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Offerpad Solutions Inc. (OPAD) stock

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NASDAQ: OPAD Nasdaq Real Estate Services Next results ~January 19, 2027

D Fundamentals grade

Offerpad Solutions Inc. is a US-listed company in the real estate services industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: every model's value for Offerpad Solutions Inc. is far from the share price, which usually points to a data problem (a merger, a share-count change, a one-off) rather than a bargain or a bubble.

Price vs value

Under review: free cash flow after stock pay is not positive. We'll show the comparison once resolved.

Offerpad Solutions Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders1 buying, 0 selling2 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
  • Funds21 adding, 0 cuttingOf 1 active managers that changed their stake, 1 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Offerpad Solutions files

Where Offerpad Solutions stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $405m, down 42.5% on a year earlier, a steeper fall than the 38.7% decline a quarter earlier. Free-cash-flow margin rose to 18.2% from 6.1% a year earlier. The diluted share count is up 4.2% on a year earlier, which dilutes existing holders. It passes 2 of our 3 financial-health checks.

Our model value for Offerpad Solutions is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 3, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~January 19, 2027 (estimated)

Offerpad Solutions Inc.'s trailing-twelve-month revenue fell 44.3% year on year, with a free-cash-flow margin of -31.1%. Where it stands out: days sales outstanding of 6 days ranks 2 of 15 real estate services companies we cover. Where it lags: revenue growth of -44.3% ranks 21 of 22 real estate services companies we cover.

Current signal Revenue growth decelerating: TTM revenue growth slowed to -44.3% (-1.8pp vs the prior quarter), the 6th consecutive quarterly slowdown.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

Nothing in Offerpad Solutions Inc.'s latest figures clears our strength thresholds.

Things to watch

  • Revenue shrinking. Revenue fell 44.3% over the last 12 months.
  • Loss-making. Operating margin is -9.7%: costs exceed revenue.
  • Margins narrowing. Operating margin is down 3.4 points on a year ago.
  • Burning cash. Free cash flow was -31.1% of revenue over the last 12 months.
  • Share dilution. Diluted shares rose 4.2% in a year.
  • Volatile shares. Over the past year the shares showed annualised volatility of 104% and a beta of 3.4 against the S&P 500.

Latest results: FY2026 Q3

Filed November 2, 2026
Earnings per share
-$1.96 against an average estimate of -$1.76: missed by 11.4%
Revenue
$78m, down 41.2% on a year earlier
Next report
November 2, 2026; average EPS estimate -$1.71

Offerpad Solutions' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+14.6%
  • 1 week-3.2%
  • 1 month-27.1%
  • This year-82.9%
  • 1 year-89.7%
  • 5 years-99.8%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$350M
Operating margin
-9.7%
Net margin
-11.3%
EPS (TTM, diluted)
$-13.92

Growth

Revenue growth
−44.3%
Change in growth rate
−1.8 pts
Share count change
+4.2%

Cash

Free cash flow (TTM)
-$109M
FCF margin
-31.1%
Stock pay % of revenue
0.5%

Earnings

Last results
November 2, 2026
Next results (est.)
January 19, 2027

News & updates

Updated November 2, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Leadership
  3. Agreement
  4. Leadership
  5. Agreement
  6. Announcement
  7. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Offerpad Solutions Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: free cash flow after stock pay is not positive.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Offerpad Solutions Inc. as an operating company, with every model that fits that kind of business. Cost of equity 11.4%: the 10-year Treasury yield (4.9%) plus a beta of 1.44 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Growth cash-flow model Revenue for this year and next from analysts' consensus, then growth fading to 2.5%; the operating margin moving to profitable peers'; investment needed per dollar of growth from peers; reduced by a failure probability. For young or fast-growing companies. The starting margin is normalized to between -100% and 60%; net margin is a proxy when operating income is not tagged. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$20 Left out: out of range vs price (9.76x)
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: This model is withheld pending its input or assumption review.
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: This model is withheld pending its input or assumption review.
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: This model is withheld pending its input or assumption review.
Forward price-to-sales vs peers Next year's consensus sales per share times peers' typical forward price-to-sales; only when earnings are negative. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$74 ~$62–$130 Left out: out of range vs price (35.87x)
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: This model is withheld pending its input or assumption review.
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Offerpad Solutions Inc. with Real Estate Services in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

At fiscal year end 202020212022202320242025
Share price$1650.00$960.00$69.15$102.50$28.50$12.10
Market value$6.4bn$9.2bn$1.1bn$2.7bn$781m$375m
+ Net debt (− = net cash)−$44m−$166m−$97m−$76m−$22m−$9m
Enterprise value$6.3bn$9.0bn$1.0bn$2.6bn$760m$366m
Multiples
Price / sales 6.0x4.4x0.3x2.1x0.9x0.7x
Price / earnings —n/m————
Price / free cash flow 41.9x—3.7x10.3x50.6x5.7x
EV / EBITDA —n/m————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

20 /100

Weak moat

How hard Offerpad Solutions's competitive advantage looks for rivals to wear away, judged from 6 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Cash operating profit has been a median -2.1% of total assets over 5 years.

