OCSL 📈 Oaktree Specialty Lending - Overview

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US67401P1084

OCSL: Loans, Debt, Equity, Investments

Oaktree Specialty Lending Corporation is a business development company. The fund specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity, and management buyouts in small and mid-sized companies. It seeks to invest in education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering. The firm also seeks investment in media, advertising sectors, software, IT services, pharmaceuticals, biotechnology, real estate management and development, chemicals, machinery, and internet and direct marketing retail sectors. It invests between $5 million to $75 million principally in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component in companies. The firm invest in companies having enterprise value between $20 million and $150 million and EBITDA between $3 million and $50 million. The fund has a hold size of up to $75 million and may underwrite transactions up to $100 million. It primarily invests in North America. The fund seeks to be a lead investor in its portfolio companies. Web URL: https://www.oaktreespecialtylending.com

Additional Sources for OCSL Stock

OCSL Stock Overview

Market Cap in USD 1,346m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 2008-06-12

OCSL Stock Ratings

Growth 5y 39.8%
Fundamental 16.3%
Dividend 95.3%
Rel. Strength Industry -145
Analysts 3.29/5
Fair Price Momentum 15.59 USD
Fair Price DCF 51.12 USD

OCSL Dividends

Dividend Yield 12m 10.87%
Yield on Cost 5y 16.92%
Annual Growth 5y 14.77%
Payout Consistency 91.0%

OCSL Growth Ratios

Growth Correlation 3m -41.2%
Growth Correlation 12m -83.6%
Growth Correlation 5y 86.3%
CAGR 5y 9.24%
CAGR/Mean DD 5y 1.26
Sharpe Ratio 12m -1.14
Alpha -45.20
Beta 1.16
Volatility 20.16%
Current Volume 3233.3k
Average Volume 20d 991.8k
What is the price of OCSL stocks?
As of December 22, 2024, the stock is trading at USD 15.18 with a total of 3,233,342 shares traded.
Over the past week, the price has changed by -2.00%, over one month by +0.25%, over three months by -1.45% and over the past year by -14.83%.
Is Oaktree Specialty Lending a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Oaktree Specialty Lending is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 16.28 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 December 2024 is 15.59. This means that OCSL is currently overvalued and has a potential downside of 2.7%.
Is OCSL a buy, sell or hold?
Oaktree Specialty Lending has received a consensus analysts rating of 3.29. Therefor, it is recommend to hold OCSL.
  • Strong Buy: 1
  • Buy: 0
  • Hold: 6
  • Sell: 0
  • Strong Sell: 0
What are the forecast for OCSL stock price target?
According to ValueRays Forecast Model, OCSL Oaktree Specialty Lending will be worth about 17.4 in December 2025. The stock is currently trading at 15.18. This means that the stock has a potential upside of +14.76%.
Issuer Forecast Upside
Wallstreet Target Price 16.9 11.5%
Analysts Target Price 21.5 41.6%
ValueRay Target Price 17.4 14.8%