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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 3/10

vs
industry
vs
history
Cash to Debt 6.58
OAK's Cash to Debt is ranked lower than
70% of the 1206 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. OAK: 6.58 )
Ranked among companies with meaningful Cash to Debt only.
OAK' s 10-Year Cash to Debt Range
Min: 6.58  Med: 48.85 Max: N/A
Current: 6.58
Equity to Asset 0.01
OAK's Equity to Asset is ranked lower than
99% of the 1257 Companies
in the Global Asset Management industry.

( Industry Median: 0.86 vs. OAK: 0.01 )
Ranked among companies with meaningful Equity to Asset only.
OAK' s 10-Year Equity to Asset Range
Min: 0  Med: 0.01 Max: 0.01
Current: 0.01
0
0.01
F-Score: 2
Z-Score: 1.22
M-Score: -3.46
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 2/10

vs
industry
vs
history
Operating margin (%) -352.87
OAK's Operating margin (%) is ranked lower than
95% of the 1355 Companies
in the Global Asset Management industry.

( Industry Median: 50.77 vs. OAK: -352.87 )
Ranked among companies with meaningful Operating margin (%) only.
OAK' s 10-Year Operating margin (%) Range
Min: -1257.09  Med: -666.63 Max: -388.66
Current: -352.87
-1257.09
-388.66
Net-margin (%) 55.19
OAK's Net-margin (%) is ranked higher than
54% of the 1363 Companies
in the Global Asset Management industry.

( Industry Median: 46.28 vs. OAK: 55.19 )
Ranked among companies with meaningful Net-margin (%) only.
OAK' s 10-Year Net-margin (%) Range
Min: -126.67  Med: -23.99 Max: 113.89
Current: 55.19
-126.67
113.89
ROE (%) 20.07
OAK's ROE (%) is ranked higher than
86% of the 1405 Companies
in the Global Asset Management industry.

( Industry Median: 6.00 vs. OAK: 20.07 )
Ranked among companies with meaningful ROE (%) only.
OAK' s 10-Year ROE (%) Range
Min: -73.38  Med: -1.53 Max: 56.88
Current: 20.07
-73.38
56.88
ROA (%) 0.22
OAK's ROA (%) is ranked lower than
72% of the 1425 Companies
in the Global Asset Management industry.

( Industry Median: 3.70 vs. OAK: 0.22 )
Ranked among companies with meaningful ROA (%) only.
OAK' s 10-Year ROA (%) Range
Min: -0.26  Med: 0.07 Max: 0.5
Current: 0.22
-0.26
0.5
Revenue Growth (3Y)(%) -12.80
OAK's Revenue Growth (3Y)(%) is ranked lower than
72% of the 771 Companies
in the Global Asset Management industry.

( Industry Median: 5.50 vs. OAK: -12.80 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
OAK' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0  Med: -7.55 Max: -12.8
Current: -12.8
» OAK's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2014

OAK Guru Trades in Q2 2014

Bruce Berkowitz 48,000 sh (New)
Jim Simons 275,170 sh (+1033.13%)
John Keeley 170,896 sh (+1.01%)
Ron Baron 1,870,217 sh (+0.46%)
Murray Stahl 1,201,378 sh (-16.81%)
Chuck Royce 150,400 sh (-17.90%)
» More
Q3 2014

OAK Guru Trades in Q3 2014

Tom Gayner 35,000 sh (New)
Chuck Royce 150,400 sh (unchged)
Bruce Berkowitz Sold Out
Ron Baron 1,860,128 sh (-0.54%)
John Keeley 168,836 sh (-1.21%)
Murray Stahl 862,840 sh (-28.18%)
Jim Simons 71,570 sh (-73.99%)
» More
Q4 2014

OAK Guru Trades in Q4 2014

Tom Gayner 153,000 sh (+337.14%)
Chuck Royce 150,400 sh (unchged)
John Keeley Sold Out
Ron Baron 1,852,853 sh (-0.39%)
Murray Stahl 554,149 sh (-35.78%)
Jim Simons 23,670 sh (-66.93%)
» More
Q1 2015

