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OverviewPriceRevenueEarningsP/ERatiosDividendTargets

OAK-PA logoOaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) P/E Ratio History

Historical price-to-earnings valuation from 2018 to 2025

Current P/E
8.5
Undervalued
5Y Avg P/E
11.2
-24% vs avg
PE Percentile
25%
Below Avg
PEG Ratio
0.95
Attractive
TTM EPS$1.84
Price$20.87
5Y PE Range4.2 - 30.0
Earnings Yield11.74%

Loading P/E history...

OAK-PA Valuation Context

How does the current P/E compare to historical and market benchmarks?

vs. 5Y Average
8.5vs11.2
-24%
Cheap vs History
vs. Financial Services
8.5vs13.1
-35%
Below Sector
vs. S&P 500
8.5vs25.1
-66%
Below Market
PEG Analysis
0.95
P/E ÷ EPS Growth
PEG < 1 = Attractive
Based on 36% EPS growth (1Y)
Export Data

P/E Ratio Analysis

As of May 8, 2026, Oaktree Capital Group, LLC 6.625% PFD UT A (OAK-PA) trades at a price-to-earnings ratio of 8.5x, with a stock price of $20.87 and trailing twelve-month earnings per share of $1.84.

The current P/E is 24% below its 5-year average of 11.2x. Over the past five years, OAK-PA's P/E has ranged from a low of 4.2x to a high of 30.0x, placing the current valuation at the 25th percentile of its historical range.

Compared to the Financial Services sector median P/E of 13.1x, OAK-PA trades at a 35% discount to its sector peers. The sector includes 775 companies with P/E ratios ranging from 0.0x to 195.8x.

The PEG ratio of 0.95 (P/E divided by 36% EPS growth) suggests the stock may be undervalued relative to its earnings growth. Peter Lynch popularized the rule that a PEG below 1.0 indicates an attractive entry point.

Relative to the broader market, OAK-PA trades at a notable discount to the S&P 500 median P/E of 25.1x. Investors should consider the company's growth prospects, competitive position, and earnings quality when evaluating whether the current valuation is justified.

For a comprehensive intrinsic value estimate using discounted cash flow analysis, see our OAK-PA DCF Valuation Calculator →

Note: P/E ratio is just one valuation metric. It does not account for balance sheet strength, cash flow quality, or growth sustainability. Always conduct comprehensive due diligence before making investment decisions.

OAK-PA P/E vs Peers

P/E ratio compared to closely matched public peers

CompanyMarket CapP/E RatioPEG RatioEPS Growth (1Y)
ARCC logoARCCAres Capital Corporation
$14B10.2Lowest0.99-24%
OCSL logoOCSLOaktree Specialty Lending Corporation
$1B31.3--46%
BAM logoBAMBrookfield Asset Management Ltd.
$82B38.1-+11%
BEN logoBENFranklin Resources, Inc.
$16B33.5-+7%
AMG logoAMGAffiliated Managers Group, Inc.
$8B13.10.33Best+50%
VCTR logoVCTRVictory Capital Holdings, Inc.
$5B20.52.84-7%
MS logoMSMorgan Stanley
$303B23.92.69+53%
GS logoGSThe Goldman Sachs Group, Inc.
$288B22.81.63+77%Best
BX logoBXBlackstone Inc.
$96B31.51.51+7%

Peers sorted by market capitalization. P/E below peers may indicate undervaluation or lower growth expectations. Consider PEG ratio for growth-adjusted comparison.

OAK-PA Historical P/E Data (2018–2025)

Quarterly P/E ratios calculated from closing price and TTM EPS

QuarterDatePriceTTM EPSP/E Ratiovs Avg
FY2025 Q3$21.96$1.5913.8x+24%
FY2025 Q2Mon Jun 30 2025 00:00:00 GM$22.99$1.4216.2x+45%
FY2025 Q1Mon Mar 31 2025 00:00:00 GM$21.56$1.6313.2x+18%
FY2024 Q4$21.77$2.439.0x-20%
FY2024 Q3Mon Sep 30 2024 00:00:00 GM$24.88$2.629.5x-15%
FY2024 Q2Sun Jun 30 2024 00:00:00 GM$21.72$2.528.6x-23%
FY2024 Q1Sun Mar 31 2024 00:00:00 GM$23.90$2.1311.2x+0%
FY2023 Q4Sun Dec 31 2023 00:00:00 GM$21.65$1.8211.9x+6%
FY2023 Q3Sat Sep 30 2023 00:00:00 GM$21.29$2.219.6x-14%
FY2023 Q2Fri Jun 30 2023 00:00:00 GM$22.43$2.1610.4x-7%
FY2023 Q1Fri Mar 31 2023 00:00:00 GM$21.17$2.0110.5x-6%
FY2022 Q4Sat Dec 31 2022 00:00:00 GM$21.39$1.7312.4x+11%

Average P/E for displayed period: 11.2x

See OAK-PA's True Return

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Is OAK-PA Undervalued?

DCF intrinsic value, peer multiples, and analyst estimates — see what the stock is really worth.

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Compare OAK-PA vs BRK-A

Side-by-side business, growth, and profitability comparison vs Berkshire Hathaway Inc..

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OAK-PA — Frequently Asked Questions

Quick answers to the most common questions about buying OAK-PA stock.

Is OAK-PA stock overvalued or undervalued?

OAK-PA trades at 8.5x P/E, below its 5-year average of 11.2x. At the 25th percentile of historical range, the stock is priced at a discount to its own history.

How does OAK-PA's valuation compare to peers?

Oaktree Capital Group, LLC 6.625% PFD UT A P/E of 8.5x compares to sector median of 13.1x. The discount suggests lower growth expectations or higher risk.

What is OAK-PA's PEG ratio?

OAK-PA PEG ratio is 0.95. Below 1.0 indicates valuation is supported by earnings growth rate. Historical P/E data spans 2018-2025.

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OAK-PA P/E Ratio History (2018–2025)

P/E ratio calculated as closing price divided by trailing 12-month diluted EPS at each quarter end.