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

PREFERRED STOCK | Other |

Last Closing

USD 21.5501

Change

+0.01 (+0.04)%

Market Cap

USD 5.94B

Volume

2.54K

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: 2024-04-22 )

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PBI-PB Pitney Bowes Inc. NT 43

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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 1.32% 75% C 56% F
Dividend Return 1.92% 67% D+ 78% C+
Total Return 3.24% 74% C 62% D
Trailing 12 Months  
Capital Gain -2.23% 40% F 34% F
Dividend Return 7.43% 68% D+ 84% B
Total Return 5.20% 51% F 43% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 31,482.96% 100% F 100% F
Dividend Return 33,584.48% 100% F 100% F
Total Return 2,101.52% 100% F 100% F
Risk Return Profile  
Volatility (Standard Deviation) N/A 2% F N/A F
Risk Adjusted Return 13.18% 45% F 37% F
Market Capitalization 5.94B 90% A- 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:
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.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

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.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

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