OR

OR Royalties Inc. ·NYSE·Materials
38.43 live · 2026-08-26 15:59
90.2%
Brown Bear Score
97.0%
Business Conviction Score
72.5%
Position Health Score
69.1%
Chase Risk
Daily closes

Daily closes · 1Y (252 sessions) · +23.6% · range 28.05–47.73

The Businesswhat the company reports

Business & cash flow

FCF / revenue 88.5%
Gross margin 96.9%
ROIC 16.0%
Forward P/E 27.8

No annual filing with both total assets and a cash-flow figure is cached for this name, so neither validated measure can be computed. FCF/revenue is shown instead, which is not the validated measure.

Price vs Earnings growth

Price has run ahead of forward EPS growth by 18.7pp

Confidence 95.0/100

Takeaway Price has moved further than forward earnings growth currently justifies — worth weighing against the rest of the entry case.

The Pricewhat the chart is doingTop ↑

Price Levels

StrategyFair Value Anchor
Reference band 35.10 — 38.62
Protective stop 34.21 (Structure, 7.2% risk)
Support 34.77 (3 touches, 10.5% away)
Resistance 40.75 (6.0% away)

Takeaway The shares are nearer the ceiling than the floor: about 6.0% below 40.75, where sellers have turned up before, and 10.5% above 34.77, where buyers have stepped in before. That floor has held 3 times, which is how it was spotted. If someone bought at today's price and sold if it dropped through the level below, they would be about 7.2% out of pocket. That is all this figure means — an illustration of the risk, not a price to sell at.

Levels are computed from price structure. They describe where the engine locates support and extension — they are not targets, and not advice.

Ichimoku Cloud (Adaptive)

Daily cloudPrice ABOVE the cloud | periods 9/25/50 (97% of classic 9/26/52)
LinesTenkan/Kijun BULL | cloud twist BULL (fresh up, 3d ago)
Cloud eventFresh up breakout 5d ago
Cloud thickness68% percentile
Chikou spanAbove price from 26 periods ago
Weekly cloudPrice ABOVE the weekly cloud (context only, not scored)

Takeaway The stock is trading above its cloud — a shaded band drawn from several of its own moving averages, currently 33.34 to 35.33. Being above it means the medium-term picture is pointing upwards, and that band is the first place the stock has recent support if it slips back. Its shorter-term averages agree with that.

Trailing returns

21 days +30.5%
63 days +7.7%
126 days -16.1%
252 days +24.9%
Below 252d high19.5%

Trend context

PositionFar above trend
ExtensionExtended
Trend slopeRising strongly
Direction of travelDiverging from trend

Takeaway Positive Kalman trend with moderate extension; constructive for momentum but watch entry risk.

Volatility

State No recent compression
Current band width30.5% of price
Recent tightest22.6% (6 sessions ago, narrower than 38.0% of its history)
Expansion since1.35×
Band 28.52 — 38.80

Takeaway Lately this share price has been swinging around inside a range roughly 31% wide. That is normal for this stock, so there is nothing unusual to read into it either way.

Historical trends

02550751002026-06-212026-08-12
Position Health Business Conviction

History begins when the site started recording, not when the company listed, so a short line means a short record and nothing more.

Repair Pathway

  1. Nearest Trigger Volume confirmation above 1.2x +0.20x volume confirmation would improve confidence in the pathway · Deteriorating

Who's Tradingthe flow behind the priceTop ↑

Insider activity

ActivityNo filings in the window
Buy filings0
Sell filings0

Open-market Form 4 purchases and sales over the last 75 days, read from SEC EDGAR Form 4. Grants, option exercises, gifts and shares withheld for tax are excluded — they are compensation mechanics, not a decision to buy or sell. Reported Form 4 activity. Brown Bear tested insider cluster-buying as a return signal and rejected it as era-unstable; shown as fact, not signal.

Volume confirmation

Volume-price trend Above its signal line
Confirmation Moderate

No absorption or distribution event in the recent window.