  • Pricing power 7 / 20

    Gross margin has been a median 7.5%, moving by 3.2 percentage points (standard deviation) across 6 years.

  • Durability 10 / 20

    Operating margin has been a median -5.4%; its worst year was -11.6%.

  • Cash conversion 3 / 20

    Free cash flow was positive in 2 of 6 years, at a median -5.2% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (25 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current −$7.19 +53% $408m −28%
Next −$3.56 +51% $639m +57%

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +17.0% on 90 days ago. In the last 30 days, 0 analysts raised Offerpad Solutions Inc.'s forecast and 2 cut it.

Consensus EPS forecast Offerpad Solutions Inc., last 90 days
−$8.00 −$6.00 −$4.00 −$2.00 $0.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$6.15 Current fiscal year, 60 days ago: −$6.08 Current fiscal year, 30 days ago: −$6.10 Current fiscal year, 7 days ago: −$6.10 Current fiscal year, Now: −$7.19 −$7.19 Next fiscal year, 90 days ago: −$2.14 Next fiscal year, 60 days ago: −$2.41 Next fiscal year, 30 days ago: −$2.41 Next fiscal year, 7 days ago: −$2.41 Next fiscal year, Now: −$3.56 −$3.56

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$6.15−$2.14
60 days ago −$6.08−$2.41
30 days ago −$6.10−$2.41
7 days ago −$6.10−$2.41
Now −$7.19−$3.56

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 −$1.76 −$1.96 −11.4%
Mar 2026 −$2.28 −$2.23 +2.1%
Dec 2025 −$2.70 −$2.58 +4.4%
Sept 2025 −$2.63 −$3.39 −28.9%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

3 analysts, Nov 2026
Buy133%
Hold267%
Sell00%

Monthly trend

  1. Nov 2026123

Counts of recommendations published by analysts covering Offerpad Solutions Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
14.6%
of tradable shares
Days to cover
15.55
at average volume
Short interest, 1 month
+1%
to October 15, 2026
Held by institutions
53%
of shares
Held by insiders
15.3%
of shares
Employees
140
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months −91.2%

$23.40 on October 31, 2025 to $2.07

ThenNowEffect
Revenue (last 12 months) $703m $405m −42.5%
P/S multiple 0.1x 0.0x −78.6%
Share count 3m 4m −28.0%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
OPAD−42%−93%+48%−72%−58%−83%
Industry peers (median)+47%−47%+25%+11%−6%−31%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
OPAD8%8%42%25%17%18%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
OPAD−68%−94%−64%−74%−81%−91%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since December 11, 2020: 100% from September 16, 2021 to November 2, 2026. Getting back needed a 144610% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$2.07 – $23.00
From 52-week high
−91.0%
vs 50-day average
−36.9%
vs 200-day average
−65.3%
Volatility (1 year)
104%
Beta vs S&P 500
3.35

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
2 up, 9 down
typical move ±14.0%
After a week
4 up, 7 down
typical move ±18.2%
After a month
4 up, 7 down
typical move ±49.0%
Results releasedNext dayS&P 500 next day5 days21 days
August 3, 2026 +28.4% +3.3% +22.5% +5.9%
April 30, 2026 −15.2% +1.3% −9.8% +5.5%
February 23, 2026 −4.9% −0.3% −4.5% −19.3%
November 3, 2025 −26.1% −1.0% −14.5% −21.8%
October 20, 2025 −2.1% +1.0% −4.8% −36.3%
August 4, 2025 −8.2% +1.0% +1.6% +308.2%
July 23, 2025 −31.4% +0.9% −51.9% −52.7%
May 5, 2025 −14.2% −1.4% +7.2% −7.2%
February 24, 2025 −5.4% −1.0% −26.3% −17.9%
November 4, 2024 +1.3% +1.0% +23.7% +56.7%
August 5, 2024 −16.8% −2.0% −33.2% −7.3%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Offerpad Solutions Inc. in five measures

