Stock Scorecard

Stock Summary for Retail Opportunity Investments Corp (ROIC) - $17.37 as of 11/20/2024 8:39:30 PM EST

Total Score

11 out of 30

Currently on the following lists
None
Tim's Recommendation
Avoid

Growth List Algorithm Criteria for ROIC

Positive earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for ROIC

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for ROIC

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for ROIC

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for ROIC (49 out of 90)

Stock Price Rating (Max of 10) 6
Historical Stock Price Rating (Max of 10) 5
Stock Price Trend (Max of 10) 9
Book Value (Max of 10) 5
Book Value to Price (Max of 10) 0
Analyst Buy Ratings (Max of 5) 3
Analyst Strong Buy Ratings (Max of 5) 0
Dividend Yield Percentage (Max of 10) 6
Operating Margin (Max of 10) 6
Trading Volume (Max of 10) 5
Price to Earnings (Max of 10) 4

Latest News for for ROIC

BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Liberty Broadband Corporation ( Nasdaq - LBRDA, LBRDK, LBRDP ) , Adams Resources & Energy, Inc. ( NYSE American - AE ) , Retail Opportunity Investments Corp. ( Nasdaq - ROIC ) , Fresh Vine Wine, Inc. ( NYSE - VINE ) 11/18/2024 5:44:00 PM
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ROIC, AE, MNTX on Behalf of Shareholders - Manitex International ( NASDAQ:MNTX ) , Adams Resources & Energy ( AMEX:AE ) 11/14/2024 12:43:00 PM
Deal Dispatch: Prison Companies In Focus Post-Election, Tripadvisor Boasts $11B In Cash - Air Transport Services Gr ( NASDAQ:ATSG ) , Anglo American ( OTC:AAUKF ) 11/9/2024 5:33:00 PM
STOCKHOLDER ALERT: The M&A Class Action Firm Investigates the Merger of Retail Opportunity Investments Corp. - ROIC 11/8/2024 6:07:00 PM
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ROIC, SMAR, ALTM on Behalf of Shareholders - Retail Opportunity ( NASDAQ:ROIC ) , Arcadium Lithium ( NYSE:ALTM ) 11/7/2024 2:40:00 PM
ROIC Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Sale of Retail Opportunity Investments Corp. to Blackstone - Retail Opportunity ( NASDAQ:ROIC ) 11/6/2024 10:31:00 PM
What's Going On With Blackstone Stock Today? - Blackstone ( NYSE:BX ) 11/6/2024 5:54:00 PM
Retail Opportunity Investments ( ROIC ) Q3 FFO Lag Estimates 10/22/2024 9:40:00 PM
Retail Opportunity Investments Corp. Reports 2024 Third Quarter Results 10/22/2024 8:15:00 PM
Retail Opportunity Investments Corp. Reports 2024 Third Quarter Results - Retail Opportunity ( NASDAQ:ROIC ) 10/22/2024 8:15:00 PM

Financial Details for ROIC

Company Overview
Ticker ROIC
Company Name Retail Opportunity Investments Corp
Country USA
Description Retail Opportunity Investments Corp.
Sector Name REAL ESTATE & CONSTRUCTION
Industry Name REAL ESTATE INVESTMENT TRUSTS
Most Recent Quarter 9/30/2024
Next Earnings Date 2/12/2025

Stock Price History
Last Day Price 17.37
Price 4 Years Ago 11.64
Last Day Price Updated 11/20/2024 8:39:30 PM EST
Last Day Volume 407,243
Average Daily Volume 2,709,517
52-Week High 17.40
52-Week Low 11.56
Last Price to 52 Week Low 50.26%

Valuation Measures
Trailing PE 38.60
Industry PE 62.39
Sector PE 66.35
5-Year Average PE 40.17
Free Cash Flow Ratio 36.19
Industry Free Cash Flow Ratio 135.72
Sector Free Cash Flow Ratio 124.65
Current Ratio Most Recent Quarter 0.30
Total Cash Per Share 0.48
Book Value Per Share Most Recent Quarter 10.09
Price to Book Ratio 1.71
Industry Price to Book Ratio 13.91
Sector Price to Book Ratio 11.98
Price to Sales Ratio Twelve Trailing Months 6.59
Industry Price to Sales Ratio Twelve Trailing Months 6.79
Sector Price to Sales Ratio Twelve Trailing Months 4.06
Analyst Buy Ratings 2
Analyst Strong Buy Ratings 0

Share Statistics
Total Shares Outstanding 127,788,000
Market Capitalization 2,219,677,560
Institutional Ownership N/A

Dividends
Ex-Dividend Date 12/20/2024
Last Dividend Amount 0.15
Current Dividend Amount 0.15
Total Years Dividend Increasing 3
Trailing Annual Dividend Rate 0.75
Trailing Annual Dividend Yield 4.32%
Forward Annual Dividend Rate 0.70
Forward Annual Dividend Yield 4.03%
5-Year Dividend Payments Count 19
3-Year Average Dividend Yield 3.53%
5-Year Average Dividend Yield 3.31%
1-Year Dividend Growth Rate Percentage 7.14%
3-Year Dividend Growth Rate Percentage 8.47%
5-Year Dividend Growth Rate Percentage -6.59%
All-Time Dividend Growth Rate Percentage 9.70%
Dividend Payout Ratio 166.67%

Income Statement
Quarterly Earnings Growth YOY 279.40%
Annual Earnings Growth -33.42%
Reported EPS 12 Trailing Months 0.45
Reported EPS Past Year 0.40
Reported EPS Prior Year 0.27
Net Income Twelve Trailing Months 58,547,000
Net Income Past Year 34,534,000
Net Income Prior Year 51,869,000
Quarterly Revenue Growth YOY 2.10%
5-Year Revenue Growth 2.07%
Operating Margin Twelve Trailing Months 0.33

Balance Sheet
Total Cash Most Recent Quarter 61,338,000
Total Cash Past Year 6,302,000
Total Cash Prior Year 5,598,000
Net Cash Position Most Recent Quarter -1,017,135,000
Net Cash Position Past Year -1,097,343,000
Long Term Debt Past Year 1,103,645,000
Long Term Debt Prior Year 1,007,766,000
Total Debt Most Recent Quarter 1,078,473,000
Equity to Debt Ratio Past Year 0.54
Equity to Debt Ratio Most Recent Quarter 0.55
Total Stockholder Equity Past Year 1,287,320,000
Total Stockholder Equity Prior Year 1,296,168,000
Total Stockholder Equity Most Recent Quarter 1,297,393,000

Free Cash Flow
Free Cash Flow Twelve Trailing Months 2,699,000
Free Cash Flow Per Share Twelve Trailing Months 0.02
Free Cash Flow Past Year 76,095,000
Free Cash Flow Prior Year 28,423,000

Options
Put/Call Ratio 0.00
Has Options Options Chain
Liquidity Rating

Technical Analysis
Yahoo Finance Chart Yahoo Finance Chart
MACD 0.48
MACD Signal 0.35
20-Day Bollinger Lower Band 12.45
20-Day Bollinger Middle Band 15.11
20-Day Bollinger Upper Band 17.77
Beta 1.46
RSI 67.11
50-Day SMA 13.55
150-Day SMA 13.89
200-Day SMA 14.24

System
Modified 11/19/2024 11:47:04 AM EST