Oportun Financial Corp Stock Alpha and Beta Analysis
| OPRT Stock | USD 5.52 0.09 1.60% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Oportun Financial Corp. It also helps investors analyze the systematic and unsystematic risks associated with investing in Oportun Financial over a specified time horizon. Remember, high Oportun Financial's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Oportun Financial's market risk premium analysis include:
Beta 2.08 | Alpha 0.94 | Risk 5.52 | Sharpe Ratio 0.13 | Expected Return 0.73 |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Oportun |
Oportun Financial Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Oportun Financial market risk premium is the additional return an investor will receive from holding Oportun Financial long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Oportun Financial. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Oportun Financial's performance over market.| α | 0.94 | β | 2.08 |
Oportun Financial expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Oportun Financial's Buy-and-hold return. Our buy-and-hold chart shows how Oportun Financial performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Oportun Financial Market Price Analysis
Market price analysis indicators help investors to evaluate how Oportun Financial stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Oportun Financial shares will generate the highest return on investment. By understating and applying Oportun Financial stock market price indicators, traders can identify Oportun Financial position entry and exit signals to maximize returns.
Oportun Financial Return and Market Media
The median price of Oportun Financial for the period between Sun, Dec 15, 2024 and Sat, Mar 15, 2025 is 4.01 with a coefficient of variation of 29.21. The daily time series for the period is distributed with a sample standard deviation of 1.47, arithmetic mean of 5.02, and mean deviation of 1.29. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Singular Research Comments on OPRT FY2024 Earnings - MarketBeat | 12/20/2024 |
2 | Acquisition by Minetti Carlos of 15000 shares of Oportun Financial at 3.89 subject to Rule 16b-3 | 01/17/2025 |
3 | Oportun Financial Corp Q4 2024 Everything You Need To Know Ahead Of Earnings | 02/11/2025 |
4 | Oportun Reports Fourth Quarter and Full Year 2024 Financial Results | 02/12/2025 |
5 | Oportun projects 1.10 to 1.30 adjusted EPS for 2025 with focus on high-quality originations | 02/13/2025 |
6 | Best Value Stocks to Buy for February 19th | 02/19/2025 |
7 | Recent 17 percent pullback isnt enough to hurt long-term Oportun Financial shareholders, theyre still up 81 percent over 1 year | 02/26/2025 |
8 | How Much Upside is Left in Oportun Financial Wall Street Analysts Think 31.74 | 03/05/2025 |
9 | Disposition of 20986 shares by Raul Vazquez of Oportun Financial subject to Rule 16b-3 | 03/10/2025 |
10 | CLSK Plunges 52 percent in a Year Should You Buy, Sell or Hold the Stock | 03/12/2025 |
About Oportun Financial Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Oportun or other stocks. Alpha measures the amount that position in Oportun Financial Corp has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2022 | 2023 | 2024 | 2025 (projected) | Days Sales Outstanding | 6.34 | 3.03 | 3.49 | 3.31 | PTB Ratio | 0.33 | 0.36 | 0.44 | 0.42 |
Oportun Financial Upcoming Company Events
As portrayed in its financial statements, the presentation of Oportun Financial's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Oportun Financial's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Oportun Financial's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Oportun Financial. Please utilize our Beneish M Score to check the likelihood of Oportun Financial's management manipulating its earnings.
| 11th of March 2024 Upcoming Quarterly Report | View | |
| 13th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 11th of March 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
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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.