Fundamentals grade D
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Offerpad Solutions Inc.
$0 $500M $1B $1.5B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $1.3B Revenue (TTM), FY24 Q1: $990.2M Revenue (TTM), FY24 Q2: $1B Revenue (TTM), FY24 Q3: $985M Revenue (TTM), FY24 Q4: $918.8M Revenue (TTM), FY25 Q1: $794.2M Revenue (TTM), FY25 Q2: $703.4M Revenue (TTM), FY25 Q3: $628M Revenue (TTM), FY25 Q4: $567.8M Revenue (TTM), FY26 Q1: $487.2M Revenue (TTM), FY26 Q2: $404.5M Revenue (TTM), FY26 Q3: $349.9M $349.9M

Source: SEC EDGAR filings. Retrieved November 2, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $1.3B
FY24 Q1 $990.2M
FY24 Q2 $1B
FY24 Q3 $985M
FY24 Q4 $918.8M
FY25 Q1 $794.2M
FY25 Q2 $703.4M
FY25 Q3 $628M
FY25 Q4 $567.8M
FY26 Q1 $487.2M
FY26 Q2 $404.5M
FY26 Q3 $349.9M
Revenue growth, TTM YoY Offerpad Solutions Inc.
-80% -60% -40% -20% 0% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: -66.7% Revenue growth, TTM YoY, FY24 Q1: -68.9% Revenue growth, TTM YoY, FY24 Q2: -56.8% Revenue growth, TTM YoY, FY24 Q3: -43.8% Revenue growth, TTM YoY, FY24 Q4: -30.1% Revenue growth, TTM YoY, FY25 Q1: -19.8% Revenue growth, TTM YoY, FY25 Q2: -30.4% Revenue growth, TTM YoY, FY25 Q3: -36.2% Revenue growth, TTM YoY, FY25 Q4: -38.2% Revenue growth, TTM YoY, FY26 Q1: -38.7% Revenue growth, TTM YoY, FY26 Q2: -42.5% Revenue growth, TTM YoY, FY26 Q3: -44.3% -44.3%

Source: SEC EDGAR filings. Retrieved November 2, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 -66.7%
FY24 Q1 -68.9%
FY24 Q2 -56.8%
FY24 Q3 -43.8%
FY24 Q4 -30.1%
FY25 Q1 -19.8%
FY25 Q2 -30.4%
FY25 Q3 -36.2%
FY25 Q4 -38.2%
FY26 Q1 -38.7%
FY26 Q2 -42.5%
FY26 Q3 -44.3%
Operating margin (TTM) Offerpad Solutions Inc.
-10% -5% 0% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Operating margin (TTM), FY23 Q4: -7.9% Operating margin (TTM), FY24 Q1: -6.7% Operating margin (TTM), FY24 Q2: -5.4% Operating margin (TTM), FY24 Q3: -4.4% Operating margin (TTM), FY24 Q4: -5.0% Operating margin (TTM), FY25 Q1: -5.5% Operating margin (TTM), FY25 Q2: -6.0% Operating margin (TTM), FY25 Q3: -6.3% Operating margin (TTM), FY25 Q4: -5.9% Operating margin (TTM), FY26 Q1: -6.3% Operating margin (TTM), FY26 Q2: -7.7% Operating margin (TTM), FY26 Q3: -9.7% -9.7%

Source: SEC EDGAR filings. Retrieved November 2, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q4 -7.9%
FY24 Q1 -6.7%
FY24 Q2 -5.4%
FY24 Q3 -4.4%
FY24 Q4 -5.0%
FY25 Q1 -5.5%
FY25 Q2 -6.0%
FY25 Q3 -6.3%
FY25 Q4 -5.9%
FY26 Q1 -6.3%
FY26 Q2 -7.7%
FY26 Q3 -9.7%
FCF margin (TTM) Offerpad Solutions Inc.
-40% -20% 0% 20% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 19.9% FCF margin (TTM), FY24 Q1: -16.4% FCF margin (TTM), FY24 Q2: -16.0% FCF margin (TTM), FY24 Q3: -2.9% FCF margin (TTM), FY24 Q4: 1.7% FCF margin (TTM), FY25 Q1: 0.3% FCF margin (TTM), FY25 Q2: 6.1% FCF margin (TTM), FY25 Q3: 7.1% FCF margin (TTM), FY25 Q4: 11.6% FCF margin (TTM), FY26 Q1: 17.6% FCF margin (TTM), FY26 Q2: 18.2% FCF margin (TTM), FY26 Q3: -31.1% -31.1%

