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Upturn AI SWOT - About
Orchid Island Capital Inc. (ORC)
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Upturn Advisory Summary
04/01/2025: ORC (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -18.84% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 789.82M USD | Price to earnings Ratio 13.09 | 1Y Target Price 9 |
Price to earnings Ratio 13.09 | 1Y Target Price 9 | ||
Volume (30-day avg) 3341502 | Beta 1.91 | 52 Weeks Range 6.62 - 8.74 | Updated Date 04/1/2025 |
52 Weeks Range 6.62 - 8.74 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 19.15% | Basic EPS (TTM) 0.57 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 69.22% | Operating Margin (TTM) 56% |
Management Effectiveness
Return on Assets (TTM) 0.75% | Return on Equity (TTM) 6.62% |
Valuation
Trailing PE 13.09 | Forward PE 138.89 | Enterprise Value 5403238400 | Price to Sales(TTM) 14.52 |
Enterprise Value 5403238400 | Price to Sales(TTM) 14.52 | ||
Enterprise Value to Revenue 14.63 | Enterprise Value to EBITDA - | Shares Outstanding 105874000 | Shares Floating 93078120 |
Shares Outstanding 105874000 | Shares Floating 93078120 | ||
Percent Insiders 0.2 | Percent Institutions 26.79 |
Analyst Ratings
Rating 3.5 | Target Price 9.5 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Orchid Island Capital Inc.
Company Overview
History and Background
Orchid Island Capital, Inc. was founded in 2010 and is headquartered in Vero Beach, Florida. It focuses on investing in residential mortgage-backed securities (RMBS).
Core Business Areas
- RMBS Investments: Orchid Island Capital invests in Agency RMBS, including pass-through certificates and collateralized mortgage obligations (CMOs). They manage a leveraged portfolio of these assets to generate income for distribution to shareholders.
Leadership and Structure
Robert E. Cauley serves as the Chairman, Chief Executive Officer, and President. The company operates as a real estate investment trust (REIT).
Top Products and Market Share
Key Offerings
- Agency RMBS: Orchid Island Capital invests in agency RMBS. These are securities backed by residential mortgages and guaranteed by government-sponsored enterprises (GSEs) like Fannie Mae and Freddie Mac or government agencies like Ginnie Mae. Market share data is not readily available for individual companies. Competitors include other REITs and investment firms specializing in RMBS.
Market Dynamics
Industry Overview
The RMBS market is influenced by interest rates, mortgage rates, and economic conditions. REITs operate in a competitive environment, where changes in these economic conditions can quickly impact their returns.
Positioning
Orchid Island Capital operates as a specialized REIT focused on the agency RMBS sector. Their competitive advantages include expertise in managing RMBS portfolios and leveraging opportunities in the market. They are positioned as a smaller player compared to larger REITs.
Total Addressable Market (TAM)
The TAM for RMBS is in the trillions of dollars. Orchid Island Capital's position represents a small fraction of this total market.
Upturn SWOT Analysis
Strengths
- Specialized expertise in agency RMBS
- Experienced management team
- High dividend yield
Weaknesses
- High leverage
- Interest rate sensitivity
- Small market capitalization
Opportunities
- Favorable interest rate environment
- Expanding RMBS market
- Strategic acquisitions
Threats
- Rising interest rates
- Increased competition
- Economic downturn
Competitors and Market Share
Key Competitors
- AGNC Investment Corp (AGNC)
- Annaly Capital Management (NLY)
- Invesco Mortgage Capital Inc (IVR)
Competitive Landscape
Orchid Island Capital faces stiff competition from larger REITs with greater capital resources. Their smaller size can limit their ability to take advantage of some opportunities.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends have been affected by the fluctuations of the RMBS market and interest rate fluctuations.
Future Projections: Future growth projections depend on factors such as interest rate movements and RMBS market conditions.
Recent Initiatives: Recent initiatives are typically disclosed in investor presentations and earnings calls.
Summary
Orchid Island Capital is a smaller REIT focused on RMBS with strengths in its specialized expertise and high dividend yield. Its weaknesses include high leverage and sensitivity to interest rates. Investors should watch out for increasing interest rates and be aware of bigger competitors such as AGNC investment corp and Annaly Capital Management.
Similar Companies
- AGNC
- NLY
- IVR
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Investor relations website
- Market data providers
- Analyst reports
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Orchid Island Capital Inc.
Exchange NYSE | Headquaters Vero Beach, FL, United States | ||
IPO Launch date 2013-02-14 | Chairman, President & CEO Mr. Robert E. Cauley C.F.A., CPA | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees - | |
Full time employees - | |||
Orchid Island Capital, Inc., a specialty finance company, invests in residential mortgage-backed securities (RMBS) in the United States. The company's RMBS is backed by single-family residential mortgage loans, referred as Agency RMBS. Its portfolio comprises traditional pass-through Agency RMBS, such as mortgage pass through certificates and collateralized mortgage obligations; and structured Agency RMBS, including interest only securities, inverse interest only securities, and principal only securities. The company has elected to be taxed as a real estate investment trust (REIT) for the United States federal income tax purposes. As a result, it would not be subject to corporate income tax on that portion of its net income that is distributed to stockholders, if it annually distributes dividends equal to at least 90% of its REIT taxable income to its shareholders. Orchid Island Capital, Inc. was incorporated in 2010 and is headquartered in Vero Beach, Florida.
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