Orchid Island Competitors

ORC Stock  USD 6.82  -0.32  -4.48%   
The company runs in the Financials industry (Mortgage Real Estate Investment Trusts (REITs) sector). ARMOUR Residential, Ellington Financial, Two Harbors, Dynex Capital, and Ellington Residential and similar firms make up the peer group for Orchid Island Capital. Revenue per employee for Orchid Island versus peers measures operational efficiency at a basic level.

Orchid Island vs Cornerstone Strategic Correlation Details

Moderate diversification
Across the chosen horizon, Orchid Island and Cornerstone Strategic show a correlation of 0.39 and fall into the Moderate diversification bucket. A 0.39 reading means Orchid Island and Cornerstone Strategic have partial price overlap, offering some diversification benefit.

Moving against Orchid Stock

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The mean reversion effect in Orchid Island is stronger when the initial deviation was driven by sentiment rather than fundamentals. Such deviations have sometimes corrected when the initial catalyst fades, though timing remains uncertain. The degree to which Orchid Island's exhibits mean reversion depends on how efficiently the market prices new information. Short-term deviations can persist and even widen before correcting, making position sizing critical.
Hype
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5.426.828.22
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5.747.148.54
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5.026.427.82
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6.957.327.68
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To derive maximum value from Orchid Island analysis, compare Orchid Island's metrics against peers. Comparing Orchid Island's margins, returns, and growth against averages reveals hidden strengths and weaknesses. Benchmarking Orchid Island's on earnings quality and balance sheet strength can change the conclusion. Orchid Island's standing on returns, margins, and growth relative to competitors is the ultimate investment test.

Orchid Island Competition Correlation Matrix

Reviewing how Orchid Island Capital moves relative to competing stocks can show whether peer exposure is reducing portfolio risk or simply repeating the same market bet. The useful question is whether competitors are behaving like true alternatives or simply tracking the same sector move with different volatility.

Risk-Adjusted Indicators

Surface-level performance for Orchid Stock can mask how the business actually stacks up against its competitive set. Without reviewing risk-adjusted indicators, investors may overweight recent returns and underweight the volatility required to achieve them. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Orchid Island Competitive Analysis

Among ARMOUR Residential, Ellington Financial, and Two Harbors and Orchid Island, each company brings a distinct financial profile to the table. Orchid Island contributes 179.5 M in revenue from a 1.30 B base. Shareholders see a 15.59% return on equity, supported by a 88.59% profit margin. Orchid Island carries a higher earnings multiple of 12.17x compared to 1.57x for ARMOUR Residential. Ellington Financial leads on revenue, 674.5 M to 179.5 M, a substantial gap. Orchid Island converts shareholder equity more efficiently at 15.59% versus Two Harbors at -23.24%.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
ORC ARR EFC TWO DX EARN OXLC CLM
 4.48 
6.82
Orchid
 6.58 
15.48
ARMOUR
 3.83 
11.30
Ellington
 0.56 
10.71
Two
 4.47 
12.39
Dynex
 2.03 
4.34
Ellington
 2.11 
8.73
Oxford
 1.50 
7.22
Cornerstone
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Orchid Island Competition Peer Performance Charts

How to Analyze Orchid Island Against Peers

Orchid Island's peer analysis compares Orchid Island with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:
  • Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
  • Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
  • Check valuation dispersion: Review whether Orchid Island trades at a premium or discount versus peers and why.
  • Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
  • Document the thesis: Record where Orchid Island leads or lags and what catalysts could close or widen the gap.
Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Orchid Island's free cash flow conversion rate exceeds the peer group norm, a sign that reported profits are backed by real cash. Comparing operational quality across peers can be more informative than reading one company in isolation. For peer comparison, Orchid Island has a market cap of 1.3 B, P/E of 12.17, profit margin of 88.59%.

Macroaxis compiles Orchid Island Capital metrics from periodic company reporting and market reference feeds and applies consistent transformation rules before display. Not all fields update in real time.

This content is curated and reviewed by:

Michael Smolkin - Member of Macroaxis Board of Directors
Last reviewed on March 7th, 2026