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Retail Opportunity Investments - Stock

Retail Opportunity Investments Stock

ROIC
US76131N1019
A0YC71

Price

12.44
Today +/-
+0
Today %
+0 %
P

Retail Opportunity Investments Revenue, EBIT, Net Income

  • 3 years

  • 5 years

  • 10 years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

ⓘ

Understanding Revenue, EBIT, and Income

Gain insights into Retail Opportunity Investments, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Retail Opportunity Investments from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Retail Opportunity Investments’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Retail Opportunity Investments. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Retail Opportunity Investments’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Retail Opportunity Investments’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Retail Opportunity Investments’s growth potential.

Retail Opportunity Investments Revenue, EBIT and net profit per share

DateRetail Opportunity Investments RevenueRetail Opportunity Investments EBITRetail Opportunity Investments Net Income
2026e374.23 M undefined192.6 M undefined52 M undefined
2025e355.44 M undefined167.7 M undefined38.35 M undefined
2024e337.06 M undefined159.82 M undefined35.1 M undefined
2023327.73 M undefined109.84 M undefined34.08 M undefined
2022312.9 M undefined107 M undefined51.5 M undefined
2021284.1 M undefined92.6 M undefined53.2 M undefined
2020284.1 M undefined94.4 M undefined31.9 M undefined
2019295 M undefined102.2 M undefined48.4 M undefined
2018295.8 M undefined103.4 M undefined42.3 M undefined
2017273.3 M undefined93.7 M undefined38.2 M undefined
2016237.2 M undefined78 M undefined32.5 M undefined
2015192.7 M undefined60.3 M undefined23.6 M undefined
2014155.9 M undefined44.7 M undefined20.1 M undefined
2013111.2 M undefined29.5 M undefined33.7 M undefined
201275.1 M undefined12.9 M undefined7.7 M undefined
201151.7 M undefined7.2 M undefined9.7 M undefined
201016.3 M undefined-2.7 M undefined-400,000 undefined
20090 undefined-11.1 M undefined-9.4 M undefined
20080 undefined-1.6 M undefined2.6 M undefined
20070 undefined-700,000 undefined1.7 M undefined

Retail Opportunity Investments Stock Ratios

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M)EBIT (M)EBIT MARGIN (%)NET INCOME (M)NET INCOME GROWTH (%)DIV. ()DIV. GROWTH (%)SHARES (M)DOCUMENTS
200720082009201020112012201320142015201620172018201920202021202220232024e2025e2026e
000165175111155192237273295295284284312327337355374
----218.7547.0648.0039.6423.8723.4415.198.06--3.73-9.864.813.065.345.35
---81.2584.3182.6781.9883.8785.4286.5085.7185.0885.0885.5684.1583.6583.18---
00013436291130164205234251251243239261272000
0-1-11-271229446078931031029492107109159167192
----12.5013.7316.0026.1328.3931.2532.9134.0734.9234.5833.1032.3934.2933.3347.1847.0451.34
12-90973320233238424831535134353851
-100.00-550.00---22.22371.43-39.3915.0039.1318.7510.5314.29-35.4270.97-3.77-33.332.948.5734.21
--------------------
--------------------
27.251.849.741.642.552.47187.5100116121.7124.6125.7126.6128.5132.3132.86000
- - - - - - - - - - - - - - - - - - - -
Details

Keystats

ⓘ

Revenue and Growth

The Retail Opportunity Investments Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Retail Opportunity Investments is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (M)TANGIBLE ASSETS (M)LONG-T. INVEST. (M)LONG-T. REC. (M)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (M)TOTAL ASSETS (M)LIABILITIESCOMMON STOCK (M)ADDITIONAL PAID-IN CAPITAL (M)RETAINED EARNINGS (M)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (M)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (M)LONG-T. LIAB. (M)DEFERRED TAXES (M)OTHER LIAB. (M)LONG-T. LIABILITIES (M)DEBT (M)TOTAL CAPITAL (M)
Details

Balance Sheet

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Understanding the Balance Sheet

The balance sheet of Retail Opportunity Investments provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Retail Opportunity Investments's financial health and stability.

