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Upturn AI SWOT - About
Orchid Island Capital Inc. (ORC)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
4 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Year Target Price $8
Year Target Price $8
| 1 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -8.69% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 852.11M USD | Price to earnings Ratio 18.95 | 1Y Target Price 8 |
Price to earnings Ratio 18.95 | 1Y Target Price 8 | ||
Volume (30-day avg) 4 | Beta 1.5 | 52 Weeks Range 5.41 - 8.31 | Updated Date 06/30/2025 |
52 Weeks Range 5.41 - 8.31 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 20.48% | Basic EPS (TTM) 0.37 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 67.01% | Operating Margin (TTM) 80.2% |
Management Effectiveness
Return on Assets (TTM) 0.61% | Return on Equity (TTM) 5.24% |
Valuation
Trailing PE 18.95 | Forward PE 138.89 | Enterprise Value 6763322368 | Price to Sales(TTM) 16.31 |
Enterprise Value 6763322368 | Price to Sales(TTM) 16.31 | ||
Enterprise Value to Revenue 16.31 | Enterprise Value to EBITDA - | Shares Outstanding 121211000 | Shares Floating 106472844 |
Shares Outstanding 121211000 | Shares Floating 106472844 | ||
Percent Insiders 0.19 | Percent Institutions 31.05 |
Analyst Ratings
Rating 2 | Target Price 8 | 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 a specialty finance company focused on investing in residential mortgage-backed securities (RMBS). It went public in 2013.
Core Business Areas
- RMBS Investment: Orchid Island Capital invests in, manages and finances residential mortgage-backed securities (RMBS) on a leveraged basis.
Leadership and Structure
Robert E. Cauley serves as the Chairman, Chief Executive Officer and President. The company has a board of directors and operates within a REIT structure.
Top Products and Market Share
Key Offerings
- RMBS Portfolio: Orchid Island Capital focuses on managing a portfolio of RMBS, primarily agency RMBS. Market share data specific to Orchid Island's portion of the overall RMBS market is not readily available as the market is very large. Competitors: AGNC Investment Corp., Annaly Capital Management, Two Harbors Investment Corp.
Market Dynamics
Industry Overview
The RMBS market is influenced by interest rates, prepayment speeds, and the overall health of the housing market. Regulatory changes and economic conditions also play a significant role.
Positioning
Orchid Island Capital is a smaller player in the RMBS market compared to larger REITs. Its competitive advantage lies in its specialized focus on RMBS and active management of its portfolio. However, it is more susceptible to interest rate volatility and prepayment risk compared to bigger companies.
Total Addressable Market (TAM)
The total addressable market (TAM) for RMBS is in the trillions of dollars. Orchid Island's positioning is a relatively small fraction of this overall market, indicating significant room for growth, but also vulnerability to market fluctuations due to its smaller asset base.
Upturn SWOT Analysis
Strengths
- Specialized expertise in RMBS
- Active portfolio management
- High dividend yield potential
Weaknesses
- High leverage
- Vulnerability to interest rate risk
- Small market capitalization compared to peers
Opportunities
- Expanding RMBS market
- Strategic acquisitions of RMBS portfolios
- Improved economic conditions leading to higher RMBS values
Threats
- Rising interest rates
- Increased prepayment speeds
- Economic downturn impacting the housing market
Competitors and Market Share
Key Competitors
- AGNC
- NLY
- TWO
Competitive Landscape
Orchid Island Capital is a smaller player compared to AGNC and Annaly. It focuses on a specific niche within the RMBS market. Its smaller size makes it more agile, but also more vulnerable.
Growth Trajectory and Initiatives
Historical Growth: Orchid Island's historical growth is tied to the performance of the RMBS market and its ability to generate returns. Growth has been volatile.
Future Projections: Future growth projections are dependent on interest rate environments, housing market conditions, and the company's investment strategies.
Recent Initiatives: Recent initiatives would be found in investor presentations and press releases, possibly including portfolio adjustments or capital raising activities.
Summary
Orchid Island Capital is a specialized RMBS investor with a volatile stock price, offering high dividend yield potential but carrying significant interest rate and prepayment risks. The company's smaller size compared to its peers makes it both agile and vulnerable to market fluctuations. Prudent portfolio management and adapting to changing market conditions are crucial for its success. Dividend sustainability will depend on the health of its portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, SEC reports, Investor presentations, Market data providers (e.g., Yahoo Finance, Bloomberg)
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation 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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