Value
7.1/10data confidence 83%| Component | Sub-score |
|---|---|
| P/E | 9.4 |
| P/S | 8.0 |
| Fwd P/E | 9.6 |
| PEG | 4.7 |
| Analyst target | 4.0 |
- ▸Forward P/E: 7.7x
- ▸PEG: 1.79
- ▸Attractively valued
OZK · Why this verdict
Why Bank OZK (OZK) is rated SELL
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictSELL
Overall score5.3/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
5.5/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 3.9 |
| ROA | 1.2 |
| Gross margin | 0.0 |
| Op margin | 10.0 |
| Net margin | 10.0 |
| Moat | 4.2 |
| Piotroski F | 8.9 |
- ▸Strong margins: 45%
- ▸No competitive moat
- ▸Strong Piotroski F-Score: 8/9
Growth
2.8/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 2.8 |
| EPS growth | 2.9 |
Momentum
7.0/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 5.0 |
| MACD | 9.9 |
| OBV | 10.0 |
| MA position | 8.0 |
| Volume | 2.1 |
- ▸Volume accumulation (rising OBV)
- ▸Above 200-MA but MA slope flat
Sentiment
5.2/10data confidence 100%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
| Price target | 5.7 |
| erm sentiment | 5.0 |
Insider
5.0/10data confidence 50%Peer rank
5.5/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 7.8 |
| quality rank | 8.0 |
| growth rank | 1.1 |
- ▸Attractive P/E vs peers
- ▸Best-in-class margins
Technical
3.4/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 0.0 |
| support resistance | 1.0 |
| 52w position | 9.1 |
Risk (lower is worse)
5.4/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 3.0 |
| days to cover | 0.0 |
| volatility | 7.8 |
| put call | 9.6 |
| implied vol | 6.7 |
| max pain risk | 3.0 |
| beta | 7.6 |
- ▸Above max pain $32
Catalyst
4.5/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 3.3 |
| earnings timing | 5.0 |
| surprise avg | 2.3 |
| dividend safety | 7.0 |
- ▸Earnings concerns: 2B/2M
- ▸Dividend: 367.0%
How the verdict was assembled
Engine trigger
Maintain position. Not compelling to add more. | News modifier -1 (HOLD_IF_HOLDING → SELL_IF_HOLDING).
Engine technical detail
verdict_path:
L4:PATH_F_HOLD|L3:NEWS_MOD=-1Passed (7)
- MOMENTUM:7.0>=5.5
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:38d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (1)
- ASYMMETRY:-1.1=NEGATIVE
Warning (0)
none
Reward-to-Risk
-1.13
Upside
-8.8%
Downside
7.8%
Sizing output
AVOID
SetupBREAKOUT — Golden cross, above all MAs, RSI 68, MACD bullish
EdgeNO_EDGE — No clear edge identified
SuitabilityMODERATE — Balanced profile
Investment implication
None of the engine's positive-conviction paths (C-quality, D-momentum) triggered — the F-path HOLD reflects balanced signals. Strongest-cleared gate: MOMENTUM:7.0>=5.5. Top dim: Value at 7.1; weakest: Growth at 2.8. No conviction either direction.
The strongest dimensions are Value at 7.1, Momentum at 7.0, and Quality at 5.5; the weakest are Growth at 2.8, Technical at 3.4, and Catalyst at 4.5. The V9 engine flagged 1 failed gate, producing an asymmetric reward-to-risk of -1.13 and an engine sizing output of AVOID.