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Brookfield Oaktree Holdings LLC (Brookfield Oaktree Holdings LLC) Return-on-Tangible-Equity : -2.95% (As of Sep. 2019)


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What is Brookfield Oaktree Holdings LLC Return-on-Tangible-Equity?

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Brookfield Oaktree Holdings LLC's annualized net income for the quarter that ended in Sep. 2019 was $-39.28 Mil. Brookfield Oaktree Holdings LLC's average shareholder tangible equity for the quarter that ended in Sep. 2019 was $1,332.45 Mil. Therefore, Brookfield Oaktree Holdings LLC's annualized Return-on-Tangible-Equity for the quarter that ended in Sep. 2019 was -2.95%.

The historical rank and industry rank for Brookfield Oaktree Holdings LLC's Return-on-Tangible-Equity or its related term are showing as below:

OAKpB.PFD' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -49.41   Med: 21.7   Max: 56.88
Current: 10.83

During the past 11 years, Brookfield Oaktree Holdings LLC's highest Return-on-Tangible-Equity was 56.88%. The lowest was -49.41%. And the median was 21.70%.

OAKpB.PFD's Return-on-Tangible-Equity is not ranked
in the Asset Management industry.
Industry Median: 5.07 vs OAKpB.PFD: 10.83

Brookfield Oaktree Holdings LLC Return-on-Tangible-Equity Historical Data

The historical data trend for Brookfield Oaktree Holdings LLC's Return-on-Tangible-Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Brookfield Oaktree Holdings LLC Return-on-Tangible-Equity Chart

Brookfield Oaktree Holdings LLC Annual Data
Trend Dec09 Dec10 Dec11 Dec12 Dec13 Dec14 Dec15 Dec16 Dec17 Dec18
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 24.74 11.14 25.29 27.64 19.73

Brookfield Oaktree Holdings LLC Quarterly Data
Dec14 Mar15 Jun15 Sep15 Dec15 Mar16 Jun16 Sep16 Dec16 Mar17 Jun17 Sep17 Dec17 Mar18 Jun18 Sep18 Dec18 Mar19 Jun19 Sep19
Return-on-Tangible-Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 18.37 24.08 15.50 14.10 -2.95

Competitive Comparison of Brookfield Oaktree Holdings LLC's Return-on-Tangible-Equity

For the Asset Management subindustry, Brookfield Oaktree Holdings LLC's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Brookfield Oaktree Holdings LLC's Return-on-Tangible-Equity Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Brookfield Oaktree Holdings LLC's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Brookfield Oaktree Holdings LLC's Return-on-Tangible-Equity falls into.



Brookfield Oaktree Holdings LLC Return-on-Tangible-Equity Calculation

Brookfield Oaktree Holdings LLC's annualized Return-on-Tangible-Equity for the fiscal year that ended in Dec. 2018 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Dec. 2018 )  (A: Dec. 2017 )(A: Dec. 2018 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Dec. 2018 )  (A: Dec. 2017 )(A: Dec. 2018 )
=223.418/( (868.984+1395.363 )/ 2 )
=223.418/1132.1735
=19.73 %

Brookfield Oaktree Holdings LLC's annualized Return-on-Tangible-Equity for the quarter that ended in Sep. 2019 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Sep. 2019 )  (Q: Jun. 2019 )(Q: Sep. 2019 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Sep. 2019 )  (Q: Jun. 2019 )(Q: Sep. 2019 )
=-39.276/( (1400.924+1263.974)/ 2 )
=-39.276/1332.449
=-2.95 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Sep. 2019) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.


Brookfield Oaktree Holdings LLC  (NYSE:OAKpB.PFD) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


Brookfield Oaktree Holdings LLC Return-on-Tangible-Equity Related Terms

Thank you for viewing the detailed overview of Brookfield Oaktree Holdings LLC's Return-on-Tangible-Equity provided by GuruFocus.com. Please click on the following links to see related term pages.


Brookfield Oaktree Holdings LLC (Brookfield Oaktree Holdings LLC) Business Description

Traded in Other Exchanges
Address
333 South Grand Avenue, 28th Floor, Los Angeles, CA, USA, 90071
Oaktree Capital Group LLC is an alternative asset manager involved in investing in credit, real assets, private equity, and listed equities. It operates into one segment namely the Investment management business which consists of the services that it provides to clients. It operates in the United States where it generates the majority of its revenue.
Executives
Mansco Iii Perry director 333 S. GRAND AVE., 28TH FL, LOS ANGELES CA 90071
Depelsha Thomas Mcgruder director 333 S. GRAND AVE., 28TH FLOOR, C/O OAKTREE CAPITAL MANAGEMENT, LOS ANGELES CA 90071
Bruce Flatt director C/O BROOKFIELD ASSET MANAGEMENT INC., 181 BAY STREET, P.O. BOX 762, TORONTO A6 M5J2T3
Justin B. Beber director C/O BROOKFIELD ASSET MANAGEMENT INC., BROOKFIELD PLACE, 181 BAY ST., STE. 300, TORONTO A6 M5J 2T3
Daniel D Levin officer: See Remarks 333 S. GRAND AVENUE, 28 TH FLOOR, LOS ANGELES CA 90071
Steven J Gilbert director 540 MADISON AVE, 40TH FL, NEW YORK NY 10022
Jay S Wintrob director, officer: Chief Executive Officer 333 S. GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Robert E Denham director MUNGER, TOLLES & OLSON LLP, 355 S. GRAND AVENUE, 35TH FLOOR, LOS ANGELES CA 90071
Wayne G Pierson director C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Marna C Whittington director 2959 BARLEY MILL ROAD, YORKLYN DE 19736
David Richard Masson director 333 S GRAND AVENUE 28TH FL, LOS ANGELES CA 90071
Scott L Graves officer: Managing Director 2000 AVENUE OF THE STARS, 12TH FLOOR, LOS ANGELES CA 90067
Caleb S Kramer officer: Managing Director 333 SOUTH GRAND AVE 28TH FL, LOS ANGELES CA 90071
Larry W Keele director C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Todd E Molz officer: See Remarks C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071

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