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OCSL

HOLD

Oaktree Specialty Lending Corporation · Financial Services · United States · $1.0B · Avg Vol: $6M/d

39
StockRank
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Q
52
V
43
M
36
P/E (TTM)
20.5x
ROE
3.5%
D/E
1.1x
Dividend %
13.2%

COMPANY DESCRIPTION

Oaktree Specialty Lending Corporation is a Business Development Company (BDC) that provides customized debt financing solutions, predominantly in the form of first lien senior secured loans, to U.S. middle-market companies. Leveraging its affiliation with Oaktree Capital Management, the company benefits from robust deal sourcing and a disciplined investment approach, generating income through its diversified private credit portfolio.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue39.1M125.2M57.6M25.0M-13.9%298.1M22.4M22.1M-5.8%
EPS0.481.630.720.39-6.7%0.590.330.30-11.7%
Shares61.1M77.2M82.2M88.1M+44.1%88.1M
Debt1.3B1.6B1.6B1.5B4.6%1.5B
Equity1.2B1.5B1.5B1.5B5.6%
Op CF22.4M228.8M19.1M228.4M116.9%69.6M
Inv CF
Fin CF-26.8M-110.4M-86.8M-229.3M
Loading 1Y...
PRICE (1Y)-2.9%
11.3611.6311.8912.1612.43Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$11.78
RSI (14)
43.5
52W High
$13.01
From 52W High
0.9%

SCORE BREAKDOWN

Quality
52
ROIC (ROA)
5.2%*74.5
ROE
3.5%20.7
GP/Assets
9.9%73.4
Op. Margin
85.2%91.0
FCF/Assets
-0.2%20.8
Piotroski
444.0
Int. Cover
N/A
D/E Ratio
1.08x27.2
Current Ratio
4.80x77.9
Value
43
P/E (TTM)
20.5x23.9
EV/EBITDA
N/A
P/FCF
N/A
P/B
0.8x81.9
P/S
3.6x53.4
Div Yield
13.2%95.7
Momentum
36
52W High %
91%40.4
RS 6M
-10%28.0
SMA 50/200
1.00x33.2
EPS Rev 4W
-2.9%16.1
EPS Rev 12W
-7.2%9.4
EPS Improve
+132%86.4
Q Growth
N/A

FUNDAMENTALS

Market Cap
$1.0B
P/E (Forward)
8.8x
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of OCSL are excluded.

TickerCompanyMkt CapStockRankSignal
OCSLOaktree Specialty Lending Corporation(you)$1.0B39HOLD
BCXBlackrock Resources & Commodities Strategy Trust$899M39HOLD
RNPCohen & Steers REIT and Preferred Income Fund, Inc.$991M41HOLD
BTZBlackRock Credit Allocation Income Trust$927M40HOLD
EMOClearBridge Energy Midstream Opportunity Fund Inc$1.1B35SELL
CRFCornerstone Total Return Fund, Inc.$1.1B42HOLD
AWFAllianceBernstein Global High Income Fund$867M41HOLD
EVVEaton Vance Limited Duration Income Fund$1.1B33SELL
MFICMidCap Financial Investment Corporation$784M40HOLD
PDXPIMCO Dynamic Income Strategy Fund$957M45HOLD

Peer medians: ROE 9.5% · P/E 13.9x · Gross margin 100.0%

Oaktree Specialty Lending Corporation (OCSL) — Stock Score Summary

Oaktree Specialty Lending Corporation (OCSL) has a MoatMap StockRank of 39/100 based on Quality (52/100), Value (43/100), and Momentum (36/100) factor scores. The current signal is HOLD.

Oaktree Specialty Lending Corporation is a Business Development Company (BDC) that provides customized debt financing solutions, predominantly in the form of first lien senior secured loans, to U.S. middle-market companies. Leveraging its affiliation with Oaktree Capital Management, the company benefits from robust deal sourcing and a disciplined investment approach, generating income through its diversified private credit portfolio.

Key Financial Metrics

Price$11.78
Market Cap$1.0B
P/E (TTM)20.49
P/E (Forward)8.81
Price/Book0.77
Return on Equity3.5%
Debt/Equity1.08x
Gross Margin100.0%
Operating Margin85.2%
Revenue Growth-9.3%
Dividend Yield13.2%
Free Cash Flow$-5M

Oaktree Specialty Lending Corporation operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Oaktree Specialty Lending Corporation’s (OCSL) StockRank?
MoatMap’s StockRank for Oaktree Specialty Lending Corporation (OCSL) is 39/100, with a Hold signal. It is a composite of Quality (52), Value (43), and Momentum (36) factor ranks across MoatMap’s 20,000+ stock universe.
Does Oaktree Specialty Lending Corporation have an economic moat?
Oaktree Specialty Lending Corporation (OCSL) has a Quality factor score of 52/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Oaktree Specialty Lending Corporation a buy, hold, or sell?
MoatMap’s current signal for Oaktree Specialty Lending Corporation (OCSL) is Hold, based on a StockRank of 39/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Oaktree Specialty Lending Corporation in?
Oaktree Specialty Lending Corporation (OCSL) operates in the Financial Services sector, specifically the Asset Management industry (United States).