantly based on the last few years of reporting. The current year's Total Current Assets is expected to grow to about 95.7 M, whereas Total Assets are forecasted to decline to about 2.1 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 10.91 | 8.35 | |
| Tangible Book Value Per Share | 10.56 | 7.94 | |
| Enterprise Value Over EBITDA | 15.45 | 16.22 | |
| Price Book Value Ratio | 1.36 | 1.18 | |
| Enterprise Value Multiple | 15.45 | 16.22 | |
| Price Fair Value | 1.36 | 1.18 | |
| Enterprise Value | 3.3 B | 1.8 B |
The operational strategies employed by Retail Opportunity management play a crucial role in its market positioning. Assessing these strategies alongside financial data helps us evaluate the stock's investment potential.
Dividend Yield 0.0345 | Forward Dividend Yield 0.0345 | Forward Dividend Rate 0.6 | Beta 1.465 |
Basic technical analysis of Retail Stock
As of the 21st of November, Retail Opportunity holds the Coefficient Of Variation of 603.75, semi deviation of 0.6488, and Risk Adjusted Performance of 0.1296. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Retail Opportunity, as well as the relationship between them.Retail Opportunity's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Retail Opportunity insiders, such as employees or executives, is commonly permitted as long as it does not rely on Retail Opportunity's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Retail Opportunity insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Baker Richard A. over a month ago Disposition of 4495 shares by Baker Richard A. of Retail Opportunity at 19.6 subject to Rule 16b-3 | ||
Pomerantz Laura H over two months ago Acquisition by Pomerantz Laura H of 5102 shares of Retail Opportunity subject to Rule 16b-3 | ||
Pitts Adrienne Banks over three months ago Acquisition by Pitts Adrienne Banks of 7127 shares of Retail Opportunity subject to Rule 16b-3 | ||
Stuart Tanz over six months ago Acquisition by Stuart Tanz of 166406 shares of Retail Opportunity subject to Rule 16b-3 | ||
Stuart Tanz over six months ago Payment of 516 shares by Stuart Tanz of Retail Opportunity subject to Rule 16b-3 | ||
Sneve Laurie A over a year ago Acquisition by Sneve Laurie A of 20000 shares of Retail Opportunity subject to Rule 16b-3 |
Retail Opportunity's Outstanding Corporate Bonds
Retail Opportunity issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Retail Opportunity uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Retail bonds can be classified according to their maturity, which is the date when Retail Opportunity Investments has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| US761330AB54 Corp BondUS761330AB54 | View | |
| RETAIL OPPORTUNITY INVTS Corp BondUS76132FAB31 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| RETAIL PPTYS AMER Corp BondUS76131VAA17 | View | |
| US76131VAB99 Corp BondUS76131VAB99 | View |
Understand Retail Opportunity's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Retail Opportunity's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1296 | |||
| Market Risk Adjusted Performance | 0.371 | |||
| Mean Deviation | 0.9029 | |||
| Semi Deviation | 0.6488 | |||
| Downside Deviation | 0.9999 | |||
| Coefficient Of Variation | 603.75 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.13 | |||
| Information Ratio | 0.1003 | |||
| Jensen Alpha | 0.177 | |||
| Total Risk Alpha | 0.0663 | |||
| Sortino Ratio | 0.1465 | |||
| Treynor Ratio | 0.361 | |||
| Maximum Drawdown | 9.01 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 1.93 | |||
| Downside Variance | 0.9998 | |||
| Semi Variance | 0.421 | |||
| Expected Short fall | (1.06) | |||
| Skewness | 2.49 | |||
| Kurtosis | 10.99 |
| Risk Adjusted Performance | 0.1296 | |||
| Market Risk Adjusted Performance | 0.371 | |||
| Mean Deviation | 0.9029 | |||
| Semi Deviation | 0.6488 | |||
| Downside Deviation | 0.9999 | |||
| Coefficient Of Variation | 603.75 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.13 | |||
| Information Ratio | 0.1003 | |||
| Jensen Alpha | 0.177 | |||
| Total Risk Alpha | 0.0663 | |||
| Sortino Ratio | 0.1465 | |||
| Treynor Ratio | 0.361 | |||
| Maximum Drawdown | 9.01 | |||
| Value At Risk | (1.37) | |||
| Potential Upside | 1.93 | |||
| Downside Variance | 0.9998 | |||
| Semi Variance | 0.421 | |||
| Expected Short fall | (1.06) | |||
| Skewness | 2.49 | |||
| Kurtosis | 10.99 |
Consider Retail Opportunity's intraday indicators
Retail Opportunity intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Retail Opportunity stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Retail Opportunity Corporate Filings
8K | 7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 23rd of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
| 26th of June 2024 Other Reports | ViewVerify | |
| 22nd of March 2024 Other Reports | ViewVerify |
Retail Stock media impact
Far too much social signal, news, headlines, and media speculation about Retail Opportunity that are available to investors today. That information is available publicly through Retail media outlets and privately through word of mouth or via Retail internal channels. However, regardless of the origin, that massive amount of Retail data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Retail Opportunity news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Retail Opportunity relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Retail Opportunity's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Retail Opportunity alpha.
Retail Opportunity Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Retail Opportunity can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Retail Opportunity Corporate Management
| Lauren Silveira | VP Officer | Profile | |
| Laurie CPA | VP CAO | Profile | |
| Ashley Rubino | Investor Officer | Profile | |
| Carol Merriman | Investor Officer | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in 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. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
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.
In summary, please note that there is a difference between Retail Opportunity's value and its price, as these two are different measures arrived at by various 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.