Oakley Capital Investments Ltd (GB:OCI)
LSE:OCI
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Oakley Capital Investments
(LSE:OCI)
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Select Model
Rating:63Neutral
Price Target:
471.00 p
â–Ľ(-16.78% Downside)
Action:ReiteratedDate:03/22/26
The score is driven by an attractive valuation (very low P/E), offset by weaker financial quality signals (back-to-back negative operating/free cash flow and rising leverage) and bearish technicals (trading below major moving averages with negative MACD).
Positive Factors
Private equity exposure via Oakley Capital
OCI’s core model of investing alongside Oakley Capital gives durable access to private equity dealflow and operational expertise. Structural alignment with an experienced GP and sector diversification supports repeatable value creation across economic cycles and reduces single-sector dependency.
Negative Factors
Rising leverage
Leverage rising to about ÂŁ226m from a period of minimal debt reduces financial flexibility and increases refinancing and valuation risk for an investment vehicle. Higher debt amplifies downside on NAV falls and constrains discretionary deployment or dividend capacity if markets weaken.
Read all positive and negative factors
Positive Factors
Negative Factors
Private equity exposure via Oakley Capital
OCI’s core model of investing alongside Oakley Capital gives durable access to private equity dealflow and operational expertise. Structural alignment with an experienced GP and sector diversification supports repeatable value creation across economic cycles and reduces single-sector dependency.
Read all positive factors
Oakley Capital Investments (OCI) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
N/A
Dividend Yield0.8%
Average Volume (3M)449.57K
Price to Earnings (P/E)16.8
Beta (1Y)0.16
Revenue GrowthN/A
EPS Growth-36.39%
CountryUK
EmployeesN/A
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)N/A
Shares Outstanding176,418,440
10 Day Avg. Volume152,710
30 Day Avg. Volume449,569
Financial Highlights & Ratios
PEG Ratio0.13
Price to Book (P/B)0.80
Price to Sales (P/S)12.55
P/FCF Ratio-12.42
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)1.04
Revenue Forecast (FY)N/A
Oakley Capital Investments Business Overview & Revenue Model
Company Description
Oakley Capital Investments Limited is private equity and venture capital firm specializing in investments in early, growth, late stage, mid markets, restructuring, management buy-outs, management buy-ins, public to privates, re-financings, seconda...
How the Company Makes Money
OCI makes money primarily by realizing gains and receiving cash flows from its private equity investments made alongside Oakley Capital-managed funds. Its key economic drivers are: (1) Capital appreciation: OCI benefits when the underlying portfol...
Oakley Capital Investments Financial Statement Overview
Summary
Income Statement
66
Positive
Balance Sheet
74
Positive
Cash Flow
34
Negative
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 78.41M | 32.33M | 185.30M | 154.32M | 252.49M |
| Gross Profit | 66.57M | 32.33M | 54.72M | 229.98M | 252.49M |
| EBITDA | 58.59M | 26.86M | 48.49M | 0.00 | 0.00 |
| Net Income | 58.59M | 26.86M | 47.49M | 222.96M | 248.73M |
Balance Sheet | |||||
| Total Assets | 1.46B | 1.33B | 1.22B | 1.17B | 961.96M |
| Cash, Cash Equivalents and Short-Term Investments | 95.15M | 103.36M | 207.16M | 109.85M | 163.18M |
| Total Debt | 226.41M | 105.64M | 0.00 | 0.00 | 0.00 |
| Total Liabilities | 227.55M | 106.87M | 8.69M | 4.08M | 508.00K |
| Stockholders Equity | 1.23B | 1.23B | 1.21B | 1.17B | 961.45M |
Cash Flow | |||||
| Free Cash Flow | -79.20M | -197.64M | 103.21M | 222.96M | -38.89M |
| Operating Cash Flow | -79.20M | -197.64M | 103.21M | 222.96M | -38.89M |
| Investing Cash Flow | 0.00 | 0.00 | 105.34M | -31.66M | -39.28M |
| Financing Cash Flow | 66.03M | 99.27M | -5.32M | -16.92M | -15.23M |
Oakley Capital Investments Technical Analysis
Neutral
566.00
Price Trends
501.54
Negative
530.07
Negative
540.32
Negative
Market Momentum
-3.75
Negative
55.49
Neutral
91.85
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:OCI, the sentiment is Neutral. The current price of 566 is above the 20-day moving average (MA) of 476.80, above the 50-day MA of 501.54, and above the 200-day MA of 540.32, indicating a neutral trend. The MACD of -3.75 indicates Negative momentum. The RSI at 55.49 is Neutral, neither overbought nor oversold. The STOCH value of 91.85 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:OCI.
