OAKTREE CAPITAL GROUP LLC (OAK)

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Score: 77/100
Analysis based upon 12/14/2018 closing price.
Latest Close: $41.01 Market Cap ($ mil): $6,444 Sector: Financial Industry: Investment Services Debt/Equity: 3.87 Shareholder Yield: N/A
PE Ratio: 15.4 Price/Sales: 5.8 Price/Book: 6.7 Yield: 7.2% Return on Equity: 20.0% Return on Capital: N/A
52 Week High: $46.80 52 Week Low: $38.65 Relative Strength: 65 LT EPS Growth: 1.7% LT Sales Growth: 73.3% EV/EBITDA: 44.38
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 - Growth Investor

Guru Criteria: Martin Zweig  
P/E RATIO:PASS
REVENUE GROWTH IN RELATION TO EPS GROWTH:PASS
SALES GROWTH RATE:PASS
CURRENT QUARTER EARNINGS:PASS
QUARTERLY EARNINGS ONE YEAR AGO:PASS
POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER:PASS
EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS:FAIL
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS:PASS
EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE:PASS
EARNINGS PERSISTENCE:FAIL
LONG-TERM EPS GROWTH:FAIL
INSIDER TRANSACTIONS:PASS

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