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ORC
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Orchid Island Capital Inc. (ORC)

Upturn stock ratingUpturn stock rating
$7.01
Last Close (24-hour delay)
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(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

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

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

Analyst’s Price TargetsFor last 52 week
$8Target price
Low$5.41
Current$7.01
high$8.31

Analysis of Past Performance

Type Stock
Historic Profit -8.69%
Avg. Invested days 40
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn 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 -

ai summary icon Upturn AI SWOT

Orchid Island Capital Inc.

stock logo

Company Overview

overview logo 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.

business area logo Core Business Areas

  • RMBS Investment: Orchid Island Capital invests in, manages and finances residential mortgage-backed securities (RMBS) on a leveraged basis.

leadership logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.