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ORN

BEARISH
$13.62 Live
Orion Group Holdings, Inc. · NYSE
Target $16.75 (+23.0%)
$6.44 52W Range $15.0

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026
Market cap
$551.33M
P/E
61.91
ROE
5.4%
Profit margin
1.0%
Debt/Equity
0.86
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
85%
ORN exhibits a fragile fundamental profile with a Piotroski F-Score of 4/9 (Stable/Weak) and a severe valuation disconnect, as the current price of $13.62 dwarfs both the Graham Number ($4.44) and the Intrinsic Value ($1.54). While revenue growth is healthy at 14.7%, the company struggles with razor-thin profit margins (0.98%) and a negative operating margin (-0.38%). Despite a 'strong_buy' analyst consensus and strong recent price momentum, the combination of a high PEG ratio (28.96), bearish insider selling, and poor earnings consistency suggests the stock is significantly overextended.

Key Strengths

Consistent revenue growth (14.7% YoY)
Healthy liquidity with a Current Ratio of 1.41
Manageable Debt/Equity ratio of 0.86
Strong 1-year price appreciation (+113.2%)
Positive analyst sentiment with a target price of $16.75

Key Risks

Extreme overvaluation relative to Graham and Intrinsic value models
Negative operating margins indicating inefficiency in core operations
High PEG ratio (28.96) suggesting growth does not justify the current multiple
Bearish insider activity with $1.23M in sales and zero buys
High earnings volatility with a -38.42% average surprise over the last 4 quarters
AI Fair Value Estimate
Based on comprehensive analysis
$5.5
-59.6% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
34
Weak
Value
15
Future
60
Past
50
Health
45
Dividend
0
AI Verdict
Speculative Overvaluation
Key drivers: Valuation gap, Operating inefficiency, Insider selling
Confidence
90%
Value
15/100

Ref P/E, PEG, Graham Number

Positives
  • Low Price/Sales ratio (0.63)
Watchpoints
  • P/E of 61.91 is excessive
  • Price is >3x the Graham Number
  • PEG ratio is extremely high
Future
60/100

Ref Growth rates

Positives
  • Double-digit revenue growth
  • Forward P/E (20.71) suggests expected earnings recovery
Watchpoints
  • Unreliable earnings track record
  • Thin margins limit scalability
Past
50/100

Ref Historical trends

Positives
  • Strong 3Y and 5Y price returns
Watchpoints
  • Frequent earnings misses
  • Inconsistent quarterly EPS progression
Health
45/100

Ref Altman Z-Score, Piotroski F-Score

Positives
  • Current ratio > 1.0
  • Debt/Equity below sector average
Watchpoints
  • Piotroski F-Score of 4/9 is mediocre
  • Negative operating margin
Dividend
0/100

Ref Yield, Payout

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
$13.62
Analyst Target
$16.75
Upside/Downside
+23.0%

Multi-Horizon Performance vs Peers

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

Updated 2026-04-30
ORN
Orion Group Holdings, Inc.
Primary
5Y
+149.0%
3Y
+444.8%
1Y
+113.2%
6M
+20.4%
1M
+24.9%
1W
+8.8%
RR
Richtech Robotics Inc.
Peer
5Y
-54.1%
3Y
-54.1%
1Y
+25.5%
6M
-55.7%
1M
+3.9%
1W
+19.9%
ERI
Energy Recovery, Inc.
Peer
5Y
-42.5%
3Y
-56.0%
1Y
-25.1%
6M
-30.6%
1M
-3.6%
1W
+4.9%
KEL
Kelly Services, Inc.
Peer
5Y
-43.5%
3Y
-2.1%
1Y
+40.0%
6M
+21.2%
1M
+14.9%
1W
-2.6%
MG
Mistras Group, Inc.
Peer
5Y
+66.1%
3Y
+130.6%
1Y
+98.2%
6M
+91.2%
1M
+26.6%
1W
-0.3%

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
61.91
Forward P/E
20.71
PEG Ratio
28.96
P/B Ratio
3.42
P/S Ratio
0.63
EV/Revenue
0.71
EV/EBITDA
18.28
Market Cap
$551.33M

Profitability

Profit margins and return metrics

Profit Margin 0.98%
Operating Margin -0.38%
Gross Margin 12.33%
ROE 5.41%
ROA 1.51%

Growth

Revenue and earnings growth rates

Revenue Growth +14.7%
Earnings Growth N/A
Q/Q Revenue Growth +14.66%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.86
Moderate
Current Ratio
1.41
Good
Quick Ratio
1.34
Good
Cash/Share
$0.15

