ROIC:NSD-Retail Opportunity Investments (USD)

COMMON STOCK | REIT - Retail |

Last Closing

USD 15.75

Change

-0.10 (-0.63)%

Market Cap

USD 2.00B

Volume

0.66M

Analyst Target

USD 12.19
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Retail Opportunity Investments Corp. (Nasdaq: ROIC), is a fully integrated, self-managed real estate investment trust (REIT) that specializes in the acquisition, ownership and management of grocery-anchored shopping centers located in densely populated, metropolitan markets across the West Coast. As of December 31, 2023, ROIC owned 94 shopping centers encompassing approximately 10.6 million square feet. ROIC is the largest publicly-traded, grocery-anchored shopping center REIT focused exclusively on the West Coast. ROIC is a member of the S&P SmallCap 600 Index and has investment-grade corporate debt ratings from Moody's Investor Services, S&P Global Ratings and Fitch Ratings, Inc.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for REIT - Retail

Symbol Name Price(Change) Market Cap
PECO Phillips Edison & Co Inc

+0.02 (+0.05%)

USD 5.24B
WHLRD Wheeler Real Estate Investment..

+0.19 (+0.93%)

USD 0.02B
WHLR Wheeler Real Estate Investment..

-1.56 (-11.85%)

USD 8.75M
WHLRP Wheeler Real Estate Investment..

+0.10 (+4.76%)

USD 2.17M
REGCO Regency Centers Corporation 5...

+0.20 (+0.80%)

N/A
REG Regency Centers Corporation

+0.39 (+0.54%)

N/A

ETFs Containing ROIC

VRAI Virtus Real Asset Income .. 1.32 % 0.00 %

+0.18 (+0.75%)

USD 0.02B

Market Performance

  Market Performance vs. Industry/Classification (REIT - Retail) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.26% 71% C- 71% C-
Dividend Return 3.21% 60% D- 67% D+
Total Return 15.47% 71% C- 73% C
Trailing 12 Months  
Capital Gain 26.71% 71% C- 72% C
Dividend Return 3.62% 50% F 54% F
Total Return 30.33% 71% C- 73% C
Trailing 5 Years  
Capital Gain -14.31% 60% D- 40% F
Dividend Return 11.68% 67% D+ 47% F
Total Return -2.63% 60% D- 42% F
Average Annual (5 Year Horizon)  
Capital Gain 5.23% 65% D 56% F
Dividend Return 7.70% 50% F 56% F
Total Return 2.46% 6% D- 52% F
Risk Return Profile  
Volatility (Standard Deviation) 36.10% 41% F 27% F
Risk Adjusted Return 21.32% 24% F 40% F
Market Capitalization 2.00B 80% B- 79% B-

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 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 book value

The stock is trading low compared to its peers on a price to book value 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 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.

Positive free cash flow

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

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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 Earnings Growth

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

Low Revenue Growth

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