Source: SEC EDGAR filings. Retrieved November 2, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 19.9%
FY24 Q1 -16.4%
FY24 Q2 -16.0%
FY24 Q3 -2.9%
FY24 Q4 1.7%
FY25 Q1 0.3%
FY25 Q2 6.1%
FY25 Q3 7.1%
FY25 Q4 11.6%
FY26 Q1 17.6%
FY26 Q2 18.2%
FY26 Q3 -31.1%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 1,076 1,064 2,070 3,952 1,314 919 568 350
Gross profit 74 88 208 182 70 72 42 27
EBITDA −33 −13 20 −126 −104 −45 −32 −33
Operating income −33 −14 20 −127 −104 −46 −33 −34
Net income −52 −23 6 −149 −117 −62 −46 −40
Diluted EPS −$13.50 −$6.00 $0.68 −$9.09 −$4.44 −$2.27 −$1.50 —
Growth (year on year)
Revenue — −1.1% +94.5% +90.9% −66.7% −30.1% −38.2% −44.3%
Margins
Gross margin 6.9% 8.2% 10.0% 4.6% 5.3% 7.9% 7.4% 7.8%
EBITDA margin −3.1% −1.3% 1.0% −3.2% −7.9% −4.9% −5.7% −9.4%
Operating margin −3.1% −1.3% 1.0% −3.2% −7.9% −5.0% −5.9% −9.7%
Net margin −4.8% −2.2% 0.3% −3.8% −8.9% −6.8% −8.2% −11.3%
Free-cash-flow margin −10.2% 14.3% −45.2% 7.7% 19.9% 1.7% 11.6% −31.1%
Cash flow
Cash from operations −109 155 −922 305 262 21 67 −109
Capital spending 1 3 14 1 0 5 1 0
Free cash flow −110 152 −936 304 262 15 66 −109
Stock-based pay 1 1 3 8 8 8 3 2
Free cash flow after stock pay −111 151 −939 296 254 7 63 −111
Balance sheet
Cash 23 44 170 97 76 43 27 12
Total debt 0 0 4 — 0 21 18 3
Net debt (negative = net cash) −23 −44 −166 −97 −76 −22 −9 −10
Diluted shares 4m 4m 10m 16m 26m 27m 31m —
Returned to shareholders
Buybacks 11 — — — — — — —
Total returned 11 — — — — — — —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 3 checks passed · September 30, 2026
What it owns · $274m
Short-term assets $253mLonger-term assets $22m
What it owes, and who funded it · $274m
Short-term liabilities $214mLonger-term liabilities $32mShareholders' equity $28m
  • Short-term assets cover short-term liabilities $253m of assets due within a year against $214m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $253m short-term assets against $32m of longer-dated liabilities.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Operating income of −$34m against $8m of interest.

From Offerpad Solutions Inc.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

Diluted share count
+4.2%
year over year
R&D spending
1.0%
of revenue
Days sales outstanding
6 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in real estate services
Last 12 months unless stated OPAD FTHM MMI DOUG IHS CHCI Median
Revenue, last 12 months $350m $407m $812m $1.0bn $1.6bn $77m $2.2bn
Revenue growth, last 12 months −44.3% 4.3% 11.9% −2.7% 3.6% 39.2% 6.7%
Revenue growth, 3-year average −41.5% 3.0% −3.5% 1.2% — 23.2% 13.0%
Revenue growth, latest quarter −41.2% −5.6% 17.8% 4.5% — 74.1% 12.7%
Gross margin 7.8% 5.8% 38.1% — 55.4% 26.8% 18.5%
Operating margin −9.7% −5.1% 1.2% 3.5% 51.9% 21.5% 0.8%
Operating margin, 3-year average −6.8% −6.0% −4.3% −2.7% — 20.8% −2.7%
Net margin −11.3% −6.3% 1.8% 2.5% 9.1% 13.4% 1.8%
Cash from operations / revenue −31.1% −3.3% 11.5% −1.7% 59.2% 13.5% 1.8%
Free-cash-flow margin −31.1% −3.3% 10.4% −1.9% 45.4% 13.5% 1.5%
Free-cash-flow margin, 3-year average −9.0% −3.2% 3.0% −2.3% — 20.5% 2.9%
Stock pay / revenue 0.5% 0.6% 3.1% 0.7% 1.8% 2.1% 0.9%
Change in share count 4.2% 37.7% −0.9% 1.4% 0.6% 1.2% 1.6%

