INCOME OPP REALTY INVESTORS (IOR) Fundamental Analysis & Valuation

NYSEARCA:IOR • US4529261087

17.56 USD
-1.44 (-7.58%)
Last: Mar 11, 2026, 08:04 PM
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This IOR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

3

We assign a fundamental rating of 3 out of 10 to IOR. IOR was compared to 98 industry peers in the Financial Services industry. No worries on liquidiy or solvency for IOR as it has an excellent financial health rating, but there are worries on the profitability. IOR is valued expensive and it does not seem to be growing.


Dividend Valuation Growth Profitability Health

2

1. IOR Profitability Analysis

1.1 Basic Checks

  • In the past year IOR was profitable.
  • In the past year IOR had a positive cash flow from operations.
  • IOR had positive earnings in each of the past 5 years.
  • In multiple years IOR reported negative operating cash flow during the last 5 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 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2M -2M 4M 6M 8M

1.2 Ratios

  • The Return On Assets of IOR (3.47%) is better than 69.39% of its industry peers.
  • Looking at the Return On Equity, with a value of 3.47%, IOR is doing worse than 62.24% of the companies in the same industry.
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 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 2016 2017 2018 2019 2020 2021 2022 2023 2024

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9

2. IOR Health Analysis

2.1 Basic Checks

  • The number of shares outstanding for IOR has been reduced compared to 1 year ago.
  • The number of shares outstanding for IOR has been reduced compared to 5 years ago.
  • There is no outstanding debt for IOR. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
IOR Yearly Shares OutstandingIOR Yearly Shares OutstandingYearly Shares Outstanding 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 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M 100M

2.2 Solvency

  • IOR has an Altman-Z score of 23200.80. This indicates that IOR is financially healthy and has little risk of bankruptcy at the moment.
  • IOR has a Altman-Z score of 23200.80. This is amongst the best in the industry. IOR outperforms 100.00% of its industry peers.
  • 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 23200.8
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 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 20M 40M 60M 80M 100M

2.3 Liquidity

  • A Current Ratio of 56221.50 indicates that IOR has no problem at all paying its short term obligations.
  • IOR has a better Current ratio (56221.50) than 100.00% of its industry peers.
  • 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's Quick ratio of 56221.50 is amongst the best of 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 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M 100M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

0

3. IOR Growth Analysis

3.1 Past

  • IOR shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -32.18%.
  • Measured over the past 5 years, IOR shows a small growth in Earnings Per Share. The EPS has been growing by 2.86% on average per year.
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. IOR Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 16.57, which indicates a correct valuation of IOR.
  • The rest of the industry has a similar Price/Earnings ratio as IOR.
  • IOR's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 26.15.
Industry RankSector Rank
PE 16.57
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

  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of IOR indicates a slightly more expensive valuation: IOR is more expensive than 67.35% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 252.54
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)5.79
EPS Next 2YN/A
EPS Next 3YN/A

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. IOR Dividend Analysis

5.1 Amount

  • No dividends for IOR!.
Industry RankSector Rank
Dividend Yield 0%

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IOR Fundamentals: All Metrics, Ratios and Statistics

INCOME OPP REALTY INVESTORS

NYSEARCA:IOR (3/11/2026, 8:04:31 PM)

17.56

-1.44 (-7.58%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)11-05
Earnings (Next)03-18
Inst Owners0.25%
Inst Owner Change-4.16%
Ins OwnersN/A
Ins Owner Change0%
Market Cap71.47M
Revenue(TTM)N/A
Net Income(TTM)4.29M
Analysts45
Price Target39.78 (126.54%)
Short Float %0.03%
Short Ratio0.07
Dividend
Industry RankSector Rank
Dividend Yield 0%
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)0%
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 16.57
Fwd PE N/A
P/S N/A
P/FCF 252.54
P/OCF 252.54
P/B 0.58
P/tB 0.58
EV/EBITDA N/A
EPS(TTM)1.06
EY6.04%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.07
FCFY0.4%
OCF(TTM)0.07
OCFY0.4%
SpS0
BVpS30.44
TBVpS30.44
PEG (NY)N/A
PEG (5Y)5.79
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 23200.8
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 fundamental rating for IOR stock?

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


What is the valuation status of INCOME OPP REALTY INVESTORS (IOR) stock?

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


How profitable is INCOME OPP REALTY INVESTORS (IOR) stock?

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.