Roundhill Investments - GLP-1 & Weight Loss ETF (OZEM) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Roundhill Investments - GLP-1 & Weight Loss ETF (OZEM) trades at $33.74 with AI Score 47/100 (Grade C). Roundhill GLP-1 & Weight Loss ETF (OZEM) is an actively managed fund focused on companies involved… Market cap: $43.4M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for OZEM: OZEM does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates OZEM against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
OZEM: the 3 scored disciplines are evenly split. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Roundhill Investments - GLP-1 & Weight Loss ETF (OZEM) Financial Services Profile
Roundhill GLP-1 & Weight Loss ETF (OZEM) offers targeted exposure to the burgeoning weight loss drug market, specifically focusing on companies involved in GLP-1 agonists. As the first ETF of its kind, OZEM provides a unique investment vehicle within the asset management sector, capitalizing on pharmaceutical advancements.
What Is the Investment Thesis for OZEM?
OZEM presents a focused investment opportunity within the rapidly expanding weight loss drug market. The increasing prevalence of obesity and related health conditions, coupled with advancements in GLP-1 agonists and other weight loss treatments, creates a strong demand for effective solutions. OZEM, as the first ETF dedicated to this sector, offers investors targeted exposure to companies positioned to benefit from this growth. The fund's active management allows for strategic allocation to companies with promising pipelines and established market presence. A key value driver is the continued innovation in weight loss pharmaceuticals, with potential for new drugs and therapies to further fuel market expansion. The ETF's beta of 0.50 suggests lower volatility compared to the broader market, potentially appealing to risk-averse investors. However, the fund's relatively small market cap of $43.4M and lack of dividend yield should be considered.
Based on FMP financials and quantitative analysis
OZEM Key Highlights
OZEM is the world's first ETF focused on GLP-1 agonists and weight loss drugs, providing unique market exposure.
- The ETF is actively managed, allowing for strategic portfolio adjustments based on market developments.
- OZEM's beta of 0.50 indicates lower volatility compared to the broader market.
- The fund targets companies involved in the development, production, and distribution of GLP-1 agonists and related treatments.
- The increasing prevalence of obesity and related health conditions drives demand for effective weight loss solutions, supporting the growth of the GLP-1 market.
Who Are OZEM's Competitors?
OZEM is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CEFZ RiverNorth Active Income ETF | $8.31 | -0.48% | $41.0M | 44 |
| FLAX Franklin FTSE Asia ex Japan ETF | $36.27 | +0.48% | $56.1M | 47 |
| HOMZ Hoya Capital Housing ETF | $46.00 | -1.18% | $37.6M | 46 |
| KEMQ KraneShares Emerging Markets Consumer Technology ETF | $25.82 | -0.36% | $25.8M | 44 |
| NBJP Neuberger Berman Japan Equity ETF | $35.59 | -0.05% | $43.0M | 47 |
| EEA The European Equity Fund, Inc. | $11.15 | -0.59% | $74.7M | 67 |
| HNNA Hennessy Advisors, Inc. | $9.89 | -1.30% | $78.2M | 81 |
| BCG Binah Capital Group, Inc. | $1.40 | +0.72% | $23.5M | 78 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are OZEM's Key Strengths?
First-mover advantage in the GLP-1 and weight loss ETF market.
- Active management allows for strategic portfolio adjustments.
- Targeted exposure to a high-growth sector.
- Relatively low beta indicates lower volatility.
What Are OZEM's Weaknesses?
Small market cap may limit liquidity.
- Lack of dividend yield may deter some investors.
- Concentrated focus on a single market segment.
- Performance is highly dependent on the success of the weight loss drug industry.
What Could Drive OZEM Stock Higher?
Positive clinical trial results for new GLP-1 agonists and weight loss drugs.
- Increased adoption of weight loss drugs by healthcare providers and patients.
- Expansion of insurance coverage for weight loss treatments.
- Potential acquisitions of companies in the weight loss drug market.
What Are the Key Risks for OZEM?
Regulatory setbacks for GLP-1 agonists and weight loss drugs.
- Negative side effects associated with weight loss treatments.
- Competition from generic versions of GLP-1 agonists.
- Market volatility impacting the pharmaceutical and biotechnology sectors.
What Are the Growth Opportunities for OZEM?
- OZEM is positioned to benefit from this growth by investing in companies developing and marketing these drugs. The timeline for this growth is ongoing, with new GLP-1 drugs expected to be launched in the coming years, further expanding the market opportunity. OZEM's competitive advantage lies in its focused approach, providing targeted exposure to this specific segment of the pharmaceutical industry.
