Oaktree Capital Group Preferred Stock Performance
| OAK-PB Preferred Stock | USD 22.61 0.12 0.53% |
Oaktree Capital has a performance score of 3 on a scale of 0 to 100. The company holds a Beta of 0.23, which implies not very significant fluctuations relative to the market. As returns on the market increase, Oaktree Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oaktree Capital is expected to be smaller as well. Oaktree Capital Group right now holds a risk of 0.93%. Please check Oaktree Capital Group total risk alpha, downside variance, daily balance of power, as well as the relationship between the maximum drawdown and skewness , to decide if Oaktree Capital Group will be following its historical price patterns.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Oaktree Capital Group are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong forward-looking signals, Oaktree Capital is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 831.7 M | |
| Total Cashflows From Investing Activities | 184.8 M |
Oaktree |
Oaktree Capital Relative Risk vs. Return Landscape
If you would invest 2,216 in Oaktree Capital Group on August 24, 2024 and sell it today you would earn a total of 45.00 from holding Oaktree Capital Group or generate 2.03% return on investment over 90 days. Oaktree Capital Group is generating 0.0357% of daily returns assuming 0.9293% volatility of returns over the 90 days investment horizon. Simply put, 8% of all preferred stocks have less volatile historical return distribution than Oaktree Capital, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Oaktree Capital Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oaktree Capital's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Oaktree Capital Group, and traders can use it to determine the average amount a Oaktree Capital's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0384
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | OAK-PB |
Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Oaktree Capital is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Oaktree Capital by adding it to a well-diversified portfolio.
Oaktree Capital Fundamentals Growth
Oaktree Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Oaktree Capital, and Oaktree Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Oaktree Preferred Stock performance.
| Price To Earning | 12.69 X | ||||
| Revenue | 1.45 B | ||||
| EBITDA | 1.01 B | ||||
| Total Debt | 7.82 B | ||||
| Cash Flow From Operations | (2.73 B) | ||||
| Total Asset | 14.4 M | ||||
About Oaktree Capital Performance
By analyzing Oaktree Capital's fundamental ratios, stakeholders can gain valuable insights into Oaktree Capital's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Oaktree Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Oaktree Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Oaktree Capital Group performance evaluation
Checking the ongoing alerts about Oaktree Capital for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Oaktree Capital Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oaktree Capital generates negative cash flow from operations | |
| Latest headline from news.google.com: Saba Capital Management Reduces Stake in Invesco Municipal Oppor - GuruFocus.com |
- Analyzing Oaktree Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Oaktree Capital's stock is overvalued or undervalued compared to its peers.
- Examining Oaktree Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Oaktree Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oaktree Capital's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Oaktree Capital's preferred stock. These opinions can provide insight into Oaktree Capital's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Oaktree Preferred Stock analysis
When running Oaktree Capital's price analysis, check to measure Oaktree Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oaktree Capital is operating at the current time. Most of Oaktree Capital's value examination focuses on studying past and present price action to predict the probability of Oaktree Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oaktree Capital's price. Additionally, you may evaluate how the addition of Oaktree Capital to your portfolios can decrease your overall portfolio volatility.
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