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OZKBank OZK
$49.97$5.5B
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  4. Financial Ratios

Bank OZK (OZK) Financial Ratios

Latest Ratios: P/E Ratio 8.1x · EV/EBITDA 5.6x · ROE 12.1%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

OZK Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$5.5B$5.2B$5.1B$5.7B$4.8B$6.0B$4.0B$3.9B$2.9B$6.1B$5.5B
Enterprise Value$5.9B$5.6B$3.2B$4.8B$4.9B$5.2B$2.8B$3.1B$3.1B$6.1B$5.1B
P/E Ratio →8.107.467.258.498.8210.4113.849.257.0514.4620.38
P/S Ratio1.941.841.832.543.505.083.443.122.455.837.29
P/B Ratio0.910.840.891.111.031.250.950.950.781.761.97
P/FCF7.467.056.876.716.5812.208.0612.084.7517.6427.98
P/OCF6.516.166.086.496.3211.427.339.274.1715.8522.76

P/E links to full P/E history page with 30-year chart

OZK EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—2.001.152.153.534.392.342.492.595.826.73
EV / EBITDA5.585.303.125.216.286.546.575.185.279.9111.32
EV / EBIT6.336.023.415.596.766.927.335.585.6110.3911.87
EV / FCF—7.684.305.696.6310.535.499.655.0317.6225.86

OZK Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin55.4%55.4%53.4%62.0%85.0%99.7%66.4%75.9%77.2%86.3%88.8%
Operating Margin33.3%33.3%33.6%38.5%52.3%63.4%32.0%44.7%46.1%55.5%56.2%
Net Profit Margin25.5%25.5%25.8%30.7%40.9%48.8%24.8%33.7%34.7%40.4%35.7%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE12.1%12.1%13.2%14.1%11.8%12.7%6.9%10.7%11.5%13.5%12.7%
ROA1.8%1.8%2.0%2.2%2.1%2.2%1.2%1.9%1.9%2.1%1.9%
ROIC10.6%10.6%10.7%10.7%9.1%9.9%5.5%9.3%10.2%12.2%12.5%
ROCE4.2%4.2%13.3%13.6%12.0%13.0%7.3%12.5%14.1%17.0%17.1%

OZK Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.080.080.150.250.230.250.260.170.120.130.16
Debt / EBITDA0.440.440.871.371.381.542.631.160.780.711.00
Net Debt / Equity—0.08-0.33-0.170.01-0.17-0.30-0.190.04-0.00-0.15
Net Debt / EBITDA0.440.44-1.86-0.940.05-1.04-3.07-1.300.29-0.01-0.93
Debt / FCF—0.63-2.57-1.030.06-1.67-2.57-2.420.27-0.02-2.13
Interest Coverage0.870.870.831.265.839.231.962.032.655.097.02

OZK Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.800.800.110.200.210.300.270.210.180.180.15
Quick Ratio0.800.800.110.200.210.300.270.210.180.180.15
Cash Ratio——0.090.080.050.100.110.080.020.020.06
Asset Turnover—0.070.070.070.050.040.040.050.050.050.04
Inventory Turnover———————————
Days Sales Outstanding———————————

OZK Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield3.5%3.8%3.5%2.8%3.1%2.4%3.4%3.1%3.5%1.5%1.1%
Payout Ratio27.5%27.5%25.0%23.6%27.0%25.3%47.7%28.4%24.5%21.0%23.0%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield12.3%13.4%13.8%11.8%11.3%9.6%7.2%10.8%14.2%6.9%4.9%
FCF Yield13.4%14.2%14.6%14.9%15.2%8.2%12.4%8.3%21.0%5.7%3.6%
Buyback Yield2.6%2.8%0.2%2.8%7.4%3.2%0.0%0.0%0.1%0.0%0.1%
Total Shareholder Yield6.2%6.6%3.7%5.6%10.5%5.7%3.5%3.1%3.6%1.5%1.2%
Shares Outstanding—$112M$114M$115M$121M$130M$129M$129M$129M$126M$105M

Key Metrics

Growth RegimeMixed
ProfitabilityModerate
Balance SheetHealthy
Cash FlowStable
Top Statement Risk

CRE construction concentration risk

Market Discounting Specialized Lending Model

According to current market data, Bank OZK trades at a P/B of 0.95, which suggests that investors are pricing the bank at a discount to its tangible book value despite its specialized, high-yield construction lending focus and consistent historical performance in the RESG segment.

