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Brookfield Oaktree Holdings, LLC Quality Score

OAK-PA

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Quality33

Weak across most dimensions. This doesn't mean avoid, but the burden of proof is on the bull case.

Broad-market heuristics · Not a buy/sell signal

Valuation and growth

Revenue Growth
0/100
-13.5%

Below 2%, essentially flat

Cash Flow Growth
0/100
Negative FCF

FCF negative, burning cash after capex

Business Quality & Capital Allocation

Share Dilution
0/100
132.9%

Heavy dilution above 5%

Margin Trend
100/100
+29.2pp

Expanded 3+pp, strong improvement

Capital Structure
100/100
-$255M

Net cash position, no leverage concern

2022
$176M
$0.00
2023
$337M
$0.00
2024
$450M
$0.00
2025
$191M
$0.00
TTM
$255M
$0.00
CashDebt
Return on Capital
80/100
16.6%

15–20%, well above cost of capital

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SourceQuality score computed from the 10-Q filed 11 Aug 2026, covering the period ending 30 Jun 2026, as reported to the SEC. Data last refreshed 3 Oct 2026. How this is calculated.

Fiscal year ends Dec. Sector medians are approximate S&P 500 benchmarks and update periodically. Checks use broad-market heuristics, so sector norms may differ, and the valuation checks are more cyclical than the quality checks.

Peers

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Held by ETFs

OAK-PA is in 5 US ETFs. The largest of them, with OAK-PA's weight in each:

Spot a number that looks wrong? Check it in OAK-PA's SEC filings or

Download this analysis as a PDF (Pro)

Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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Not financial advice. Analytical data for research only.

Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.