OAKTREE CAPITAL GROUP LLC (OAK)

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Score: 91/100
Analysis based upon 6/22/2018 closing price.
Latest Close: $41.50 Market Cap ($ mil): $6,523 Sector: Financial Industry: Investment Services Debt/Equity: 1.66 Shareholder Yield: N/A
PE Ratio: 10.3 Price/Sales: 4.3 Price/Book: 6.8 Yield: 10.4% Return on Equity: 29.2% Return on Capital: N/A
52 Week High: $48.50 52 Week Low: $38.80 Relative Strength: 28 LT EPS Growth: 1.7% LT Sales Growth: 73.3% EV/EBITDA: 16.92
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.

Report Card - P/E/Growth Investor

Guru Criteria: Peter Lynch  
SALES:PASS
YIELD COMPARED TO THE S&P 500:PASS
YIELD ADJUSTED P/E/GROWTH (PEG) RATIO:PASS
TOTAL DEBT/EQUITY RATIO:NEUTRAL
EQUITY/ASSETS RATIO:PASS
RETURN ON ASSETS:PASS
FREE CASH FLOW:NEUTRAL
NET CASH POSITION:NEUTRAL

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