The current valuation multiple appears to reflect a market skepticism regarding the long-term durability of construction-heavy portfolios in a volatile interest rate environment. This pricing suggests that the market may be treating the bank as a commodity regional lender rather than a specialized asset manager, potentially overlooking the structural yield advantages inherent in its senior-secured lending niche.

DuPont Decomposition Reveals Margin Constraints

Based on reported financial figures, the bank's ROE has trended between 2.7% and 3.5% over the last ten quarters, indicating that profitability is currently constrained by a stagnant net interest margin that has struggled to exceed 1.1% despite the bank's specialized, high-yield asset strategy.

The DuPont decomposition suggests that while the bank maintains a lean operating structure, the lack of significant expansion in NIM is dampening overall return on equity. Investors should monitor whether the bank can improve its asset utilization or if the current interest rate environment will continue to compress the spread between funding costs and loan yields.

Operational Discipline Amidst Margin Pressure

As indicated by the quarterly efficiency ratio, which fluctuated between 19.6% and 24.9% over the past ten quarters, Bank OZK maintains a highly disciplined cost structure that effectively supports its specialized underwriting operations even as net interest margins remain compressed within the 0.9% to 1.1% range.

The bank's ability to keep its efficiency ratio below 25% is a testament to its operational focus, yet this efficiency is currently offset by the lack of margin expansion. This suggests that the bank's profitability is highly sensitive to funding cost volatility, which may require more aggressive deposit pricing strategies in the coming quarters.

Stable Capitalization Supports Strategic Growth

Based on the provided quarterly data, the equity-to-assets ratio has remained remarkably consistent at approximately 0.15, suggesting that Bank OZK is effectively managing its capital base to support asset growth while maintaining a stable buffer against potential credit losses in its specialized construction loan book.

This consistent capital ratio indicates a conservative approach to balance sheet management that provides a necessary cushion for the bank's high-concentration CRE portfolio. The stability of this metric suggests that the bank is well-positioned to absorb potential credit shocks without requiring immediate capital raises, provided that asset quality remains within historical norms.

Misapplication of P/E Multiples

The most commonly misapplied metric for Bank OZK is the P/E ratio, which obscures the bank's true earnings power by failing to account for the volatility inherent in CECL-driven provision expenses and the timing of large-scale loan syndications that frequently distort quarterly net income figures.

Investors should instead focus on P/TBV and ROTCE, as these metrics provide a more accurate reflection of the bank's underlying franchise value and its ability to generate returns on its tangible capital base. Relying on P/E in this context may lead to an inaccurate assessment of the bank's valuation, as it ignores the structural nuances of the RESG lending model.

Download Financial Ratios Data

Includes 30+ ratios · 30 years · Updated daily

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OZK — Frequently Asked Questions

Quick answers to the most common questions about buying OZK stock.

What is Bank OZK's P/E ratio?

Bank OZK's current P/E ratio is 8.1x. The historical average is 14.2x. This places it at the 10th percentile of its historical range.

What is Bank OZK's EV/EBITDA?

Bank OZK's current EV/EBITDA is 5.6x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 11.8x.

What is Bank OZK's ROE?

Bank OZK's return on equity (ROE) is 12.1%. The historical average is 15.6%.

Is OZK stock overvalued?

Based on historical data, Bank OZK is trading at a P/E of 8.1x. This is at the 10th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Bank OZK's dividend yield?

Bank OZK's current dividend yield is 3.51% with a payout ratio of 27.5%.

What are Bank OZK's profit margins?

Bank OZK has 55.4% gross margin and 33.3% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Bank OZK have?

Bank OZK's Debt/EBITDA ratio is 0.4x, indicating low leverage. A ratio below 2x is generally considered financially healthy.