Brookfield Oaktree Holdings (OAK-PA) Enterprise Value (2018 - 2026)
Brookfield Oaktree Holdings (OAK-PA) posted Enterprise Value of $3.1 billion for Q2 2026, down 9.1% from $3.41 billion a year earlier but up 5.3% from the prior quarter.
Brookfield Oaktree Holdings (OAK-PA) Enterprise Value (2018 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Enterprise Value at Brookfield Oaktree Holdings was $2.31 billion, up 25.5% year-over-year; for FY2025, it was $3.19 billion, up 3.9% from FY2024.
- Annual Enterprise Value has increased for three consecutive years, with a five-year compound annual growth rate of 19.2% (FY2020 to FY2025).
- In prior years, Brookfield Oaktree Holdings' Enterprise Value was $3.07 billion in FY2024 (+217.8%), $965.3 million in FY2023 (+32.9%), $726.52 million in FY2022 (-4.9%) and $764.24 million in FY2021 (-42.4%).
- Quarterly Enterprise Value has run from a low of $726.52 million in Q4 2022 to a high of $5.72 billion in Q1 2023 over five years.
- On a year-over-year basis, Enterprise Value increased in five of the last eight quarters, with growth averaging 24.5%.
- The strongest year-over-year quarter for Enterprise Value in the past five years was Q4 2024, with growth of 217.8%; the weakest was Q4 2021, with a decline of 42.4%.
- According to Business Quant data, Enterprise Value for the three prior quarters was $2.95 billion (Q1 2026), $3.19 billion (Q4 2025) and $3.25 billion (Q3 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn |
| 10 | Brookfield Oaktree Holdings | 3.27 Bn | 3.28 Bn | - |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.10 Bn |
| Mar 31, 2026 | 2.95 Bn |
| Dec 31, 2025 | 3.19 Bn |
| Sep 30, 2025 | 3.25 Bn |
| Jun 30, 2025 | 3.41 Bn |
| Mar 31, 2025 | 2.85 Bn |
| Dec 31, 2024 | 3.07 Bn |
| Sep 30, 2024 | 3.46 Bn |
| Jun 30, 2024 | 3.27 Bn |
| Mar 31, 2024 | 3.52 Bn |
| Dec 31, 2023 | 965.30 Mn |
| Sep 30, 2023 | 3.42 Bn |
| Jun 30, 2023 | 3.61 Bn |
| Mar 31, 2023 | 5.72 Bn |
| Dec 31, 2022 | 726.52 Mn |
| Sep 30, 2022 | 3.46 Bn |
| Jun 30, 2022 | 3.29 Bn |
| Mar 31, 2022 | 3.63 Bn |
| Dec 31, 2021 | 764.24 Mn |
| Sep 30, 2021 | 3.68 Bn |
Brookfield Oaktree Holdings Enterprise Value API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=enterprise-value&ticker=OAK-PA&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "enterprise-value", "ticker": "OAK-PA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=enterprise-value&ticker=OAK-PA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();