Brookfield Oaktree Holdings (OAK-PA) Return on Assets [ROA] (2011 - 2026)
Brookfield Oaktree Holdings (OAK-PA) posted Return on Assets [ROA] of 9.97% for Q2 2026, up 2.62 percentage points from 7.34% a year earlier and up 1.14 percentage points from the prior quarter.
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Analysis
Brookfield Oaktree Holdings (OAK-PA) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, Brookfield Oaktree Holdings' Return on Assets [ROA] came in at 7.54%, down 3.22 percentage points from FY2024.
- Annual Return on Assets [ROA] shows a five-year change of +6.69 percentage points (FY2020 to FY2025).
- In prior years, Brookfield Oaktree Holdings' Return on Assets [ROA] was 10.76% in FY2024 (+2.58 pp), 8.18% in FY2023 (+3.56 pp), 4.62% in FY2022 (-4.72 pp) and 9.34% in FY2021 (+8.48 pp).
- The Q2 2026 figure stands as the highest quarterly Return on Assets [ROA] since Q4 2024.
- On a year-over-year basis, Return on Assets [ROA] increased in four of the last eight quarters, with an average year-over-year change of -0.01 percentage points.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was Q3 2021, with a gain of 10.42 percentage points; the weakest was Q3 2022, with a drop of 6.84 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior quarters was 8.82% (Q1 2026), 7.79% (Q4 2025) and 7.52% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | 4.12% |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | 16.25% |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 13.90% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | 1.02% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | 1.33% |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 16.12% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | 0.89% |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 18.58% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | 21.76% |
| 10 | Brookfield Oaktree Holdings | 3.28 Bn | 3.29 Bn | - | 9.97% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 9.97% |
| Mar 31, 2026 | 8.82% |
| Dec 31, 2025 | 7.79% |
| Sep 30, 2025 | 7.52% |
| Jun 30, 2025 | 7.34% |
| Mar 31, 2025 | 8.06% |
| Dec 31, 2024 | 11.21% |
| Sep 30, 2024 | 11.04% |
| Jun 30, 2024 | 9.17% |
| Mar 31, 2024 | 8.79% |
| Dec 31, 2023 | 7.69% |
| Sep 30, 2023 | 8.56% |
| Jun 30, 2023 | 8.71% |
| Mar 31, 2023 | 7.53% |
| Dec 31, 2022 | 4.60% |
| Sep 30, 2022 | 2.61% |
| Jun 30, 2022 | 3.30% |
| Mar 31, 2022 | 5.22% |
| Dec 31, 2021 | 8.41% |
| Sep 30, 2021 | 9.45% |
API Access
Brookfield Oaktree Holdings Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=OAK-PA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=OAK-PA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();