Retail Opportunity Investments's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Retail Opportunity Investments (ROIC) 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: Retail Opportunity Investments vs Its Competitors
- TTM: Trailing 12-month revenue of 337M vs 15,710M combined for tracked competitors (2.1% combined share).
- Trending: Latest-quarter revenue run-rate is holding steady (-0.8% annualized vs trailing 12 months), vs decelerating (-6.9%) for its tracked peer group.
- Growth: Retail Opportunity Investments generated 2.1% revenue growth year over year in Q3 2024, vs 6.9% for its tracked competitors combined.
- Profitability: Its 40.6% net margin compares with 27.8% for the peer group.
- Peer revenue share: Retail Opportunity Investments accounted for 2.2% of combined revenue among its tracked peer group, down from 2.3% a year earlier.
- Peer differentiation: Revenue per employee of $1.46M compares with $2.69M for the peer group (0.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
ROIC Sales vs. its Competitors, Q3 2024
Retail Opportunity Investments reported revenue growth of 2.13 % year on year in Q3 2024, below its competitors' combined revenue growth of 6.87 %.
With a net margin of 40.64 %, Retail Opportunity Investments achieved higher profitability than its competitors (27.75 %).
Retail Opportunity Investments generated 2.23 % of the combined sales of its peer group, down from 2.33 % a year earlier.
Retail Opportunity Investments vs. its Competitors, Q3 2024
Revenue growth, year on year
Net income 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 an SEC filing; 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 Retail Opportunity Investments and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Retail Opportunity Investments Corp | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Retail Opportunity Investments's competitor groups requires a Commercial License.
For context: the Real Estate Investment Trusts industry grew revenue -0.8% year over year, combined, vs 2.1% for Retail Opportunity Investments. Retail Opportunity Investments's share of combined industry revenue moved from 0.11% to 0.12%, a gain of 0.00 percentage points.
Retail Opportunity Investments's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Retail Opportunity Investments Corp | Yes | Yes | Yes | No |
| Competitors combined (9) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 75.00 % (6 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.
ROIC Stock Performance relative to its Competitors
ROIC 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 | Whitestone Reit | 282.9% | Outperformed |
| 2 | Simon Property Group inc | 282.9% | Outperformed |
| 3 | Federal Realty Investment Trust | 282.9% | Outperformed |
| 4 | Getty Realty Corp | 282.9% | Outperformed |
| 5 | Sabra Health Care Reit Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Retail Opportunity Investments's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Retail Opportunity Investments Corp
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Retail Opportunity Investments Corp | 2,352.99 | 336.78 |
| Simon Property Group inc | 66,464.36 | 6,648.59 |
| Kimco Realty Corporation | 15,133.98 | 2,161.51 |
| Federal Realty Investment Trust | 9,518.09 | 1,310.91 |
| Brixmor Property Group Inc | 8,621.76 | 2,461.07 |
| Sabra Health Care Reit Inc | 4,999.97 | 859.56 |
| SUBTOTAL | 112,680.30 | 16,046.87 |
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Sources: Retail Opportunity Investments Corp's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Retail Opportunity Investments Corp versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Retail Opportunity Investments'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 |
|---|---|---|---|
| Retail Opportunity Investments Corp | 2,353 | 1,457,944 | 267,965 |
| Simon Property Group inc | 66,464 | 1,846,829 | 1,515,221 |
| Kimco Realty Corporation | 15,134 | 3,275,012 | 946,445 |
| Federal Realty Investment Trust | 9,518 | 4,096,578 | 1,619,188 |
| Brixmor Property Group Inc | 8,622 | 5,304,026 | 932,739 |
| Sabra Health Care Reit Inc | 5,000 | 14,819,966 | 1,124,638 |
| PEERS TOTAL | 110,327 | 2,688,702 | 1,364,562 |
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Retail Opportunity Investments's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Real Estate Investment Trusts industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (194 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 100.00 % | 71.22 % (avg) | +28.8 pp |
| Operating Margin | 41.98 % | industry median | +15.6 pp |
| EBITDA Margin | 64.45 % | 37.42 % (avg) | +27.0 pp |
| Capital Intensity (Capex / Revenue) | 42.22 % | 23.97 % (avg) | +18.2 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.
Retail Opportunity Investments's Valuation vs Competitive Position
Valuation multiples vs the Real Estate Investment Trusts industry average (194 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.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 33.0x | 33.2x | -0.3x |
| EV / EBITDA | 9.7x | 17.6x | -7.9x |
| P/B | 1.5x | 2.0x | -0.5x |
| Return on Equity | 4.57 % | industry aggregate | 0.71 % |
| Return on Invested Capital | 2.72 % | 1.99 % (avg) | 0.73 % |
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.
