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OZ

BEARISH
$51.49 Live
Belpointe PREP, LLC · AMEX
$48.5 52W Range $69.0
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026
Market cap
$200.61M
P/E
N/A
ROE
-13.8%
Profit margin
N/A
Debt/Equity
0.95
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
95%
The company exhibits severe financial distress, highlighted by a critical Piotroski F-Score of 1/9 and a completely bearish technical trend (0/100). While revenue growth is superficially strong at 180.10%, the underlying business model is fundamentally broken, evidenced by a negative gross margin of -62.90% and an operating margin of -213.58%. The stock is a classic value trap; despite a Price/Book ratio of 0.74, the lack of profitability and long-term price decay (-48.6% over 5 years) suggest the assets are not generating value. Overall, the deterministic health indicators signal a high risk of continued decline or insolvency.

Key Strengths

Exceptional year-over-year revenue growth of 180.10%
Price-to-Book ratio of 0.74 suggests the stock trades below book value
Debt-to-Equity ratio (0.95) is significantly lower than the sector average (2.43)
Current ratio of 1.05 indicates basic short-term liquidity
Recent short-term price recovery (+3.0% over 1 week)

Key Risks

Negative gross margins (-62.90%) indicate the cost of goods exceeds revenue
Extreme operating losses with an operating margin of -213.58%
Critical Piotroski F-Score (1/9) indicating poor financial health
Excessive Price-to-Sales ratio (21.84) for a company with zero profit margins
Consistent long-term value destruction with a 5-year price change of -48.6%
AI Fair Value Estimate
Based on comprehensive analysis
$32.5
-36.9% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
16
Weak
Value
30
Future
35
Past
10
Health
5
Dividend
0
AI Verdict
High Risk / Distressed
Key drivers: Negative gross and operating margins, Piotroski F-Score of 1/9, Long-term bearish price trend
Confidence
90%
Value
30/100

Trades at a discount to book but a massive premium to sales.

Positives
  • P/B ratio < 1.0
Watchpoints
  • P/S ratio is extremely high (21.84)
  • No earnings to support valuation
Future
35/100

180% YoY Revenue Growth

Positives
  • High top-line revenue growth
Watchpoints
  • Growth is not scaling into profitability
  • Negative margins suggest growth is currently loss-making
Past
10/100

Consistent multi-year downward trajectory.

Positives
No standout positives identified.
Watchpoints
  • 5-year return of -48.6%
  • 1-year return of -17.3%
Health
5/100

F-Score indicates severe financial weakness.

Positives
  • Debt/Equity lower than peer average
Watchpoints
  • Piotroski F-Score 1/9
  • Negative ROE (-13.84%)
Dividend
0/100

Non-dividend paying entity.

Positives
No standout positives identified.
Watchpoints
  • No dividend payments
  • 0/100 dividend strength

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$51.49

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for OZ and closest competitors.

Updated 2026-04-30
OZ
Belpointe PREP, LLC
Primary
5Y
-48.6%
3Y
-44.9%
1Y
-17.3%
6M
-21.6%
1M
-3.2%
1W
+3.0%
NLO
Net Lease Office Properties
Peer
5Y
+113.4%
3Y
+113.4%
1Y
+34.6%
6M
+26.9%
1M
+13.4%
1W
+1.9%
CHC
Comstock Holding Companies, Inc.
Peer
5Y
+271.1%
3Y
+306.2%
1Y
+119.7%
6M
+37.9%
1M
+63.3%
1W
-0.5%
ELM
Elme Communities
Peer
5Y
-27.4%
3Y
-8.3%
1Y
-7.1%
6M
-14.8%
1M
+8.0%
1W
+3.4%
SEV
Seven Hills Realty Trust
Peer
5Y
+9.1%
3Y
+15.5%
1Y
-17.9%
6M
-14.4%
1M
+3.8%
1W
-0.6%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
N/A
Forward P/E
N/A
PEG Ratio
N/A
P/B Ratio
0.74
P/S Ratio
21.84
EV/Revenue
48.36
EV/EBITDA
-45.0
Market Cap
$200.61M

Profitability

Profit margins and return metrics

Profit Margin N/A
Operating Margin -213.58%
Gross Margin -62.9%
ROE -13.84%
ROA -2.39%

Growth

Revenue and earnings growth rates

Revenue Growth +180.1%
Earnings Growth N/A
Q/Q Revenue Growth +180.07%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.95
Moderate
Current Ratio
1.05
Good
Quick Ratio
0.9
Poor
Cash/Share
$6.09

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.0B
Gross Margin
-46.7%
Op. Margin
-213.6%
Net Margin
-380.8%
Total Assets
$0.6B
Liabilities
$0.3B
Equity
$0.3B
Debt/Equity
1.06x
Operating CF
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
100%

Real Estate Sector Comparison

Comparing OZ against 214 companies in the Real Estate sector (10 bullish, 43 neutral, 161 bearish)
Return on Equity (ROE)
-13.84%
This Stock
vs
-27.06%
Sector Avg
-48.9% (Below Avg)
Debt to Equity
0.95
This Stock
vs
2.42
Sector Avg
-60.9% (Less Debt)
Revenue Growth
180.1%
This Stock
vs
13183.06%
Sector Avg
-98.6% (Slower)
Current Ratio
1.05
This Stock
vs
8.25
Sector Avg
-87.2% (Weaker)

Similar Companies

Peer comparison within the same industry

OZ Belpointe PREP, LLC
BEARISH
Mkt Cap
$201M
P/E
-
ROE
-13.8%
Price
$51.49
NLOP Net Lease...
BEARISH
Mkt Cap
$193M
P/E
-
ROE
-32.9%
Price
$13.06
 Compare with OZ
CHCI Comstock...
BULLISH
Mkt Cap
$192M
P/E
11.6
ROE
27.9%
Price
$18.85
 Compare with OZ
ELME Elme Communities
BEARISH
Mkt Cap
$191M
P/E
-
ROE
-%
Price
$2.15
 Compare with OZ
SEVN Seven Hills...
BEARISH
Mkt Cap
$184M
P/E
8.1
ROE
5.2%
Price
$8.14
 Compare with OZ

SEC Filings

Recent regulatory filings from the SEC EDGAR database

10-K
10-K
2026-03-20

OZ filed its annual 10-K on March 20, 2026, including sections on business operations, risk factors, and management's discussion and analysis. Specific financial highlights and risk details were not provided in the available excerpts.

8-K/A
8-K/A
2026-03-10

OZ filed an amendment to a previously submitted Form 8-K on March 10, 2026.

8-K
8-K
2026-03-09
8-K
8-K
2026-01-12
10-Q
10-Q
2025-11-14

OZ submitted its 10-Q filing on November 14, 2025. While the document includes a section for Risk Factors under Item 1A, no specific financial highlights or detailed risk disclosures were provided in the available excerpts.

8-K/A
8-K/A
2025-10-09

OZ filed an amendment to a previously submitted Form 8-K on October 9, 2025.

8-K
8-K
2025-10-03

OZ filed an 8-K on October 3, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-09-19
8-K
8-K
2025-09-16
10-Q
10-Q
2025-08-05

OZ submitted its quarterly 10-Q filing on August 5, 2025. While the document includes a section for risk factors under Item 1A, no specific financial highlights or detailed risk disclosures were provided in the available excerpt.

DEF 14A
DEF 14A
2025-07-28
8-K
8-K
2025-06-30
10-Q
10-Q
2025-05-15
8-K
8-K
2025-04-17
10-K
10-K
2025-03-31
Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning OZ from our newsroom.

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