Live Oak Bancshares Stock Performance
| LOB Stock | USD 38.71 0.93 2.35% |
The company secures a Beta (Market Risk) of 0.33, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Live Oak's returns are expected to increase less than the market. However, during the bear market, the loss of holding Live Oak is expected to be smaller as well. At this point, Live Oak Bancshares has a negative expected return of -0.2%. Please make sure to verify Live Oak's kurtosis, as well as the relationship between the rate of daily change and price action indicator , to decide if Live Oak Bancshares performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Live Oak Bancshares has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest weak performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
Actual Historical Performance (%)
One Day Return (3.34) | Five Day Return (4.16) | Year To Date Return (0.58) | Ten Year Return 100.92 | All Time Return 100.92 |
Forward Dividend Yield 0.003 | Payout Ratio | Forward Dividend Rate 0.12 | Dividend Date 2024-12-16 | Ex Dividend Date 2024-12-02 |
1 | Earnings call Live Oak Bancshares reports strong growth in Q3 2024 | 10/24/2024 |
2 | Live Oak Bancshares Inc Trading Down 3.22 percent on Oct 29 | 10/29/2024 |
3 | Live Oak Bancshares Rose in Q3 Along with Broader Sector | 10/31/2024 |
4 | Live Oak Bancshares Inc Stock Price Up 3.28 percent on Nov 5 | 11/05/2024 |
5 | Disposition of 5355 shares by Gregory Seward of Live Oak at 47.3902 subject to Rule 16b-3 | 11/07/2024 |
6 | Live Oak Bancshares general counsel sells 470,168 in stock | 11/08/2024 |
7 | Disposition of 12588 shares by John Sutherland of Live Oak at 49.002 subject to Rule 16b-3 | 11/13/2024 |
8 | Disposition of 1000 shares by Gregory Seward of Live Oak subject to Rule 16b-3 | 11/14/2024 |
9 | Disposition of 3000 shares by John Sutherland of Live Oak subject to Rule 16b-3 | 11/15/2024 |
10 | Live Oak Bancshares declares 0.03 dividend per share | 11/18/2024 |
11 | Disposition of 5353 shares by Gregory Seward of Live Oak at 38.55 subject to Rule 16b-3 | 11/20/2024 |
12 | Sunbound Expands Reach with Live Oak Ventures Investment, Supporting Growth in Senior Living Sector | 12/04/2024 |
13 | Disposition of 699 shares by Walter Phifer of Live Oak at 45.3 subject to Rule 16b-3 | 12/09/2024 |
| Live Oak dividend paid on 16th of December 2024 | 12/16/2024 |
14 | SBAs biggest lending program is expanding. So are its problem loans | 12/20/2024 |
| Begin Period Cash Flow | 416.6 M |
Live |
Live Oak Relative Risk vs. Return Landscape
If you would invest 4,532 in Live Oak Bancshares on October 10, 2024 and sell it today you would lose (661.00) from holding Live Oak Bancshares or give up 14.59% of portfolio value over 90 days. Live Oak Bancshares is generating negative expected returns assuming volatility of 3.4864% on return distribution over 90 days investment horizon. In other words, 31% of stocks are less volatile than Live, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Live Oak Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Live Oak's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Live Oak Bancshares, and traders can use it to determine the average amount a Live Oak's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0573
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LOB |
Estimated Market Risk
| 3.49 actual daily | 31 69% of assets are more volatile |
Expected Return
| -0.2 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Live Oak is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Live Oak by adding Live Oak to a well-diversified portfolio.
Live Oak Fundamentals Growth
Live Stock prices reflect investors' perceptions of the future prospects and financial health of Live Oak, and Live Oak fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Live Stock performance.
| Return On Equity | 0.0901 | ||||
| Return On Asset | 0.0071 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.21 % | ||||
| Current Valuation | 1.24 B | ||||
| Shares Outstanding | 45.19 M | ||||
| Price To Earning | 12.48 X | ||||
| Price To Book | 1.78 X | ||||
| Price To Sales | 4.41 X | ||||
| Revenue | 119.49 M | ||||
| Gross Profit | 508.33 M | ||||
| EBITDA | 104.1 M | ||||
| Net Income | 73.9 M | ||||
| Cash And Equivalents | 636.44 M | ||||
| Cash Per Share | 14.51 X | ||||
| Total Debt | 23.35 M | ||||
| Debt To Equity | 4.28 % | ||||
| Book Value Per Share | 22.32 X | ||||
| Cash Flow From Operations | 620.07 M | ||||
| Earnings Per Share | 1.84 X | ||||
| Market Capitalization | 1.79 B | ||||
| Total Asset | 11.27 B | ||||
| Retained Earnings | 642.82 M | ||||
About Live Oak Performance
By analyzing Live Oak's fundamental ratios, stakeholders can gain valuable insights into Live Oak's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Live Oak has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Live Oak has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.09 | 0.09 |
Things to note about Live Oak Bancshares performance evaluation
Checking the ongoing alerts about Live Oak for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Live Oak Bancshares help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Live Oak Bancshares generated a negative expected return over the last 90 days | |
| Live Oak Bancshares has high historical volatility and very poor performance | |
| About 70.0% of the company shares are owned by institutional investors | |
| On 16th of December 2024 Live Oak paid $ 0.03 per share dividend to its current shareholders | |
| Latest headline from americanbanker.com: SBAs biggest lending program is expanding. So are its problem loans |
- Analyzing Live Oak's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Live Oak's stock is overvalued or undervalued compared to its peers.
- Examining Live Oak's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Live Oak's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Live Oak's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Live Oak's stock. These opinions can provide insight into Live Oak's potential for growth and whether the stock is currently undervalued or overvalued.
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When running Live Oak's price analysis, check to measure Live Oak'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 Live Oak is operating at the current time. Most of Live Oak's value examination focuses on studying past and present price action to predict the probability of Live Oak's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Live Oak's price. Additionally, you may evaluate how the addition of Live Oak to your portfolios can decrease your overall portfolio volatility.
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