(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

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
What is the price of OCSL stocks?
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%.
Is Oaktree Specialty Lending a good stock to buy?
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%.
Is OCSL a buy, sell or hold?
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
What are the forecast for OCSL stock price target?
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%