Oakley Capital Investments Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | £1.76B | ― | 2.24% | 2.40% | 64.34% | 77.61% | |
72 Outperform | ÂŁ1.44B | 4.19 | 14.60% | 9.91% | -28.89% | -12.14% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
67 Neutral | ÂŁ4.58B | 5.37 | 23.35% | 4.13% | 28.34% | 44.04% | |
66 Neutral | ÂŁ827.52M | -13.06 | 5.07% | 2.47% | 66.53% | 100.92% | |
63 Neutral | ― | 16.79 | 4.39% | 0.80% | ― | -36.39% | |
54 Neutral | ÂŁ2.11B | 56.55 | 4.25% | 2.85% | 62.91% | -15.13% |
* Financial Sector Average
GB:OCI
Oakley Capital Investments
500.00
49.00
10.86%
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Oakley Capital Investments Corporate Events
Business Operations and StrategyExecutive/Board ChangesPrivate Placements and Financing
Oakley Capital Investments Backs French Software Firm Groupe Senef via Origin Fund II
Positive
Mar 17, 2026
Oakley Capital Investments’ Origin Fund II has agreed to invest around £9 million indirectly in Groupe Senef, a French provider of cloud-based vertical software for people-intensive services such as cleaning, home care, security and hos...
Stock Buyback
Oakley Capital Investments Cancels 50,000 Shares in Buyback Move
Neutral
Mar 16, 2026
Oakley Capital Investments Limited has repurchased 50,000 of its own ordinary shares at 489.09 pence each for cancellation, in line with its capital allocation policy. Following the buyback, the company has 166,181,749 ordinary shares in issue, al...
Stock BuybackRegulatory Filings and Compliance
Oakley Capital Investments Cancels 100,000 Shares in Ongoing Buyback
Positive
Mar 13, 2026
Oakley Capital Investments has executed a share buyback in line with its capital allocation policy, purchasing 100,000 ordinary shares at 500.32 pence each for cancellation on 12 March 2026. Following the transaction, the company has 166,231,749 o...
Business Operations and StrategyExecutive/Board ChangesStock BuybackDelistings and Listing ChangesFinancial Disclosures
Oakley Capital Investments Posts Solid 2025 Returns and Ups AI-Focused Growth Strategy
Positive
Mar 12, 2026
Oakley Capital Investments reported a 6% total NAV return per share for 2025, with NAV per share at 738p and a 15% total shareholder return despite a challenging macro backdrop. Portfolio companies delivered 11% average EBITDA growth, while contri...
Stock BuybackRegulatory Filings and Compliance
Oakley Capital Investments Cancels 50,000 Shares in Buyback Move
Positive
Mar 10, 2026
Oakley Capital Investments Limited has executed a share buyback in line with its capital allocation policy, purchasing 50,000 ordinary shares at 488.8 pence each for cancellation. Following the transaction, the company has 166,331,749 ordinary sha...
Business Operations and StrategyFinancial DisclosuresRegulatory Filings and Compliance
Oakley Capital Investments Sets Date for 2025 Results as FCA Listing Tightens Oversight
Positive
Mar 4, 2026
Oakley Capital Investments Limited, a London-listed closed-ended investment company that offers investors liquid access to private equity returns via Oakley-managed funds, focuses on long-term capital growth in excess of the FTSE All-Share Index. ...
Stock BuybackRegulatory Filings and Compliance
Oakley Capital Investments Cancels 100,000 Shares in Ongoing Buyback
Positive
Mar 3, 2026
Oakley Capital Investments Limited, a London-listed closed-ended investment fund that offers investors exposure to private equity returns via its Oakley Funds, focuses on buy-out and venture investments in entrepreneur-led, technology-driven and g...
Business Operations and StrategyStock Buyback
Oakley Capital Investments Cancels 100,000 Shares in Latest Buyback
Positive
Feb 25, 2026
Oakley Capital Investments Limited has repurchased 100,000 ordinary shares at 515 pence each for cancellation, in line with its capital allocation policy. Following the buyback, the company has 166,481,749 ordinary shares in issue, all admitted to...
