ScoreWhy is Oportun Financial Corp. ?
1
With a growth in Interest of NAN%, the company declared Very Positive results in Sep 25
- NET PROFIT(Q) At USD 5.2 MM has Grown at 550.82%
- ROCE(HY) Highest at 0.95%
- OPERATING PROFIT(Q) Highest at USD 14.24 MM
2
With ROA of 0.92%, it has a very attractive valuation with a 0.51 Price to Book Value
- Over the past year, while the stock has generated a return of -19.09%, its profits have risen by 123.6% ; the PEG ratio of the company is 0.1
3
High Institutional Holdings at 94.9%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
- Their stake has increased by 14.68% over the previous quarter.
4
Below par performance in long term as well as near term
- Along with generating -19.09% returns in the last 1 year, the stock has also underperformed S&P 500 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Oportun Financial Corp. should be less than 10%
- Overall Portfolio exposure to Finance should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Finance)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Oportun Financial Corp. for you?
High Risk, High Return
Absolute
Risk Adjusted
Volatility
Oportun Financial Corp.
-16.18%
0.84
60.50%
S&P 500
14.9%
0.77
19.29%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Mildly Bullish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend20What is working for the Company
NET PROFIT(Q)
At USD 5.2 MM has Grown at 550.82%
ROCE(HY)
Highest at 0.95%
OPERATING PROFIT(Q)
Highest at USD 14.24 MM
OPERATING PROFIT MARGIN(Q)
Highest at 6.41 %
PRE-TAX PROFIT(Q)
Highest at USD 14.24 MM
-2What is not working for the Company
ROCE(HY)
Lowest at 0.95%
Here's what is working for Oportun Financial Corp.
Pre-Tax Profit
At USD 14.24 MM has Grown at 563.33%
over average net sales of the previous four periods of USD -3.07 MMMOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (USD MM)
Net Profit
At USD 5.2 MM has Grown at 550.82%
over average net sales of the previous four periods of USD -1.15 MMMOJO Watch
Near term Net Profit trend is very positive
Net Profit (USD MM)
Operating Profit
Highest at USD 14.24 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is positive
Operating Profit (USD MM)
Operating Profit Margin
Highest at 6.41 %
in the last five periodsMOJO Watch
Company's profit margin has improved
Operating Profit to Sales
Pre-Tax Profit
Highest at USD 14.24 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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