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

PREFERRED STOCK | Other |

Last Closing

USD 23.4301

Change

+0.18 (+0.77)%

Market Cap

USD 5.94B

Volume

5.04K

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: 2024-10-30 )

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N/A

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GAB-PG The Gabelli Equity Trust Inc. ..

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PCG-PI Pacific Gas and Electric Compa..

N/A

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PBI-PB Pitney Bowes Inc. NT 43

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USD 4.00B
WRB-PE W. R. Berkley Corporation 5.70..

+0.05 (+0.19%)

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ETO Eaton Vance Tax Advantaged Glo..

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TY-P Tri-Continental Corporation PF..

N/A

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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 10.16% 78% C+ 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.16% 87% B+ 64% D
Trailing 12 Months  
Capital Gain 20.77% 80% B- 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.77% 81% B- 61% D-
Trailing 5 Years  
Capital Gain -14.33% 20% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -14.33% 22% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain 31,483.39% 99% N/A 100% F
Dividend Return 33,585.50% 99% N/A 100% F
Total Return 2,102.11% 100% F 100% F
Risk Return Profile  
Volatility (Standard Deviation) N/A 1% F N/A F
Risk Adjusted Return 13.18% 46% F 32% F
Market Capitalization 5.94B 84% 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:
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.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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