Assets

Retail Opportunity Investments's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Retail Opportunity Investments must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Retail Opportunity Investments after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Retail Opportunity Investments's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES ()TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
20072008200920102011201220132014201520162017201820192020202120222023
12-90973421253642475334575536
00062129405871889610097979297104
00000000000000000
10200-2-2-2-3-21-40-29110
-3-60-2-11-6-31-70-2-5-5-1012-4619
00006101426323446606057555663
04000000000000000
0-5-621724376586114128130132106136149147
00-18-213-215-269-350-428-337-325-318-82-46-36-171-179-71
-4065393-290-225-261-345-399-337-325-318-5612-28-103-144-70
-4065411-77-975280002659868340
00000000000000000
000097201168124223161286-7-72-36-4863-15
422000823722628510118442636-8702512
4060-4-10157207310337248214192-84-146-77-24-12-75
-15.00--4.00-2.00-6.00-4.00-42.00-18.00-10.00-55.00-15.00-14.00-19.00-8.00-5.00-10.00-16.00
000-7-16-27-42-53-65-75-82-88-90-23-39-91-56
00383-298-50-2932-143-9-218-70
-0.2-5.2-24.1-211.4-198.2-244.6-312.8-362.9-250.2-210.5-189.14885.270.2-35.4-30.276.1
00000000000000000

Retail Opportunity Investments stock margins

The Retail Opportunity Investments margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Retail Opportunity Investments. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Retail Opportunity Investments.

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Gross margin
EBIT margin
Profit margin
Details

Margin

ⓘ

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Retail Opportunity Investments's sales revenue. A higher gross margin percentage indicates that the Retail Opportunity Investments retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Retail Opportunity Investments's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Retail Opportunity Investments's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Retail Opportunity Investments's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Retail Opportunity Investments. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Retail Opportunity Investments's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Retail Opportunity Investments Margin History

Retail Opportunity Investments Gross marginRetail Opportunity Investments Profit marginRetail Opportunity Investments EBIT marginRetail Opportunity Investments Profit margin
2026e83.17 %51.47 %13.9 %
2025e83.17 %47.18 %10.79 %
2024e83.17 %47.42 %10.41 %
202383.17 %33.52 %10.4 %
202283.7 %34.2 %16.46 %
202184.37 %32.59 %18.73 %
202085.57 %33.23 %11.23 %
201985.22 %34.64 %16.41 %
201885.16 %34.96 %14.3 %
201785.66 %34.28 %13.98 %
201686.42 %32.88 %13.7 %
201585.21 %31.29 %12.25 %
201483.9 %28.67 %12.89 %
201382.28 %26.53 %30.31 %
201282.96 %17.18 %10.25 %
201183.75 %13.93 %18.76 %
201082.82 %-16.56 %-2.45 %
200983.17 %0 %0 %
200883.17 %0 %0 %
200783.17 %0 %0 %

Retail Opportunity Investments Stock Sales Revenue, EBIT, Earnings per Share

The Retail Opportunity Investments earnings per share therefore indicates how much revenue Retail Opportunity Investments has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Retail Opportunity Investments earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Retail Opportunity Investments's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Retail Opportunity Investments’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Retail Opportunity Investments's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Retail Opportunity Investments Revenue, EBIT and net profit per share

