Company Analysis Oakworth Capital Inc.
1. Summary
Advantages
- The stock's return over the last year (30%) is higher than the sector average (13.37%).
Disadvantages
- Price (32.5 $) is higher than fair price (9.95 $)
- Dividends (2.86%) are below the sector average (8.16%).
- The company's current efficiency (ROE=4.24%) is lower than the sector average (ROE=14.82%)
Similar companies
2. Share price and performance
2.1. Share price
2.2. News
2.3. Market efficiency
| Oakworth Capital Inc. | Financials | Index | |
|---|---|---|---|
| 7 days | -0.3% | -1.2% | 1.1% |
| 90 days | 0% | -43.5% | -4.8% |
| 1 year | 30% | 13.4% | 9.6% |
OAKC vs Sector: Oakworth Capital Inc. has outperformed the "Financials" sector by 16.63% over the past year.
OAKC vs Market: Oakworth Capital Inc. has outperformed the market by 20.38% over the past year.
Stable price: OAKC is not significantly more volatile than the rest of the market on "OTC" over the last 3 months, with typical variations of +/- 5% per week.
Long period: OAKC with weekly volatility of 0.5769% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (32.5 $) is higher than the fair price (9.95 $).
Price is higher than fair: The current price (32.5 $) is 69.4% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (30.77) is higher than that of the sector as a whole (28.08).
P/E vs Market: The company's P/E (30.77) is lower than that of the market as a whole (53.27).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.3) is higher than that of the sector as a whole (-29.43).
P/BV vs Market: The company's P/BV (1.3) is higher than that of the market as a whole (-8.34).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.4) is lower than that of the sector as a whole (7.78).
P/S vs Market: The company's P/S indicator (2.4) is lower than that of the market as a whole (4.75).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (0) is higher than that of the sector as a whole (-76.32).
EV/Ebitda vs Market: The company's EV/Ebitda (0) is lower than that of the market as a whole (28.24).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -7.37% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-7.37%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (1.45%).
5.4. ROE
ROE vs Sector: The company's ROE (4.24%) is lower than that of the sector as a whole (14.82%).
ROE vs Market: The company's ROE (4.24%) is lower than that of the market as a whole (4.79%).
5.5. ROA
ROA vs Sector: The company's ROA (0.293%) is lower than that of the sector as a whole (60.55%).
ROA vs Market: The company's ROA (0.293%) is lower than that of the market as a whole (16.49%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (8.34%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (11.03%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 2.86% is below the average for the sector '8.16%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.86% has been steadily paid over the past 7 years, DSI=1.
Weak dividend growth: The company's dividend yield 2.86% has been growing weakly or stagnant over the past 5 years. Growth over only 1 year.
7.3. Payout percentage
Dividend Coverage: Current payments from income (46.76%) are at a comfortable level.
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