OAK stock: buy or sell?

OAK stock price: $51.52 -0.12% At close on September 27th, 2019

Updated on:
September 27th, 2019

4

After reaching all time highs on September, Oaktree Capital remained constant -0.12% to $51.52.

Oaktree Capital Group, LLC operates as a global investment management firm that focuses on alternative markets. It manage investments in a number of strategies within six asset classes, including distressed debt; corporate debt, including high yield debt and senior loans; control investing; convertible securities; real estate; and listed equities.

Should I buy OAK stock?

You can't be a successful trader if you don't follow a methodolgy or system that assist you in choosing companies and the correct market timing. Trading strategies are meant for helping you in the decision process of what stocks to choose and when is the best time to buy them. There are thousands of trading strategies for you to choose, but at Stocks2.com we prefer those that are simple but successful.

Currently, Oaktree Capital stock doesn't match any of these trading strategies, so our recommendation is not to buy.

Buy setupElegible
New all-time highNo
New 52 week highNo
Price crossing up 200d MANo
100d MA crossing up 200d MANo
This is not a selling recommendation at all, just it's not the best moment to buy if you follow any of these trading strategies.

Is Oaktree Capital stock a buy?

Banks and financial institutions publish stock ratings everyday. At Stocks2.com, we detected 2 ratings published for OAK stock in the last month.

Is OAK a good stock to buy?
DateAnalyst / BrokerPrevious ratingCurrent rating
2019-3-14Wells Fargo & Con/aMarket Perform
2019-3-14Morgan StanleyOverweightEqual Weight

OAK stock analysis

Daily outlook

After topping to all time highs on September, Oaktree Capital remained stable -0.12% to $51.52.

After reaching all time highs on September, Oaktree Capital remained steady -0.12% on September to $51.52. On September, OAK hit a new all time high, pushing higher than on September tops. Check different trading setups that use ATHs as triggers. Since price and SMA50d lines crossed down on September, OAK fell $-1.66 per share (-3.12%).

OAK stock chart (daily)

Weekly outlook

After climbing for 4 weeks, late September Oaktree Capital slipped a terrifying -3.88%, closing at $51.52.

Oaktree Capital stock is drawing an uptrend with rising tops and bottoms. Now trading in between its last bottom and last top, OAK might consolidate in a flat-base, waiting to break out over or down under . Not so far away is the last all-time high Oaktree Capital marked by mid September. Late December 2018 OAK price bounced up over the SMA of 40 weeks that acted as support stopping new slides.

OAK stock chart (weekly)

OAK stock price history

OAK stock went public on April 12th, 2012 with a price of $25.741. Since then, OAK stock grew a 100.20%, with an average of 14.30% per year. If you had invested $1,000 in OAK stock in 2012, it would worth $1,002.00 today.

1: Adjusted price after possible price splits or reverse-splits.

OAK stock historical price chart

OAK stock reached all-time highs on September with a price of $53.89.

OAK stock price target is $44.00

Predicting the price evolution of a stock or any financial instrument in a reliable and repeatable way is probably impossible. However, banks and other financial institutions analysts, with the help of lots of data and algorithms do their best to predict the stock prices movement. The accuracy of these stock price predictions is not very high, and you should not blindly believe and make decisions only based on what this ratings or price target predictions say. For the last 30 days we only found 1 price prediction for Oaktree Capital stock:
OAK stock price predictions
DateAnalyst / BrokerActionPrevious targetCurrent targetDiff
2019-3-14Wells Fargo & CoReiterates$49.00$44.00-10.2%
(in average)$49.00$44.00-10.0%

Financials and fundamental analysis

Earnings date and Earnings per Share

On February, Oaktree Capital presented its financial report, posting a slightly fine growth for the Earnings per Share (EPS). Analyst were expecting $0.41 per share, but Oaktree Capital posted $0.43.
OAK earnings date and EPS evolution
QuarterReporting dateEstimated EPSActual EPSSurprise
2017-Q2-n/a1.83n/a
2017-Q32017-10-260.560.6719.6%
2017-Q42018-02-060.530.7235.8%
2018-Q12018-04-260.70.9332.9%
2018-Q22018-07-260.530.51-3.8%
2018-Q32018-10-250.470.7866.0%
2018-Q42019-02-050.410.434.9%
2019-Q1-n/an/an/a
2019-Q2-n/an/an/a
2019-Q3-n/an/an/a

Annual financial results

Compared to 2017, last anual turnover report draw an awful correction of -5.69% to $1,386.08 M USD. Instead, its earnings margin (compared to sales) stayed stable to 16.12%, that is $223.42 million.

OAK annual Sales and Income evolution
YearSalesYoYIncome/(margin)YoY
2013$3,700 M-$222 M6.0%-
2014$194 M-94.76%$126 M65.1%-43.12%
2015$202 M4.13%$71 M35.3%-43.50%
2016$1,126 M457.56%$195 M17.3%172.89%
2017$1,470 M30.56%$231 M15.8%18.89%
2018$1,386 M-5.69%$223 M16.1%-3.49%

Quarterly financial results

Oaktree Capital posted $594.25 M in sales for 2018-Q4, a 146.34% up compared to previous quarter. Reported quarter income marked $82.91 M with a profit margin of 13.95%. Profit margin dropped a -9.54% compared to previous quarter when profit margin was 23.49%. When comparing sales to same quarter last year, Oaktree Capital sales marked an amazing increase and rocketed a 91.02%. Looking back to recent quarterly results, Oaktree Capital posted 2 negative quarters in a row.
OAK quarterly Sales and Income evolution
QuarterSales1QoQ2Income1/(margin)QoQ2
2017-Q2$620 M-$117 M18.9%-
2017-Q3$235 M-62.10%$46 M19.5%-60.93%
2017-Q4$311 M32.45%$13 M4.3%-70.74%
2018-Q1$337 M8.43%$53 M15.6%293.11%
2018-Q2$213 M-36.77%$31 M14.6%-40.98%
2018-Q3$241 M13.10%$57 M23.5%82.06%
2018-Q4$594 M146.34%$83 M14.0%46.32%
2019-Q1$266 M-55.17%$54 M20.3%-34.77%

Oaktree Capital ownership

When you are planning to buy a company, it's worth to review its ownership structure.

Management staff in all public traded companies that hold equity is required to report every transaction to the SEC. For Oaktree Capital, of all outstanding shares are owned by its staff.

The following table compares ownership indicators for other stocks related to Oaktree Capital:

OAK
Market cap$0.0 M
Total shares0.0 M
Float shares0.0 M
  - Institutional holdings (%)0.0%
  - Insider holdings (%)0.0%
Shares in short selling0.0%

OAK summary

Friday, September 27th, 2019
Open$51.79
Close$51.52
Day range$51.48 - $51.79
Previous close$51.58
Session gain-0.12%
Average true range$0.60
50d mov avg$51.77
100d mov avg$50.56
200d mov avg$47.08
Daily pattern
Weekly pattern lt06a

Oaktree Capital performance

To measure stock performance is always good to benchmark with competitors or related stocks. We compared Oaktree Capital against in the following table:
Stock3m6m12m
OAKOaktree Capital4.00%5.99%31.56%

Oaktree Capital competitors

Unfortunately, we could not find any public company that could be defined as Oaktree Capital competitor. This doesn't mean Oaktree Capital does not have any competitor in the market, it's just we could not detected it.