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INCOME OPP REALTY INVESTORS (IOR) Stock Fundamental Analysis

USA - NYSEARCA:IOR - US4529261087 - REIT

17.8001 USD
-0.4 (-2.2%)
Last: 10/28/2025, 8:04:00 PM
Fundamental Rating

3

IOR gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 98 industry peers in the Financial Services industry. While IOR has a great health rating, there are worries on its profitability. IOR has a expensive valuation and it also scores bad on growth.


Dividend Valuation Growth Profitability Health

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2

1. Profitability

1.1 Basic Checks

In the past year IOR was profitable.
IOR had a positive operating cash flow in the past year.
IOR had positive earnings in each of the past 5 years.
The reported operating cash flow has been mixed in the past 5 years: IOR reported negative operating cash flow in multiple years.
IOR Yearly Net Income VS EBIT VS OCF VS FCFIOR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2M -2M 4M 6M 8M

1.2 Ratios

IOR has a better Return On Assets (3.47%) than 70.41% of its industry peers.
IOR has a worse Return On Equity (3.47%) than 64.29% of its industry peers.
Industry RankSector Rank
ROA 3.47%
ROE 3.47%
ROIC N/A
ROA(3y)4.42%
ROA(5y)4.12%
ROE(3y)4.42%
ROE(5y)4.12%
ROIC(3y)N/A
ROIC(5y)N/A
IOR Yearly ROA, ROE, ROICIOR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2 4 6 8

1.3 Margins

IOR does not have Profit Margin and Operating Margin and Gross Margin available, so we won't be analyzing them here.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM N/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
IOR Yearly Profit, Operating, Gross MarginsIOR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024

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9

2. Health

2.1 Basic Checks

IOR has less shares outstanding than it did 1 year ago.
Compared to 5 years ago, IOR has less shares outstanding
IOR has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
IOR Yearly Shares OutstandingIOR Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 1M 2M 3M 4M
IOR Yearly Total Debt VS Total AssetsIOR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M 100M

2.2 Solvency

IOR has an Altman-Z score of 21735.72. This indicates that IOR is financially healthy and has little risk of bankruptcy at the moment.
With an excellent Altman-Z score value of 21735.72, IOR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
IOR has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 21735.72
ROIC/WACCN/A
WACCN/A
IOR Yearly LT Debt VS Equity VS FCFIOR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20M 40M 60M 80M 100M

2.3 Liquidity

IOR has a Current Ratio of 56221.50. This indicates that IOR is financially healthy and has no problem in meeting its short term obligations.
With an excellent Current ratio value of 56221.50, IOR belongs to the best of the industry, outperforming 100.00% of the companies in the same industry.
IOR has a Quick Ratio of 56221.50. This indicates that IOR is financially healthy and has no problem in meeting its short term obligations.
IOR has a Quick ratio of 56221.50. This is amongst the best in the industry. IOR outperforms 100.00% of its industry peers.
Industry RankSector Rank
Current Ratio 56221.5
Quick Ratio 56221.5
IOR Yearly Current Assets VS Current LiabilitesIOR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M 100M

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0

3. Growth

3.1 Past

The earnings per share for IOR have decreased strongly by -32.18% in the last year.
IOR shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 2.86% yearly.
EPS 1Y (TTM)-32.18%
EPS 3Y9.85%
EPS 5Y2.86%
EPS Q2Q%-13.57%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%N/A

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.

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1

4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 16.79, IOR is valued correctly.
IOR's Price/Earnings ratio is in line with the industry average.
IOR's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 26.13.
Industry RankSector Rank
PE 16.79
Fwd PE N/A
IOR Price Earnings VS Forward Price EarningsIOR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

61.22% of the companies in the same industry are cheaper than IOR, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 255.99
EV/EBITDA N/A
IOR Per share dataIOR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)5.87
EPS Next 2YN/A
EPS Next 3YN/A

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0

5. Dividend

5.1 Amount

IOR does not give a dividend.
Industry RankSector Rank
Dividend Yield N/A

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INCOME OPP REALTY INVESTORS

NYSEARCA:IOR (10/28/2025, 8:04:00 PM)

17.8001

-0.4 (-2.2%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)11-05 2025-11-05
Earnings (Next)03-18 2026-03-18
Inst Owners0.25%
Inst Owner Change0%
Ins OwnersN/A
Ins Owner Change0%
Market Cap72.45M
Revenue(TTM)N/A
Net Income(TTM)4.29M
Analysts45
Price Target39.78 (123.48%)
Short Float %0.24%
Short Ratio0.74
Dividend
Industry RankSector Rank
Dividend Yield N/A
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0%
PT rev (3m)1.3%
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 16.79
Fwd PE N/A
P/S N/A
P/FCF 255.99
P/OCF 255.99
P/B 0.58
P/tB 0.58
EV/EBITDA N/A
EPS(TTM)1.06
EY5.96%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.07
FCFY0.39%
OCF(TTM)0.07
OCFY0.39%
SpS0
BVpS30.44
TBVpS30.44
PEG (NY)N/A
PEG (5Y)5.87
Graham Number26.95
Profitability
Industry RankSector Rank
ROA 3.47%
ROE 3.47%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM N/A
FCFM N/A
ROA(3y)4.42%
ROA(5y)4.12%
ROE(3y)4.42%
ROE(5y)4.12%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-ScoreN/A
Asset Turnover0
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality 6.59%
Current Ratio 56221.5
Quick Ratio 56221.5
Altman-Z 21735.72
F-ScoreN/A
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)9.74%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-32.18%
EPS 3Y9.85%
EPS 5Y2.86%
EPS Q2Q%-13.57%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%N/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y41.83%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-26.72%
FCF growth 3YN/A
FCF growth 5Y-29.62%
OCF growth 1Y-26.72%
OCF growth 3YN/A
OCF growth 5Y-29.62%

INCOME OPP REALTY INVESTORS / IOR FAQ

What is the ChartMill fundamental rating of INCOME OPP REALTY INVESTORS (IOR) stock?

ChartMill assigns a fundamental rating of 3 / 10 to IOR.


Can you provide the valuation status for INCOME OPP REALTY INVESTORS?

ChartMill assigns a valuation rating of 1 / 10 to INCOME OPP REALTY INVESTORS (IOR). This can be considered as Overvalued.


Can you provide the profitability details for INCOME OPP REALTY INVESTORS?

INCOME OPP REALTY INVESTORS (IOR) has a profitability rating of 2 / 10.


Can you provide the financial health for IOR stock?

The financial health rating of INCOME OPP REALTY INVESTORS (IOR) is 9 / 10.