Brookfield Oaktree vs BRC
OAK.PA and RILY side by side, both in services allied with the exchange of securities. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How OAK.PA and RILY compare
Brookfield Oaktree is the larger company, worth 20 times as much as BRC ($3.2B against $156M).
BRC grew revenue faster over the last twelve months (4.0% versus −2.3% for Brookfield Oaktree).
Brookfield Oaktree keeps more of each dollar of sales as profit, with a net margin of 53.0% compared with 8.8% at BRC.
Brookfield Oaktree pays a dividend yielding 8.3%; BRC does not pay one.
Brookfield Oaktree scores higher on the StockData Score (15 against 8 for BRC), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | OAK.PA | RILY |
|---|---|---|
| Size and price | ||
| Market cap | $3.2B | $156M |
| Share price | $19.93 | $3.89 |
| Change, 1 year | −6.9% | −26.5% |
| Change, 5 years | −24.6% | −95.1% |
| Beta (5Y) | 0.39 | 1.30 |
| Employees | 968 | 1,380 |
| StockData Score | ||
| Total score | 15 (better) | 8 |
| Valuation score | 3 | 5 (better) |
| Growth score | 1 | 1 |
| Performance score | 4 (better) | 2 |
| Health score | 4 (better) | 0 |
| Dividend score | 3 (better) | 0 |
| Valuation | ||
| P/E | – | 1.0× |
| P/S | 5.2× | 0.2× (better) |
| P/B | 1.6× | – |
| EV/EBITDA | – | 0.5× |
| Fair value | $29.05 | $33.78 |
| Margin of safety | 31.4% | 88.5% (better) |
| Growth | ||
| Revenue growth (TTM) | −2.3% | 4.0% (better) |
| Revenue growth, 5Y average | 9.6% (better) | 3.0% |
| Net income growth (TTM) | 67.5% (better) | −64.4% |
| EPS growth (TTM) | – | −46.8% |
| EPS growth, 5Y average | 6.1% (better) | 5.3% |
| Profitability | ||
| Gross margin | – | 85.5% |
| Operating margin | – | 12.4% |
| Net margin | 53.0% (better) | 8.8% |
| Return on equity | 15.6% | – |
| Financial health | ||
| Debt / equity | 0.00 | – |
| Interest coverage | – | 1.5× |
| Altman Z-score | 1.23 (better) | 0.18 |
| Piotroski F-score | 4 | 5 (better) |
| Dividends and buybacks | ||
| Dividend yield | 8.3% | – |
| Years of dividend growth | 0 | – |
| Dividend growth, 5Y average | 24.2% | – |
| Shareholder yield | 8.3% (better) | 0.00% |
| Ownership | ||
| Held by institutions | – | 43.1% |
| Held by insiders | 0.01% | 23.4% |
| Insider net buying, 12 months | $28.1K (better) | −$2.6M |
Go deeper
- OAK.PA stock overview
- OAK.PA income statement
- OAK.PA valuation and score
- RILY stock overview
- RILY income statement
- RILY valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.