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q1 2026

Revenue
$0.2B
Gross Margin
12.0%
Op. Margin
-0.4%
Net Margin
2.2%
Total Assets
$0.5B
Liabilities
$0.3B
Equity
$0.2B
Debt/Equity
1.87x
Operating CF
$0.0B
CapEx
$-0.0B
Free Cash Flow
$-0.0B
FCF Yield
-74%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-07-28
$N/A
2026-04-28
$0.05
2026-03-03
$-0.01
-126.8% surprise
2025-10-28
$0.09
+50.0% surprise

Industrials Sector Comparison

Comparing ORN against 528 companies in the Industrials sector (43 bullish, 199 neutral, 286 bearish)
P/E Ratio
61.91
This Stock
vs
91.96
Sector Avg
-32.7% (Discount)
Return on Equity (ROE)
5.41%
This Stock
vs
0.59%
Sector Avg
+818.0% (Excellent)
Profit Margin
0.98%
This Stock
vs
6.33%
Sector Avg
-84.6% (Weaker)
Debt to Equity
0.86
This Stock
vs
2.73
Sector Avg
-68.4% (Less Debt)
Revenue Growth
14.7%
This Stock
vs
64.56%
Sector Avg
-77.2% (Slower)
Current Ratio
1.41
This Stock
vs
3.0
Sector Avg
-52.9% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

EARLE EDWARD CHIPMAN
General Counsel
Stock Award
2026-03-16
2,000 shares · $20,260
BOONE TRAVIS J.
Chief Executive Officer
Stock Award
2026-03-16
2,000 shares · $20,260
SMITH QUENTIN P JR
Director
Sell
2026-03-10
10,695 shares · $131,014
SHANFELTER AUSTIN J
Director
Sell
2026-03-10
90,000 shares · $1,095,417
VASQUEZ ALISON GAUT
Chief Financial Officer
Buy
2026-03-06
4,218 shares · $49,983
EARLE EDWARD CHIPMAN
General Counsel
Stock Award
2026-03-03
20,169 shares
BOONE TRAVIS J.
Chief Executive Officer
Stock Award
2026-03-03
314,977 shares
VASQUEZ ALISON GAUT
Chief Financial Officer
Stock Award
2026-03-03
24,752 shares
LEDFORD ROBERT
Director
Stock Award
2025-11-19
5,328 shares · $48,218
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-29

ORN likely filed this 8-K on April 29, 2026, to announce its quarterly financial results.

10-Q
10-Q
2026-04-29

Orion Group Holdings, Inc. provides specialty construction services through its marine and concrete segments, focusing on infrastructure, industrial, and building projects. Revenue is generated via competitive bidding and negotiations with government agencies and private contractors. Operational risks include dependencies on backlog, equipment utilization, and the ability to secure essential surety bonds.

DEF 14A
DEF 14A
2026-04-01

ORN filed a Definitive Proxy Statement on April 1, 2026, providing shareholders with necessary information and voting materials for the company's upcoming annual meeting.

8-K/A
8-K/A
2026-03-19

ORN filed an amendment to a previously submitted Form 8-K on March 19, 2026.

8-K
8-K
2026-03-17
10-K
10-K
2026-03-04

ORN filed its 10-K annual report on March 4, 2026, providing comprehensive disclosures on its business operations and financial condition. The filing includes dedicated sections for management's discussion and analysis of financial results and a detailed outline of the company's risk factors.

8-K
8-K
2026-03-04

Ormat Technologies, Inc. filed a current report on March 4, 2026, likely announcing its annual financial results or a material corporate development.

8-K
8-K
2026-03-04

Ormat Technologies, Inc. filed a current report on March 4, 2026, likely announcing its annual financial results or a material corporate development.

8-K
8-K
2026-02-04

Ormat Technologies, Inc. reported its fourth quarter and full-year 2025 financial results.

8-K
8-K
2025-12-29
8-K/A
8-K/A
2025-11-25
8-K
8-K
2025-10-29
8-K
8-K
2025-10-29
10-Q
10-Q
2025-10-29
8-K
8-K
2025-09-29
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
STRONG_BUY
4 analysts
B. Riley Securities
2026-03-05
Maintains
Buy Buy
Roth Capital
2026-02-10
init
Buy
DA Davidson
2026-02-05
Maintains
Buy Buy
JP Morgan
2026-01-22
init
Overweight

Past News Coverage

Recent headlines mentioning ORN from our newsroom.

Newest → oldest
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