OAK Guru Trades in Q1 2015

Tom Gayner 249,500 sh (+63.07%)
Ron Baron 2,089,112 sh (+12.75%)
Chuck Royce 150,400 sh (unchged)
Jim Simons Sold Out
Murray Stahl 553,081 sh (-0.19%)
» More
» Details

Insider Trades

Latest Guru Trades with OAK

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Top Ranked Articles about Oaktree Capital Group LLC

Bruce Berkowitz’s Fairholme Buys 7 New Stocks
Bruce Berkowitz (Trades, Portfolio) led returns among gurus in the first quarter of the year with outsized holdings of enormous national home mortgage entities that almost fell during the financial crisis, Fannie Mae (FNMA) and Freddie Mac (EMCC). Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 21.40
OAK's P/E(ttm) is ranked lower than
70% of the 986 Companies
in the Global Asset Management industry.

( Industry Median: 13.00 vs. OAK: 21.40 )
Ranked among companies with meaningful P/E(ttm) only.
OAK' s 10-Year P/E(ttm) Range
Min: 8.5  Med: 10.96 Max: 35.14
Current: 21.4
8.5
35.14
Forward P/E 12.41
OAK's Forward P/E is ranked higher than
56% of the 208 Companies
in the Global Asset Management industry.

( Industry Median: 12.84 vs. OAK: 12.41 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 21.30
OAK's PE(NRI) is ranked lower than
70% of the 981 Companies
in the Global Asset Management industry.

( Industry Median: 13.10 vs. OAK: 21.30 )
Ranked among companies with meaningful PE(NRI) only.
OAK' s 10-Year PE(NRI) Range
Min: 8.5  Med: 10.96 Max: 35.25
Current: 21.3
8.5
35.25
P/B 13.63
OAK's P/B is ranked lower than
98% of the 1357 Companies
in the Global Asset Management industry.

( Industry Median: 0.95 vs. OAK: 13.63 )
Ranked among companies with meaningful P/B only.
OAK' s 10-Year P/B Range
Min: 12.8  Med: 17.96 Max: 25.66
Current: 13.63
12.8
25.66
P/S 11.89
OAK's P/S is ranked lower than
63% of the 1230 Companies
in the Global Asset Management industry.

( Industry Median: 7.43 vs. OAK: 11.89 )
Ranked among companies with meaningful P/S only.
OAK' s 10-Year P/S Range
Min: 5.94  Med: 10.17 Max: 12.54
Current: 11.89
5.94
12.54
EV-to-EBIT -16.40
OAK's EV-to-EBIT is ranked lower than
192% of the 974 Companies
in the Global Asset Management industry.

( Industry Median: 14.26 vs. OAK: -16.40 )
Ranked among companies with meaningful EV-to-EBIT only.
OAK' s 10-Year EV-to-EBIT Range
Min: 38  Med: 49.15 Max: 59.3
Current: -16.4
38
59.3
Current Ratio 6.91
OAK's Current Ratio is ranked higher than
60% of the 896 Companies
in the Global Asset Management industry.

( Industry Median: 3.99 vs. OAK: 6.91 )
Ranked among companies with meaningful Current Ratio only.
OAK' s 10-Year Current Ratio Range
Min: 6.81  Med: 17.72 Max: 48.72
Current: 6.91
6.81
48.72
Quick Ratio 6.91
OAK's Quick Ratio is ranked higher than
60% of the 896 Companies
in the Global Asset Management industry.

( Industry Median: 3.93 vs. OAK: 6.91 )
Ranked among companies with meaningful Quick Ratio only.
OAK' s 10-Year Quick Ratio Range
Min: 6.81  Med: 17.72 Max: 48.72
Current: 6.91
6.81
48.72
Days Sales Outstanding 2.00
OAK's Days Sales Outstanding is ranked higher than
89% of the 959 Companies
in the Global Asset Management industry.

( Industry Median: 36.39 vs. OAK: 2.00 )
Ranked among companies with meaningful Days Sales Outstanding only.
OAK' s 10-Year Days Sales Outstanding Range
Min: 702.93  Med: 2195.40 Max: 4836.02
Current: 2
702.93
4836.02

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 4.29
OAK's Dividend Yield is ranked higher than
55% of the 1475 Companies
in the Global Asset Management industry.

