Added to YB: 2025-09-01
Pitch date: 2025-08-29
OPBK [bullish]
OP Bancorp
+0.72%
current return
Author Info
Cluseau Research seeks to exploit these two edges by identifying special situations that provide a compelling risk-to-reward that are “off limits” to traditional Institutional Investors. Sign up for the newsletter.
Company Info
OP Bancorp operates as the bank holding company for Open Bank that provides banking products and services.
Market Cap
$210.6M
Pitch Price
$14.01
Price Target
N/A
Dividend
3.39%
EV/EBITDA
N/A
P/E
7.73
EV/Sales
N/A
Sector
Banks
Category
value
OP Bancorp (OPBK)
OPBK: CA regional bank w/ diversified, short-duration loan book. NIM stabilized high-2%/low-3%, inflecting up as rate cuts lower deposit costs. Strong credit quality, high insider ownership, active buybacks below TBV. Trades 7.8x fwd P/E, 0.98x TBV vs peers. Recent Q earnings $0.42; est $2.00/yr run rate 2026 = 7x P/E. Clear rate cut beneficiary poised to return to 2021/22 earnings.
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