Retail Opportunity Investments's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | - | 15.21 % | 8.25 % | -0.26 % | -3.70 % | 0.00 % | 10.15 % | 4.73 % |
| Operating Margin | 32.54 % | 34.28 % | 36.94 % | 39.10 % | 33.24 % | 40.44 % | 36.65 % | 33.52 % |
| Return on Invested Capital | 2.34 % | 2.48 % | 2.74 % | 2.94 % | 2.44 % | 2.82 % | 2.64 % | 2.38 % |
| P/E | 66.3x | 55.0x | 44.5x | 41.4x | 49.9x | 42.4x | 36.0x | 47.6x |
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.
Retail Opportunity Investments's Strategic Group Map
Every company in Retail Opportunity Investments's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Retail Opportunity Investments is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
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.
Retail Opportunity Investments'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 |
|---|---|---|
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 42.22 % vs industry average 23.97 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Retail Opportunity Investments's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Retail Opportunity Investments's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Retail Opportunity Investments's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Retail Opportunity Investments falls in the Medium attractiveness / High strength cell: Invest / Grow.
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.
Retail Opportunity Investments'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
- Operating margin 15.6 points above the industry median.
Weaknesses
No rule matched.
Opportunities
- Trades at a lower P/E than the industry average (33.0x vs 33.2x) despite a higher return on invested capital -- a possible re-rating opportunity.
- A meaningful share of tracked competitors (33.30 %) show financial-distress signals, a possible opening to gain share.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-6.9% annualized).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Retail Opportunity Investments'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 |
|---|---|---|---|
| Retail Opportunity Investments Corp | 0.06 | 0.19 | 0.03 |
| Simon Property Group inc | 481.01 | 876.45 | 5.95 |
| Kimco Realty Corporation | - | 1.62 | 0.11 |
| Federal Realty Investment Trust | 0.60 | 1.75 | 0.60 |
| Brixmor Property Group Inc | 0.48 | 1.23 | 0.44 |
| Sabra Health Care Reit Inc | 1.30 | 1.40 | 0.47 |
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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.
Retail Opportunity Investments'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 |
|---|---|---|---|
| Retail Opportunity Investments Corp | Q3 2024 | +2.1 % | +279.9 % |
| Simon Property Group inc | Q1 2026 | +19.3 % | +19.0 % |
| Kimco Realty Corporation | Q1 2026 | +4.0 % | +23.7 % |
| Federal Realty Investment Trust | Q1 2026 | +10.3 % | +141.9 % |
| Brixmor Property Group Inc | Q2 2026 | -47.9 % | -13.5 % |
| Sabra Health Care Reit Inc | Q2 2026 | +24.7 % | - |
| PEERS TOTAL | +2.5 % | +21.5 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Retail Opportunity Investments'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 |
|---|---|---|---|
| Retail Opportunity Investments Corp | Q3 2024 | - | +1.5 % |
| Simon Property Group inc | Q1 2026 | +24.8 % | -9.5 % |
| Kimco Realty Corporation | Q1 2026 | - | - |
| Federal Realty Investment Trust | Q1 2026 | - | -45.4 % |
| Brixmor Property Group Inc | Q2 2026 | - | +67.2 % |
| Sabra Health Care Reit Inc | Q2 2026 | - | +255.1 % |
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Retail Opportunity Investments's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Retail Opportunity Investments Corp | 2.07% | 1.61% | 4.57% |
| Simon Property Group inc | 14.83% | 12.17% | 120.40% |
| Kimco Realty Corporation | 3.16% | 2.03% | 5.89% |
| Federal Realty Investment Trust | 5.80% | 3.83% | 15.58% |
| Brixmor Property Group Inc | 4.77% | 5.11% | 14.39% |
| Sabra Health Care Reit Inc | 1.18% | 1.08% | 2.33% |
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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).
Retail Opportunity Investments's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Retail Opportunity Investments Corp | 37.21 | 6.99 |
| Simon Property Group inc | 14.22 | 10.00 |
| Kimco Realty Corporation | 25.86 | 7.00 |
| Federal Realty Investment Trust | 19.07 | 7.26 |
| Brixmor Property Group Inc | 20.03 | 3.50 |
| Sabra Health Care Reit Inc | 76.23 | 5.82 |
| PEERS AVERAGE | 14.02 | 7.02 |
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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.