0.17%
0.63%
12.71%
16.86%
28.55%
-5.72%
5.43%
AI Spotlight on ROIC
Company Description
Retail Opportunity Investments Corp.(NASDAQ: ROIC), is a fully-integrated, self-managed real estate investment trust (REIT) that specializes in the acquisition, ownership and management of grocery-anchored shopping centers located in densely populated, metropolitan markets across the West Coast.As of September 30, 2020, ROIC owned 88 shopping centers encompassing approximately 10.1 million square feet.
ROIC is the largest publicly-traded, grocery-anchored shopping center REIT focused exclusively on the West Coast.ROIC is a member of the S&P SmallCap 600 Index and has investment-grade corporate debt ratings from Moody's Investor Services, S&P Global Ratings, and Fitch Ratings, Inc.
Market Data
| Last Price | 17.47 |
| Change Percentage | 0.17% |
| Open | 17.44 |
| Previous Close | 17.44 |
| Market Cap ( Millions) | 2252 |
| Volume | 991275 |
| Year High | 17.52 |
| Year Low | 11.87 |
| M A 50 | 17.4 |
| M A 200 | 14.94 |
Financial Ratios
| FCF Yield | 6.43% |
| Dividend Yield | 3.43% |
| ROE | 4.56% |
| Debt / Equity | 118.85% |
| Net Debt / EBIDTA | 599.77% |
| Price To Book | 1.71 |
| Price Earnings Ratio | 37.92 |
| Price To FCF | 15.54 |
| Price To sales | 6.69 |
| EV / EBITDA | 15.12 |
News
- Jan -23 - The State Of REITs: January 2025 Edition
- Jan -16 - Retail Opportunity Investments Corp. Announces Tax Reporting Information for 2024 Distributions
- Jan -14 - Carlisle Companies: Business Transformation Increasing Risks And Rewards For Shareholders
- Jan -06 - Top 3 REITs For 2025
- Dec -19 - Top 3 High-ROIC Stocks to Supercharge Your Wealth Compounding
- Dec -02 - 12 REITs Poised For Potential Outperformance
- Nov -28 - 3 Once-In-A-Decade REIT Buying Opportunities
- Nov -25 - Micron: More Memory Is Critical For AI
- Nov -13 - ALERT: Rowley Law PLLC is Investigating Proposed Acquisition of Retail Opportunity Investments Corp.
- Nov -13 - Sector Spotlight: Shopping Center REITs
- Nov -08 - SHAREHOLDER ALERT: The M&A Class Action Firm Investigates the Merger ofΒ EMCORE Corporation β EMKR
- Nov -07 - RETAIL OPPORTUNITY INVESTMENTS INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Retail Opportunity Investments Corp. - ROIC
- Nov -06 - ROIC Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Sale of Retail Opportunity Investments Corp. to Blackstone
- Nov -06 - ROIC Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Retail Opportunity Investments Corp. Is Fair to Shareholders
- Nov -06 - Blackstone Real Estate to take Retail Opportunity private in $4 bln deal
- Nov -06 - Shareholder Alert: Ademi LLP Investigates Whether Retail Opportunity Investments Corp. Is Obtaining a Fair Price for Its Public Shareholders
- Nov -06 - Blackstone Real Estate to Take Retail Opportunity Investments Private for $4 Billion
- Nov -03 - Exclusive: Blackstone in advanced talks to acquire shopping center owner Retail Opportunity, sources say
- Oct -23 - Retail Opportunity Investments Corp. (ROIC) Q3 2024 Earnings Call Transcript
- Oct -22 - Retail Opportunity Investments Corp. ReportsΒ 2024 Third Quarter Results
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Rental
Expected Growth : 3.0 %
What the company do ?
Rental from Retail Opportunity Investments Corp. refers to the leasing of retail properties, providing a steady income stream to the company through rental agreements.
Why we expect these perspectives ?
Rental growth of 3.0% driven by increasing demand for retail space, particularly in high-growth markets, coupled with strategic acquisitions and dispositions by Retail Opportunity Investments Corp. Additionally, the company's focus on necessity-based retail and grocery-anchored centers supports stable and growing cash flows.
Segment nΒ°2 -> Other
Expected Growth : 3.0 %
What the company do ?
Other from Retail Opportunity Investments Corp. refers to non-core or miscellaneous revenue streams, such as fees from services or non-traditional retail activities.
Why we expect these perspectives ?
Strong demand for retail spaces, increasing occupancy rates, and rising rents drive growth for Retail Opportunity Investments Corp. Additionally, strategic acquisitions, effective cost management, and a solid balance sheet contribute to the company's 3.0% growth.
Retail Opportunity Investments Corp. Products
| Product Range | What is it ? |
|---|---|
| Grocery Anchored Centers | Retail Opportunity Investments Corp. specializes in acquiring and managing grocery-anchored shopping centers, providing a convenient and essential shopping experience for local communities. |
| Community Centers | The company invests in and manages community centers that offer a mix of retail, dining, and service-oriented tenants, serving as hubs for local activity and social interaction. |
| Power Centers | Retail Opportunity Investments Corp. develops and manages power centers, featuring a mix of big-box retailers, restaurants, and entertainment options, catering to a broad range of consumer needs. |
| Lifestyle Centers | The company creates and manages lifestyle centers that combine upscale retail, dining, and entertainment options, offering a unique and engaging shopping experience. |
Retail Opportunity Investments Corp.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Retail Opportunity Investments Corp. is medium due to the presence of alternative investment options in the market.
Bargaining Power Of Customers
The bargaining power of customers for Retail Opportunity Investments Corp. is low due to the lack of concentration of buyers in the market.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Retail Opportunity Investments Corp. is medium due to the moderate concentration of suppliers in the market.
Threat Of New Entrants
The threat of new entrants for Retail Opportunity Investments Corp. is high due to the low barriers to entry in the market.
Intensity Of Rivalry
The intensity of rivalry for Retail Opportunity Investments Corp. is high due to the high level of competition in the market.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 52.19% |
| Debt Cost | 5.12% |
| Equity Weight | 47.81% |
| Equity Cost | 11.06% |
| WACC | 7.96% |
| Leverage | 109.15% |
Retail Opportunity Investments Corp. : Quality Control
Retail Opportunity Investments Corp. passed 4 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| GTY | Getty Realty Corp. is the leading publicly traded real estate investment trust in the United States specializing in the ownership, leasing and financing of convenience store and gasoline station properties. β¦ |
| WSR | Whitestone is a community-centered shopping center REIT that acquires, owns, manages, develops and redevelops high-quality open-air neighborhood centers primarily in the largest, fastest-growing and most affluent markets in the Sunbelt. β¦ |
| BFS | Saul Centers, Inc. is a self-managed, self-administered equity REIT headquartered in Bethesda, Maryland, which currently operates and manages a real estate portfolio of 60 properties which includes (a) 50 community β¦ |
| AKR | Acadia Realty Trust is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual Β Core Portfolio and Fund Β operating platforms and its disciplined, β¦ |
| NTST | NETSTREIT is an internally managed Real Estate Investment Trust (REIT) based in Dallas, Texas that specializes in acquiring single-tenant net lease retail properties nationwide. The growing portfolio consists of high-quality β¦ |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
π₯
Getty Realty
A-Score
1-Year Total Return ->
π₯
Saul Centers
A-Score
1-Year Total Return ->
π₯
NETSTREIT
A-Score
1-Year Total Return ->
4
Whitestone REIT
A-Score
1-Year Total Return ->
5
Retail Opportunity Investments
A-Score
1-Year Total Return ->
6
