Oaktree Capital Group Preferred Stock Buy Hold or Sell Recommendation
| OAK-PB Preferred Stock | USD 22.21 0.38 1.68% |
Assuming the 90 days trading horizon and your above-average risk tolerance, our recommendation regarding Oaktree Capital Group is 'Cautious Hold'. Macroaxis provides Oaktree Capital buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OAK-PB positions.
Check out Oaktree Capital Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Oaktree and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Oaktree Capital Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
Oaktree |
Execute Oaktree Capital Buy or Sell Advice
The Oaktree recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Oaktree Capital Group. Macroaxis does not own or have any residual interests in Oaktree Capital Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oaktree Capital's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Oaktree Capital Trading Alerts and Improvement Suggestions
| Oaktree Capital generated a negative expected return over the last 90 days | |
| Oaktree Capital generates negative cash flow from operations |
Oaktree Capital Returns Distribution Density
The distribution of Oaktree Capital's historical returns is an attempt to chart the uncertainty of Oaktree Capital's future price movements. The chart of the probability distribution of Oaktree Capital daily returns describes the distribution of returns around its average expected value. We use Oaktree Capital Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oaktree Capital returns is essential to provide solid investment advice for Oaktree Capital.
| Mean Return | 0.02 | Value At Risk | -1.68 | Potential Upside | 1.52 | Standard Deviation | 0.95 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Oaktree Capital historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Oaktree Capital Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Oaktree Capital or Other sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Oaktree Capital's price will be affected by overall preferred stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Oaktree preferred stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.28 | |
σ | Overall volatility | 0.95 | |
Ir | Information ratio | -0.11 |
Oaktree Capital Volatility Alert
Oaktree Capital Group has relatively low volatility with skewness of -0.36 and kurtosis of 1.27. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oaktree Capital's preferred stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Oaktree Capital's preferred stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Oaktree Capital Fundamentals Vs Peers
Comparing Oaktree Capital's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Oaktree Capital's direct or indirect competition across all of the common fundamentals between Oaktree Capital and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oaktree Capital or determine the preferred stocks which would be an excellent addition to an existing portfolio. Peer analysis of Oaktree Capital's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oaktree Capital by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Oaktree Capital to competition |
| Fundamentals | Oaktree Capital | Peer Average |
| Price To Earning | 12.69 X | 28.72 X |
| Revenue | 1.45 B | 9.43 B |
| Gross Profit | 601.12 M | 27.38 B |
| EBITDA | 1.01 B | 3.9 B |
| Net Income | 1.16 B | 570.98 M |
| Total Debt | 7.82 B | 5.32 B |
| Cash Flow From Operations | (2.73 B) | 971.22 M |
| Market Capitalization | 6.1 B | 19.03 B |
| Total Asset | 14.4 M | 29.47 B |
| Annual Yield | 0.04 % | |
| Net Asset | 14.4 M | |
| Last Dividend Paid | 2.97 |
Oaktree Capital Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Oaktree . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Oaktree Capital Buy or Sell Advice
When is the right time to buy or sell Oaktree Capital Group? Buying financial instruments such as Oaktree Preferred Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Oaktree Capital in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Recreation Thematic Idea Now
Recreation
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Recreation theme has 34 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Recreation Theme or any other thematic opportunities.
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Other Information on Investing in Oaktree Preferred Stock
Oaktree Capital financial ratios help investors to determine whether Oaktree Preferred Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oaktree with respect to the benefits of owning Oaktree Capital security.