Brookfield Oaktree Holdings (OAK-PA) Gains from Investment Securities (2013 - 2018)
Brookfield Oaktree Holdings' (OAK-PA) quarterly Gains from Investment Securities came in at $66.0 million in Q2 2018, up 28.13% on a YoY basis from $51.5 million in Q2 2017, and up 8.59% quarter-over-quarter from $60.8 million in Q1 2018.
Analysis
Brookfield Oaktree Holdings (OAK-PA) Gains from Investment Securities (2013 - 2018) Analysis & Trends
Brookfield Oaktree Holdings (OAK-PA) has reported Gains from Investment Securities for 6 consecutive years, with $66.0 million the latest figure, recorded in Q2 2018.
- For the quarter ending Q2 2018, Gains from Investment Securities rose 28.13% year-over-year to $66.0 million; the trailing twelve-month figure through Jun 2018 stood at $213.7 million (up 29.3% YoY), and the FY2017 full-year result was $182.8 million, up 50.59% from the prior year.
- Gains from Investment Securities grew to $66.0 million in Q2 2018 per OAK-PA's latest filing, from $60.8 million in the prior quarter.
- Across five years, Gains from Investment Securities topped out at $66.0 million in Q2 2018 and bottomed at $1.4 million in Q4 2015.
- Historically, Gains from Investment Securities has averaged $29.3 million across 5 years, with a median of $26.7 million in 2015.
- The sharpest annual moves came in 2015 and 2016: Gains from Investment Securities plunged 67.2% in 2015, then jumped 2430.08% in 2016.
- Over 5 years, Gains from Investment Securities stood at $4.3 million in 2014, then slumped by 67.2% to $1.4 million in 2015, then surged by 2430.08% to $36.1 million in 2016, then surged by 39.86% to $50.5 million in 2017, then soared by 30.83% to $66.0 million in 2018.
- According to Business Quant data, Gains from Investment Securities over the past three periods registered $66.0 million, $60.8 million, and $50.5 million for Q2 2018, Q1 2018, and Q4 2017 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Blackstone | 107.26 Bn | 104.75 Bn | - |
| 2 | Kkr | 94.91 Bn | -182.16 Bn | - |
| 3 | Brookfield | 88.30 Bn | 57.51 Bn | 19.38 Bn |
| 4 | Apollo Global Management | 78.20 Bn | 52.83 Bn | 10.54 Bn |
| 5 | Brookfield Asset Management | 78.08 Bn | 76.58 Bn | - |
| 6 | Wheaton Precious Metals | 70.42 Bn | 70.32 Bn | 687.86 Mn |
| 7 | Franco Nevada | 50.91 Bn | 49.37 Bn | 451.00 Mn |
| 8 | Ares Management | 31.30 Bn | 31.30 Bn | - |
| 9 | Carlyle | 16.48 Bn | 15.22 Bn | - |
| 10 | Brookfield Oaktree Holdings | 2.40 Bn | 2.40 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2018 | 66.02 Mn |
| Mar 31, 2018 | 60.79 Mn |
| Dec 31, 2017 | 50.46 Mn |
| Sep 30, 2017 | 36.40 Mn |
| Jun 30, 2017 | 51.52 Mn |
| Mar 31, 2017 | 44.47 Mn |
| Dec 31, 2016 | 36.08 Mn |
| Sep 30, 2016 | 33.19 Mn |
| Jun 30, 2016 | 18.13 Mn |
| Mar 31, 2016 | 34.02 Mn |
| Dec 31, 2015 | 1.43 Mn |
| Sep 30, 2015 | 12.55 Mn |
| Jun 30, 2015 | 20.14 Mn |
| Mar 31, 2015 | 16.14 Mn |
| Dec 31, 2014 | 4.35 Mn |
| Sep 30, 2014 | 10.65 Mn |
| Jun 30, 2014 | 15.38 Mn |
| Mar 31, 2014 | 15.45 Mn |
| Sep 30, 2013 | 10.02 Mn |
| Jun 30, 2013 | 10.19 Mn |