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Oportun Financial Corp (OPRT) Stock Fundamental Analysis & AI Rating 2026

OPRT Nasdaq Finance Services DE CIK: 0001538716
Recently Updated • Analysis: Apr 13, 2026 • SEC Data: 2025-12-31
HOLD
65% Conf
Pending
Analysis scheduled

📊 OPRT Key Takeaways

Revenue: $956.7M
Net Margin: 2.6%
Free Cash Flow: $407.4M
Current Ratio: N/A
Debt/Equity: 0.62x
EPS: $0.53
AI Rating: HOLD with 65% confidence
Oportun Financial Corp (OPRT) receives a HOLD rating with 65% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $956.7M, net profit margin of 2.6%, and return on equity (ROE) of 6.5%, Oportun Financial Corp demonstrates mixed fundamentals in the Finance sector. Below is our complete OPRT stock analysis for 2026.

Is Oportun Financial Corp (OPRT) a Good Investment?

Claude

Oportun demonstrates exceptional free cash flow generation (407.4M, 42.6% margin) and strong operating cash flows, indicating genuine cash-producing capability. However, net income remained flat YoY despite an extraordinary 4814.9% revenue surge, raising material concerns about acquisition-driven growth quality, integration challenges, and earnings sustainability. Thin profit margins (2.6% net, 4.6% operating) and weak returns (6.5% ROE, 0.8% ROA) are insufficient for a financial services company and warrant caution despite positive cash generation.

Why Buy Oportun Financial Corp Stock? OPRT Key Strengths

Claude
  • + Exceptional free cash flow generation of 407.4M with 42.6% margin demonstrates strong underlying cash-producing capability
  • + Robust operating cash flow of 413.4M significantly exceeds capex requirements, providing financial flexibility
  • + Moderate leverage with 0.62x Debt/Equity ratio is appropriate for financial services sector

OPRT Stock Risks: Oportun Financial Corp Investment Risks

Claude
  • ! Critical disconnect: net income flat (0% growth) despite 4814.9% revenue growth signals acquisition-driven growth is not translating to earnings or potential margin compression
  • ! Persistently thin profit margins (2.6% net, 4.6% operating) and weak returns on assets/equity (0.8% ROA, 6.5% ROE) indicate suboptimal business economics for financial services
  • ! Missing essential financial metrics for financial services assessment (Current Ratio, Quick Ratio, Interest Coverage) prevents complete liquidity and debt service evaluation

Key Metrics to Watch

Claude
  • * Net income and earnings per share trajectory in next 2-4 quarters to determine if flat growth is temporary or structural
  • * Operating margin sustainability and evolution of profitability metrics amid integration efforts
  • * Debt service coverage ratios and refinancing activity to assess financial stability of leverage position

Oportun Financial Corp (OPRT) Financial Metrics & Key Ratios

Revenue
$956.7M
Net Income
$25.2M
EPS (Diluted)
$0.53
Free Cash Flow
$407.4M
Total Assets
$3.3B
Cash Position
$105.5M

💡 AI Analyst Insight

The 42.6% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

OPRT Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 4.6%
Net Margin 2.6%
ROE 6.5%
ROA 0.8%
FCF Margin 42.6%

OPRT vs Finance Sector: How Oportun Financial Corp Compares

How Oportun Financial Corp compares to Finance sector averages

Net Margin
OPRT 2.6%
vs
Sector Avg 25.0%
OPRT Sector
ROE
OPRT 6.5%
vs
Sector Avg 12.0%
OPRT Sector
Current Ratio
OPRT 0.0x
vs
Sector Avg 1.2x
OPRT Sector
Debt/Equity
OPRT 0.6x
vs
Sector Avg 2.0x
OPRT Sector

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

Is Oportun Financial Corp Stock Overvalued? OPRT Valuation Analysis 2026

Based on fundamental analysis, Oportun Financial Corp has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
6.5%
Sector avg: 12%
Net Profit Margin
2.6%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.62x
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.

