Och-Ziff Capital Management (NYSE: OZM) is one of 52 public companies in the “Investment advice” industry, but how does it contrast to its rivals? We will compare Och-Ziff Capital Management to similar companies based on the strength of its valuation, risk, analyst recommendations, dividends, profitability, earnings and institutional ownership.

Risk and Volatility

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Och-Ziff Capital Management has a beta of 1.02, suggesting that its stock price is 2% more volatile than the S&P 500. Comparatively, Och-Ziff Capital Management’s rivals have a beta of 1.21, suggesting that their average stock price is 21% more volatile than the S&P 500.

Valuation and Earnings

This table compares Och-Ziff Capital Management and its rivals top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Net Income Price/Earnings Ratio
Och-Ziff Capital Management $858.34 million $21.07 million 4.51
Och-Ziff Capital Management Competitors $2.42 billion $277.86 million 14.48

Och-Ziff Capital Management’s rivals have higher revenue and earnings than Och-Ziff Capital Management. Och-Ziff Capital Management is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Institutional & Insider Ownership

17.2% of Och-Ziff Capital Management shares are held by institutional investors. Comparatively, 48.2% of shares of all “Investment advice” companies are held by institutional investors. 60.3% of Och-Ziff Capital Management shares are held by company insiders. Comparatively, 20.7% of shares of all “Investment advice” companies are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Analyst Ratings

This is a breakdown of recent ratings and target prices for Och-Ziff Capital Management and its rivals, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Och-Ziff Capital Management 0 2 1 0 2.33
Och-Ziff Capital Management Competitors 327 1722 2142 114 2.47

Och-Ziff Capital Management currently has a consensus price target of $3.75, suggesting a potential upside of 63.04%. As a group, “Investment advice” companies have a potential upside of 15.39%. Given Och-Ziff Capital Management’s higher possible upside, analysts clearly believe Och-Ziff Capital Management is more favorable than its rivals.

Profitability

This table compares Och-Ziff Capital Management and its rivals’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Och-Ziff Capital Management 2.46% -136.75% 18.39%
Och-Ziff Capital Management Competitors 12.38% 28.06% 10.28%

Dividends

Och-Ziff Capital Management pays an annual dividend of $0.28 per share and has a dividend yield of 12.2%. Och-Ziff Capital Management pays out 54.9% of its earnings in the form of a dividend. As a group, “Investment advice” companies pay a dividend yield of 3.6% and pay out 47.5% of their earnings in the form of a dividend.

Summary

Och-Ziff Capital Management rivals beat Och-Ziff Capital Management on 11 of the 15 factors compared.

Och-Ziff Capital Management Company Profile

Och-Ziff Capital Management Group LLC is a publicly owned hedge fund sponsor. The firm provides investment advisory services for its clients. It primarily caters to institutional investors which include pension funds, fund-of-funds, foundations and endowments, corporations and other institutions, private banks and family offices. The firm invests in equity and alternative markets across the world. It employs quantitative and qualitative analysis to make its investments. For its multi-strategy portfolios, the firm employs strategies like convertible and derivative arbitrage, corporate credit, long/short equity special situations, buyout investments, merger arbitrage, private investments, and structured credit. It also invests in real estate and traditional real estate assets including multifamily, office, hotel and retail, loans, portfolio acquisitions, loan pools, operating companies, structured debt products, public securities, and non-traditional real estate assets including gaming, distressed land and residential, cell towers, parking, golf, debt and senior housing. For private equity investments, it considers investments in a variety of special situations that seek to realize value through strategic sales or initial public offerings. The firm typically invests in the energy investments. It prefers to invest in United States. It also manages a buyout fund, Och-Ziff Energy Fund. Och-Ziff Capital Management Group LLC was founded in 1994 and is based New York City with additional offices in Houston, Texas, London, United Kingdom, Hong Kong, Tokyo, Japan, Bangalore, India, Singapore, and Beijing, China.

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