(OCSL) Oaktree Specialty Lending - Ratings and Ratios
Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US67401P1084
OCSL: Loans, Debt, Equity, Investments
Oaktree Specialty Lending Corporation operates as a business development company, focusing on investments in middle-market businesses, providing a range of financing solutions including bridge financing, first and second lien debt financing, unsecured and mezzanine loans, and mezzanine debt. The company's investment portfolio spans various sectors such as education services, business services, retail and consumer, healthcare, manufacturing, and food and restaurants, among others. By investing in these sectors, Oaktree Specialty Lending Corporation aims to support the growth and development of small and mid-sized companies.
The firm's investment strategy involves providing financing for expansions, sponsor-led acquisitions, preferred equity, and management buyouts. It also seeks to invest in companies operating in the media, advertising, software, IT services, pharmaceuticals, biotechnology, real estate management and development, chemicals, machinery, and internet and direct marketing retail sectors. Oaktree Specialty Lending Corporation typically invests between $5 million to $75 million in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component. This approach allows the company to provide tailored financing solutions to its portfolio companies.
In terms of investment criteria, Oaktree Specialty Lending Corporation targets companies with an enterprise value between $20 million and $150 million and EBITDA between $3 million and $50 million. The firm has a hold size of up to $75 million and may underwrite transactions up to $100 million, demonstrating its ability to support larger investments. With a primary focus on investing in North America, Oaktree Specialty Lending Corporation seeks to be a lead investor in its portfolio companies, taking an active role in guiding their growth and development. As a publicly traded company, its common stock is listed on the NASDAQ under the ticker symbol OCSL, and its website can be found at https://www.oaktreespecialtylending.com, providing investors with access to its financial information and investment portfolio.
As a business development company, Oaktree Specialty Lending Corporation is classified under the GICS Sub Industry of Asset Management & Custody Banks. With an ISIN of US67401P1084, the company's common stock is widely available to investors. By providing debt and equity financing solutions to small and mid-sized companies, Oaktree Specialty Lending Corporation plays a vital role in supporting the growth and development of businesses across various sectors, contributing to the overall health of the economy. The company's investment approach, focusing on middle-market businesses, allows it to provide financing solutions that are tailored to the specific needs of its portfolio companies, setting it apart from other investment firms.
Additional Sources for OCSL Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
OCSL Stock Overview
Market Cap in USD | 1,260m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 2008-06-12 |
OCSL Stock Ratings
Growth 5y | 40.1% |
Fundamental | 16.2% |
Dividend | 96.1% |
Rel. Strength Industry | -150 |
Analysts | 3/5 |
Fair Price Momentum | 16.18 USD |
Fair Price DCF | 50.88 USD |
OCSL Dividends
Dividend Yield 12m | 14.03% |
Yield on Cost 5y | 22.24% |
Annual Growth 5y | 12.61% |
Payout Consistency | 91.1% |
OCSL Growth Ratios
Growth Correlation 3m | -47.2% |
Growth Correlation 12m | -82.4% |
Growth Correlation 5y | 84.2% |
CAGR 5y | 9.65% |
CAGR/Mean DD 5y | 1.27 |
Sharpe Ratio 12m | -1.20 |
Alpha | -45.75 |
Beta | 1.17 |
Volatility | 14.29% |
Current Volume | 592.5k |
Average Volume 20d | 943.1k |
As of January 22, 2025, the stock is trading at USD 15.68 with a total of 592,513 shares traded.
Over the past week, the price has changed by +4.05%, over one month by +3.29%, over three months by -2.25% and over the past year by -16.95%.
Neither. Based on ValueRay Fundamental Analyses, Oaktree Specialty Lending is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 16.19 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OCSL as of January 2025 is 16.18. This means that OCSL is currently overvalued and has a potential downside of 3.19%.
Oaktree Specialty Lending has received a consensus analysts rating of 3.00. Therefor, it is recommend to hold OCSL.
- Strong Buy: 1
- Buy: 0
- Hold: 5
- Sell: 0
- Strong Sell: 1
According to ValueRays Forecast Model, OCSL Oaktree Specialty Lending will be worth about 18.1 in January 2026. The stock is currently trading at 15.68. This means that the stock has a potential upside of +15.37%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 16.9 | 7.9% |
Analysts Target Price | 16.9 | 7.9% |
ValueRay Target Price | 18.1 | 15.4% |