Oaktree Capital Group, LLC (OAK-PB) Stock Analysis

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• A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Oaktree Capital Group, LLC (OAK-PB) Financial Services Profile

Oaktree Capital Group, LLC, an alternative asset manager, focuses on credit, real assets, private equity, and listed equities. Operating primarily in the U.S., the company provides investment management services. With a high gross margin and a substantial dividend yield, Oaktree competes in the financial services sector, managing assets for diverse clients.

What Is the Investment Thesis for OAK-PB?

Oaktree Capital Group, LLC presents a compelling investment case driven by its established position in the alternative asset management industry and its focus on credit-oriented strategies. With a market capitalization of $2.42B and a P/E ratio of 10.1, the company demonstrates a solid financial foundation. A high gross margin of 99.8% and a profit margin of 36.7% underscore the efficiency of its operations. The dividend yield of 7.76% offers an attractive income stream for investors. Key growth catalysts include the increasing demand for alternative investments and Oaktree's ability to capitalize on distressed debt opportunities. However, potential risks include market volatility and changes in interest rates, which could impact the value of its investments. The company's beta of 0.63 suggests lower volatility compared to the broader market.

Based on FMP financials and quantitative analysis

OAK-PB Key Highlights

Market Cap of $2.42B indicates substantial size and market presence within the asset management industry.

• P/E ratio of 10.1 suggests a potentially undervalued stock compared to its earnings.
• Profit Margin of 36.7% demonstrates strong profitability and efficient operations.
• Gross Margin of 99.8% reflects exceptional cost control and revenue generation efficiency.
• Dividend Yield of 7.76% provides an attractive income stream for investors.

Who Are OAK-PB's Competitors?

OAK-PB is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are OAK-PB's Key Strengths?

Strong brand reputation and established track record.

• Experienced investment professionals with specialized expertise.
• Disciplined investment approach and rigorous risk management processes.
• High gross margin and profit margin.

What Are OAK-PB's Weaknesses?

Reliance on investment management fees, which can be volatile.

• Exposure to market risk and interest rate risk.
• Concentration of revenue in the United States.
• Limited geographic diversification.

What Could Drive OAK-PB Stock Higher?

Increasing demand for alternative investments, driven by low interest rates and volatile equity markets.

• Oaktree's expertise in credit investing, particularly in distressed debt, positions it to capitalize on market opportunities.
• Potential for strategic partnerships and acquisitions to expand capabilities and market reach.

What Are the Key Risks for OAK-PB?

Financial-distress signal — its Altman Z-Score of 1.11 sits in the distress zone (elevated bankruptcy risk).

• Weak fundamentals — a Piotroski F-Score of 3/9 flags soft profitability, leverage or efficiency.
• Market volatility and economic downturns could negatively impact investment performance.
• Changes in regulations and tax laws could affect the asset management industry.
• Increased competition from other asset managers could put pressure on fees and margins.

What Are the Growth Opportunities for OAK-PB?

• Expansion of Credit Strategies: Oaktree can capitalize on its expertise in credit investing by expanding its range of credit-focused strategies. The market for credit investments is substantial, with opportunities in areas such as direct lending, leveraged loans, and distressed debt. By developing new credit products and expanding its distribution channels, Oaktree can attract new clients and increase its assets under management. This expansion can be achieved within the next 2-3 years, potentially increasing revenue by 15-20%.
• Increased Focus on Real Assets: Oaktree can further diversify its investment portfolio by increasing its focus on real assets, such as real estate, infrastructure, and natural resources. The demand for real asset investments is growing, driven by factors such as inflation and the desire for stable, long-term returns. By expanding its real asset investment capabilities, Oaktree can attract new clients and increase its assets under management. This diversification can be implemented over the next 3-5 years, potentially increasing revenue by 10-15%.
• Geographic Expansion: Oaktree can expand its geographic reach by targeting new markets outside the United States. The demand for alternative investments is growing globally, particularly in emerging markets. By establishing a presence in new markets and developing relationships with local investors, Oaktree can attract new clients and increase its assets under management. This expansion can be phased in over the next 5 years, potentially increasing revenue by 20-25%.
• Development of New Investment Products: Oaktree can develop new investment products that cater to the evolving needs of its clients. This could include products focused on specific sectors, such as technology or healthcare, or products that incorporate environmental, social, and governance (ESG) factors. By innovating and developing new products, Oaktree can attract new clients and increase its assets under management. New product development can yield a 5-10% revenue increase within 2 years.
• Strategic Partnerships and Acquisitions: Oaktree can pursue strategic partnerships and acquisitions to expand its capabilities and market reach. This could involve partnering with other asset managers or acquiring firms with complementary expertise. By forming strategic alliances and making acquisitions, Oaktree can accelerate its growth and strengthen its competitive position. Strategic moves can be explored within the next 1-3 years, with potential for a 10-15% revenue increase.

