Brookfield Oaktree Holdings (OAK-PA) Return on Invested Capital [ROIC] (2012 - 2023)
Brookfield Oaktree Holdings (OAK-PA) reported Return on Invested Capital [ROIC] of 25.09% for Q3 2023, up 6.56 percentage points from 18.53% a year earlier but down 5.17 percentage points from the prior quarter.
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Analysis
Brookfield Oaktree Holdings (OAK-PA) Return on Invested Capital [ROIC] (2012 - 2023) Analysis & Trends
For FY2022, Brookfield Oaktree Holdings posted Return on Invested Capital [ROIC] of 22.30%, down 24.06 percentage points from FY2021.
- Return on Invested Capital [ROIC] has a five-year change of -8.89 percentage points (FY2017 to FY2022).
- By year, Return on Invested Capital [ROIC] came in at 46.36% in FY2021 (+35.30 pp), 11.06% in FY2020 (-11.18 pp), 22.24% in FY2019 (+2.47 pp) and 19.78% in FY2018 (-11.41 pp).
- Five-year quarterly Return on Invested Capital [ROIC] spans a low of -2.09% in Q1 2020 and a high of 47.51% in Q1 2021.
- Year over year, Return on Invested Capital [ROIC] gained in three of the last eight quarters, with an average year-over-year change of -5.21 percentage points.
- The high point for year-over-year Return on Invested Capital [ROIC] in five years was Q1 2021 (a gain of 49.60 percentage points); the low point was Q3 2022 (a drop of 25.66 percentage points).
- Per Business Quant data, the three quarters before Q3 2023 came in at 30.26% (Q2 2023), 26.44% (Q1 2023) and 23.20% (Q4 2022).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.13 Bn | 110.49 Bn | - | - |
| 2 | Spdr Gold Trust | 133.82 Bn | -424.18 Bn | - | - |
| 3 | Blackstone | 84.08 Bn | 79.01 Bn | - | 21.55% |
| 4 | Brookfield | 82.97 Bn | -82.41 Bn | 4.47 Bn | -21.34% |
| 5 | Kkr | 81.05 Bn | 47.53 Bn | - | - |
| 6 | Brookfield Asset Management | 71.64 Bn | 67.88 Bn | - | 26.84% |
| 7 | Apollo Global Management | 65.67 Bn | 3.35 Bn | 10.56 Bn | - |
| 8 | Wheaton Precious Metals | 61.89 Bn | 57.32 Bn | 687.86 Mn | 20.60% |
| 9 | Franco Nevada | 46.13 Bn | 43.49 Bn | 451.00 Mn | - |
| 10 | Brookfield Oaktree Holdings | 3.28 Bn | 3.29 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2023 | 25.09% |
| Jun 30, 2023 | 30.26% |
| Mar 31, 2023 | 26.44% |
| Dec 31, 2022 | 23.20% |
| Sep 30, 2022 | 18.53% |
| Jun 30, 2022 | 24.32% |
| Mar 31, 2022 | 32.69% |
| Dec 31, 2021 | 40.05% |
| Sep 30, 2021 | 44.19% |
| Jun 30, 2021 | 43.17% |
| Mar 31, 2021 | 47.51% |
| Dec 31, 2020 | 11.77% |
| Sep 30, 2020 | 5.55% |
| Jun 30, 2020 | 1.75% |
| Mar 31, 2020 | -2.09% |
| Dec 31, 2019 | 23.37% |
| Sep 30, 2019 | 18.31% |
| Jun 30, 2019 | 22.00% |
| Mar 31, 2019 | 19.99% |
| Dec 31, 2018 | 18.57% |
API Access
Brookfield Oaktree Holdings Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=OAK-PA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=OAK-PA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();