Brookfield Oaktree Holdings (OAK-PA) Tax Rate (2011 - 2022)
Brookfield Oaktree Holdings (OAK-PA) posted Tax Rate of 0.79% for Q4 2022, down 0.51 percentage points from 1.31% a year earlier and down 4.60 percentage points from the prior quarter.
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Analysis
Brookfield Oaktree Holdings (OAK-PA) Tax Rate (2011 - 2022) Analysis & Trends
For FY2022, Brookfield Oaktree Holdings' Tax Rate came in at 3.12%, up 2.06 percentage points from FY2021.
- Annual Tax Rate shows a five-year change of -20.68 percentage points (FY2017 to FY2022).
- In prior years, Brookfield Oaktree Holdings' Tax Rate was 1.06% in FY2021 (-7.87 pp), 8.93% in FY2020 (+6.51 pp), 2.42% in FY2019 (-2.64 pp) and 5.06% in FY2018 (-18.74 pp).
- Quarterly Tax Rate has run from a low of -29.80% in Q3 2019 to a high of 6.89% in Q2 2018 over five years.
- On a year-over-year basis, Tax Rate increased in five of the last eight quarters, with an average year-over-year change of -0.13 percentage points.
- The strongest year-over-year quarter for Tax Rate in the past five years was Q3 2020, with a gain of 31.51 percentage points; the weakest was Q4 2018, with a drop of 59.71 percentage points.
- According to Business Quant data, Tax Rate for the three prior quarters was 5.39% (Q3 2022), -6.63% (Q2 2022) and 3.15% (Q1 2022).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 164.03 Bn | 110.39 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 134.08 Bn | -423.92 Bn | - | - |
| 3 | Blackstone | 84.38 Bn | 79.31 Bn | - | 16.11% |
| 4 | Brookfield | 81.99 Bn | -83.40 Bn | 4.47 Bn | - |
| 5 | Kkr | 81.98 Bn | 48.46 Bn | - | 17.91% |
| 6 | Brookfield Asset Management | 71.20 Bn | 67.45 Bn | - | 12.14% |
| 7 | Apollo Global Management | 66.86 Bn | 4.54 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 60.68 Bn | 56.11 Bn | 687.86 Mn | 15.06% |
| 9 | Franco Nevada | 45.90 Bn | 43.27 Bn | 451.00 Mn | 23.17% |
| 10 | Brookfield Oaktree Holdings | 3.27 Bn | 3.28 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2022 | 0.79% |
| Sep 30, 2022 | 5.39% |
| Mar 31, 2022 | 3.15% |
| Dec 31, 2021 | 1.31% |
| Sep 30, 2021 | 1.92% |
| Jun 30, 2021 | 1.40% |
| Mar 31, 2021 | 0.45% |
| Dec 31, 2020 | 0.63% |
| Sep 30, 2020 | 1.70% |
| Jun 30, 2020 | 1.85% |
| Jun 30, 2019 | 1.50% |
| Mar 31, 2019 | 2.38% |
| Dec 31, 2018 | 5.55% |
| Sep 30, 2018 | 4.39% |
| Jun 30, 2018 | 6.89% |
| Mar 31, 2018 | 4.45% |
| Dec 31, 2017 | 65.26% |
| Sep 30, 2017 | 9.35% |
| Jun 30, 2017 | 1.84% |
| Mar 31, 2017 | 7.06% |
API Access
Brookfield Oaktree Holdings Tax Rate 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=tax-rate&ticker=OAK-PA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "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=tax-rate&ticker=OAK-PA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();