Regulatory Filings and Compliance
Oakley Capital Investments Director Increases Stake with Share Purchase
Positive
Feb 18, 2026
Oakley Capital Investments has disclosed that board director Steve Pearce purchased 9,150 ordinary shares in the company at 542 pence each on 17 February 2026, via the London Stock Exchange’s main market. Following this acquisition, Pearce&#...
Business Operations and StrategyStock Buyback
Oakley Capital Investments Cancels 50,000 Shares in Ongoing Buyback
Positive
Feb 17, 2026
Oakley Capital Investments Limited has executed a share buyback under its capital allocation policy, repurchasing 50,000 ordinary shares at 542 pence each for cancellation. Following the transaction, the company has 166,581,749 shares in issue, al...
Business Operations and StrategyFinancial Disclosures
Oakley Capital Investments Showcases Southern Europe Private Equity Success
Positive
Feb 12, 2026
Oakley Capital Investments is positioning itself as a specialist in backing digitally focused businesses in under-penetrated private equity markets, notably in Southern Europe. By offering listed exposure to privately sourced deals, the company ta...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Oakley Capital Investments Cancels Shares in Latest Buyback Move
Positive
Feb 11, 2026
Oakley Capital Investments Limited, a closed-ended investment fund listed on the London Stock Exchange, provides public investors with liquid access to private equity returns. By investing in Oakley’s lower-mid to mid-market buyout and ventu...
Stock BuybackRegulatory Filings and Compliance
Oakley Capital Investments Cancels 50,000 Shares in Buyback Move
Neutral
Feb 6, 2026
Oakley Capital Investments Limited has repurchased 50,000 of its own ordinary shares at 508 pence per share for cancellation, in line with its stated capital allocation policy. Following this transaction, the company now has 166,681,749 ordinary s...
Business Operations and StrategyFinancial Disclosures
Oakley Capital Investments’ Southern Europe Strategy Delivers Unicorn Exit and Deep NAV Discount
Positive
Feb 4, 2026
Oakley Capital Investments is highlighting the success of its evolving European strategy, which is increasingly focused on underpenetrated markets in Southern Europe where digitalisation and private equity activity remain limited. A flagship examp...
Regulatory Filings and Compliance
Oakley Capital Investments Confirms Total Voting Rights Following Official List Admission
Neutral
Feb 2, 2026
Oakley Capital Investments Limited has confirmed that, as of 30 January 2026, it has 166,731,749 ordinary shares in issue, all admitted to trading on the London Stock Exchange’s main market and with none held in treasury, giving a total of 1...
Business Operations and StrategyStock BuybackFinancial DisclosuresPrivate Placements and Financing
Oakley Capital Investments posts 6% NAV return as portfolio delivers robust growth
Positive
Jan 28, 2026
Oakley Capital Investments reported a 6% total NAV per share return for 2025, with NAV rising to £1.23 billion (738p per share), as underlying portfolio companies delivered robust earnings growth and successful exits led by vLex, Phenna, Tech...
Stock BuybackRegulatory Filings and Compliance
Oakley Capital Investments Cancels 400,000 Shares in Latest Buyback
Neutral
Jan 9, 2026
Oakley Capital Investments Limited has executed a share buyback, purchasing 400,000 ordinary shares at 570 pence each for cancellation, reducing its share capital and leaving 166,731,749 ordinary shares in issue on the London Stock Exchange. The m...
Regulatory Filings and Compliance
Oakley Capital Investments Confirms Total Voting Rights Following FCA Official Listing
Neutral
Jan 5, 2026
Oakley Capital Investments Limited has reported that as of 31 December 2025 it had 167,131,749 ordinary shares in issue, all admitted to trading on the London Stock Exchange’s main market and with none held in treasury, giving the company a ...
Business Operations and StrategyM&A Transactions
Oakley Capital Fund VI to Take Majority Stake in Global Debt Administrator GLAS
Positive
Jan 5, 2026
Oakley Capital Investments Limited has announced that Oakley Capital Fund VI will acquire a majority stake in GLAS, a global provider of loan administration and bond trustee services to the private credit and leveraged finance markets, with OCI...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.