Bank OZK (OZK)

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Bank OZK (OZK) is up 5.7% since the beginning of the year. At $48 per share, OZK is trading 11.1% below its 52-week high of $54. Investors who bought $1,000 worth of OZK shares 5 years ago would now be looking at an investment worth $1,290.

Bank OZK (OZK) has returned 5.71% so far this year and 9.90% over the past 12 months. Over the last ten years, OZK has returned 5.38% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Jan 2, 2001, OZK's average daily return is +0.10%, while the average monthly return is +2.01%. At this rate, an investment would double in approximately 2.9 years.

Historically, 57% of months were positive and 43% were negative. The best month was Jul 2008 with a return of +38.9%, while the worst month was Jun 2008 at -39.0%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 7 months.

On a daily basis, OZK closed higher 51% of trading days. The best single day was Mar 17, 2020 with a return of +19.0%, while the worst single day was Oct 19, 2018 at -26.8%.

Bank OZK has an annualized alpha of 18.23%, beta of 0.91, and R2 of 0.24 versus S&P 500 Index. Calculated based on daily prices since January 03, 2001.

• This stock captured 124.50% of S&P 500 Index gains but only 66.48% of its losses - a favorable profile for investors.
• R2 of 0.24 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

OZK ranks 51 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Bank OZK (OZK) and compare them to S&P 500 Index.

Bank OZK provided a 3.81% dividend yield over the last twelve months, with an annual payout of $1.82 per share. The company has been increasing its dividends for 24 consecutive years.

The table displays the monthly dividend distributions for Bank OZK. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Bank OZK. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bank OZK was 70.41%, occurring on Apr 3, 2020. Recovery took 443 trading sessions.

The current Bank OZK drawdown is 7.62%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Bank OZK over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Bank OZK is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.