( Industry Median: 3.77 vs. OAK: 4.29 )
Ranked among companies with meaningful Dividend Yield only.
OAK' s 10-Year Dividend Yield Range
Min: 1.39  Med: 5.93 Max: 9.42
Current: 4.29
1.39
9.42
Dividend Payout 1.06
OAK's Dividend Payout is ranked lower than
73% of the 894 Companies
in the Global Asset Management industry.

( Industry Median: 0.51 vs. OAK: 1.06 )
Ranked among companies with meaningful Dividend Payout only.
OAK' s 10-Year Dividend Payout Range
Min: 0.42  Med: 0.80 Max: 1.36
Current: 1.06
0.42
1.36
Yield on cost (5-Year) 4.28
OAK's Yield on cost (5-Year) is ranked lower than
52% of the 1488 Companies
in the Global Asset Management industry.

( Industry Median: 4.45 vs. OAK: 4.28 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
OAK' s 10-Year Yield on cost (5-Year) Range
Min: 1.39  Med: 5.93 Max: 9.42
Current: 4.28
1.39
9.42
Share Buyback Rate -23.40
OAK's Share Buyback Rate is ranked lower than
87% of the 835 Companies
in the Global Asset Management industry.

( Industry Median: -0.90 vs. OAK: -23.40 )
Ranked among companies with meaningful Share Buyback Rate only.
OAK' s 10-Year Share Buyback Rate Range
Min: 0  Med: -7.75 Max: -23.4
Current: -23.4

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 13.72
OAK's Price/Tangible Book is ranked lower than
97% of the 1305 Companies
in the Global Asset Management industry.

( Industry Median: 0.95 vs. OAK: 13.72 )
Ranked among companies with meaningful Price/Tangible Book only.
OAK' s 10-Year Price/Tangible Book Range
Min: 12.82  Med: 18.03 Max: 23.19
Current: 13.72
12.82
23.19
Price/Median PS Value 1.17
OAK's Price/Median PS Value is ranked lower than
61% of the 1010 Companies
in the Global Asset Management industry.

( Industry Median: 1.03 vs. OAK: 1.17 )
Ranked among companies with meaningful Price/Median PS Value only.
OAK' s 10-Year Price/Median PS Value Range
Min: 0.59  Med: 1.01 Max: 1.12
Current: 1.17
0.59
1.12
Price/Graham Number 1.40
OAK's Price/Graham Number is ranked lower than
76% of the 808 Companies
in the Global Asset Management industry.

( Industry Median: 0.74 vs. OAK: 1.40 )
Ranked among companies with meaningful Price/Graham Number only.
OAK' s 10-Year Price/Graham Number Range
Min: 0.92  Med: 1.05 Max: 1.33
Current: 1.4
0.92
1.33
Earnings Yield (Greenblatt) (%) -6.11
OAK's Earnings Yield (Greenblatt) (%) is ranked lower than
83% of the 1353 Companies
in the Global Asset Management industry.

( Industry Median: 4.60 vs. OAK: -6.11 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
OAK' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: -6.11  Med: 2.00 Max: 2.6
Current: -6.11
-6.11
2.6

Business Description

Industry: Asset Management » Asset Management
Compare: » details
Traded in other countries:O3T.Germany,
Oaktree Capital Group LLC is a Delaware limited liability company was formed in 2007. The Company is a investment managers in alternative investments. The Company invests in distressed debt, corporate debt , control investing, convertible securities, real estate and listed equities. The Company manages assets on behalf of many of the institutional investors in the world. The Company's clientele has more than doubled over the past decade, to over 2,000, including 75 of the 100 U.S. pension plans, 37 states in the United States, approximately 425 corporations, over 300 university, charitable and other endowments and foundations, 11 sovereign wealth funds and approximately 300 other non-U.S. institutional investors. Its closed-end funds are typically structured as limited partnerships that have a 10- or 11-year term and have a specified period during which clients can subscribe for limited partnership interests in the fund. The Company also provides discretionary management services for clients through separate accounts within the open-end fund strategies. The Company compete with many other firms in every aspect of its business, including raising funds, seeking investments and hiring and retaining professionals. The Company's business, as well as the financial services industry generally, is subject to extensive regulation in the United States and elsewhere. Its indirect subsidiary, Oaktree Capital Management, L.P., is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC).
» More Articles for OAK

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