Oportun Financial Corp Balance Sheet: OPRT Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.62x
Debt/Assets
88.0%
Interest Coverage
N/A
Long-term Debt
$241.8M

OPRT Revenue & Earnings Growth: 5-Year Financial Trend

OPRT 5-year financial data: Year 2022: Revenue $31.2M, Net Income $47.4M, EPS $1.56. Year 2023: Revenue $31.2M, Net Income -$77.7M, EPS $-2.37. Year 2024: Revenue $25.6M, Net Income -$180.0M, EPS $-4.88. Year 2025: Revenue $22.7M, Net Income -$78.7M, EPS $-1.95.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Oportun Financial Corp's revenue has declined by 27% over the 5-year period, indicating business contraction. The most recent EPS of $-1.95 indicates the company is currently unprofitable.

OPRT 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
42.6%
Free cash flow / Revenue

OPRT Quarterly Earnings & Performance

Quarterly financial performance data for Oportun Financial Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $4.9M $5.2M $0.11
Q2 2025 $4.8M $6.9M $0.14
Q1 2025 $5.0M $9.8M $0.21
Q3 2024 $6.2M -$14.9M $-0.55
Q2 2024 $5.4M -$14.9M $-0.41
Q1 2024 $6.5M -$26.4M $-0.68
Q3 2023 $6.2M -$9.2M $-0.55
Q2 2023 $6.3M -$9.2M $-0.28

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

Oportun Financial Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$413.4M
Cash generated from operations
Capital Expenditures
$6.0M
Investment in assets
Dividends
None
No dividend program

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

Access official SEC EDGAR filings for Oportun Financial Corp (CIK: 0001538716)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 8-K d104568d8k.htm View →
Mar 12, 2026 4 xslF345X05/wk-form4_1773353340.xml View →
Mar 12, 2026 4 xslF345X05/wk-form4_1773351108.xml View →
Mar 12, 2026 4 xslF345X05/wk-form4_1773350716.xml View →
Feb 27, 2026 10-K oprt-20251231.htm View →

Frequently Asked Questions about OPRT

What is the AI rating for OPRT?

Oportun Financial Corp (OPRT) has an AI rating of HOLD with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are OPRT's key strengths?

Claude: Exceptional free cash flow generation of 407.4M with 42.6% margin demonstrates strong underlying cash-producing capability. Robust operating cash flow of 413.4M significantly exceeds capex requirements, providing financial flexibility.

What are the risks of investing in OPRT?

Claude: Critical disconnect: net income flat (0% growth) despite 4814.9% revenue growth signals acquisition-driven growth is not translating to earnings or potential margin compression. Persistently thin profit margins (2.6% net, 4.6% operating) and weak returns on assets/equity (0.8% ROA, 6.5% ROE) indicate suboptimal business economics for financial services.

What is OPRT's revenue and growth?

Oportun Financial Corp reported revenue of $956.7M.

Does OPRT pay dividends?

Oportun Financial Corp does not currently pay dividends.

Where can I find OPRT SEC filings?

Official SEC filings for Oportun Financial Corp (CIK: 0001538716) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OPRT's EPS?

Oportun Financial Corp has a diluted EPS of $0.53.

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 OPRT a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Oportun Financial Corp has a HOLD rating with 65% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is OPRT stock overvalued or undervalued?

Valuation metrics for OPRT: ROE of 6.5% (sector avg: 12%), net margin of 2.6% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy OPRT stock in 2026?

Our dual AI analysis gives Oportun Financial Corp a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OPRT's free cash flow?

Oportun Financial Corp's operating cash flow is $413.4M, with capital expenditures of $6.0M. FCF margin is 42.6%.

How does OPRT compare to other Finance stocks?

Vs Finance sector averages: Net margin 2.6% (avg: 25%), ROE 6.5% (avg: 12%), current ratio N/A (avg: 1.2).

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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