- Development of Novel Weight Loss Therapies: The pharmaceutical industry is actively researching and developing new weight loss therapies beyond GLP-1 agonists, including combination drugs and novel mechanisms of action. OZEM can capitalize on this innovation by investing in companies at the forefront of these developments. The timeline for these new therapies is uncertain, but potential breakthroughs could significantly expand the weight loss market and drive growth for OZEM. The fund's active management allows it to adapt to these new developments and allocate capital to promising companies.
- Increased Awareness and Adoption of Weight Loss Drugs: Public awareness and acceptance of weight loss drugs are increasing, driven by celebrity endorsements and positive clinical trial results. This increased awareness is leading to greater adoption of these drugs, fueling market growth. OZEM can benefit from this trend by investing in companies that are effectively marketing and distributing weight loss drugs. The timeline for this growth is ongoing, with continued marketing efforts and positive media coverage expected to further increase awareness and adoption.
- Geographic Expansion of Weight Loss Drug Market: The market for weight loss drugs is expanding globally, with increasing demand in emerging markets. OZEM can capitalize on this geographic expansion by investing in companies that are expanding their presence in these markets. The timeline for this expansion is ongoing, with companies actively seeking to enter new markets and increase their global reach. OZEM's competitive advantage lies in its ability to identify and invest in companies with strong international growth potential.
- Strategic Partnerships and Acquisitions: The weight loss drug market is witnessing increased strategic partnerships and acquisitions, as companies seek to expand their product portfolios and market reach. OZEM can benefit from these deals by investing in companies that are involved in strategic partnerships or are potential acquisition targets. The timeline for these deals is uncertain, but potential acquisitions could significantly increase the value of OZEM's holdings. The fund's active management allows it to identify and capitalize on these opportunities.
What Threats Does OZEM Face?
- Regulatory changes impacting the weight loss drug market.
- Competition from new ETFs targeting similar themes.
- Clinical trial failures for key weight loss drugs.
- Negative publicity surrounding weight loss drugs.
What Are OZEM's Competitive Advantages?
- First-mover advantage as the world's first ETF focused on GLP-1 agonists and weight loss drugs.
- Active management allows for strategic portfolio adjustments based on market developments.
- Focused approach provides targeted exposure to a specific segment of the pharmaceutical industry.
What Does OZEM Do?
Roundhill Investments launched the Roundhill GLP-1 & Weight Loss ETF (OZEM) to capitalize on the revolutionary advancements in weight loss drugs, particularly GLP-1 agonists. Recognizing the potential of these pharmaceuticals to address the global obesity epidemic, Roundhill created OZEM as the world's first ETF focused on this specific segment. The ETF is actively managed, allowing the portfolio managers to strategically allocate capital to companies that are leading the way in the development, production, and distribution of GLP-1 agonists and related weight loss treatments. The fund's investment strategy involves identifying and investing in companies across the pharmaceutical, biotechnology, and healthcare sectors that are directly or indirectly involved in the GLP-1 and weight loss market. This includes companies developing novel drugs, manufacturing existing treatments, or providing related services. By focusing on this niche market, OZEM aims to provide investors with targeted exposure to the growth potential of the weight loss drug industry. Roundhill believes that the increasing prevalence of obesity and related health conditions will continue to drive demand for effective weight loss solutions, making OZEM a compelling investment vehicle for those seeking exposure to this trend. As an actively managed ETF, OZEM's portfolio composition can be adjusted to reflect the evolving landscape of the weight loss drug market, allowing it to adapt to new developments and opportunities.
What Products and Services Does OZEM Offer?
- Roundhill GLP-1 & Weight Loss ETF (OZEM) invests in companies involved in the development, production, and distribution of GLP-1 agonists and other weight loss drugs.
- The ETF aims to provide investors with targeted exposure to the rapidly growing weight loss pharmaceuticals market.
- OZEM is actively managed, allowing portfolio managers to strategically allocate capital to companies with promising growth potential.
- The fund invests in companies across the pharmaceutical, biotechnology, and healthcare sectors.
- OZEM seeks to capitalize on the increasing prevalence of obesity and related health conditions.
- The ETF offers a unique investment vehicle for those seeking exposure to the weight loss drug industry.
How Does OZEM Make Money?
- OZEM generates revenue through management fees charged to investors.
- The fund's profitability depends on its ability to attract and retain assets under management (AUM).
- OZEM's performance is directly linked to the performance of the companies it invests in within the weight loss drug market.
What Industry Does OZEM Operate In?