DateRetail Opportunity Investments Sales per ShareRetail Opportunity Investments EBIT per shareRetail Opportunity Investments Earnings per Share
2026e2.94 undefined0 undefined0.41 undefined
2025e2.79 undefined0 undefined0.3 undefined
2024e2.64 undefined0 undefined0.28 undefined
20232.47 undefined0.83 undefined0.26 undefined
20222.37 undefined0.81 undefined0.39 undefined
20212.21 undefined0.72 undefined0.41 undefined
20202.24 undefined0.75 undefined0.25 undefined
20192.35 undefined0.81 undefined0.39 undefined
20182.37 undefined0.83 undefined0.34 undefined
20172.25 undefined0.77 undefined0.31 undefined
20162.04 undefined0.67 undefined0.28 undefined
20151.93 undefined0.6 undefined0.24 undefined
20141.78 undefined0.51 undefined0.23 undefined
20131.57 undefined0.42 undefined0.47 undefined
20121.43 undefined0.25 undefined0.15 undefined
20111.22 undefined0.17 undefined0.23 undefined
20100.39 undefined-0.06 undefined-0.01 undefined
20090 undefined-0.22 undefined-0.19 undefined
20080 undefined-0.03 undefined0.05 undefined
20070 undefined-0.03 undefined0.06 undefined

Retail Opportunity Investments business model

Retail Opportunity Investments Corp (ROIC) is a leading real estate company in the United States, specializing in the acquisition, development, management, and administration of shopping centers. The company was founded in 2007 by Stuart Tanz and is headquartered in San Diego, California. ROIC is listed on the Nasdaq stock exchange and has a portfolio of over 90 properties in the United States, primarily in coastal areas. The company specializes in the retail segment and operates multiple shopping centers in California, Oregon, Arizona, Texas, Maryland, and Georgia. ROIC's business model is based on the purchase of high-value properties and further optimization of the portfolio through acquisitions, renovations, redevelopments, and asset management. ROIC has a strong presence in rapidly growing cities and communities that have a high demand for convenient shopping and retail offerings. ROIC specializes in suburban shopping centers located near residential areas and workplaces. These centers offer a wide range of retail stores, restaurants, and services that enrich and facilitate people's daily lives. ROIC's portfolio includes a variety of retail tenants, including supermarkets, drugstores, clothing stores, home improvement stores, fast food chains, gyms, and many more. The company also operates several lifestyle centers and power centers that offer a broader range of retail and restaurant services. ROIC is committed to managing its portfolio companies in an optimal manner by introducing high-quality asset management practices. This involves building strong tenant relationships, expanding leasing potential of the portfolio, implementing operational cost efficiencies, and maximizing business profitability. An important aspect of ROIC's business model is the long-term planning and strategic alignment of the portfolio. The company aims to acquire properties in strong and stable locations to ensure a sustained strong demand for housing and services. Overall, ROIC has a successful history in the US real estate market and is recognized for its strong brand building, commitment to quality and customer orientation, and continuous improvement of its services. With a wide portfolio of high-quality retail centers, innovative asset management practices, and a long-term focus on stability, the company has many growth opportunities and is well positioned to continue to succeed in the market. Retail Opportunity Investments is one of the most popular companies on Eulerpool.com.

Retail Opportunity Investments SWOT Analysis

Strengths

Retail Opportunity Investments Corp (ROIC) benefits from several key strengths:

  • Strong and Diversified Retail Portfolio: ROIC owns and operates a diverse portfolio of retail properties, which provides a stable and consistent income stream.
  • Strategic Location: The company focuses on acquiring properties in high-growth areas with strong demographics, ensuring long-term potential for growth and value appreciation.
  • Experienced Management Team: ROIC is led by a team of experienced professionals with deep industry knowledge and a successful track record in managing and growing retail properties.
  • Financial Stability: The company has a strong financial position, allowing it to fund acquisitions and capital investments while maintaining a healthy balance sheet.

Weaknesses

Despite its strengths, ROIC also faces some weaknesses:

  • Dependence on Retail Market: As a retail-focused real estate investment trust (REIT), ROIC's performance is highly dependent on the overall health of the retail sector, which can be affected by economic trends and consumer behavior.
  • Tenant Concentration Risk: The company's revenue is dependent on the rental income from its tenants. Any significant financial distress or bankruptcy of key tenants could negatively impact ROIC's financial performance.
  • Intense Competition: The retail real estate market is highly competitive, and ROIC faces competition from other REITs, real estate developers, and private investors.