Median of all 22 companies we cover in real estate services. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

22 real estate services companies
Measure Company Peer median Rank
Revenue growth Growth -44.3% 8.1% 21 of 22
Change in growth rate Growth -1.8pp -0.2pp 14 of 22
Gross margin Profitability 7.8% 21.4% 9 of 10
Operating margin Profitability -9.7% 1.2% 16 of 22
Net margin Profitability -11.3% 1.8% 15 of 21
Free-cash-flow margin Cash generation -31.1% 1.2% 17 of 19
Stock pay as % of revenue Cash generation 0.5% 1.0% 8 of 21
Change in share count Balance sheet 4.2% 1.8% 12 of 20
Days sales outstanding Balance sheet 6 days 22 days 2 of 15

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Cash Offer $535M 94.2% ▼ 40.2%
Business To Business Renovate $27.1M 4.8% ▲ 49.5%
All Other Segments $5.9M 1.0% ▼ 1.3%

From Offerpad Solutions Inc.'s 10-K filed February 24, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$8.2M
Institutions reporting
21
Positions opened / closed
21 / 0

Top buyers and sellers, Q2 2026: 21 institutions bought and 0 sold ; the biggest buyer was First American Financial Corp (+512K shares) . See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
First American Financial Corp $2.5M 512K 30.8% —
Kingsbury Capital Investment Advisors LLC $1.5M 304K 18.3% —
Kmt Wealth Management, LLC $1.5M 304K 18.3% —
Kemnay Advisory Services Inc. $966,827 196K 11.8% —
Vanguard Capital Management LLC $614,358 124K 7.5% —
Blackrock, Inc. $265,066 54K 3.2% —
Shay Capital LLC $167,876 34K 2.0% —
Geode Capital Management, LLC $156,263 32K 1.9% —
UBS Group AG $123,717 25K 1.5% —
Vanguard Fiduciary Trust Co $117,034 24K 1.4% —
Morgan Stanley $84,588 17K 1.0% —
Susquehanna International Group, LLP $65,119 13K 0.8% —

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Offerpad Solutions Inc.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $199,607 2 trades by 1 insider, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $199,607 net buying
Insider Date Trade Shares Price Value
Bair Brian Chief Executive Officer June 3, 2026 Buy 122,920 $0.79 $97,107
Bair Brian Chief Executive Officer June 2, 2026 Buy 125,000 $0.82 $102,500

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around January 19, 2027 estimated from the company's past filing pattern, not announced

  • November 2, 2026
  • August 3, 2026
  • April 30, 2026
  • February 23, 2026
  • November 3, 2025
  • October 20, 2025

Recent SEC filings

Data status

When each part of this page on Offerpad Solutions Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Offerpad Solutions Inc. in brief

What does Offerpad Solutions Inc. do?
Offerpad Solutions Inc. is a US-listed company in the real estate services industry. Its financial year ends in December.
What is Offerpad Solutions Inc.'s stock ticker?
Offerpad Solutions Inc. trades under the ticker OPAD on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Offerpad Solutions Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Offerpad Solutions Inc. reported revenue of $350M, 44.3% lower than a year earlier, according to its SEC filings.
What is Offerpad Solutions Inc.'s free cash flow?
Offerpad Solutions Inc.'s free-cash-flow margin is -31.1% of revenue over the trailing twelve months, ranking 17 of the 19 real estate services companies we cover.
Who are Offerpad Solutions Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are First American Financial Corp, Kingsbury Capital Investment Advisors LLC and Kmt Wealth Management, LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Offerpad Solutions Inc.'s market cap?
On December 31, 2025, Offerpad Solutions Inc.'s market capitalisation was about $375M and net debt of -$8.9M. Market figures come from third-party market data and may be delayed.
Who are Offerpad Solutions Inc.'s competitors?
In our Real Estate Services peer group, the companies closest to Offerpad Solutions Inc. are Fathom Holdings Inc., Marcus & Millichap, Inc., Douglas Elliman Inc., IHS Holding Ltd and Comstock Holding Companies, Inc. The side-by-side comparison below sets their revenue, margins and growth against Offerpad Solutions Inc.'s.
Are insiders buying or selling Offerpad Solutions Inc. stock?
Over the last 12 months, Offerpad Solutions Inc.'s directors and officers reported 2 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
When is Offerpad Solutions Inc.'s next earnings date?
Around January 19, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Offerpad Solutions Inc. announces its own schedule.