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Upturn AI SWOT - About
Orchid Island Capital Inc. (ORC)
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Upturn Advisory Summary
08/29/2025: ORC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
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 -7.77% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 940.20M USD | Price to earnings Ratio 50.43 | 1Y Target Price 8 |
Price to earnings Ratio 50.43 | 1Y Target Price 8 | ||
Volume (30-day avg) 4 | Beta 1.48 | 52 Weeks Range 5.23 - 8.03 | Updated Date 08/30/2025 |
52 Weeks Range 5.23 - 8.03 | Updated Date 08/30/2025 | ||
Dividends yield (FY) 20.72% | Basic EPS (TTM) 0.14 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 26.42% | Operating Margin (TTM) 117.48% |
Management Effectiveness
Return on Assets (TTM) 0.1% | Return on Equity (TTM) 0.87% |
Valuation
Trailing PE 50.43 | Forward PE 138.89 | Enterprise Value 7114191872 | Price to Sales(TTM) 38.76 |
Enterprise Value 7114191872 | Price to Sales(TTM) 38.76 | ||
Enterprise Value to Revenue 38.76 | Enterprise Value to EBITDA - | Shares Outstanding 133173000 | Shares Floating 126512717 |
Shares Outstanding 133173000 | Shares Floating 126512717 | ||
Percent Insiders 0.17 | Percent Institutions 33.84 |
Upturn AI SWOT
Orchid Island Capital Inc.
Company Overview
History and Background
Orchid Island Capital, Inc. was formed in 2010 and primarily invests in residential mortgage-backed securities (RMBS) on a leveraged basis. It focuses on agency RMBS, meaning securities guaranteed by Fannie Mae, Freddie Mac, or Ginnie Mae.
Core Business Areas
- Investment in RMBS: Orchid Island Capital's primary business is investing in, financing, and managing RMBS. They generate income from the spread between interest income on their RMBS portfolio and the cost of financing these assets.
Leadership and Structure
The company is led by Robert E. Cauley, who serves as Chairman, Chief Executive Officer, and President. The organizational structure includes investment management, finance, and operations teams.
Top Products and Market Share
Key Offerings
- Agency RMBS: Orchid Island Capital primarily focuses on Agency RMBS, which are securities backed by residential mortgages and guaranteed by U.S. government agencies or government-sponsored enterprises (GSEs). Market share is difficult to pinpoint precisely, but Orchid Island competes with numerous other REITs and institutional investors in the RMBS market. Competitors: AGNC Investment Corp., Annaly Capital Management, Invesco Mortgage Capital.
Market Dynamics
Industry Overview
The RMBS market is influenced by interest rates, mortgage origination volumes, and government policies. Economic conditions and Federal Reserve policies significantly impact the profitability of RMBS investments.
Positioning
Orchid Island Capital is a smaller player compared to some of the larger REITs in the RMBS market. Its competitive advantage is in its specialized focus on agency RMBS and active portfolio management.
Total Addressable Market (TAM)
The total addressable market for RMBS is vast, totaling trillions of dollars. Orchid Island Capital's position in relation to the TAM is small, representing a tiny fraction of the overall market. The company actively manages a smaller, focused portfolio within this expansive market.
Upturn SWOT Analysis
Strengths
- Specialized focus on agency RMBS
- Experienced management team
- Active portfolio management
Weaknesses
- Sensitivity to interest rate fluctuations
- Reliance on leverage
- Smaller market capitalization compared to peers
Opportunities
- Expansion into new RMBS segments
- Increased market volatility creating trading opportunities
- Potential for government policy changes benefiting RMBS investors
Threats
- Rising interest rates
- Increased competition
- Changes in government regulations
- Economic recession leading to mortgage defaults
Competitors and Market Share
Key Competitors
- AGNC
- NLY
- IVR
Competitive Landscape
Orchid Island Capital operates in a highly competitive market. Advantages include its specialized focus. Disadvantages include its smaller size and higher sensitivity to interest rate changes compared to larger peers.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been inconsistent, influenced by interest rate environments and market volatility.
Future Projections: Future projections depend on economic forecasts and company-specific strategies. Analyst estimates should be consulted.
Recent Initiatives: Recent initiatives often include portfolio adjustments, hedging strategies, and capital raising activities. Review current news for detailed updates.
Summary
Orchid Island Capital is a specialized REIT focused on RMBS, making it highly sensitive to interest rate changes. The company offers attractive dividends but carries risks associated with leverage and market volatility. Investors should closely monitor economic conditions and the company's portfolio management strategies. While its specialized focus is a strength, its smaller size and higher sensitivity to interest rate changes are key considerations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Website
- Analyst Reports
- Market Data Providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual risk tolerance and a thorough understanding of the company and its industry.
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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