Retail Opportunity Investments Corp. (ROIC)
Company Info
Highlights
$2.25B
$0.45
38.87
6.86
$166.80M
$93.27M
$133.95M
$11.86 - $17.50
$17.00
3.53%
1.95
Share Price Chart
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Performance
Performance Chart
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Returns By Period
ROIC
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^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of ROIC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.63% | 0.11% | 0.75% | ||||||||||
| 2024 | -3.14% | -4.86% | 0.31% | -4.29% | 2.04% | 0.49% | 20.27% | 2.27% | 3.85% | -1.46% | 12.26% | 0.64% | 29.02% |
| 2023 | 5.32% | -10.11% | -0.77% | -6.66% | -6.37% | 11.99% | 9.03% | -8.62% | -7.02% | -5.17% | 9.63% | 10.18% | -2.43% |
| 2022 | -5.46% | -2.00% | 7.51% | -3.92% | -3.01% | -11.94% | 10.65% | -4.07% | -17.07% | 5.23% | 5.32% | -0.50% | -20.65% |
| 2021 | 5.23% | 12.21% | 1.08% | 10.90% | 1.48% | -0.52% | 0.06% | 2.32% | -3.05% | 2.01% | -1.18% | 12.68% | 50.64% |
| 2020 | -6.17% | -9.47% | -43.80% | 17.07% | -3.25% | 20.66% | -4.06% | 2.39% | -6.42% | -6.58% | 33.40% | 3.16% | -22.90% |
| 2019 | 10.64% | -2.28% | 2.17% | 1.21% | -4.62% | 3.53% | 5.90% | -3.47% | 5.23% | 2.39% | -2.28% | -2.07% | 16.36% |
| 2018 | -7.92% | -6.59% | 4.11% | -2.66% | 5.35% | 6.84% | -1.30% | 4.39% | -4.46% | -5.78% | 2.90% | -11.28% | -16.94% |
| 2017 | 0.33% | 3.77% | -3.52% | -2.05% | -4.08% | -2.00% | 5.68% | -2.17% | -3.26% | -5.42% | 8.84% | 2.93% | -1.97% |
| 2016 | 3.30% | -0.59% | 10.50% | -2.24% | 2.80% | 8.10% | 5.35% | -2.28% | -0.75% | -8.42% | 2.64% | 3.25% | 22.23% |
| 2015 | 5.24% | -5.21% | 10.35% | -8.31% | -2.68% | -3.32% | 9.79% | -7.11% | 4.95% | 9.61% | 0.88% | -1.19% | 11.07% |
| 2014 | -1.77% | 2.56% | 1.84% | 4.69% | 1.02% | 0.58% | -1.91% | 2.66% | -6.25% | 11.16% | 0.73% | 2.99% | 18.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 89, ROIC is among the top 11% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Retail Opportunity Investments Corp. (ROIC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Retail Opportunity Investments Corp. provided a 2.57% dividend yield over the last twelve months, with an annual payout of $0.45 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.45 | $0.60 | $0.60 | $0.56 | $0.51 | $0.20 | $0.79 | $0.78 | $0.75 | $0.72 | $0.68 | $0.64 |
Dividend yield | 2.57% | 3.46% | 4.28% | 3.73% | 2.60% | 1.49% | 4.46% | 4.91% | 3.76% | 3.41% | 3.80% | 3.81% |
Monthly Dividends
The table displays the monthly dividend distributions for Retail Opportunity Investments Corp.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.60 |
| 2023 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.60 |
| 2022 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.56 |
| 2021 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.18 | $0.51 |
| 2020 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 |
| 2019 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.79 |
| 2018 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.78 |
| 2017 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.75 |
| 2016 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.72 |
| 2015 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.68 |
| 2014 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.64 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Retail Opportunity Investments Corp.. 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 Retail Opportunity Investments Corp. was 65.79%, occurring on Mar 18, 2020. Recovery took 448 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.79% | Aug 2, 2016 | 913 | Mar 18, 2020 | 448 | Dec 27, 2021 | 1361 |
| -40.44% | Mar 30, 2022 | 398 | Oct 27, 2023 | — | — | — |
| -18.95% | May 22, 2013 | 74 | Sep 5, 2013 | 144 | Apr 2, 2014 | 218 |
| -16.2% | Mar 24, 2015 | 113 | Sep 1, 2015 | 40 | Oct 28, 2015 | 153 |
| -10.78% | Jan 5, 2022 | 34 | Feb 23, 2022 | 24 | Mar 29, 2022 | 58 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Retail Opportunity Investments Corp. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Retail Opportunity Investments Corp., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 257.1% positive surprise.
Valuation
The Valuation section provides an overview of how Retail Opportunity Investments Corp. is priced in the market compared to other companies in the REIT - Retail industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for ROIC, comparing it with other companies in the REIT - Retail industry. Currently, ROIC has a P/E ratio of 38.9. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for ROIC compared to other companies in the REIT - Retail industry. ROIC currently has a PEG ratio of 6.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for ROIC relative to other companies in the REIT - Retail industry. Currently, ROIC has a P/S ratio of 6.7. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for ROIC in comparison with other companies in the REIT - Retail industry. Currently, ROIC has a P/B value of 1.7. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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