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INCOME OPP REALTY INVESTORS (IOR) Stock Fundamental Analysis

NYSEARCA:IOR - NYSE Arca - US4529261087 - REIT - Currency: USD

18.44  -0.02 (-0.11%)

Fundamental Rating

3

IOR gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 99 industry peers in the Financial Services industry. IOR has a great financial health rating, but its profitability evaluates not so good. 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.
In the past 5 years IOR has always been profitable.
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 2M -2M 4M 6M 8M

1.2 Ratios

With a decent Return On Assets value of 3.63%, IOR is doing good in the industry, outperforming 68.69% of the companies in the same industry.
IOR has a Return On Equity of 3.63%. This is in the lower half of the industry: IOR underperforms 70.71% of its industry peers.
Industry RankSector Rank
ROA 3.63%
ROE 3.63%
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

The Profit Margin and Operating Margin and Gross Margin are not available for IOR so they could not be analyzed.
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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2. Health

2.1 Basic Checks

Compared to 1 year ago, IOR has less shares outstanding
Compared to 5 years ago, IOR has less shares outstanding
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 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

An Altman-Z score of 9017.66 indicates that IOR is not in any danger for bankruptcy at the moment.
IOR has a Altman-Z score of 9017.66. 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 9017.66
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 22311.40. This indicates that IOR is financially healthy and has no problem in meeting its short term obligations.
IOR's Current ratio of 22311.40 is amongst the best of the industry. IOR outperforms 100.00% of its industry peers.
IOR has a Quick Ratio of 22311.40. This indicates that IOR is financially healthy and has no problem in meeting its short term obligations.
IOR has a Quick ratio of 22311.40. This is amongst the best in the industry. IOR outperforms 100.00% of its industry peers.
Industry RankSector Rank
Current Ratio 22311.4
Quick Ratio 22311.4
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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3. Growth

3.1 Past

IOR shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -36.16%.
The Earnings Per Share has been growing slightly by 2.86% on average over the past years.
EPS 1Y (TTM)-36.16%
EPS 3Y9.85%
EPS 5Y2.86%
EPS Q2Q%-15.2%
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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4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 16.92, IOR is valued correctly.
IOR's Price/Earnings ratio is in line with the industry average.
The average S&P500 Price/Earnings ratio is at 26.31. IOR is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 16.92
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 is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 243.67
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)5.92
EPS Next 2YN/A
EPS Next 3YN/A

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5. Dividend

5.1 Amount

No dividends for IOR!.
Industry RankSector Rank
Dividend Yield N/A

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INCOME OPP REALTY INVESTORS

NYSEARCA:IOR (6/5/2025, 8:04:00 PM)

18.44

-0.02 (-0.11%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryFinancial Services
Earnings (Last)05-14 2025-05-14
Earnings (Next)08-06 2025-08-06
Inst Owners0.33%
Inst Owner Change-0.49%
Ins OwnersN/A
Ins Owner Change0.81%
Market Cap75.05M
Analysts45
Price Target37.54 (103.58%)
Short Float %0.33%
Short Ratio0.51
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)N/A
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 16.92
Fwd PE N/A
P/S N/A
P/FCF 243.67
P/OCF 243.67
P/B 0.61
P/tB 0.61
EV/EBITDA N/A
EPS(TTM)1.09
EY5.91%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)0.08
FCFY0.41%
OCF(TTM)0.08
OCFY0.41%
SpS0
BVpS30.2
TBVpS30.2
PEG (NY)N/A
PEG (5Y)5.92
Profitability
Industry RankSector Rank
ROA 3.63%
ROE 3.63%
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
ROICexcg growth 3YN/A
ROICexcg 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-Score6
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 6.9%
Current Ratio 22311.4
Quick Ratio 22311.4
Altman-Z 9017.66
F-Score6
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)-36.16%
EPS 3Y9.85%
EPS 5Y2.86%
EPS Q2Q%-15.2%
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 1Y59.8%
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%