What Are OAK-PB's Competitive Advantages?

• Strong brand reputation and established track record in credit investing.
• Extensive network of relationships with institutional investors.
• Experienced investment professionals with specialized expertise.
• Disciplined investment approach and rigorous risk management processes.

What Does OAK-PB Do?

Brookfield Oaktree Holdings LLC, formerly Oaktree Capital Group LLC, stands as a prominent alternative asset manager with a diversified investment portfolio spanning credit, real assets, private equity, and listed equities. The firm operates within a single segment, the investment management business, delivering specialized services to a broad client base. Oaktree's foundation is rooted in a commitment to delivering consistent, long-term investment performance while carefully managing risk. The company generates the majority of its revenue from operations within the United States, reflecting its strong domestic presence and client relationships. Oaktree distinguishes itself through its expertise in credit investing, particularly in distressed debt, and its ability to navigate complex market environments. The firm's investment strategies are designed to capitalize on opportunities across various asset classes, providing clients with a range of investment solutions tailored to their specific needs. Oaktree's evolution has been marked by a consistent focus on its core competencies and a commitment to maintaining a disciplined investment approach. The company's success is attributable to its experienced investment professionals, its rigorous risk management processes, and its ability to adapt to changing market conditions. Oaktree's competitive positioning is strengthened by its strong brand reputation, its extensive network of relationships, and its ability to attract and retain top talent.

What Products and Services Does OAK-PB Offer?

• Invests in credit instruments, including distressed debt and high-yield bonds.
• Manages real asset investments, such as real estate and infrastructure.
• Engages in private equity investments, targeting companies with growth potential.
• Invests in listed equities, seeking long-term capital appreciation.
• Provides investment management services to institutional and individual clients.
• Offers a range of investment strategies tailored to specific client needs.
• Operates primarily in the United States, with a focus on domestic investments.

How Does OAK-PB Make Money?

• Generates revenue through investment management fees, based on assets under management.
• Earns performance-based fees, also known as incentive fees, based on investment returns.
• Focuses on alternative investments, which typically generate higher fees than traditional asset classes.

What Industry Does OAK-PB Operate In?

Oaktree Capital Group, LLC operates within the asset management industry, which is characterized by increasing demand for alternative investments. The industry is driven by factors such as low interest rates, volatile equity markets, and the desire for diversification. The competitive landscape includes firms such as Apollo Global Management and The Carlyle Group. Oaktree's focus on credit strategies, particularly distressed debt, differentiates it from competitors. The asset management industry is expected to continue growing, driven by increasing assets under management and the demand for specialized investment solutions.

Who Are OAK-PB's Key Customers?

• Institutional investors, such as pension funds, endowments, and foundations.
• High-net-worth individuals and family offices.
• Sovereign wealth funds and other government entities.

Company Profile

Oaktree Capital Group, LLC operates in the Investment - Banking & Investment Services industry within the Financial Services sector. It is headquartered in Los Angeles, US. The company is led by CEO Nicholas H. Goodman. OAK-PB has traded publicly since 2018.

Return on equity for Oaktree Capital Group, LLC stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. OAK-PB trades at a trailing price-to-earnings ratio of 10.15, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.

OAK-PB Valuation & Market Position

With a $2.42B market cap, Oaktree Capital Group, LLC sits in the mid-cap segment of the market. Relative to its peer group, OAK-PB's quantitative score of 47/100 is below the peer average of 78/100.

Quarterly Financial Performance: Oaktree Capital Group, LLC

Revenue for Oaktree Capital Group, LLC came in at $161.2M during Q2 2026, a 83.8% improvement versus the preceding quarter. The company recorded net income of $55.9M, with diluted EPS of $0.41. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Financial Services. Across the four most recent quarters, OAK-PB averaged $0.64 in diluted EPS.

Oaktree Capital Group, LLC's Piotroski F-Score is 3/9, a 9-point checklist of profitability, leverage and efficiency — flagging fundamental weakness worth scrutiny. Its Altman Z-Score of 1.11 places it in the distress zone, a signal of elevated financial risk.

Wall Street analysts project Oaktree Capital Group, LLC revenue of about $1.68B for fiscal 2026, with EPS near $3.78.

OAK-PB Financials

OAK-PB Latest News

No recent news available for OAK-PB.

OAK-PB Analyst Consensus

OAK-PB MoonshotScore

OAK-PB Financial Services Stock FAQ

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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