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Orchid Island Capital Inc. (ORC)
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Upturn Advisory Summary
12/05/2025: ORC (3-star) is a STRONG-BUY. BUY since 1 days. Simulated Profits (0.00%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $8
1 Year Target Price $8
| 1 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -6.55% | Avg. Invested days 36 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.23B USD | Price to earnings Ratio 14.13 | 1Y Target Price 8 |
Price to earnings Ratio 14.13 | 1Y Target Price 8 | ||
Volume (30-day avg) 4 | Beta 1.67 | 52 Weeks Range 4.97 - 7.64 | Updated Date 12/6/2025 |
52 Weeks Range 4.97 - 7.64 | Updated Date 12/6/2025 | ||
Dividends yield (FY) 19.70% | Basic EPS (TTM) 0.52 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 76.28% | Operating Margin (TTM) 92.98% |
Management Effectiveness
Return on Assets (TTM) 0.81% | Return on Equity (TTM) 7.02% |
Valuation
Trailing PE 14.13 | Forward PE 138.89 | Enterprise Value 8540576256 | Price to Sales(TTM) 15.38 |
Enterprise Value 8540576256 | Price to Sales(TTM) 15.38 | ||
Enterprise Value to Revenue 15.38 | Enterprise Value to EBITDA - | Shares Outstanding 167762089 | Shares Floating 151501280 |
Shares Outstanding 167762089 | Shares Floating 151501280 | ||
Percent Insiders 0.14 | Percent Institutions 31.69 |
Upturn AI SWOT
Orchid Island Capital Inc.
Company Overview
History and Background
Orchid Island Capital, Inc. was founded in 2010 and is based in Vero Beach, Florida. It focuses on investing in residential mortgage-backed securities (RMBS).
Core Business Areas
- RMBS Investments: Invests in, manages and finances residential mortgage-backed securities (RMBS), focusing on agency RMBS, including pass-through certificates and collateralized mortgage obligations (CMOs).
Leadership and Structure
Robert E. Cauley serves as Chairman and CEO. The company operates as a REIT with a board of directors.
Top Products and Market Share
Key Offerings
- Agency RMBS: Primarily invests in Agency RMBS, guaranteed by Fannie Mae, Freddie Mac, or Ginnie Mae. Market share data specific to Orchid Island's share of the entire Agency RMBS market is not readily available. Competitors include other REITs and investment funds focusing on Agency RMBS.
Market Dynamics
Industry Overview
The RMBS market is influenced by interest rates, mortgage rates, and housing market conditions. REITs are sensitive to interest rate fluctuations.
Positioning
Orchid Island is a smaller player in the RMBS market, specializing in Agency RMBS. Its competitive advantage lies in its expertise in managing RMBS portfolios. The risks that they are willing to accept is their differentiating factor.
Total Addressable Market (TAM)
The total addressable market for RMBS is multi-trillion dollars. Orchid Island's position represents a small fraction of the overall market. Specific TAM estimates are difficult to pinpoint due to market volatility.
Upturn SWOT Analysis
Strengths
- Expertise in RMBS management
- Focus on Agency RMBS (lower credit risk)
- Experienced management team
Weaknesses
- Highly sensitive to interest rate changes
- Leveraged investment strategy
- External management structure
Opportunities
- Increased market volatility creating investment opportunities
- Expansion into other related asset classes
- Refinancing waves and mortgage origination
Threats
- Rising interest rates
- Changes in government regulations
- Economic downturn impacting housing market
- Increased competition
Competitors and Market Share
Key Competitors
- AGNC
- NLY
- IVR
- TWO
Competitive Landscape
Orchid Island operates in a competitive landscape with larger, more diversified REITs. Its advantage is its focused expertise, while its disadvantage is its smaller size.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been tied to the performance of the RMBS market. Further information needed.
Future Projections: Future growth projections depend on analyst estimates and company guidance, which are not available at this time.
Recent Initiatives: Recent strategic initiatives require accessing the company's press releases and investor presentations.
Summary
Orchid Island Capital is a specialized REIT focused on RMBS investments. Its strength lies in its expertise, but it faces challenges from interest rate sensitivity and competition. The dividend yield is a key attraction, but it comes with inherent risks related to leverage and market volatility. Understanding their market position and ability to withstand market fluctuations is critical for long term assessment.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Financial News Sources
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Market conditions can change rapidly, and investors should conduct their own due diligence.
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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