Double maintains 2 strategies that include LOB - Live Oak Bancshares, Inc.
Finnhub
Live Oak Bancshares, Inc. added to Russell 2000 Value-Defensive Index...
Finnhub
Live Oak Bancshares, Inc. added to Russell 2000 Growth-Defensive Index...
Finnhub
Live Oak Bancshares, Inc. added to Russell 2000 Defensive Index...
Yahoo
The United States market has experienced a flat performance over the last week but has risen by 11% in the past year, with earnings projected to grow by 15% annually in the coming years. In this context, identifying small-cap stocks that are potentially undervalued and show signs of insider buying can be an intriguing strategy for investors looking to capitalize on potential growth opportunities.
Yahoo
Digital small business lender Live Oak Bancshares (NYSE:LOB) fell short of the market’s revenue expectations in Q1 CY2025, but sales rose 6.4% year on year to $126.1 million. Its non-GAAP profit of $0.26 per share was 28.5% below analysts’ consensus estimates.
SeekingAlpha
During the first quarter of 2025, the SouthernSun Small Cap Strategy Composite returned -11.32% on a gross basis (-11.48% net). Click here to read the full commentary.
Current Value
$29.601 Year Return
Current Value
$29.601 Year Return
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CATY | 82.71% | $3.20B | +21.08% | 2.97% |
FFIN | 81.84% | $5.17B | +22.38% | 2.01% |
HOPE | 80.75% | $1.38B | +0.56% | 5.16% |
BHLB | 80.68% | $1.16B | +9.96% | 2.84% |
UCB | 80.56% | $3.64B | +17.64% | 3.21% |
AUB | 80.36% | $4.45B | -4.81% | 4.26% |
WSFS | 79.91% | $3.12B | +17.09% | 1.12% |
ABCB | 79.73% | $4.47B | +28.94% | 1.08% |
CADE | 79.65% | $5.87B | +13.68% | 3.27% |
PFS | 79.64% | $2.19B | +23.41% | 5.38% |
TCBI | 79.59% | $3.62B | +29.15% | 0.00% |
IBOC | 79.20% | $4.14B | +16.33% | 2.04% |
PPBI | 79.19% | $2.04B | -8.32% | 6.24% |
SBCF | 79.19% | $2.36B | +16.24% | 2.62% |
BANR | 79.12% | $2.21B | +28.97% | 3.02% |
UBSI | 78.96% | $5.18B | +12.30% | 4.04% |
FFBC | 78.90% | $2.33B | +9.59% | 3.91% |
SSB | 78.86% | $9.23B | +19.05% | 2.35% |
INDB | 78.85% | $2.71B | +25.45% | 3.61% |
HWC | 78.77% | $4.94B | +20.53% | 2.93% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
JBND | 0.01% | $2.31B | 0.25% |
GDXJ | -0.04% | $5.52B | 0.51% |
BSCP | 0.07% | $3.28B | 0.1% |
GSST | 0.08% | $918.38M | 0.16% |
YEAR | -0.12% | $1.46B | 0.25% |
NYF | 0.28% | $890.51M | 0.25% |
TFI | -0.29% | $3.21B | 0.23% |
TAXF | 0.31% | $488.44M | 0.29% |
BAB | -0.37% | $931.18M | 0.28% |
SMB | 0.38% | $274.71M | 0.07% |
MSOS | -0.39% | $302.43M | 0.77% |
GOVT | -0.43% | $27.51B | 0.05% |
GOVI | 0.46% | $927.22M | 0.15% |
STIP | 0.49% | $12.71B | 0.03% |
PALL | -0.56% | $494.87M | 0.6% |
FMB | -0.66% | $1.90B | 0.65% |
LMBS | 0.68% | $5.11B | 0.64% |
XBIL | -0.72% | $783.57M | 0.15% |
SCMB | 0.78% | $2.04B | 0.03% |
JSI | 0.80% | $865.43M | 0.49% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
BTAL | -45.86% | $296.79M | 1.43% |
TAIL | -45.29% | $99.76M | 0.59% |
VIXY | -45.19% | $165.69M | 0.85% |
IVOL | -29.63% | $349.27M | 1.02% |
