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

ONIT NYSE Mortgage Bankers & Loan Correspondents FL CIK: 0000873860
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
76% Confidence
AGREEMENT
D
85% Conf
C
68% Conf

📊 ONIT Key Takeaways

Revenue: $294.3M
Net Margin: 2.6%
Free Cash Flow: $-1.6B
Current Ratio: N/A
Debt/Equity: 11.91x
EPS: $0.74
AI Grade: D with 85% confidence
Onity Group Inc.. (ONIT) receives a C fundamental grade with 76% confidence from our AI analysis based on SEC 10-K filings. With revenue of $294.3M, net profit margin of 2.6%, and return on equity (ROE) of 1.2%, 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

Company exhibits severe financial distress with catastrophic -$1.6B operating cash flow, inability to cover interest payments (0.2x coverage ratio), and extreme leverage of 11.91x debt/equity. Thin 2.6% net margin and 0.0% ROA reveal an unprofitable business model despite 1745.5% revenue growth, indicating unsustainable operations and acute bankruptcy risk.

ChatGPT

Headline profitability looks strong on paper with positive net income, high ROE, and surging EPS, but core earnings quality appears weak. Extremely low interest coverage alongside very high leverage and deeply negative operating/free cash flow signal fragile fundamentals and limited cushion in a rate‑sensitive business. The outsized revenue jump likely reflects non-recurring or accounting-driven factors rather than sustainable operating strength.

Onity Group Inc.. Key Strengths (ONIT)

Claude
  • + Revenue growth of 1745.5% YoY demonstrates significant business activity or successful acquisition integration
  • + Operating margin of 21.3% indicates some operational efficiency and cost management
  • + Maintains $182.5M cash balance providing near-term liquidity buffer
ChatGPT
  • + Positive net income with 17.8% net margin
  • + Triple‑digit EPS growth and high ROE
  • + Massive reported revenue growth YoY

ONIT Stock Risks: Onity Group Inc.. Investment Risks

Claude
  • ! Operating cash flow of -$1.6B is catastrophic and unsustainable; company burns cash faster than operations generate it
  • ! Interest coverage ratio of 0.2x indicates critical solvency risk; company cannot pay interest from operating income
  • ! Debt/Equity ratio of 11.91x is extreme leverage; any further business deterioration triggers default risk
  • ! Massive $55B gap between operating income ($62.7M) and net income ($7.6M) indicates crushing interest expense burden
  • ! Near-zero returns on assets (0.0% ROA) and equity (1.2% ROE) prove business creates no shareholder value
ChatGPT
  • ! Leverage is very high (11.9x D/E)
  • ! Interest coverage of 0.2x indicates limited solvency buffer
  • ! Large negative operating and free cash flow

Key Metrics to Watch

Claude
  • * Operating Cash Flow (path to positive FCF critical for survival)
  • * Interest Coverage Ratio (must improve above 1.5x for debt sustainability)
  • * Debt/Equity Ratio (trend toward deleveraging essential)
  • * Net Profit Margin (currently unsustainable at 2.6%)
  • * Covenant compliance on debt agreements
ChatGPT
  • * Interest coverage (EBIT/interest)
  • * Operating cash flow and FCF trend

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

Revenue
$294.3M
Net Income
$7.6M
EPS (Diluted)
$0.74
Free Cash Flow
$-1.6B
Total Assets
$17.7B
Cash Position
$182.5M

💡 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 21.3%
Net Margin 2.6%
ROE 1.2%
ROA 0.0%
FCF Margin -540.3%

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

How Onity Group Inc.. compares to Finance sector averages

Net Margin
ONIT 2.6%
vs
Sector Avg 25.0%
ONIT Sector
ROE
ONIT 1.2%
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.. shows some fundamental concerns relative to the Finance sector in 2026.

Return on Equity
1.2%
Sector avg: 12%
Net Profit Margin
2.6%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
11.91x
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
11.91x
Debt/Assets
96.2%
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
-540.3%
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
Q1 2026 $10.9M $7.6M $0.74
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

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
-$1.6B
Cash generated from operations
Stock Buybacks
$6.1M
Shares repurchased (TTM)
Capital Expenditures
$100.0K
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
May 21, 2026 4 xslF345X06/ownership.xml View →
May 21, 2026 4 xslF345X06/ownership.xml View →
May 21, 2026 4 xslF345X06/ownership.xml View →
May 21, 2026 4 xslF345X06/ownership.xml View →
May 21, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about ONIT

What is the AI rating for ONIT?

Onity Group Inc.. (ONIT) has a Combined AI Grade of C from Claude (D) and ChatGPT (C) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are ONIT's key strengths?

Claude: Revenue growth of 1745.5% YoY demonstrates significant business activity or successful acquisition integration. Operating margin of 21.3% indicates some operational efficiency and cost management. ChatGPT: Positive net income with 17.8% net margin. Triple‑digit EPS growth and high ROE.

What are the risks of investing in ONIT?

Claude: Operating cash flow of -$1.6B is catastrophic and unsustainable; company burns cash faster than operations generate it. Interest coverage ratio of 0.2x indicates critical solvency risk; company cannot pay interest from operating income. ChatGPT: Leverage is very high (11.9x D/E). Interest coverage of 0.2x indicates limited solvency buffer.

What is ONIT's revenue and growth?

Onity Group Inc.. reported revenue of $294.3M.

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 $0.74.

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 grade reflects both perspectives for balanced insights.

What is ONIT's fundamental grade?

Based on our AI fundamental analysis in May 2026, Onity Group Inc.. has a C grade with 76% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is ONIT stock overvalued or undervalued?

Valuation metrics for ONIT: ROE of 1.2% (sector avg: 12%), net margin of 2.6% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

What is ONIT's AI grade for 2026?

Our dual AI analysis gives Onity Group Inc.. a combined C grade 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 $-1.6B, with capital expenditures of $100.0K. FCF margin is -540.3%.

How does ONIT compare to other Finance stocks?

Vs Finance sector averages: Net margin 2.6% (avg: 25%), ROE 1.2% (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 11.91x, which is above the Finance sector average of 2x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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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: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI