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

PREFERRED STOCK | Other |

Last Closing

USD 21.1

Change

-0.03 (-0.12)%

Market Cap

USD 5.27B

Volume

4.45K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-05 )

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PBI-PB Pitney Bowes Inc. NT 43

+0.18 (+0.93%)

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-0.01 (-0.04%)

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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 1.69% 87% B+ 73% C
Dividend Return 1.97% 62% D 76% C+
Total Return 3.66% 91% A- 77% C+
Trailing 12 Months  
Capital Gain -2.76% 50% F 37% F
Dividend Return 7.55% 86% B+ 89% A-
Total Return 4.78% 70% C- 53% F
Trailing 5 Years  
Capital Gain -17.00% 26% F 19% F
Dividend Return 33.82% 73% C 76% C+
Total Return 16.81% 43% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain 31,483.08% 99% N/A 100% F
Dividend Return 33,585.62% 99% N/A 100% F
Total Return 2,102.54% 100% F 100% F
Risk Return Profile  
Volatility (Standard Deviation) N/A 1% F N/A F
Risk Adjusted Return 13.18% 37% F 32% F
Market Capitalization 5.27B 80% B- 79% 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.

Superior Dividend Growth

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

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.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

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.

Negative cashflow

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

Low Revenue Growth

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