OAK-PA
Price:
$21.08
Market Cap:
$2.50B
Brookfield Oaktree Holdings LLC formerly Oaktree Capital Group LLC is an alternative asset manager involved in investing in credit, real assets, private equity, and listed equities. It operates into one segment namely the Investment management business which consists of the services that it provides to clients. It operates in the United States where it generates the majority of its revenue.
Industry
Asset Management
IPO Date
2018-05-11
Stock Exchange
NYSE
Ticker
OAK-PA
According to Oaktree Capital Group, LLC 6.625% PFD UT A’s latest financial reports and current stock price. The company's current ROE is 7.01%. This represents a change of 270.43% compared to the average of 1.89% of the last 4 quarters.
The mean historical ROE of Oaktree Capital Group, LLC 6.625% PFD UT A over the last ten years is 13.22%. The current 7.01% ROE has changed -47.02% with respect to the historical average. Over the past ten years (40 quarters), OAK-PA's ROE was at its highest in in the December 2019 quarter at 15.08%. The ROE was at its lowest in in the March 2020 quarter at -6.89%.
Average
13.22%
Median
9.77%
Minimum
0.88%
Maximum
33.29%
Discovering the peaks and valleys of Oaktree Capital Group, LLC 6.625% PFD UT A ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 818.45%
Maximum Annual ROE = 33.29%
Minimum Annual Increase = -87.13%
Minimum Annual ROE = 0.88%
| Year | ROE | Change |
|---|---|---|
| 2024 | 11.71% | 19.18% |
| 2023 | 9.82% | 172.76% |
| 2022 | 3.60% | -55.67% |
| 2021 | 8.12% | 818.45% |
| 2020 | 0.88% | -79.35% |
| 2019 | 4.28% | -87.13% |
| 2018 | 33.29% | 24.97% |
| 2017 | 26.64% | 10.26% |
| 2016 | 24.16% | 148.53% |
| 2015 | 9.72% | -57.91% |
The current ROE of Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
8.38%
5-year avg
6.83%
10-year avg
13.22%
Oaktree Capital Group, LLC 6.625% PFD UT A’s ROE is less than Oaktree Capital Group, LLC (9.67%), less than Eagle Point Credit Company Inc. (3.26%), greater than Brookfield Business Corporation (-5073.17%), less than Burford Capital Limited (3.06%), less than Sixth Street Specialty Lending, Inc. (11.89%), less than Artisan Partners Asset Management Inc. (67.65%), less than Patria Investments Limited (19.37%), less than Hercules Capital, Inc. (9.12%), less than Tri-Continental Corporation (11.91%),
| Company | ROE | Market cap |
|---|---|---|
| 9.67% | $2.49B | |
| 3.26% | $838.64M | |
| -5073.17% | $2.57B | |
| 3.06% | $2.01B | |
| 11.89% | $2.11B | |
| 67.65% | $2.99B | |
| 19.37% | $2.47B | |
| 9.12% | $3.44B | |
| 11.91% | $1.81B |
One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like Oaktree Capital Group, LLC 6.625% PFD UT A using the financials and key metrics that matter to you in a single view.
The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:
Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.
Get your free trial here.
The easiest way to analyze a company like Oaktree Capital Group, LLC 6.625% PFD UT A or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.
Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.
Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.
What is the ROE?
How can you use the ROE?
What is Oaktree Capital Group, LLC 6.625% PFD UT A's ROE?
How is the ROE calculated for Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA)?
What is the highest ROE for Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA)?
What is the 3-year average ROE for Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA)?
What is the 5-year average ROE for Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA)?
How does the current ROE for Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) compare to its historical average?