Opportunities

ROIC has several opportunities to capitalize on:

  • Growth through Acquisitions: The company can further expand its portfolio and enhance its revenue potential through strategic acquisitions of high-quality retail properties.
  • Adapting to E-commerce: As online shopping continues to grow, ROIC can explore partnerships or strategies that leverage e-commerce trends, such as integrating click-and-collect options within their properties.
  • Expanding Geographical Presence: ROIC can explore expanding its retail presence in new and emerging markets, both domestically and internationally, to diversify its portfolio and capture growth opportunities.

Threats

ROIC should be aware of the following threats:

  • Economic Uncertainty: Any economic downturn or recession could negatively impact consumer spending and tenant demand, affecting the performance of retail properties.
  • Changing Consumer Preferences: Shifts in consumer preferences towards online shopping or experiential retail could reduce foot traffic and occupancy rates in physical retail spaces.
  • Regulatory and Legal Risks: ROIC operates in a highly regulated environment, and any changes in regulations or legal requirements could impact its operations and financial performance.

Retail Opportunity Investments valuation based on historical P/E ratio, EBIT, and P/S ratio.

Retail Opportunity Investments shares outstanding

The number of shares was Retail Opportunity Investments in 2023 — This indicates how many shares 132.865 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Retail Opportunity Investments earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Retail Opportunity Investments's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Retail Opportunity Investments’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Retail Opportunity Investments's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Retail Opportunity Investments Stock Dividend

In 2023, Retail Opportunity Investments paid a dividend amounting to 1.05 USD. Dividend means that Retail Opportunity Investments distributes a portion of its profits to its owners.

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Dividend
Dividend (Estimate)
Details

Dividend

ⓘ

Dividend Overview

The dividend per year chart for Retail Opportunity Investments provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Retail Opportunity Investments’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Retail Opportunity Investments's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Retail Opportunity Investments Dividend History

DateRetail Opportunity Investments Dividend
2026e1.04 undefined
2025e1.04 undefined
2024e1.04 undefined
20231.05 undefined
20220.56 undefined
20210.51 undefined
20200.2 undefined
20190.79 undefined
20180.78 undefined
20170.75 undefined
20160.72 undefined
20150.68 undefined
20140.64 undefined
20130.6 undefined
20120.53 undefined
20110.39 undefined
20100.18 undefined

Retail Opportunity Investments Stock Payout Ratio

In 2023, Retail Opportunity Investments had a payout ratio of 115.99%. The payout ratio indicates the percentage of the company's profits that Retail Opportunity Investments distributes as dividends.

  • 3 years

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Payout ratio
Details

Payout ratio

ⓘ

What is Yearly Payout Ratio?

The yearly payout ratio for Retail Opportunity Investments represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Retail Opportunity Investments could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Retail Opportunity Investments's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Retail Opportunity Investments Payout Ratio History

DateRetail Opportunity Investments Payout ratio
2026e124.39 %
2025e129.19 %
2024e127.99 %
2023115.99 %
2022143.59 %
2021124.39 %
202080 %
2019207.37 %
2018229.41 %
2017241.94 %
2016257.14 %
2015283.33 %
2014278.26 %
2013122.45 %
2012353.33 %
2011169.57 %
2010-1,800 %
2009115.99 %
2008115.99 %
2007115.99 %
Unfortunately, there are currently no price targets and forecasts available for Retail Opportunity Investments.

