ONITONITY GROUP INC.
Mortgage Bankers & Loan Correspondents
- Revenue
- $58M
- 38% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $2.5B net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired-395% of net incomeCash flow under 80% of net income
- Dilutive SBCFired13% of revenueOver 10% of revenue
- Payouts exceed cash flowClear0% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear0% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $43M | $33M | $32M | $42M | $58M | 38% |
| Net income | $18M | $26M | −$64M | $34M | $190M | 459% |
| Operating cash flow | −$468M | $173M | $10M | −$574M | −$748M | 30% |
| Capex | $3M | $6M | $2M | $800K | $3M | 263% |
| Stock-based comp | $5M | $5M | $10M | $8M | $8M | 2.6% |
| Buybacks | $0 | $50M | $0 | — | — |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $8M | $15M | 158 | 145 |
| FY2024 | $8M | $9M | 106 | 128 |
| FY2023 | $8M | $5M | 106 | 114 |
| FY2022 | $6M | $3M | 106 | 88 |
| FY2021 | $7M | $11M | 138 | 111 |