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Company Analysis Bank OZK
1. Summary
Advantages
- Price (51.78 $) is less than fair price (58.86 $)
- Dividends (3.59%) are higher than the sector average (2.73%).
- Current debt level 2.31% is below 100% and has decreased over 5 years from 2.95%.
Disadvantages
- The stock's return over the last year (9.03%) is lower than the sector average (13.15%).
- The company's current efficiency (ROE=13.21%) is lower than the sector average (ROE=89.51%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Bank OZK | Financials | Index | |
|---|---|---|---|
| 7 days | 3.7% | -1.3% | 0.7% |
| 90 days | 14.3% | -8.2% | 9% |
| 1 year | 9% | 13.1% | 14.5% |
OZK vs Sector: Bank OZK has slightly underperformed the "Financials" sector by -4.12% over the past year.
OZK vs Market: Bank OZK has significantly underperformed the market by -5.46% over the past year.
Stable price: OZK is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: OZK with weekly volatility of 0.1737% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (51.78 $) is lower than the fair price (58.86 $).
Price not significantly lower than the fair price: The current price (51.78 $) is slightly lower than the fair price by 13.7%.
4.2. P/E
P/E vs Sector: The company's P/E (7.08) is lower than that of the sector as a whole (53.98).
P/E vs Market: The company's P/E (7.08) is lower than that of the market as a whole (52.32).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.8884) is lower than that of the sector as a whole (2.71).
P/BV vs Market: The company's P/BV (0.8884) is lower than that of the market as a whole (18.5).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (1.83) is lower than that of the sector as a whole (6.43).
P/S vs Market: The company's P/S indicator (1.83) is lower than that of the market as a whole (27.95).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (3.11) is lower than that of the sector as a whole (4.92).
EV/Ebitda vs Market: The company's EV/Ebitda (3.11) is lower than that of the market as a whole (37.43).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 29.09% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (29.09%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-32.78%).
5.4. ROE
ROE vs Sector: The company's ROE (13.21%) is lower than that of the sector as a whole (89.51%).
ROE vs Market: The company's ROE (13.21%) is lower than that of the market as a whole (36.05%).
5.5. ROA
ROA vs Sector: The company's ROA (1.98%) is lower than that of the sector as a whole (24.68%).
ROA vs Market: The company's ROA (1.98%) is lower than that of the market as a whole (11.45%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (7.05%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.19%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 3.59% is higher than the average for the sector '2.73%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 3.59% has been steadily paid over the past 7 years, DSI=1.
Dividend growth: Company's dividend yield 3.59% has been growing over the last 5 years. Growth over 31 year.
7.3. Payout percentage
Dividend Coverage: Current payments from income (27.31%) are at a comfortable level.
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