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Onity Group Inc.. (ONIT) Stock Fundamental Analysis & AI Rating 2026

ONIT NYSE Mortgage Bankers & Loan Correspondents FL CIK: 0000873860
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
STRONG SELL
85% Conf
Pending
Analysis scheduled

📊 ONIT Key Takeaways

Revenue: $1.1B
Net Margin: 17.8%
Free Cash Flow: $-750.9M
Current Ratio: N/A
Debt/Equity: 11.93x
EPS: $21.46
AI Rating: STRONG SELL with 85% confidence
Onity Group Inc.. (ONIT) receives a STRONG SELL rating with 85% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.1B, net profit margin of 17.8%, and return on equity (ROE) of 30.2%, Onity Group Inc.. demonstrates mixed fundamentals in the Finance sector. Below is our complete ONIT stock analysis for 2026.

Is Onity Group Inc.. (ONIT) a Good Investment?

Claude

Despite impressive profitability metrics, the company is operationally destroying value with negative $750M free cash flow and dangerously low 0.2x interest coverage, while carrying excessive 11.93x leverage that creates significant financial distress risk. The massive gap between GAAP profitability and negative cash generation raises concerns about earnings quality and sustainability in a cyclical mortgage banking industry.

Why Buy Onity Group Inc.. Stock? ONIT Key Strengths

Claude
  • + Exceptional revenue growth of 1745% YoY demonstrates strong market demand
  • + Strong net margin of 17.8% and outstanding ROE of 30.2% show operational profitability capability
  • + Absolute net income of $189.5M with 2.2% YoY growth indicates current profitability

ONIT Stock Risks: Onity Group Inc.. Investment Risks

Claude
  • ! Severe negative free cash flow of -$750.9M despite positive GAAP earnings indicates business model is destroying shareholder value
  • ! Critically low interest coverage ratio of 0.2x means company barely services debt obligations and is vulnerable to any earnings decline
  • ! Extreme leverage of 11.93x debt-to-equity with only $180.5M cash against $7.5B long-term debt creates imminent financial distress risk

Key Metrics to Watch

Claude
  • * Operating cash flow trend - must turn positive to validate earnings quality
  • * Interest coverage ratio - needs to reach minimum 1.5x to indicate sustainable debt service
  • * Debt-to-equity ratio improvement and deleveraging progress

Onity Group Inc.. (ONIT) Financial Metrics & Key Ratios

Revenue
$1.1B
Net Income
$189.5M
EPS (Diluted)
$21.46
Free Cash Flow
$-750.9M
Total Assets
$16.2B
Cash Position
$180.5M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

ONIT Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 5.9%
Net Margin 17.8%
ROE 30.2%
ROA 1.2%
FCF Margin -70.4%

ONIT vs Finance Sector: How Onity Group Inc.. Compares

How Onity Group Inc.. compares to Finance sector averages

Net Margin
ONIT 17.8%
vs
Sector Avg 25.0%
ONIT Sector
ROE
ONIT 30.2%
vs
Sector Avg 12.0%
ONIT Sector
Current Ratio
ONIT 0.0x
vs
Sector Avg 1.2x
ONIT Sector
Debt/Equity
ONIT 11.9x
vs
Sector Avg 2.0x
ONIT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Onity Group Inc.. Stock Overvalued? ONIT Valuation Analysis 2026

Based on fundamental analysis, Onity Group Inc.. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
30.2%
Sector avg: 12%
Net Profit Margin
17.8%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
11.93x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Onity Group Inc.. Balance Sheet: ONIT Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
11.93x
Debt/Assets
95.8%
Interest Coverage
0.20x
Long-term Debt
$7.5B

ONIT Revenue & Earnings Growth: 5-Year Financial Trend

ONIT 5-year financial data: Year 2021: Revenue $42.7M, Net Income -$142.1M, EPS $-15.86. Year 2022: Revenue $42.7M, Net Income -$40.2M, EPS $-4.59. Year 2023: Revenue $42.7M, Net Income $18.1M, EPS $1.93. Year 2024: Revenue $42.0M, Net Income $25.7M, EPS $2.85. Year 2025: Revenue $57.8M, Net Income -$63.7M, EPS $-8.34.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Onity Group Inc..'s revenue has grown significantly by 35% over the 5-year period, indicating strong business expansion. The most recent EPS of $-8.34 indicates the company is currently unprofitable.

ONIT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-70.4%
Free cash flow / Revenue

ONIT Quarterly Earnings & Performance

Quarterly financial performance data for Onity Group Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $10.8M $18.7M $2.03
Q2 2025 $10.6M $10.5M $1.33
Q1 2025 $8.3M $22.1M $2.50
Q3 2024 $10.0M $8.5M $1.05
Q2 2024 $8.5M $10.5M $1.33
Q1 2024 $5.6M $30.1M $3.74
Q3 2023 $8.3M $8.5M $1.05
Q2 2023 $8.5M $10.4M $1.11

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Onity Group Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$748.0M
Cash generated from operations
Capital Expenditures
$2.9M
Investment in assets
Dividends
None
No dividend program

ONIT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Onity Group Inc.. (CIK: 0000873860)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 4 xslF345X06/ownership.xml View →
Apr 7, 2026 4 xslF345X06/ownership.xml View →
Apr 7, 2026 4 xslF345X06/ownership.xml View →
Apr 7, 2026 4 xslF345X06/ownership.xml View →
Apr 7, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about ONIT

What is the AI rating for ONIT?

Onity Group Inc.. (ONIT) has an AI rating of STRONG SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are ONIT's key strengths?

Claude: Exceptional revenue growth of 1745% YoY demonstrates strong market demand. Strong net margin of 17.8% and outstanding ROE of 30.2% show operational profitability capability.

What are the risks of investing in ONIT?

Claude: Severe negative free cash flow of -$750.9M despite positive GAAP earnings indicates business model is destroying shareholder value. Critically low interest coverage ratio of 0.2x means company barely services debt obligations and is vulnerable to any earnings decline.

What is ONIT's revenue and growth?

Onity Group Inc.. reported revenue of $1.1B.

Does ONIT pay dividends?

Onity Group Inc.. does not currently pay dividends.

Where can I find ONIT SEC filings?

Official SEC filings for Onity Group Inc.. (CIK: 0000873860) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is ONIT's EPS?

Onity Group Inc.. has a diluted EPS of $21.46.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is ONIT a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Onity Group Inc.. has a STRONG SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is ONIT stock overvalued or undervalued?

Valuation metrics for ONIT: ROE of 30.2% (sector avg: 12%), net margin of 17.8% (sector avg: 25%). Higher ROE suggests strong returns relative to peers.

Should I buy ONIT stock in 2026?

Our dual AI analysis gives Onity Group Inc.. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is ONIT's free cash flow?

Onity Group Inc..'s operating cash flow is $-748.0M, with capital expenditures of $2.9M. FCF margin is -70.4%.

How does ONIT compare to other Finance stocks?

Vs Finance sector averages: Net margin 17.8% (avg: 25%), ROE 30.2% (avg: 12%), current ratio N/A (avg: 1.2).

Is Onity Group Inc.. carrying too much debt?

ONIT has a debt-to-equity ratio of 11.93x, which is above the Finance sector average of 2x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

Why is ONIT's return on equity (ROE) so high?

Onity Group Inc.. has a return on equity of 30.2%, significantly above the Finance sector average of 12%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 17.8% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 13, 2026 | Data as of: 2025-12-31 | Powered by Claude AI