Head-To-Head Contrast: Janus Capital Group (JNS) vs. Oaktree Capital Group (OAK)
Janus Capital Group (NYSE: JNS) and Oaktree Capital Group (NYSE:OAK) are both financials companies, but which is the superior business? We will compare the two businesses based on the strength of their earnings, analyst recommendations, risk, institutional ownership, valuation, dividends and profitability.
Risk & Volatility
Janus Capital Group has a beta of 1.6, suggesting that its stock price is 60% more volatile than the S&P 500. Comparatively, Oaktree Capital Group has a beta of 0.6, suggesting that its stock price is 40% less volatile than the S&P 500.
Earnings and Valuation
This table compares Janus Capital Group and Oaktree Capital Group’s revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Janus Capital Group||N/A||N/A||N/A||$0.79||17.94|
|Oaktree Capital Group||$1.51 billion||1.99||$497.59 million||$4.57||10.22|
Oaktree Capital Group has higher revenue and earnings than Janus Capital Group. Oaktree Capital Group is trading at a lower price-to-earnings ratio than Janus Capital Group, indicating that it is currently the more affordable of the two stocks.
This is a breakdown of recent recommendations for Janus Capital Group and Oaktree Capital Group, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Janus Capital Group||1||6||0||0||1.86|
|Oaktree Capital Group||1||5||2||0||2.13|
Janus Capital Group currently has a consensus target price of $14.20, indicating a potential upside of 0.21%. Oaktree Capital Group has a consensus target price of $47.20, indicating a potential upside of 1.07%. Given Oaktree Capital Group’s stronger consensus rating and higher probable upside, analysts clearly believe Oaktree Capital Group is more favorable than Janus Capital Group.
Janus Capital Group pays an annual dividend of $0.44 per share and has a dividend yield of 3.1%. Oaktree Capital Group pays an annual dividend of $5.24 per share and has a dividend yield of 11.2%. Janus Capital Group pays out 55.7% of its earnings in the form of a dividend. Oaktree Capital Group pays out 114.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Oaktree Capital Group has raised its dividend for 6 consecutive years. Oaktree Capital Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Institutional & Insider Ownership
90.2% of Janus Capital Group shares are owned by institutional investors. Comparatively, 24.0% of Oaktree Capital Group shares are owned by institutional investors. 2.1% of Janus Capital Group shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.
This table compares Janus Capital Group and Oaktree Capital Group’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Janus Capital Group||12.54%||7.26%||4.48%|
|Oaktree Capital Group||19.17%||20.11%||4.95%|
Oaktree Capital Group beats Janus Capital Group on 10 of the 14 factors compared between the two stocks.
About Janus Capital Group
Janus Capital Group Inc. provides investment management, administration, distribution and related services to financial advisors, individuals and institutional clients through mutual funds, separate accounts, other pooled investment vehicles, exchange-traded products (ETPs) and subadvised relationships (collectively referred to as investment products) in both domestic and international markets. The Company operates through investment management business segment. The Company provides investment management solutions across a range of disciplines, including fundamental the United States and global equities (growth and value), mathematical equities, fixed income and alternatives. As of December 31, 2016, the Company’s investment products were distributed through three primary channels: intermediary, institutional and self-directed. Each distribution channel focuses on specific investor groups and the requirements of each group.
About Oaktree Capital Group
Oaktree Capital Group, LLC (Oaktree) is an investment manager specializing in alternative investments. The Company operates through investment management segment, which consists of the investment management services that the Company provides to its clients. The Company manages investments in a range of strategies within approximately six asset classes, which include corporate debt, convertible securities, distressed debt, control investing, real estate and listed equities. The Funds managed by Oaktree include commingled funds, separate accounts and collateralized loan obligation vehicles (CLOs). The commingled funds include open-end and closed-end limited partnerships in which it makes an investment and for which it serves as the general partner. CLOs are structured finance vehicles in which the Company typically makes an investment and for which it serves as collateral manager. Its clientele includes the United States pension plans and corporations and/or their pension funds.
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