Brookfield Oaktree Holdings (OAK-PA) Tax Provisions (2011 - 2022)
Brookfield Oaktree Holdings' (OAK-PA) quarterly Tax Provisions came in at $2.6 million in Q4 2022, down 17.73% on a YoY basis from $3.1 million in Q4 2021, and down 47.63% quarter-over-quarter from $4.9 million in Q3 2022.
Analysis
Brookfield Oaktree Holdings (OAK-PA) Tax Provisions (2011 - 2022) Analysis & Trends
Brookfield Oaktree Holdings (OAK-PA) has reported Tax Provisions for 12 consecutive years, with $2.6 million the latest figure, recorded in Q4 2022.
- For the quarter ending Q4 2022, Tax Provisions fell 17.73% year-over-year to $2.6 million; the trailing twelve-month figure through Sep 2023 stood at $2.6 million (down 83.32% YoY), and the FY2022 full-year result was $14.9 million, up 20.54% from the prior year.
- Tax Provisions fell to $2.6 million in Q4 2022 per OAK-PA's latest filing, from $4.9 million in the prior quarter.
- Across five years, Tax Provisions topped out at $6.9 million in Q4 2018 and bottomed at -$1.5 million in Q4 2019.
- Historically, Tax Provisions has averaged $3.5 million across 5 years, with a median of $3.6 million in 2020.
- The sharpest annual moves came in 2019 and 2021: Tax Provisions slumped 122.0% in 2019, then soared 225.73% in 2021.
- Over 5 years, Tax Provisions stood at $6.9 million in 2018, then slumped by 122.0% to -$1.5 million in 2019, then jumped by 212.04% to $1.7 million in 2020, then jumped by 83.47% to $3.1 million in 2021, then decreased by 17.73% to $2.6 million in 2022.
- According to Business Quant data, Tax Provisions over the past three periods registered $2.6 million, $4.9 million, and $3.7 million for Q4 2022, Q3 2022, and Q2 2022 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Taxes (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 107.26 Bn | 104.75 Bn | - | 452.39 Mn |
| 2 | Kkr | 94.91 Bn | -182.16 Bn | - | 246.11 Mn |
| 3 | Brookfield | 88.30 Bn | 57.51 Bn | 19.38 Bn | -336.00 Mn |
| 4 | Apollo Global Management | 78.20 Bn | 52.83 Bn | 10.54 Bn | 396.00 Mn |
| 5 | Brookfield Asset Management | 78.08 Bn | 76.58 Bn | - | 162.00 Mn |
| 6 | Wheaton Precious Metals | 70.42 Bn | 70.32 Bn | 687.86 Mn | 101.80 Mn |
| 7 | Franco Nevada | 50.91 Bn | 49.37 Bn | 451.00 Mn | 104.90 Mn |
| 8 | Ares Management | 31.30 Bn | 31.30 Bn | - | 72.98 Mn |
| 9 | Carlyle | 16.48 Bn | 15.22 Bn | - | 49.00 Mn |
| 10 | Brookfield Oaktree Holdings | 2.40 Bn | 2.40 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2022 | 2.58 Mn |
| Sep 30, 2022 | 4.93 Mn |
| Jun 30, 2022 | 3.72 Mn |
| Mar 31, 2022 | 3.70 Mn |
| Dec 31, 2021 | 3.14 Mn |
| Sep 30, 2021 | 3.81 Mn |
| Jun 30, 2021 | 3.17 Mn |
| Mar 31, 2021 | 2.27 Mn |
| Dec 31, 2020 | 1.71 Mn |
| Sep 30, 2020 | 1.17 Mn |
| Jun 30, 2020 | 3.53 Mn |
| Mar 31, 2020 | 1.80 Mn |
| Dec 31, 2019 | -1.53 Mn |
| Sep 30, 2019 | 4.80 Mn |
| Jun 30, 2019 | 1.85 Mn |
| Mar 31, 2019 | 4.50 Mn |
| Dec 31, 2018 | 6.95 Mn |
| Sep 30, 2018 | 6.57 Mn |
| Jun 30, 2018 | 4.87 Mn |
| Mar 31, 2018 | 6.40 Mn |