Overview Performance Dividends Peer Group Options

(OPRT) Oportun Financial - Performance 65.5% in 12m

Compare OPRT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating -17.02%
#48 in Group
Rel. Strength 92.69%
#588 in Universe
Total Return 12m 65.48%
#11 in Group
Total Return 5y -14.50%
#46 in Group
P/E -
(?) Percentile in Group
P/E Forward 5.30
22th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 12.9%
69th Percentile in Group

12m Total Return: OPRT (65.5%) vs XLF (19.3%)

Compare overall performance (total returns) of Oportun Financial with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (OPRT) Oportun Financial - Performance 65.5% in 12m

Top Performers in Consumer Finance

Short Term
Symbol 1w 1m 3m
OPRT 17.4% -13.1% 33.6%
JNVR 31.9% 0.0% 910%
XYF 22.9% 5.85% 72.0%
EZPW 3.55% 9.68% 32.0%
Long Term
Symbol 6m 12m 5y
OPRT 95.1% 65.5% -14.5%
JNVR 793% 530% 69.9%
LX 168% 416% 15.5%
XYF 105% 293% 456%
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		 9.68% 47.4% 220% 14.1 12.4 0.35 66.2% 38.7%
AXP NYSE
American Express		 -4.87% 13% 232% 17.6 15.9 1.71 72.9% 7.07%
SLM NASDAQ
SLM		 -7.62% 29.1% 312% 9.8 8.9 0.58 -4.10% -26.2%
MFIN NASDAQ
Medallion Financial		 1.83% 16.7% 324% 5.95 - 0.41 -12.4% 6.05%
OMF NYSE
OneMain Holdings		 -5.3% 4.69% 317% 10.5 7.22 0.61 -89.9% -23.5%
SYF NYSE
Synchrony Financial		 -7.93% 17.4% 232% 5.52 6.72 1.61 -8.20% 3.02%
COF NYSE
Capital One Financial		 0.16% 27.1% 238% 14.3 10.5 1.2 -79.4% -20.7%
CPSS NASDAQ
Consumer Portfolio		 0.12% -0.93% 180% 11 4.8 0.33 -51.0% -

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 -13.05% -4.78% -4.31%
3 Months 33.59% -6.25% -7.85%
12 Months 65.48% 19.30% 10.76%
5 Years -14.50% 134.53% 106.31%
Trend Score (consistency of price movement) OPRT XLF S&P 500
1 Month -40.4% -30.6% -35.6%
3 Months -28.0% -83.1% -89.7%
12 Months 63.5% 84.9% 58.3%
5 Years -79.8% 75.2% 84.2%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #55 -8.69% -9.13%
3 Month #4 42.5% 45.0%
12 Month #10 38.7% 49.4%
5 Years #47 -63.5% -58.6%

FAQs

Does OPRT Oportun Financial outperforms the market?

Yes, over the last 12 months OPRT made 65.48%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months OPRT made 33.59%, while XLF made -6.25%.

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 10.2% -8.74% 99.4% 54.7%
US NASDAQ 100 QQQ 8.28% -8.81% 99.4% 53.5%
US Dow Jones Industrial 30 DIA 12.3% -7.27% 99.1% 58.5%
German DAX 40 DAX 12.9% -9.24% 80.9% 42.0%
Shanghai Shenzhen CSI 300 CSI 300 16.8% -9.55% 101% 56.9%
Hongkong Hang Seng HSI 12.5% -10.2% 97.5% 51.5%
India NIFTY 50 INDA 17.7% -14.6% 97.8% 63.7%
Brasil Bovespa EWZ 10.5% -15.0% 94.9% 71.0%

OPRT vs. Sectors OPRT is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 10.4% -7.47% 90.6% 43.1%
Consumer Discretionary XLY 7.89% -9.01% 96.2% 51.1%
Consumer Staples XLP 17.7% -15.8% 94.0% 56.0%
Energy XLE 13.6% -1.42% 102% 77.4%
Financial XLF 12.2% -8.27% 91.3% 46.2%
Health Care XLV 13.3% -8.08% 101% 65.2%
Industrial XLI 12.1% -8.98% 99.0% 58.6%
Materials XLB 13.5% -8.54% 106% 70.8%
Real Estate XLRE 15.1% -11.1% 102% 50.4%
Technology XLK 6.43% -8.53% 104% 59.2%
Utilities XLU 14.4% -14.7% 96.3% 45.0%
Aerospace & Defense XAR 10.7% -12.8% 88.1% 38.5%
Biotech XBI 11.1% -5.21% 112% 67.7%
Homebuilder XHB 12.0% -7.03% 114% 73.5%
Retail XRT 13.0% -10.1% 103% 69.1%

OPRT vs. Commodities OPRT is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 16.8% -5.31% 102% 79.7%
Natural Gas UNG 19.4% 9.72% 86.4% 56.2%
Gold GLD 20.8% -22.5% 74.8% 24.4%
Silver SLV 16.5% -11.3% 97.0% 45.6%
Copper CPER 15.4% -6.01% 84.3% 58.4%

OPRT vs. Yields & Bonds OPRT is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 14.0% -12.4% 96.5% 60.0%
iShares High Yield Corp. Bond HYG 15.5% -12.7% 92.8% 56.1%