# Oakley Capital Investments Limited (OCI.L) fundamentals

Data as of 2026-09-08. LSE, United Kingdom. Sector: Financial Services. Price 530p, market value 870 millionp.

## Valuation
- **P/E (trailing): 15.6×** (5-yr avg 1493.7×, 3-yr avg 2277.4×). Oakley Capital Investments Limited trades at 15.6× trailing earnings, well below its own five-year average of 1493.7×: cheap by its own standards. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 6.4×, lower than trailing, so analysts expect earnings to grow.
- **PEG: 0.05**. A PEG of 0.05 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 7.6×**. Each dollar of revenue is priced at 7.6×.
- **Price / book: 0.7×**. The shares trade below book value, which can signal a bargain or a balance sheet the market doubts.
- **EV / EBITDA: 5.7×**. Enterprise value is 5.7× operating earnings before depreciation, the multiple that ignores how the company is financed; below 8× is inexpensive for most sectors.
- **Free-cash-flow yield: -9.9%** (5-yr avg 0.0%). Free cash flow is negative: the business is consuming cash, which is normal for heavy investment phases but a warning otherwise.
- **Earnings yield: 6.4%**. The inverse of the P/E: 6.4% of the price is earned each year.

## Profitability
- **Gross margin: 86.8%**. Oakley Capital Investments Limited keeps 86.8% of revenue after the direct cost of what it sells, the kind of margin that comes with software, brands or pricing power.
- **Operating margin: 84.4%**. 84.4% of revenue is left after running the business, an exceptional level.
- **Net margin: 74.7%**. 74.7% of each dollar of sales reaches the bottom line.
- **Return on equity: 4.8%**. 4.8% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on invested capital: 7.1%**. Return on all capital, debt included, is 7.1%.
- **Return on assets: 5.9%**. Each dollar of assets produces 5.9% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 142.5%** (3-yr -20.2%/yr, 5-yr -18.6%/yr). Revenue grew 142.5% over the last year, against -18.6% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): 126.7%** (3-yr -35.4%/yr, 5-yr -6.7%/yr). Earnings per share rose 126.7%, slower than revenue, so margins compressed.

## Financial health
- **Piotroski F-score: 5/9**. 5 of 9 checks pass: mixed.
- **Cash and short-term investments: 95 millionp**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 0.94%** (0p per share, trailing). Oakley Capital Investments Limited yields 0.94%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 7%**. 7% of earnings goes out as dividends, leaving room to keep raising it.
- **Dividend growth (5 yr): -12.9%/yr** (1-yr -50.0%). The dividend has not grown over five years.
- **Shareholder yield: 6.4%**. Dividends plus net buybacks return 6.4% of the market value a year.

## Price and momentum
- **Total return (1 yr): -7.5%** (YTD -7.5%, 3-mo 0.2%). The shares are down 7.5% over twelve months including dividends.
- **From 52-week high: -8.3%** (25.6% above the low). Trading 8% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 51**. An RSI of 51 is neutral.
- **Beta (1 yr): 0.32** (volatility 24%). Beta of 0.32 against the FTSE All-Share: the shares move much less than the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=OCI.L · Page: https://foliofundamentals.com/stocks/oci.l

Not investment advice.