The asset management industry is experiencing increased specialization, with ETFs like OZEM targeting niche markets. The weight loss drug market is projected to grow significantly, driven by rising obesity rates and advancements in pharmaceutical treatments. Competition in the asset management space is fierce, with firms vying to offer innovative and targeted investment products. OZEM differentiates itself by focusing specifically on GLP-1 agonists and weight loss drugs, providing a unique offering compared to broader healthcare or pharmaceutical ETFs. The ETF's success depends on the continued growth and innovation within the weight loss drug market, as well as its ability to attract investors seeking targeted exposure to this sector.
Who Are OZEM's Key Customers?
- Individual investors seeking exposure to the weight loss drug market.
- Institutional investors looking for targeted investment opportunities in the healthcare sector.
- Financial advisors seeking to diversify client portfolios with specialized ETFs.
Key Financial Metrics
Return on equity for Roundhill Investments - GLP-1 & Weight Loss ETF stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. OZEM trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
How Roundhill Investments - GLP-1 & Weight Loss ETF Is Valued
Roundhill Investments - GLP-1 & Weight Loss ETF carries a market capitalization of $43.4M, placing it in the micro-cap category. Relative to its peer group, OZEM's quantitative score of 47/100 is roughly in line with the peer average of 46/100.
OZEM Financials
Bull Case vs Bear Case
Bull Case
- First-mover advantage in the GLP-1 and weight loss ETF market.
- Active management allows for strategic portfolio adjustments.
- Targeted exposure to a high-growth sector.
- Relatively low beta indicates lower volatility.
Bear Case
- Small market cap may limit liquidity.
- Lack of dividend yield may deter some investors.
- Concentrated focus on a single market segment.
- Performance is highly dependent on the success of the weight loss drug industry.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
OZEM Latest News
No recent news available for OZEM.
OZEM Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for OZEM.
Price Targets
Wall Street price target analysis for OZEM.
OZEM MoonshotScore
What does this score mean?
The MoonshotScore rates OZEM 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Roundhill Investments - GLP-1 & Weight Loss ETF (OZEM) — Financial Services
What does the AI Score mean for OZEM?
OZEM holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Roundhill GLP-1 & Weight Loss ETF (OZEM) is an actively managed fund focused on companies involved in the development and distribution of GLP-1 agonists and other weight loss drugs. It provides …
What does Roundhill Investments - GLP-1 & Weight Loss ETF do?
The Roundhill GLP-1 & Weight Loss ETF (OZEM) is an actively managed exchange-traded fund that invests in a portfolio of companies involved in the development, production, and distribution of GLP-1 agonists and other weight loss drugs. It offers investors a targeted way to gain exposure to the rapidly growing market for weight loss pharmaceuticals.
What are the main risks for OZEM?
OZEM faces several risks, including regulatory setbacks for GLP-1 agonists and weight loss drugs, negative side effects associated with weight loss treatments, and competition from generic versions of GLP-1 agonists. The fund's performance is also dependent on the overall health of the pharmaceutical and biotechnology sectors, which can be volatile.
How does Roundhill Investments - GLP-1 & Weight Loss ETF make money in financial services?
Roundhill Investments generates revenue from the Roundhill GLP-1 & Weight Loss ETF (OZEM) primarily through management fees. These fees are charged as a percentage of the fund's assets under management (AUM). The higher the AUM, the greater the revenue generated for Roundhill. These fees cover the costs associated with managing the fund, including research, trading, and administrative expenses.
What regulatory challenges does Roundhill Investments - GLP-1 & Weight Loss ETF face?
As an ETF, Roundhill Investments - GLP-1 & Weight Loss ETF (OZEM) faces regulatory oversight from the Securities and Exchange Commission (SEC). These regulations cover various aspects of the fund's operations, including its investment strategy, disclosure requirements, and compliance procedures. OZEM must adhere to strict rules regarding the diversification of its holdings and the transparency of its portfolio.
What are the key factors to evaluate for OZEM?
Roundhill Investments - GLP-1 & Weight Loss ETF (OZEM) holds an AI score of 47/100 (low). OZEM presents a focused investment opportunity within the rapidly expanding weight loss drug market. Not financial advice.
How frequently does OZEM data refresh on this page?
OZEM's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven OZEM's recent stock price performance?
Roundhill Investments - GLP-1 & Weight Loss ETF (OZEM) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: First-mover advantage in the GLP-1 and weight loss ETF market. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider OZEM overvalued or undervalued right now?
Roundhill Investments - GLP-1 & Weight Loss ETF (OZEM) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for OZEM. Analyst consensus is currently unavailable.
- The weight loss drug market is subject to regulatory and clinical trial risks.