Takeaway More shares change hands on the days this stock rises than on the days it falls. That is what you would expect to see if the rise is being driven by real buying rather than drifting up on a thin market.

Options Positioning

No binary-event flag

OR: no binary-event flag. Near IV 24%, far IV 56% (ratio 0.43), implied move 4.8%.

Implied volatility 24% near (23d) · 56% far (142d)
Term structure 0.43× near/far
Historical volatility 45%
Implied vs historical 0.53×
Implied move ±4.8% by 2026-09-18
Implied move vs ATR 0.34×
Skew Call Skew (0.92×)
Call wall 40.00 (+4.1% away)
Put wall 25.00 (-35.0% away)
Gamma pin 40.00

Takeaway Insuring against a move in this stock costs less for the next few weeks than for the next few months, which is the normal state of affairs and suggests no particular date is worrying anyone. Options traders are positioned for a move of around 4.8% in either direction by 2026-09-18.

Chain as at 2026-08-26. This is a risk read on whether a specific event is being priced — not a directional view.

Context & Methodthe record, and how it was builtTop ↑

Relative Rotation

ImprovingLeadingLaggingWeakeningvs sectorvs SPYsector vs SPYRS-Ratio →RS-Momentum →

Repair Attempt

Rotation health 83.6/100; Strong Rotation Tailwind.

Rotation health 83.6
Rotation strength 60.6
LegQuadrantRS-RatioRS-Mom
Stock vs sector Weakening 117.9 92.4
Stock vs SPY Weakening 119.4 94.0
Sector vs SPY Leading 118.7 107.5

Direction of travel: North-West / early recovery

Position only. Brown Bear's RRG redesign programme is closed — five constructions, none beat an appropriate null — so this section describes where the name sits, and is not a signal.

News Headlines

  1. Loading headlines\u2026

Headlines are supplied by third-party feeds and are not written, ranked or interpreted by Brown Bear. They feed no score on this page.

Detailed Scoring

Positive signals

  • Piotroski F-score 7/9 (+20.0)
  • Altman Z-score 46.91 (+10.0)
  • Insider conviction score (+18.0)
  • Gross margin quality: 96.9% (+22.0)
  • ROIC quality: 16.0% (+9.5)
  • FCF margin quality: 88.5% (+20.0)
  • Gross margin improving by 17.4 pts (+5.0)
  • ROIC improving by 13.2 pts (+8.0)
  • FCF margin improving by 4.9 pts (+2.0)
  • High earnings quality (accrual ratio -0.025) (+2.0)
  • Relative Strength 21.3% vs sector: OUTPERFORMING (+10.0)
  • Track 1: MACD histogram state (0.63) (+6.0)
  • Track 1: relative strength trend improving (+5.0)
  • Track 1: 20-day momentum acceleration 0.37 (+12.0)
  • Track 1: bullish DI spread 40.5 (+8.0)
  • Track 1: ADX 61.4 and rising (+10.0)
  • Track 1: relative momentum rank 0.68 (+2.5)
  • Track 1: EMA20 slope improving 6.3% (+5.0)
  • Track 1: MACD histogram acceleration 0.32 (+4.0)
  • Track 1: positive MACD regime (+3.0)
  • Track 1: MACD line/signal repair quality (+8.0)
  • Track 1: MACD slope improving (+3.0)
  • Track 1: VPT strength 0.29 (+5.8)
  • Track 1: price above EMA50 by 15.5% (+5.0)
  • Track 1: EMA50 slope improving 3.5% (+3.0)
  • Track 1: Bollinger position 0.96 (+0.3)
  • Regime convergence: ICHIMOKU_CLOUD_REVERSAL confidence 81.4/100 (STRONG) (+16.3)

Negative signals

  • Track 1: RSI deterioration/extension 77.9, 5-day change +7.3
  • Chase risk 69.1/100 (Exhaustion Risk): RSI 77.9, EMA20 12.1%, EMA50 15.5%, BB 0.96, distribution 11.5/100
  • Chase risk 69.1/100 | Extension score 30.9/100 | Exhaustion Risk