Retail Opportunity Investments Stock Alpha and Beta Analysis
| ROIC Stock | USD 17.37 0.01 0.06% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Retail Opportunity Investments. It also helps investors analyze the systematic and unsystematic risks associated with investing in Retail Opportunity over a specified time horizon. Remember, high Retail Opportunity's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Retail Opportunity's market risk premium analysis include:
Beta 0.62 | Alpha 0.14 | Risk 1.45 | Sharpe Ratio 0.12 | Expected Return 0.18 |
Enterprise Value |
|
Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Retail |
Retail Opportunity Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Retail Opportunity market risk premium is the additional return an investor will receive from holding Retail Opportunity long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Retail Opportunity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Retail Opportunity's performance over market.| α | 0.14 | β | 0.62 |
Retail Opportunity expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Retail Opportunity's Buy-and-hold return. Our buy-and-hold chart shows how Retail Opportunity performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Retail Opportunity Market Price Analysis
Market price analysis indicators help investors to evaluate how Retail Opportunity stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Retail Opportunity shares will generate the highest return on investment. By understating and applying Retail Opportunity stock market price indicators, traders can identify Retail Opportunity position entry and exit signals to maximize returns.
Retail Opportunity Return and Market Media
The median price of Retail Opportunity for the period between Mon, Aug 26, 2024 and Sun, Nov 24, 2024 is 15.67 with a coefficient of variation of 4.94. The daily time series for the period is distributed with a sample standard deviation of 0.79, arithmetic mean of 15.93, and mean deviation of 0.62. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Acquisition by Pomerantz Laura H of 5102 shares of Retail Opportunity subject to Rule 16b-3 | 08/30/2024 |
| Retail Opportunity dividend paid on 4th of October 2024 | 10/04/2024 |
2 | AQR Capital Management LLC Buys 72,718 Shares of Retail Opportunity Investments Corp. - MarketBeat | 10/08/2024 |
3 | Disposition of 4495 shares by Baker Richard A. of Retail Opportunity at 19.6 subject to Rule 16b-3 | 10/18/2024 |
4 | Retail Opportunity Investments moved to Underperform at BofA on weak growth profile | 10/24/2024 |
5 | Retail Opportunity Investments Releases Quarterly Earnings Results | 10/25/2024 |
6 | Retail Opportunity Investments Corp Trading 7.14 percent Higher on Nov 4 | 11/04/2024 |
7 | Three Reasons to Avoid Disney and One Stock to Buy Instead | 11/05/2024 |
8 | Blackstone Real Estate to Take Retail Opportunity Investments Private for 4 Billion | 11/06/2024 |
9 | Is Blackstone Finalizing A Deal To Acquire One Of Americas Largest Retail REITs | 11/07/2024 |
10 | Blackstone director resigns after New Hampshire governor win | 11/14/2024 |
11 | Retail Opportunity Investments Corp. Stock Holdings Raised by Strategy Asset Managers LLC - MarketBeat | 11/20/2024 |
About Retail Opportunity Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Retail or other stocks. Alpha measures the amount that position in Retail Opportunity has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2023 | 2024 (projected) | Dividend Yield | 0.017 | 0.0494 | 0.0324 | 0.0278 | Price To Sales Ratio | 8.25 | 6.0 | 5.35 | 5.08 |
Retail Opportunity Upcoming Company Events
As portrayed in its financial statements, the presentation of Retail Opportunity's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Retail Opportunity's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Retail Opportunity's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Retail Opportunity. Please utilize our Beneish M Score to check the likelihood of Retail Opportunity's management manipulating its earnings.
| 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 |
Build Portfolio with Retail Opportunity
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out Retail Opportunity Backtesting, Retail Opportunity Valuation, Retail Opportunity Correlation, Retail Opportunity Hype Analysis, Retail Opportunity Volatility, Retail Opportunity History and analyze Retail Opportunity Performance. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Retail Opportunity technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.