FXY | -23.57% | $815.67M | 0.4% |
FTSD | -18.88% | $231.79M | 0.25% |
SCHO | -18.77% | $11.46B | 0.03% |
UDN | -16.78% | $147.88M | 0.78% |
SPTS | -16.78% | $5.78B | 0.03% |
XONE | -16.75% | $585.86M | 0.03% |
VGSH | -16.17% | $22.80B | 0.03% |
UTWO | -15.55% | $379.36M | 0.15% |
FXE | -15.25% | $568.58M | 0.4% |
BSMW | -14.98% | $107.26M | 0.18% |
IBTH | -14.48% | $1.60B | 0.07% |
BWX | -14.39% | $1.53B | 0.35% |
IBTI | -13.48% | $1.06B | 0.07% |
IBTJ | -11.47% | $685.71M | 0.07% |
IGOV | -11.09% | $1.21B | 0.35% |
WEAT | -10.54% | $117.15M | 0.28% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
EXAS | 0.07% | $10.12B | +26.98% | 0.00% |
AIFU | -0.12% | $6.13B | +82.50% | 0.00% |
IMDX | 0.19% | $91.52M | +8.47% | 0.00% |
BGS | 0.25% | $350.31M | -45.67% | 18.11% |
TEF | -0.32% | $29.29B | +23.28% | 6.30% |
CREG | -0.32% | $5.81M | -77.49% | 0.00% |
SRRK | -0.36% | $3.40B | +329.89% | 0.00% |
SAND | 0.37% | $2.65B | +65.99% | 0.63% |
MNOV | -0.41% | $65.23M | -7.64% | 0.00% |
HLN | 0.67% | $46.67B | +25.67% | 1.71% |
BTI | 0.71% | $102.80B | +51.83% | 8.07% |
FTS | 0.76% | $23.66B | +21.42% | 3.69% |
AEP | -0.77% | $54.73B | +16.78% | 3.58% |
GIS | 0.77% | $27.66B | -20.14% | 4.74% |
LNTH | 0.78% | $5.64B | +1.49% | 0.00% |
B | 0.79% | $35.18B | +22.66% | 1.95% |
BULL | -0.80% | $5.00B | -2.63% | 0.00% |
EQNR | 0.81% | $68.66B | -8.28% | 5.67% |
AWK | -0.84% | $26.90B | +6.78% | 2.27% |
FSM | 0.91% | $1.95B | +30.06% | 0.00% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
KRE | 81.80% | $3.43B | 0.35% |
KBE | 81.57% | $1.48B | 0.35% |
SMDV | 78.54% | $653.56M | 0.4% |
IAT | 78.20% | $631.70M | 0.4% |
XSVM | 77.73% | $571.12M | 0.37% |
BSVO | 77.16% | $1.46B | 0.47% |
DES | 77.14% | $1.85B | 0.38% |
EES | 77.14% | $583.35M | 0.38% |
IWN | 76.53% | $10.89B | 0.24% |
DFAT | 76.27% | $10.65B | 0.28% |
DFSV | 75.99% | $4.68B | 0.3% |
AVUV | 75.64% | $16.03B | 0.25% |
IJS | 75.54% | $6.08B | 0.18% |
TPSC | 75.44% | $205.22M | 0.52% |
SLYV | 75.40% | $3.65B | 0.15% |
VIOV | 75.29% | $1.27B | 0.1% |
VIOO | 74.39% | $2.86B | 0.1% |
SDVY | 74.30% | $8.13B | 0.59% |
GSSC | 74.15% | $586.95M | 0.2% |
SPSM | 74.11% | $11.28B | 0.03% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -20.42% | $23.98B | +34.66% | 1.10% |
CME | -18.22% | $99.01B | +39.76% | 3.87% |
GFI | -13.01% | $20.47B | +53.49% | 2.38% |
PHYS | -11.27% | - | - | 0.00% |
DRD | -9.84% | $1.12B | +50.52% | 2.12% |
AGI | -9.42% | $10.76B | +63.20% | 0.39% |
AU | -8.82% | $22.09B | +74.61% | 2.31% |
DFDV | -8.68% | $247.94M | +1,821.34% | 0.00% |
AEM | -8.40% | $58.70B | +77.55% | 1.37% |
TAL | -8.19% | $4.93B | +0.19% | 0.00% |
MOH | -7.72% | $16.10B | -0.08% | 0.00% |
DG | -7.51% | $25.19B | -13.45% | 2.07% |
WPM | -6.90% | $39.63B | +66.60% | 0.73% |
PPC | -6.71% | $10.57B | +30.66% | 0.00% |
CL | -6.35% | $71.89B | -8.58% | 2.28% |
HMY | -6.11% | $8.34B | +46.13% | 1.27% |
K | -5.54% | $27.41B | +36.96% | 2.88% |
IAG | -5.30% | $4.07B | +88.80% | 0.00% |
CEF.U | -5.24% | - | - | 0.00% |
PM | -4.92% | $281.78B | +78.65% | 3.00% |