Offerpad Solutions Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Offerpad Solutions Inc (OPAD) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Offerpad Solutions Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 349M vs 3,444M combined for its competitors (9.2% combined share).
- Trending: Latest-quarter revenue run-rate is decelerating (-10.6% annualized vs trailing 12 months), vs holding steady (+1.6%) for its tracked peer group.
- Growth: Offerpad Solutions Inc generated -41.0% revenue growth year over year in Q3 2026, vs 7.3% for its competitors combined.
- Profitability: Its -14.7% net margin compares with 19.5% for the peer group.
- Scale: Offerpad Solutions Inc ranks #56 of 73 companies by market capitalization in the Real Estate Operations industry, holding 0.0% of industry market cap.
- Peer revenue share: Offerpad Solutions Inc accounted for 8.2% of combined revenue among its tracked peer group, down from 14.0% a year earlier.
- Peer differentiation: Revenue per employee of $2.49M compares with $0.73M for the peer group (3.4x).
- Structure: Offerpad Solutions Inc operates in the following segments: Cash Offer, Business to Business Renovate, All Other Segments.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
OPAD Sales vs. its Competitors, Q3 2026
Offerpad Solutions Inc reported revenue contraction of 41.01 % year on year in Q3 2026, below its competitors' combined revenue growth of 7.32 %.
With a net margin of -14.67 %, Offerpad Solutions Inc reported lower profitability than its competitors (19.50 %).
Offerpad Solutions Inc generated 8.19 % of the combined sales of its peer group, down from 13.96 % a year earlier.
API endpoints for this dataset
Offerpad Solutions Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Offerpad Solutions Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Offerpad Solutions Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Offerpad Solutions Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (3) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Offerpad Solutions Inc's competitor groups requires a Commercial License.
For context: the Real Estate Operations industry grew revenue 5.0% year over year, combined, vs -41.0% for Offerpad Solutions Inc. Offerpad Solutions Inc's share of combined industry revenue moved from 0.17% to 0.09%, a loss of 0.07 percentage points.
Offerpad Solutions Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Offerpad Solutions Inc | No | No | No | Yes |
| Competitors combined (6) | ||||
| High-Confidence Competitors (1) | - | - | ||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 42.90 % (3 of 7) | 0.00 % (0 of 8) | 0.00 % (0 of 8) | 50.00 % (4 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
OPAD Stock Performance relative to its Competitors
OPAD Stock Performance relative to High-Confidence Competitors
OPAD Stock Performance relative to Similar-Size Competitors
OPAD Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Redfin Corporation | 282.9% | Outperformed |
| 2 | Porch Group Inc | 282.9% | Outperformed |
| 3 | Invitation Homes Inc | 282.9% | Outperformed |
| 4 | Zillow Group Inc | 282.9% | Outperformed |
| 5 | Opendoor Technologies Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Offerpad Solutions Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Offerpad Solutions Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Offerpad Solutions Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Offerpad Solutions Inc |
10.51 | 349.29 |
 Invitation Homes Inc |
15,949.28 | 2,898.19 |
 Zillow Group Inc |
6,918.92 | 2,810.00 |
 Porch Group Inc |
2,491.86 | 546.16 |
 Redfin Corporation |
1,423.01 | 1,038.02 |
 Opendoor Technologies Inc |
1,352.09 | 3,254.00 |
| SUBTOTAL | 28,145.68 | 10,895.66 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Offerpad Solutions Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Offerpad Solutions Inc's Competitors Named by the Company
Competitive relationships identified from Offerpad Solutions Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Realpha Tech Corp | Company report | 85% |
| Porch Group Inc | Company report | 85% |
| Opendoor Technologies Inc | Company report | 85% |
| Crown Proptech Acquisitions | Company report | 85% |
| Redfin Corporation | Company report | 85% |
| Invitation Homes Inc | Company report | 85% |
| Zillow Group Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Offerpad Solutions Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Offerpad Solutions Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Offerpad Solutions Inc | Cash Offer 92.50 % |
| Zillow Group Inc | Reportable 100.00 % |
| Porch Group Inc | Insurance Services 71.47 % |
| Redfin Corporation | Real Estate 57.23 % |
| Opendoor Technologies Inc | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Offerpad Solutions Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Offerpad Solutions Inc | 11 | 2,494,929 | -283,521 |
| Invitation Homes Inc | 15,949 | 1,680,110 | 396,668 |
| Zillow Group Inc | 6,919 | 448,667 | 8,782 |
| Porch Group Inc | 2,492 | 680,146 | 5,340 |
| Redfin Corporation | 1,423 | 221,185 | -40,602 |
| Opendoor Technologies Inc | 1,352 | 3,122,841 | -1,459,693 |
| PEERS TOTAL | 28,135 | 726,034 | -66,926 |
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Offerpad Solutions Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 66 companies in Offerpad Solutions Inc's industry classification, broader than the peer set above. Market cap in millions of $.Offerpad Solutions Inc ranks #56 of 66 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,528, indicating a moderately concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Airbnb Inc | 113,424 | 31.14 % |
| 2 | Ke Holdings inc | 65,449 | 17.97 % |
| 3 | Cbre Group Inc | 39,821 | 10.93 % |
| 4 | Rollins Inc | 18,269 | 5.02 % |
| 5 | Api Group Corporation | 1,234 | 5.2% |
| 6 | Jones Lang Lasalle Incorporated | 1,234 | 5.2% |
| 7 | Invitation Homes Inc | 1,234 | 5.2% |
