OAK-PB:NYE-Oaktree Capital Group LLC (USD)

PREFERRED STOCK | Other |

Last Closing

USD 23.518

Change

-0.23 (-0.99)%

Market Cap

USD 6.15B

Volume

8.66K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for Other

Symbol Name Price(Change) Market Cap
GS-PC The Goldman Sachs Group Inc. P..

-0.05 (-0.21%)

USD 9.40B
EBRB Centrais Electricas Brasileira..

+0.17 (+2.17%)

USD 8.91B
SFB Stifel Financial Corporation 5..

-0.03 (-0.13%)

USD 6.99B
PCG-PC Pacific Gas and Electric Compa..

N/A

USD 5.36B
GAB-PG The Gabelli Equity Trust Inc. ..

+0.11 (+0.46%)

USD 5.25B
PCG-PI Pacific Gas and Electric Compa..

N/A

USD 4.76B
PBI-PB Pitney Bowes Inc. NT 43

N/A

USD 3.91B
WRB-PE W. R. Berkley Corporation 5.70..

+0.06 (+0.24%)

USD 3.07B
ETO Eaton Vance Tax Advantaged Glo..

+0.02 (+0.08%)

USD 2.78B
TY-P Tri-Continental Corporation PF..

N/A

USD 2.68B

ETFs Containing OAK-PB

N/A

Market Performance

  Market Performance vs. Industry/Classification (Other) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.57% 79% B- 58% F
Dividend Return 3.85% 28% F 69% C-
Total Return 14.42% 72% C 62% D
Trailing 12 Months  
Capital Gain 13.72% 62% D 45% F
Dividend Return 5.94% 43% F 73% C
Total Return 19.66% 76% C+ 48% F
Trailing 5 Years  
Capital Gain -12.12% 24% F 29% F
Dividend Return 24.48% 50% F 78% C+
Total Return 12.36% 71% C- 39% F
Average Annual (5 Year Horizon)  
Capital Gain 31,483.03% 99% N/A 100% F
Dividend Return 33,585.13% 99% N/A 100% F
Total Return 2,102.09% 100% F 100% F
Risk Return Profile  
Volatility (Standard Deviation) N/A 1% F N/A F
Risk Adjusted Return 13.18% 55% F 34% F
Market Capitalization 6.15B 86% B+ 80% B-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector