Brookfield Oaktree Holdings OAK-PA
NYSE OAK-PA
$20.44 +0.01 (+0.04%)
As of: Oct 2, 2026 · 9:50 AM EDT

Brookfield Oaktree Holdings (OAK-PA) Enterprise Value (2018 - 2026)

Updated

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.

Analysis

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 Set

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

Historic Data

Download Data
DateValue
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
API Access

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