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Upturn AI SWOT - About
Orchid Island Capital Inc. (ORC)
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Upturn Advisory Summary
10/31/2025: 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 -4.55% | Avg. Invested days 38 | 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 10/31/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.10B USD | Price to earnings Ratio 13.9 | 1Y Target Price 8 |
Price to earnings Ratio 13.9 | 1Y Target Price 8 | ||
Volume (30-day avg) 4 | Beta 1.54 | 52 Weeks Range 5.05 - 7.77 | Updated Date 11/1/2025 |
52 Weeks Range 5.05 - 7.77 | Updated Date 11/1/2025 | ||
Dividends yield (FY) 20.03% | Basic EPS (TTM) 0.52 |
Earnings Date
Report Date 2025-10-23 | When After Market | Estimate 0.14 | Actual 0.1575 |
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 13.9 | Forward PE 138.89 | Enterprise Value 8522371072 | Price to Sales(TTM) 13.68 |
Enterprise Value 8522371072 | Price to Sales(TTM) 13.68 | ||
Enterprise Value to Revenue 43.19 | Enterprise Value to EBITDA - | Shares Outstanding 151712160 | Shares Floating 151480040 |
Shares Outstanding 151712160 | Shares Floating 151480040 | ||
Percent Insiders 0.15 | Percent Institutions 29.67 |
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 is a specialty finance company focused on investing in residential mortgage-backed securities (RMBS).
Core Business Areas
- RMBS Investment: Invests in Agency RMBS, including pass-through certificates and collateralized mortgage obligations (CMOs) issued by Fannie Mae, Freddie Mac, or Ginnie Mae. Their primary objective is to generate income for distribution to shareholders.
Leadership and Structure
Robert E. Cauley serves as the Chief Executive Officer and Chairman. The company operates as a real estate investment trust (REIT).
Top Products and Market Share
Key Offerings
- Agency RMBS: The core offering. Orchid Island invests in a portfolio of pass-through certificates and CMOs. Market share data is difficult to pinpoint directly for individual RMBS investment strategies. Competitors include other mREITs such as AGNC Investment Corp., Annaly Capital Management, and MFA Financial.
Market Dynamics
Industry Overview
The RMBS market is sensitive to interest rate fluctuations, prepayment speeds, and government policy changes. The industry is generally impacted by macroeconomic factors influencing mortgage rates and the housing market.
Positioning
Orchid Island is a smaller player within the mREIT space. Their competitive advantage, if any, lies in their specific RMBS portfolio selection and risk management strategies.
Total Addressable Market (TAM)
The total addressable market is the entire US RMBS market. Orchid Island Capital Inc. is a smaller player, holding a fraction of the total outstanding RMBS. Its position is influenced by its investment strategy and capital allocation.
Upturn SWOT Analysis
Strengths
- Specialized expertise in Agency RMBS
- Experienced management team
- Clear investment strategy focused on income generation
Weaknesses
- Small market capitalization compared to larger mREITs
- High sensitivity to interest rate changes
- Reliance on external financing
Opportunities
- Potential for increased investment in undervalued RMBS
- Expansion of investment strategies to diversify income streams
- Benefit from favorable government policies impacting the housing market
Threats
- Rising interest rates
- Increased prepayment speeds on mortgages
- Changes in government regulations affecting the RMBS market
- Increased competition from larger mREITs
Competitors and Market Share
Key Competitors
- AGNC
- NLY
- MFA
Competitive Landscape
Orchid Island Capital operates in a competitive market with larger, more established mREITs. Its competitive advantage lies in niche strategies and risk management.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been inconsistent due to the volatile nature of the RMBS market.
Future Projections: Future projections are subject to significant uncertainty. Analyst estimates vary based on interest rate forecasts and RMBS market outlook.
Recent Initiatives: Check company announcements and SEC filings for recent strategic initiatives, such as portfolio adjustments or financing activities.
Summary
Orchid Island Capital is a smaller player in the volatile mREIT sector, specializing in Agency RMBS. Its success hinges on navigating interest rate risks and maintaining stable returns. While it offers a high dividend yield, investors face considerable risk due to market sensitivity. Monitoring economic trends and company financial reports is crucial for evaluating this stock.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q), Company Website, Market Data Providers, Analyst Reports
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. The RMBS market is inherently risky, and investors should conduct their own due diligence before making investment decisions. Market Share information may not be exact due to difficulty measuring overall RMBS investment assets in the specific market segment.
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., C.P.A. | ||
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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