Oportun Financial Corp Stock Filter Stocks by Fundamentals
| OPRT Stock | USD 7.00 0.21 3.09% |
Oportun Financial's fundamental analysis aims to assess its intrinsic value by examining key economic and financial indicators - such as cash flow records, changes in balance sheet accounts, income statement trends, financial ratios, and relevant microeconomic factors affecting Oportun Stock price.
Oportun | Shares Owned by Institutions | Build AI portfolio with Oportun Stock |
Oportun Financial Current Valuation Drivers
We derive many important indicators used in calculating different scores of Oportun Financial from analyzing Oportun Financial's financial statements. These drivers represent accounts that assess Oportun Financial's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Oportun Financial's important valuation drivers and their relationship over time.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Market Cap | 529.4M | 570.9M | 180.9M | 144.2M | 165.8M | 157.5M | |
| Enterprise Value | 1.9B | 2.6B | 3.0B | 3.0B | 2.7B | 1.6B |
Oportun Financial ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Oportun Financial's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Oportun Financial's managers, analysts, and investors.Environmental | Governance | Social |
Oportun Financial Institutional Holders
Institutional Holdings refers to the ownership stake in Oportun Financial that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Oportun Financial's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Oportun Financial's value.| Shares | Dimensional Fund Advisors, Inc. | 2025-03-31 | 705.3 K | Glynn Capital Management, Llc | 2025-03-31 | 588.2 K | Summa Corp | 2025-03-31 | 562.3 K | Two Sigma Investments Llc | 2025-03-31 | 557.9 K | Madrone Advisors Llc | 2025-03-31 | 540.6 K | Susquehanna International Group, Llp | 2025-03-31 | 499.7 K | Boston Partners Global Investors, Inc | 2025-03-31 | 496.9 K | Renaissance Technologies Corp | 2025-03-31 | 487.5 K | Citadel Advisors Llc | 2025-03-31 | 446.7 K | Findell Capital Management Llc | 2025-03-31 | 3.4 M | Millennium Management Llc | 2025-03-31 | 1.9 M |
Oportun Fundamentals
| Return On Equity | -0.11 | ||||
| Return On Asset | -0.0131 | ||||
| Profit Margin | (0.06) % | ||||
| Operating Margin | 0.02 % | ||||
| Current Valuation | 2.98 B | ||||
| Shares Outstanding | 43.87 M | ||||
| Shares Owned By Insiders | 6.51 % | ||||
| Shares Owned By Institutions | 75.27 % | ||||
| Number Of Shares Shorted | 218.11 K | ||||
| Price To Earning | 4.23 X | ||||
| Price To Book | 0.81 X | ||||
| Price To Sales | 0.41 X | ||||
| Revenue | 1 B | ||||
| Gross Profit | 711.48 M | ||||
| EBITDA | (64.02 M) | ||||
| Net Income | (78.68 M) | ||||
| Cash And Equivalents | 66.71 M | ||||
| Cash Per Share | 2.03 X | ||||
| Total Debt | 2.82 B | ||||
| Debt To Equity | 4.01 % | ||||
| Current Ratio | 41.01 X | ||||
| Book Value Per Share | 9.76 X | ||||
| Cash Flow From Operations | 393.52 M | ||||
| Short Ratio | 0.59 X | ||||
| Earnings Per Share | (1.06) X | ||||
| Price To Earnings To Growth | (1.04) X | ||||
| Target Price | 9.08 | ||||
| Number Of Employees | 2.31 K | ||||
| Beta | 1.24 | ||||
| Market Capitalization | 307.09 M | ||||
| Total Asset | 3.23 B | ||||
| Retained Earnings | (252.53 M) | ||||
| Net Asset | 3.23 B |
About Oportun Financial Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oportun Financial Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oportun Financial using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oportun Financial Corp based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Thematic Opportunities
Explore Investment Opportunities
Additional Tools for Oportun Stock Analysis
When running Oportun Financial's price analysis, check to measure Oportun Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oportun Financial is operating at the current time. Most of Oportun Financial's value examination focuses on studying past and present price action to predict the probability of Oportun Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oportun Financial's price. Additionally, you may evaluate how the addition of Oportun Financial to your portfolios can decrease your overall portfolio volatility.