(OPRT) Oportun Financial - Performance 69% in 12m
Compare OPRT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-14.51%
#49 in Group
Rel. Strength
92.47%
#600 in Universe
Total Return 12m
68.96%
#12 in Group
Total Return 5y
-10.74%
#48 in Group
P/E -
(?) Percentile in Group
P/E Forward 6.13
23th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 12.9%
70th Percentile in Group
12m Total Return: OPRT (69%) vs XLF (22.4%)
5y Drawdown (Underwater) Chart
Top Performers in Consumer Finance
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| EZPW NASDAQ EZCORP |
-2.95% | 43.1% | 182% | 13.2 | 12.7 | 0.35 | 66.9% | 69.2% |
| AXP NYSE American Express |
22.6% | 21.4% | 255% | 18.7 | 17.7 | 1.9 | 73.3% | 7.07% |
| SLM NASDAQ SLM |
28.7% | 49.8% | 344% | 11 | 10 | 0.58 | 33.5% | 34% |
| MFIN NASDAQ Medallion Financial |
11% | 22.8% | 405% | 5.83 | - | 0.41 | -27.7% | 5.09% |
| OMF NYSE OneMain Holdings |
23.8% | 4.98% | 313% | 10.1 | 7.74 | 0.61 | -65.0% | -9.17% |
| COF NYSE Capital One Financial |
24.4% | 34.7% | 246% | 15.4 | 11.9 | 1.35 | -64.0% | -15.1% |
| SYF NYSE Synchrony Financial |
27.2% | 24% | 254% | 7.42 | 7.47 | 1.61 | 10.5% | -2.68% |
| CPSS NASDAQ Consumer Portfolio |
10% | 14.4% | 253% | 11.5 | 5.01 | 0.33 | -52.9% | - |
Performance Comparison: OPRT vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OPRT
| Total Return (including Dividends) | OPRT | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 41.38% | 13.52% | 13.81% |
| 3 Months | 9.43% | -2.66% | -6.30% |
| 12 Months | 68.96% | 22.43% | 10.65% |
| 5 Years | -10.74% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | OPRT | XLF | S&P 500 |
| 1 Month | 91.8% | 89.2% | 83% |
| 3 Months | -71.5% | -64.6% | -75.3% |
| 12 Months | 69.1% | 82% | 50.1% |
| 5 Years | -80.3% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #44 | 24.5% | 24.2% |
| 3 Month | #11 | 12.4% | 16.8% |
| 12 Month | #12 | 38.0% | 52.7% |
| 5 Years | #49 | -64.4% | -57.0% |
FAQs
Does OPRT Oportun Financial outperforms the market?
Yes,
over the last 12 months OPRT made 68.96%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months OPRT made 9.43%, while XLF made -2.66%.
Over the last 3 months OPRT made 9.43%, while XLF made -2.66%.
Performance Comparison OPRT vs Indeces and Sectors
OPRT vs. Indices OPRT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 18.9% | 27.6% | 105% | 58.3% |
| US NASDAQ 100 | QQQ | 18.8% | 24.0% | 104% | 57.3% |
| US Dow Jones Industrial 30 | DIA | 18.5% | 31.4% | 105% | 61.3% |
| German DAX 40 | DAX | 19.0% | 26.4% | 78.4% | 43.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 16.8% | 29.6% | 104% | 61.6% |
| Hongkong Hang Seng | HSI | 15.8% | 21.5% | 96.3% | 55.3% |
| India NIFTY 50 | INDA | 23.9% | 36.5% | 104% | 69.2% |
| Brasil Bovespa | EWZ | 17.9% | 24.1% | 95.9% | 77.3% |
OPRT vs. Sectors OPRT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 18.3% | 28.0% | 97.6% | 47.4% |
| Consumer Discretionary | XLY | 18.6% | 27.2% | 106% | 54.7% |
| Consumer Staples | XLP | 19.8% | 34.8% | 97.7% | 59.8% |
| Energy | XLE | 19.1% | 34.6% | 111% | 78.4% |
| Financial | XLF | 17.8% | 27.9% | 97.5% | 46.5% |
| Health Care | XLV | 22.0% | 40.5% | 110% | 73.0% |
| Industrial | XLI | 17.3% | 24.6% | 103% | 58.0% |
| Materials | XLB | 19.1% | 27.8% | 110% | 74.2% |
| Real Estate | XLRE | 20.3% | 29.8% | 104% | 53.5% |
| Technology | XLK | 17.9% | 20.2% | 108% | 61.9% |
| Utilities | XLU | 18.9% | 31.8% | 97.0% | 51.5% |
| Aerospace & Defense | XAR | 17.0% | 20.2% | 93.1% | 41.6% |
| Biotech | XBI | 25.5% | 29.6% | 125% | 81.3% |
| Homebuilder | XHB | 18.5% | 29.9% | 118% | 76.5% |
| Retail | XRT | 17.0% | 26.7% | 109% | 70.4% |