OAK-PB
Financial ServicesOaktree Capital Group, LLC · Asset Management · $2B
OAK-PB Price History
+7.4% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Oaktree Capital Group, LLC?
Based on Oaktree Capital Group, LLC's historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
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- ✓Detailed 6-pillar UQS breakdown with exact scores
- ✓All 29 metrics with sector-calibrated comparisons
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Pro Analysis
OAK-PB — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 21, 2026 | 62.0 | 66.4 | 48.0 | 55.5 | 48.4 | 100.0 | +0.3 |
| May 15, 2026 | 61.7 | 61.9 | 48.0 | 55.5 | 54.4 | 100.0 | -1.3 |
| May 14, 2026 | 63.0 | 61.6 | 48.0 | 55.5 | 63.6 | 100.0 | -3.8 |
| May 12, 2026 | 66.8 | 89.1 | 48.0 | 55.5 | 43.1 | 99.9 | 0.0 |
| May 7, 2026 | 66.8 | 89.1 | 48.0 | 55.5 | 43.1 | 99.7 | 0.0 |
| Apr 18, 2026 | 66.8 | 89.1 | 48.0 | 55.5 | 43.1 | 99.5 | 0.0 |
| Apr 12, 2026 | 66.8 | 89.1 | 48.0 | 55.5 | 43.1 | 100.0 | — |
OAK-PB — Pillar Breakdown
Quality
— 66.4/100 (25%)Oaktree Capital Group, LLC shows solid profitability with healthy returns on capital and reasonable margins.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Free cash flow relative to market value.
Growth
— 55.5/100 (20%)Oaktree Capital Group, LLC demonstrates healthy growth trends across revenue and earnings.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 48.4/100 (15%)Oaktree Capital Group, LLC has some risk factors including moderate leverage or solvency concerns.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 100.0/100 (15%)Oaktree Capital Group, LLC appears attractively valued relative to its earnings, cash flows, and sector peers.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 48/100 (25%)Oaktree Capital Group, LLC possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for OAK-PB.
Score Composition
Financial Data
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How is the OAK-PB UQS Score Calculated?
The UQS (Unified Quality Score) for Oaktree Capital Group, LLC is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Oaktree Capital Group, LLC's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Oaktree Capital Group, LLC is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.