Financial Services
Live Price
Offline$20.70
+0.00% today
Window Change
-8.81%
Window
Jun 23, 2025 → May 14, 2026
Coverage: 226 bars · Jun 23, 2025 → May 14, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) is a Financial Services stock with a market cap of $2.46B and listed on NYSE. The stock last traded around $20.70 and down 8.8% across the available one-year price window (Jun 23, 2025 → May 14, 2026). Baseline metrics include revenue growth of -13.0%, EPS growth of -23.3%, a dividend yield of 8.0%. What stands out right now is revenue -13.0%, EPS -23.3%, free cash flow +184.3% with operating margin 83.6% and ROIC 9.0%. The dividend matters to the case here, with a current yield around 8.0%. Valuation is more restrained than many high-expectation growth names at P/E 10.3 and price/sales 3.4. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines OAK-PA price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
OAK-PA
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
OAK-PA Max Drawdown
-12.52%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for OAK-PA and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$1.5B
+204.0% YoY
FY Net Income
$631.7M
+210.2% YoY
Free Cash Flow
$1.6B
+255.6% YoY
Revenue Growth
-13.0%
EPS Growth
-23.3%
Gross Margin
88.5%
Net Margin
34.1%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 732M | 841M | 762M | 491M | 1.5B |
| Gross Profit | 648M | 738M | 561M | 316M | 820M |
| Operating Income | 612M | 887M | 590M | 125M | 724M |
| EBITDA | 612M | 887M | 590M | 728M | 1.3B |
| Net Income | 249M | 308M | 221M | 204M | 632M |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 7M | 450M | 337M | 176M | 1.2B |
| Total Assets | 6.8B | 7.1B | 7.6B | 5.7B | 14.4B |
| Total Liabilities | 1.5B | 1.6B | 1.6B | 1.6B | 10.4B |
| Shareholder Equity | 2.3B | 2.4B | 2.3B | 1.5B | 1.7B |
| Total Debt | 1.3B | 1.5B | 1.2B | 1.2B | 9.0B |
| Net Debt | 1.3B | 1.0B | 835M | 1.0B | -1.1B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
1.6B
+255.4% YoY
Capital Expenditures
583K
-25.1% YoY
Free Cash Flow
1.6B
+255.6% YoY
Key ratios
Gross Margin
88.5%
Operating Margin
83.6%
Net Margin
34.1%
ROE
11.3%
Debt / Equity
0.59x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.