Last 47 quarters of trend data · Financial Services · Asset Management
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
| Metric | TTM | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 | Q2 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | 11.31 | — | 3.89 | 10.98 | 44.21 | — | 5.09 | 18.85 | 16.45 | 8.54 | 4.30 | 23.14 | — | 13.57 | 3.24 | 32.72 | — | 59.34 | 4.96 | 7.35 | 6.73 |
| — | — | -23.6% | -41.7% | +168.7% | — | +18.4% | -18.6% | — | -37.1% | +32.5% | -29.3% | — | -77.1% | -34.7% | +345.4% | — | +2419.6% | +16.2% | -48.9% | — | |
| P/S Ratio | 3.45 | — | 3.22 | 3.40 | 5.61 | 2.83 | 2.68 | 30.62 | 4.06 | 3.32 | 1.66 | 56.48 | 26.52 | 5.70 | 1.71 | 9.24 | 4.73 | — | 1.37 | 3.07 | 3.99 |
| — | — | +20.3% | -88.9% | +38.2% | -14.7% | +61.3% | -45.8% | -84.7% | -41.8% | -3.2% | +511.4% | +461.2% | — | +25.2% | +201.3% | +18.4% | — | -51.2% | -90.1% | -93.4% | |
| P/B Ratio | 0.47 | 0.09 | 0.48 | 0.49 | 0.52 | 0.47 | 0.50 | 0.74 | 0.59 | 0.43 | 0.39 | 0.59 | 0.63 | 0.43 | 0.53 | 0.56 | 0.61 | 0.57 | 0.66 | 0.77 | 0.75 |
| — | -80.3% | -4.0% | -33.7% | -11.7% | +8.3% | +28.1% | +26.9% | -7.1% | +0.6% | -26.3% | +4.1% | +3.4% | -24.9% | -19.4% | -27.1% | -18.8% | -17.4% | -36.8% | -14.5% | +18.4% | |
| P/FCF | 5.57 | — | 25.76 | 2.44 | 2.60 | 2.22 | 8.88 | — | 6.41 | 1.20 | 4.83 | 10.66 | 11.78 | 2.50 | 2.59 | — | 5.22 | 2.95 | 2.23 | 1.67 | — |
| — | — | +190.1% | — | -59.5% | +85.5% | +83.9% | — | -45.5% | -52.1% | +86.4% | — | +125.7% | -15.2% | +16.4% | — | — | -70.1% | — | — | — | |
| EV / EBITDA | 6.28 | — | 3.65 | 4.76 | 10.93 | 13.73 | 3.89 | 6.61 | 8.08 | 3.54 | 2.46 | 8.93 | 16.26 | 5.82 | 4.11 | 1004.26 | — | 132.84 | 17.45 | 20.94 | 21.49 |
| — | — | -6.0% | -28.1% | +35.3% | +288.0% | +57.9% | -25.9% | -50.3% | -39.2% | -40.0% | -99.1% | — | -95.6% | -76.5% | +4695.4% | — | +2064.6% | +9.8% | — | — | |
| EV / EBIT | 6.28 | — | 3.65 | 4.76 | 10.93 | 13.73 | 3.89 | 6.61 | 8.08 | 3.54 | 2.46 | 8.93 | 16.26 | 5.82 | 2.00 | 16.38 | 1450.08 | 16.90 | 9.26 | 10.55 | 8.91 |
| — | — | -6.0% | -28.1% | +35.3% | +288.0% | +57.9% | -25.9% | -50.3% | -39.2% | +23.2% | -45.5% | -98.9% | -65.6% | -78.4% | +55.3% | +16177.0% | +329.3% | +28.3% | -49.3% | — |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
| Metric | TTM | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 | Q2 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 88.5% | 99.8% | 90.6% | 91.5% | 81.5% | 87.7% | 93.5% | 39.6% | 90.7% | 76.2% | 71.2% | -0.8% | 65.5% | 21.1% | 70.3% | 67.9% | 78.2% | 217.6% | 53.7% | 49.6% | 63.0% |
| — | +13.7% | -3.0% | +131.0% | -10.2% | +15.2% | +31.3% | +5209.5% | +38.6% | +260.3% | +1.2% | -101.1% | -16.3% | -90.3% | +31.0% | +36.7% | +24.2% | +293.2% | -13.8% | +33.4% | +193.1% | |
| Operating Margin | 83.6% | 99.2% | 132.9% | 103.3% | 69.8% | 28.6% | 94.4% | 198.9% | 78.7% | 137.3% | 91.5% | 34.0% | -66.7% | 18.2% | 61.5% | 3.6% | -69.6% | -73.5% | 30.9% | 53.6% | 64.4% |
| — | +246.5% | +40.8% | -48.0% | -11.3% | -79.2% | +3.1% | +484.8% | +217.9% | +652.8% | +48.8% | +853.4% | +4.1% | +124.8% | +98.9% | -93.4% | -207.9% | -231.8% | -46.4% | +116.5% | +101.4% | |
| Net Margin | 34.1% | 29.0% | 82.8% | 34.7% | 17.7% | -2.3% | 52.6% | 134.0% | 20.9% | 42.5% | 40.7% | 211.7% | 1.5% | 49.7% | 54.9% | 38.9% | -10.9% | -67.3% | 29.0% | 44.9% | 63.3% |
| — | +1366.4% | +57.5% | -74.1% | -15.2% | -105.4% | +29.2% | -36.7% | +1332.9% | -14.4% | -25.9% | +444.6% | +113.4% | +173.8% | +89.4% | -13.4% | -117.2% | -246.6% | -57.6% | -81.8% | +103.6% |
