Value Line (NASDAQ:VALU) and Oaktree Capital Group LLC Unit (NYSE:OAK) are both finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their earnings, profitability, analyst recommendations, valuation, dividends, risk and institutional ownership.
Earnings and Valuation
This table compares Value Line and Oaktree Capital Group LLC Unit’s revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Value Line||$35.87 million||6.75||$14.73 million||N/A||N/A|
|Oaktree Capital Group LLC Unit||$1.39 billion||5.65||$223.42 million||$2.63||18.65|
Value Line pays an annual dividend of $0.80 per share and has a dividend yield of 3.2%. Oaktree Capital Group LLC Unit pays an annual dividend of $4.20 per share and has a dividend yield of 8.6%. Oaktree Capital Group LLC Unit pays out 159.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Value Line has raised its dividend for 4 consecutive years.
This table compares Value Line and Oaktree Capital Group LLC Unit’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Oaktree Capital Group LLC Unit||17.09%||18.49%||3.83%|
Volatility & Risk
Value Line has a beta of 0.26, indicating that its stock price is 74% less volatile than the S&P 500. Comparatively, Oaktree Capital Group LLC Unit has a beta of 0.54, indicating that its stock price is 46% less volatile than the S&P 500.
This is a summary of current ratings for Value Line and Oaktree Capital Group LLC Unit, as reported by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Oaktree Capital Group LLC Unit||0||6||0||0||2.00|
Oaktree Capital Group LLC Unit has a consensus target price of $46.00, suggesting a potential downside of 6.22%. Given Oaktree Capital Group LLC Unit’s higher probable upside, analysts clearly believe Oaktree Capital Group LLC Unit is more favorable than Value Line.
Insider & Institutional Ownership
7.6% of Value Line shares are held by institutional investors. Comparatively, 32.4% of Oaktree Capital Group LLC Unit shares are held by institutional investors. 0.0% of Value Line shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.
Value Line beats Oaktree Capital Group LLC Unit on 8 of the 14 factors compared between the two stocks.
About Value Line
Value Line, Inc., together with its subsidiaries, produces and sells investment periodicals and related publications primarily in the United States. Its investment periodicals and related publications cover a range of investments, including stocks, mutual funds, exchange traded funds (ETFs), options, and convertible securities. The company offers research services, such as The Value Line Investment Survey, The Value Line Investment Survey – Small and Mid-Cap, The Value Line 600, and The Value Line Fund Advisor Plus, which provide statistical and text coverage of various investment securities, with an emphasis placed on its proprietary research, analysis, and statistical ranks. It also provides niche newsletters comprising Value Line Select, Value Line Select: Dividend Income & Growth, Value Line Select: ETFs, and The Value Line Special Situations Service that offer information on a less comprehensive basis for securities that are of particular interest to subscribers; digital versions of its products through its Website, valueline.com; and investment analysis software, such as The Value Line Investment Analyzer, which includes data sorting and filtering tools. In addition, the company offers current and historical financial databases comprising DataFile, estimates and projections, convertibles, and mutual funds through online; and copyright data products, which include unit investment trusts, variable annuities, managed accounts, and EFTs. Further, it places advertising on behalf of the company's publications; and provides subscription fulfillment and subscriber relation services. The company serves individual and professional investors, as well as institutions, including municipal and university libraries, and investment firms. Value Line, Inc. was founded in 1931 and is headquartered in New York, New York. Value Line, Inc. is a subsidiary of Arnold Bernhard & Co, Inc.
About Oaktree Capital Group LLC Unit
Oaktree Capital Group, LLC operates as a global investment management firm that focuses on alternative markets. It manage investments in a number of strategies within six asset classes, including distressed debt; corporate debt, including high yield debt and senior loans; control investing; convertible securities; real estate; and listed equities. The company pursues these strategies through closed-end, open-end, and evergreen funds. Oaktree Capital Group, LLC was incorporated on May 15, 2007 and is headquartered in Los Angeles, California.
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