Oaktree Capital Group (NYSE: OAK) is one of 53 public companies in the “Investment Management & Fund Operators” industry, but how does it contrast to its competitors? We will compare Oaktree Capital Group to similar companies based on the strength of its institutional ownership, profitability, risk, valuation, dividends, earnings and analyst recommendations.

Insider & Institutional Ownership

21.8% of Oaktree Capital Group shares are held by institutional investors. Comparatively, 62.0% of shares of all “Investment Management & Fund Operators” companies are held by institutional investors. 10.5% of shares of all “Investment Management & Fund Operators” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Valuation and Earnings

This table compares Oaktree Capital Group and its competitors top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
Oaktree Capital Group $1.51 billion $497.59 million 10.19
Oaktree Capital Group Competitors $3.00 billion $962.53 million 6.77

Oaktree Capital Group’s competitors have higher revenue and earnings than Oaktree Capital Group. Oaktree Capital Group is trading at a higher price-to-earnings ratio than its competitors, indicating that it is currently more expensive than other companies in its industry.

Profitability

This table compares Oaktree Capital Group and its competitors’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Oaktree Capital Group 19.17% 20.11% 4.95%
Oaktree Capital Group Competitors -47.36% 7.47% 4.91%

Risk and Volatility

Oaktree Capital Group has a beta of 0.61, meaning that its stock price is 39% less volatile than the S&P 500. Comparatively, Oaktree Capital Group’s competitors have a beta of 1.23, meaning that their average stock price is 23% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of current ratings for Oaktree Capital Group and its competitors, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oaktree Capital Group 1 5 1 0 2.00
Oaktree Capital Group Competitors 358 1781 1800 62 2.39

Oaktree Capital Group currently has a consensus target price of $47.20, suggesting a potential upside of 1.40%. As a group, “Investment Management & Fund Operators” companies have a potential upside of 6.88%. Given Oaktree Capital Group’s competitors stronger consensus rating and higher possible upside, analysts plainly believe Oaktree Capital Group has less favorable growth aspects than its competitors.

Dividends

Oaktree Capital Group pays an annual dividend of $5.24 per share and has a dividend yield of 11.3%. Oaktree Capital Group pays out 114.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. As a group, “Investment Management & Fund Operators” companies pay a dividend yield of 2.7% and pay out 49.4% of their earnings in the form of a dividend.

Summary

Oaktree Capital Group competitors beat Oaktree Capital Group on 10 of the 15 factors compared.

About Oaktree Capital Group

Oaktree Capital Group, LLC (Oaktree) is an investment manager specializing in alternative investments. The Company operates through investment management segment, which consists of the investment management services that the Company provides to its clients. The Company manages investments in a range of strategies within approximately six asset classes, which include corporate debt, convertible securities, distressed debt, control investing, real estate and listed equities. The Funds managed by Oaktree include commingled funds, separate accounts and collateralized loan obligation vehicles (CLOs). The commingled funds include open-end and closed-end limited partnerships in which it makes an investment and for which it serves as the general partner. CLOs are structured finance vehicles in which the Company typically makes an investment and for which it serves as collateral manager. Its clientele includes the United States pension plans and corporations and/or their pension funds.

Receive News & Ratings for Oaktree Capital Group LLC Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Oaktree Capital Group LLC and related companies with MarketBeat.com's FREE daily email newsletter.