Retail Opportunity Investments Earnings Surprises

DateEPS EstimateEPS ActualQuarterly report
3/31/20240.07 0.09  (32.35 %)2024 Q1
12/31/20230.06 0.06  (-7.12 %)2023 Q4
9/30/20230.07 0.07  (-6.42 %)2023 Q3
6/30/20230.07 0.08  (6.95 %)2023 Q2
3/31/20230.08 0.06  (-23.27 %)2023 Q1
12/31/20220.09 0.08  (-7.73 %)2022 Q4
9/30/20220.09 0.15  (63.4 %)2022 Q3
6/30/20220.08 0.09  (17.65 %)2022 Q2
3/31/20220.07 0.09  (26.05 %)2022 Q1
12/31/20210.07 0.07  (-5.41 %)2021 Q4
1
2
3
4
5
...
6

Eulerpool ESG Scorecard© for the Retail Opportunity Investments stock

Eulerpool World ESG Rating (EESG©)

90/ 100

🌱 Environment

99

👫 Social

89

🏛️ Governance

82

Environment

Scope 1 - Direct Emissions
221
Scope 2 - Indirect emissions from purchased energy
3,146
Scope 3 - Indirect emissions within the value chain
—
Total CO₂ emissions
3,367
CO₂ reduction strategy
✅
Coal energy
❌
Nuclear power
❌
Animal experiments
❌
Fur & Leather
—
Pesticides
—
Palm Oil
—
Tobacco
❌
Genetically modified organisms
❌
Climate concept
—
Sustainable forestry
—
Recycling regulations
✅
Environmentally friendly packaging
❌
Hazardous substances
❌
Fuel consumption and efficiency
✅
Water consumption and efficiency
✅

Social

Percentage of female employees68
Percentage of women in management—
Percentage of Asian employees4.6
Share of Asian management—
Percentage of Hispanic/Latino employees36.4
Hispano/Latino Management share13
Percentage of Black employees—
Black Management Share—
Percentage of white employees54.5
White Management Share80
Adult content❌
Alcohol❌
Weapons—
Firearms
❌
Gambling❌
Military contracts❌
Human rights concept✅
Privacy concept—
Occupational health and safety✅
Catholic✅

Governance (Corporate Governance)

Environmental reporting✅
Stakeholder Engagement✅
Call Back Policies❌
Antitrust law❌

Kontaktformular an uns. The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Retail Opportunity Investments Stock Shareholders

%
Name
Stocks
Change
Date
6.86 % CenterSquare Investment Management LLC.8,747,7432,105,43612/31/2023
6.32 % State Street Global Advisors (US)8,049,37771,24112/31/2023
3.31 % Federated Hermes International4,216,242409,83712/31/2023
2.50 % Sumitomo Mitsui Trust Bank, Limited3,181,551351,2873/31/2024
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Retail Opportunity Investments Executives and Management Board

Mr. Stuart Tanz64
Retail Opportunity Investments President, Chief Executive Officer, Director (since 2009)
Compensation 6.63 M
Mr. Richard Schoebel57
Retail Opportunity Investments Chief Operating Officer
Compensation 2.54 M
Mr. Michael Haines61
Retail Opportunity Investments Chief Financial Officer
Compensation 2.25 M
Mr. Richard Baker57
Retail Opportunity Investments Non-Executive Chairman of the Board (since 2007)
Compensation 922,417
Mr. Eric Zorn74
Retail Opportunity Investments Independent Director
Compensation 230,999
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Retail Opportunity Investments stock: Frequently Asked Questions

What values and corporate philosophy does Retail Opportunity Investments represent?

Retail Opportunity Investments Corp represents a strong set of values and a customer-centric corporate philosophy. The company is committed to providing excellent shopping experiences and creating value for both tenants and shareholders. With a focus on community-based shopping centers, Retail Opportunity Investments Corp prioritizes strong relationships with customers, tenants, and partners. Their commitment to sustainability and social responsibility ensures responsible business practices. By continually striving for innovation and excellence, Retail Opportunity Investments Corp aims to enhance the communities it serves while delivering long-term value to its stakeholders.

In which countries and regions is Retail Opportunity Investments primarily present?