| Metric | TTM | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 | Q2 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 4.6% | 0.4% | 3.1% | 1.3% | 0.4% | -0.1% | 2.5% | 0.8% | 0.7% | 1.4% | 2.4% | 0.6% | 0.0% | 1.0% | 4.2% | 0.6% | -0.3% | 0.4% | 3.8% | 2.7% | 2.9% |
| — | +582.2% | +25.0% | +63.3% | -45.3% | -106.7% | +2.7% | +39.1% | +7936.6% | +37.2% | -41.5% | -8.2% | +102.8% | +144.9% | +10.4% | -77.9% | -111.5% | -95.3% | -37.5% | +66.0% | +154.7% | |
| ROA | 3.6% | 0.5% | 2.5% | 1.0% | 0.3% | -0.1% | 1.9% | 0.5% | 0.5% | 1.1% | 2.0% | 0.5% | 0.0% | 0.8% | 1.7% | 0.2% | -0.1% | 0.1% | 1.0% | 1.4% | 26.5% |
| — | +747.6% | +28.2% | +85.3% | -38.6% | -106.7% | -5.1% | +11.8% | +6591.0% | +36.0% | +17.1% | +177.6% | +107.9% | +547.8% | +70.6% | -87.8% | -100.4% | -99.4% | -65.6% | +145.2% | +1569.7% | |
| ROIC | 6.7% | 1.1% | 3.0% | 2.3% | 1.0% | 0.7% | 2.6% | 0.6% | 1.6% | 2.7% | 3.6% | 0.1% | -0.3% | 0.2% | 1.6% | 0.0% | -0.5% | 0.1% | 0.9% | 0.8% | 0.8% |
| — | +55.1% | +15.1% | +266.1% | -38.2% | -75.2% | -26.6% | +934.4% | +657.9% | +1107.4% | +131.3% | +366.7% | +45.8% | +108.5% | +72.0% | -98.3% | -165.4% | -96.0% | -21.0% | +194.7% | +121.8% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
| Metric | TTM | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 | Q2 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.25 | — | 0.25 | 0.22 | 0.19 | 0.30 | 0.27 | 0.27 | 0.41 | 0.27 | 0.20 | 0.08 | 0.09 | 0.19 | 0.30 | 2.13 | 2.17 | 2.03 | 2.25 | 2.41 | 1.93 |
| — | — | -8.1% | -18.8% | -54.4% | +8.8% | +36.1% | +262.3% | +348.8% | +46.3% | -33.3% | -96.5% | -95.7% | -90.8% | -86.8% | -11.6% | +12.6% | +20.1% | -10.8% | +12.1% | — | |
| Debt / EBITDA | 2.16 | — | 4.96 | 5.91 | 11.76 | 25.19 | 6.06 | 7.13 | 14.62 | 6.13 | 3.65 | 4.37 | 8.89 | 8.35 | 6.19 | 3404.90 | — | 460.13 | 59.88 | 71.06 | 63.46 |
| — | — | -18.2% | -17.1% | -19.6% | +311.2% | +66.1% | +63.0% | +64.5% | -26.6% | -41.1% | -99.9% | — | -98.2% | -89.7% | +4691.8% | — | +2393.5% | +28.7% | — | — | |
| Current Ratio | 0.19 | — | 0.19 | 0.29 | 0.35 | 0.03 | — | — | — | — | — | 0.27 | 0.14 | 0.26 | 273.71 | 21.82 | 28.19 | 22.92 | 0.16 | 0.01 | 0.03 |
| — | — | — | — | — | — | — | — | — | — | — | -98.8% | -99.5% | -98.9% | +173292.9% | +342905.9% | +83968.7% | +29102.6% | +220.4% | -100.0% | — | |
| Quick Ratio | 0.19 | — | 0.19 | 0.29 | 0.35 | 0.03 | — | — | — | — | — | 0.27 | 0.14 | 0.26 | 273.71 | 21.82 | 28.19 | 22.92 | 0.16 | 0.01 | 0.03 |
| — | — | — | — | — | — | — | — | — | — | — | -98.8% | -99.5% | -98.9% | +173292.9% | +342905.9% | +83968.7% | +29102.6% | +220.4% | -100.0% | — | |
| Interest Coverage | 6.90 | 5.68 | 13.72 | 11.72 | 4.66 | 1.83 | 9.01 | 9.48 | 5.82 | 12.16 | 20.54 | 16.92 | 4.87 | 6.63 | 5.20 | 2.24 | 0.03 | 3.99 | 6.70 | 7.01 | 6.22 |
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Includes 30+ ratios · 47 years · Updated daily
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Quick answers to the most common questions about buying OAK-PA stock.
Oaktree Capital Group, LLC 6.625% PFD UT A's current P/E is 11.3x. The average P/E over the last 3 quarters is 19.7x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
Oaktree Capital Group, LLC 6.625% PFD UT A's current operating margin is 83.6%. Margins have been expanding over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.
Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking Oaktree Capital Group, LLC 6.625% PFD UT A's business trajectory between earnings reports.