| 8 | Terreno Realty Corporation | 1,234 | 5.2% |
| 9 | Firstservice Corporation | 1,234 | 5.2% |
| 10 | Frontdoor Inc | 1,234 | 5.2% |
| 56 | Offerpad Solutions Inc | 10 | 0.00 % |
Market cap and industry share for the rest of Offerpad Solutions Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Offerpad Solutions Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 51 | Logistic Properties Of The Americas | 73 | -16.97 % |
| 52 | Alset Inc | 19 | -81.48 % |
| 53 | Linkhome Holdings Inc | 15 | - |
| 54 | Tdh Holdings Inc | 12 | - |
| 55 | Primech Holdings Ltd | 1,234 | 12.3% |
| 56 | Offerpad Solutions Inc | 10 | 20.33 % |
| 57 | Fathom Holdings Inc | 1,234 | 12.3% |
| 58 | Arrive Ai Inc | 1,234 | 12.3% |
| 59 | Regional Health Properties Inc | 1,234 | 12.3% |
| 60 | Calibercos Inc | 1,234 | 12.3% |
| 61 | Ohmyhome Limited | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Offerpad Solutions Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Offerpad Solutions Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Real Estate Operations industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (113 companies). See the full Real Estate Operations industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 7.78 % | 27.51 % (avg) | -19.7 pp |
| Operating Margin | -9.72 % | industry median | -12.5 pp |
| EBITDA Margin | -9.96 % | 17.32 % (avg) | -27.3 pp |
| Capital Intensity (Capex / Revenue) | 0.02 % | 14.72 % (avg) | -14.7 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Offerpad Solutions Inc's Valuation vs Competitive Position
Valuation multiples vs the Real Estate Operations industry average (113 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Real Estate Operations industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 32.8x | - |
| EV / EBITDA | - | 15.6x | - |
| P/B | 0.6x | 3.1x | -2.5x |
| Return on Equity | -106.24 % | industry aggregate | -118.29 % |
| Return on Invested Capital | -18.95 % | 0.60 % (avg) | -19.55 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Offerpad Solutions Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2020 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue Growth | - | - | -66.75 % | -30.13 % | -38.24 % |
| Operating Margin | - | -3.22 % | -7.95 % | -5.01 % | -5.89 % |
| Return on Invested Capital | - | -25.27 % | -41.00 % | -30.71 % | -37.34 % |
| P/E | - | - | - | - | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Offerpad Solutions Inc's Strategic Group Map
Offerpad Solutions Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Offerpad Solutions Inc's trailing-12-month revenue growth of -44.4% and operating margin of -9.7% compares with an average of -25.9% growth and -13.9% margin across its 8 closest peers by combined growth, margin and ROIC -- Offerpad Solutions Inc sits below that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Offerpad Solutions Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Offerpad Solutions Inc falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 5.4% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Offerpad Solutions Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 1,528 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.02 % vs industry average 14.72 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Offerpad Solutions Inc's dedicated Suppliers and Customers pages, not here.
Offerpad Solutions Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Offerpad Solutions Inc falls in the Medium attractiveness / Low strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Offerpad Solutions Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Operating margin 12.5 points below the industry median.
- Return on equity 118.3 points below the industry aggregate.
- Latest-quarter revenue run-rate is decelerating (-10.6% annualized vs trailing 12 months).
- Low relative market share vs the industry leader (0.00x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Offerpad Solutions Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Offerpad Solutions Inc | 0.24 | 1.37 | 2.16 |
| Invitation Homes Inc | 0.34 | 0.59 | 0.76 |
| Zillow Group Inc | 1.00 | 2.64 | 0.08 |
| Porch Group Inc | 1.14 | 1.37 | 16.59 |
| Redfin Corporation | 0.48 | 1.31 | - |
| Opendoor Technologies Inc | 1.87 | 3.95 | 1.60 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Offerpad Solutions Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Offerpad Solutions Inc | Q3 2026 | -41.0 % | - |
| Invitation Homes Inc | Q3 2026 | +6.3 % | +15.5 % |
| Zillow Group Inc | Q2 2026 | +17.9 % | - |
| Porch Group Inc | Q3 2026 | +13.0 % | - |
| Redfin Corporation | Q1 2025 | -1.9 % | - |
| Opendoor Technologies Inc | Q2 2026 | -43.7 % | - |
| PEERS TOTAL | -16.7 % | - |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Offerpad Solutions Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Offerpad Solutions Inc | Q3 2026 | -41.8 % | - |
| Invitation Homes Inc | Q3 2026 | +29.7 % | -13.8 % |
| Zillow Group Inc | Q2 2026 | +26.5 % | +2.3 % |
| Porch Group Inc | Q3 2026 | +15.6 % | +5.2 % |
| Redfin Corporation | Q1 2025 | -2.6 % | -9.1 % |
| Opendoor Technologies Inc | Q2 2026 | -44.6 % | +150.0 % |
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Offerpad Solutions Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Offerpad Solutions Inc | - | - | - |
| Invitation Homes Inc | 3.68% | 3.61% | 7.47% |
| Zillow Group Inc | 1.00% | 1.14% | 1.18% |
| Porch Group Inc | 0.52% | 0.55% | 17.55% |
| Redfin Corporation | - | - | - |
| Opendoor Technologies Inc | - | - | - |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Offerpad Solutions Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Offerpad Solutions Inc | - | 0.03 |
| Invitation Homes Inc | 23.87 | 5.50 |
| Zillow Group Inc | 137.46 | 2.46 |
| Porch Group Inc | 197.30 | 4.56 |
| Redfin Corporation | - | 1.37 |
| Opendoor Technologies Inc | - | 0.42 |
| PEERS AVERAGE | - | 2.58 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.