OZK:NSD-Bank Ozk (USD)

COMMON STOCK | Banks - Regional |

Last Closing

USD 47.98

Change

-0.52 (-1.07)%

Market Cap

USD 5.53B

Volume

0.79M

Analyst Target

USD 27.80
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-20 )

Largest Industry Peers for Banks - Regional

Symbol Name Price(Change) Market Cap
FCNCA First Citizens BancShares Inc

N/A

USD 25.62B
FITB Fifth Third Bancorp

N/A

USD 25.48B
HBAN Huntington Bancshares Incorpor..

N/A

USD 19.91B
FITBI Fifth Third Bancorp

N/A

USD 17.89B
EWBC East West Bancorp Inc

N/A

USD 10.27B
CBSH Commerce Bancshares Inc

N/A

USD 7.13B
GGAL Grupo Financiero Galicia SA AD..

N/A

USD 6.46B
BPOP Popular Inc

N/A

USD 6.45B
ZION Zions Bancorporation

N/A

USD 6.36B
PNFP Pinnacle Financial Partners In..

N/A

USD 6.13B

ETFs Containing OZK

QABA First Trust NASDAQ® ABA .. 3.24 % 0.60 %

N/A

USD 0.07B
KBWR Invesco KBW Regional Bank.. 2.12 % 0.35 %

N/A

USD 0.05B
DPST Direxion Daily Regional B.. 0.00 % 1.02 %

N/A

USD 0.59B

Market Performance

  Market Performance vs. Industry/Classification (Banks - Regional) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.71% 59% D- 42% F
Dividend Return 1.55% 54% F 64% D
Total Return -2.17% 61% D- 44% F
Trailing 12 Months  
Capital Gain 34.28% 83% B 83% B
Dividend Return 4.20% 48% F 62% D
Total Return 38.48% 83% B 83% B
Trailing 5 Years  
Capital Gain 50.93% 92% A 73% C
Dividend Return 18.59% 78% C+ 76% C+
Total Return 69.52% 92% A 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 17.75% 94% A 77% C+
Dividend Return 21.32% 94% A 79% B-
Total Return 3.57% 66% D+ 74% C
Risk Return Profile  
Volatility (Standard Deviation) 40.80% 20% F 44% F
Risk Adjusted Return 52.25% 94% A 81% B-
Market Capitalization 5.53B 95% A 89% A-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.