Retail Opportunity Investments Corp, also known as ROIC, primarily operates in the United States. As a real estate investment trust (REIT), ROIC focuses on acquiring, owning, and managing grocery-anchored shopping centers. With its headquarters in California, ROIC's presence extends across various regions within the United States, including California, Oregon, Washington, Texas, Maryland, and others. By strategically targeting well-populated and affluent communities, Retail Opportunity Investments Corp has established a strong presence in these regions, providing attractive investment opportunities in the retail real estate sector.

What significant milestones has the company Retail Opportunity Investments achieved?

Retail Opportunity Investments Corp (ROIC) has accomplished several significant milestones over the years. One noteworthy achievement is the company's consistent growth in its portfolio of high-quality retail properties. ROIC has been successful in acquiring and diversifying its assets, expanding its footprint across key markets in the United States. Additionally, the company has demonstrated a commitment to creating value for shareholders through efficient management and strategic repositioning of assets. ROIC's strong financial performance and dedication to delivering attractive risk-adjusted returns have solidified its position as a leading player in the retail real estate industry.

What is the history and background of the company Retail Opportunity Investments?

Retail Opportunity Investments Corp. (ROIC) is a prominent real estate investment trust (REIT) specializing in retail properties. Founded in 2007, ROIC focuses on acquiring and operating necessity-based retail properties in densely populated West Coast markets. The company strategically invests in grocery-anchored centers, improving the economic conditions of surrounding communities. With its customer-centric approach, ROIC aims to provide an exceptional shopping experience while maximizing shareholder value. As a REIT, Retail Opportunity Investments Corp. aims to deliver consistent and growing cash flow by leveraging its extensive expertise and proactive property management strategies. ROIC's commitment to excellence makes it a trusted and reliable player in the retail sector.

Who are the main competitors of Retail Opportunity Investments in the market?

The main competitors of Retail Opportunity Investments Corp in the market include Simon Property Group, Kimco Realty Corporation, and Federal Realty Investment Trust.

In which industries is Retail Opportunity Investments primarily active?

Retail Opportunity Investments Corp (ROIC) primarily operates in the retail real estate industry. As a leading company in this sector, ROIC focuses on acquiring, owning, and managing grocery-anchored shopping centers located in densely populated communities. With a diverse portfolio of properties, ROIC caters to various retailers and consumers, playing a vital role in the retail industry's growth. By strategically targeting established markets, ROIC contributes to the success of retail businesses across different sectors, including food and grocery stores, pharmacies, restaurants, and other retail outlets.

What is the business model of Retail Opportunity Investments?

Retail Opportunity Investments Corp (ROIC) operates as a leading real estate investment trust (REIT) specializing in retail properties. The company's business model revolves around acquiring, owning, and managing a diverse portfolio of grocery-anchored shopping centers. These centers consist of well-located properties leased to a variety of high-quality tenants, including nationally recognized retailers and local businesses. By focusing on strategic acquisitions and active asset management, ROIC aims to generate stable and growing cash flows for its shareholders. With an emphasis on attractive markets and desirable demographics, Retail Opportunity Investments Corp continues to deliver value and drive success in the retail real estate sector.

What is the P/E ratio of Retail Opportunity Investments 2024?

The Retail Opportunity Investments P/E ratio is 47.09.

What is the P/S ratio of Retail Opportunity Investments 2024?

The Retail Opportunity Investments P/S ratio is 4.9.

What is the AlleAktien quality score of Retail Opportunity Investments?

The AlleAktien quality score for Retail Opportunity Investments is 5/10.

What is the revenue of Retail Opportunity Investments 2024?

The expected Retail Opportunity Investments revenue is 337.06 M USD.

How high is the profit of Retail Opportunity Investments 2024?

The expected Retail Opportunity Investments profit is 35.1 M USD.

