Stock analysis · Bull Rankings model

OR analysis

OR Royalties Inc.Gold. Scored on the same transparent model behind the daily rankings.

OR
OR Royalties Inc. · Gold
FCF-$92mF
Rev+13.5%B+
D/E0.15B+
P/S18.9xD
PEG6.55D
21.1Score
$36.54$6.9B
1Y Target$42.50Analyst consensus · 4 analysts
5Y Target$74.33Compound horizon
10Y Target$132.85Long-dated conviction
FCF-$92mTTM · 06/26
F
FCF is negative (-$92m) — cash-burning phase; acceptable only for pre-profit spec names · TTM computed from 4 most-recent quarters (TTM · 06/26).
Rev+13.5%TTM YoY
B+
Revenue +13.5% — above sector median, healthy trajectory
D/E0.15
B+
D/E 0.15 — below the Basic Materials debt median (≈40th pctile)
P/S18.9x
D
P/S 18.9x — most expensive decile in Basic Materials (≈95th pctile)
PEG6.55est.
D
PEG 6.55 — very expensive; pricing in best-case scenarios · PEG derived: P/E ÷ forward 1-year analyst EPS growth, because this name has no vendor-supplied PEG. Same earnings-growth basis as the reported figure on other rows.

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 21.1
Quality36.6
Growth50.0
Value5.2
Why this score
  • Raising its dividend
  • Cyclical growth
Entry · Margin of safety
52-week rangeMid-range
24% off the 12-month high
Quality signals · context only
Gross profitability12% · C+gross profit ÷ total assets (Novy-Marx)
ROIC3.8% · Creturn on invested capital — not score-weighted

Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.

Why now
Gold · market cap $6.9b. Down 24% from 52-week high of $48.06 — deep drawdown territory. Revenue growing +14%, comfortably above the S&P median. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $42.50 (implying +16% upside).
Moat
Mining moat is reserve quality + extraction cost per unit — top-quartile cost producers generate cash through the commodity cycle while marginal producers burn it.
Risk
Free cash flow is negative (-$92m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -19.5%) — path to GAAP profitability is the core thesis risk. P/S 18.9x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Horizon
1-3 yr $42.50 (4-analyst consensus) — catalyst-driven; binary events dominate. 5 yr $74.33 — requires the platform / technology to reach commercial scale. 10 yr $132.85 — return distribution heavily skewed.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

OR vs the Top Picks average

PillarORBook avgDiff
Quality0.370.84-0.47
Growth0.500.84-0.34
Value0.050.78-0.73

Averaged across the 30 names in today's Top Picks (mean score 81.5). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
-34.7 over 47 daily scores
From 55.8 (Jun 22) → 21.1 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Analyst estimate revisions

30-day change-5.3%
90-day change-18.3%
Forward EPS estimate$1.39

Over the last 90 days, what analysts expect OR to earn is materially lower (-18.3%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.

A rising estimate means expectations are improving, not that the price has failed to keep up — and estimates get cut as readily as they get raised. It is not part of the Bull Rankings score. Biggest movers across the market →

Shares to buy
54
Position size
$1,973
3.9% of portfolio
Stop price
$27.41
25% below $36.54
$ at risk if stopped
$493.29
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

OR Royalties Inc. (OR): score, valuation & FAQ

OR Royalties Inc. (OR) is a Gold company that scores 21.1 out of 100 on the Bull Rankings quality-growth model — a weak reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are Rev (B+) and D/E (B+), while PEG (D) and FCF (F) rate weaker.

Is OR a good stock to buy?

Bull Rankings scores OR 21.1 out of 100 on its quality-growth model, which is a weak reading. That is driven by Rev (B+) and D/E (B+). A score is a quantitative screen of OR Royalties Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does OR score 21.1 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). OR earns its highest marks on Rev (B+) and D/E (B+), and is held back by PEG (D) and FCF (F). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is OR overvalued or undervalued?

We don't compute a reliable discounted-cash-flow value for OR — typically because it is not yet consistently profitable or free-cash-flow positive — so its valuation rests on growth and price-to-sales rather than on earnings-based intrinsic value. Judge it on the trajectory of the business, not a single multiple.

What are the main risks of investing in OR?

Free cash flow is negative (-$92m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -19.5%) — path to GAAP profitability is the core thesis risk. P/S 18.9x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial advisor.

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