What is the business model of Retail Opportunity Investments

Retail Opportunity Investments Corp is a publicly traded real estate investment company specializing in the acquisition, development, and management of shopping centers and other retail properties in the United States. The company primarily focuses on the mid-tier retail segment, which includes grocery stores, discount stores, clothing stores, drugstores, and similar retailers. ROIC's business model is based on acquiring well-located retail properties that offer high returns and have high potential for value appreciation. The company has a widely diversified portfolio of retail properties, currently consisting of more than 80 properties distributed across various geographic regions in the US. ROIC also operates an active asset management program aimed at increasing the value of existing properties and maximizing returns for investors. Its main strategies include improving store layouts and optimizing tenant occupancy, as well as participating in renovation and expansion projects. The company aims to enter into long-term lease agreements with its tenants to ensure the stability and predictability of its cash flows. ROIC maintains close relationships with its tenants and works closely with them to meet their need for attractive, customer-friendly retail spaces. ROIC offers investment opportunities in the company itself, such as stocks, options, and preferred stocks. The company also provides the opportunity to invest in its various retail properties, either directly or through investment funds or partnership programs. ROIC is also committed to maintaining the highest standards of corporate governance and sustainability. The company is committed to promoting responsible business practices and fostering sustainable development throughout the industry. The company focuses on creating long-term value for its investors, employees, and the communities in which it operates. Overall, ROIC's business model is focused on maintaining a growing portfolio of unique and high-quality retail properties that provide stable and sustainable cash flow generation. The company strives to provide attractive returns to its investors by pursuing an effective strategy to enhance the value of its existing properties and selectively investing in new acquisitions and developments. With a strong focus on the needs of its tenants and customers, as well as promoting sustainability and social responsibility, ROIC is a leading force in the booming US retail industry.

What is the Retail Opportunity Investments dividend?

Retail Opportunity Investments pays a dividend of 0.56 USD distributed over 4 payouts per year.

How often does Retail Opportunity Investments pay dividends?

Retail Opportunity Investments pays out a dividend 4 times a year.

What is the Retail Opportunity Investments ISIN?

The ISIN of Retail Opportunity Investments is US76131N1019.

What is the Retail Opportunity Investments WKN?

The WKN of Retail Opportunity Investments is A0YC71.

What is the Retail Opportunity Investments ticker?

The ticker of Retail Opportunity Investments is ROIC.

How much dividend does Retail Opportunity Investments pay?

Over the past 12 months, Retail Opportunity Investments paid a dividend of 1.05 USD . This corresponds to a dividend yield of about 8.44 %. For the coming 12 months, Retail Opportunity Investments is expected to pay a dividend of 1.04 USD.

What is the dividend yield of Retail Opportunity Investments?

The current dividend yield of Retail Opportunity Investments is 8.44 %.

When does Retail Opportunity Investments pay dividends?

Retail Opportunity Investments pays a quarterly dividend. This is distributed in the months of October, January, April, July.

How secure is the dividend of Retail Opportunity Investments?

Retail Opportunity Investments paid dividends every year for the past 17 years.

What is the dividend of Retail Opportunity Investments?

For the upcoming 12 months, dividends amounting to 1.04 USD are expected. This corresponds to a dividend yield of 8.34 %.

In which sector is Retail Opportunity Investments located?

Retail Opportunity Investments is assigned to the 'Real Estate' sector.

Wann musste ich die Aktien von Retail Opportunity Investments kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Retail Opportunity Investments from 7/10/2024 amounting to 0.15 USD, you needed to have the stock in your portfolio before the ex-date on 6/14/2024.

When did Retail Opportunity Investments pay the last dividend?

The last dividend was paid out on 7/10/2024.

What was the dividend of Retail Opportunity Investments in the year 2023?

In the year 2023, Retail Opportunity Investments distributed 0.56 USD as dividends.

In which currency does Retail Opportunity Investments pay out the dividend?

The dividends of Retail Opportunity Investments are distributed in USD.

Other fundamentals and analyses of Retail Opportunity Investments in the deep dive.

Our stock analysis for Retail Opportunity Investments Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Retail Opportunity Investments Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.