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OCSL

HoldPremium Grower

Oaktree Specialty Lending Corporation · Financial Services · United States · $1.1B · Avg Vol: $7M/d

62
StockRank
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Q
58
V
44
M
54
P/E (TTM)
27.2x
ROE
3.0%
D/E
1.0x
Dividend %
11.8%

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%292.2M22.4M22.4M-5.2%
EPS0.481.630.720.39-6.7%0.480.330.30-11.9%
Shares61.1M77.2M82.2M88.1M+44.1%88.1M
Debt1.3B1.6B1.6B1.5B4.6%1.4B
Equity1.2B1.5B1.5B1.5B5.6%
Op CF22.4M228.8M19.1M228.4M116.9%106.1M
Inv CF
Fin CF-26.8M-110.4M-86.8M-229.3M
Loading 1Y...
PRICE (1Y)+6.7%
11.6112.0212.4312.8513.26Jul 29Aug 19Sep 9
SMA 50SMA 200

Close
$12.70
RSI (14)
37.3
52W High
$13.33
From 52W High
1.0%

SCORE BREAKDOWN

Quality
58
ROIC (ROA)
5.2%*74.8
ROE
3.0%18.4
GP/Assets
9.7%73.3
Op. Margin
81.6%89.3
FCF/Assets
3.0%65.6
Piotroski
446.2
Int. Cover
N/A
D/E Ratio
1.05x28.4
Current Ratio
3.03x68.0
Value
44
P/E (TTM)
27.2x15.6
EV/EBITDA
N/A
P/FCF
12.8x45.9
P/B
0.8x78.0
P/S
3.9x45.5
Div Yield
11.8%93.4
Momentum
54
52W High %
95%75.2
RS 6M
6%65.9
SMA 50/200
1.05x57.2
EPS Rev 4W
-0.4%16.1
EPS Rev 12W
-3.2%16.5
EPS Improve
+185%91.2
Q Growth
-19%15.8

FUNDAMENTALS

Market Cap
$1.1B
P/E (Forward)
9.6x
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)$1.1B62Hold
TFG.ASTetragon Financial Group Limited$1.1B64Hold
JFRNuveen Floating Rate Income Fund$1.2B64Hold
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$1.1B64Hold
HQHAbrdn Healthcare Investors$1.2B58Hold
PHKPIMCO High Income Fund$861M62Hold
CIIBlackRock Enhanced Large Cap Core Fund, Inc.$1.0B67Buy
PCNPIMCO Corporate & Income Strategy Fund$870M59Hold
RTW.LRTW Biotech Opportunities Ltd$812M60Hold
BCXBlackrock Resources & Commodities Strategy Trust$992M56Hold

Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%

Oaktree Specialty Lending Corporation (OCSL): Stock Score Summary

Oaktree Specialty Lending Corporation (OCSL) has a MoatMap StockRank of 62/100 based on Quality (58/100), Value (44/100), and Momentum (54/100) 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$12.70
Market Cap$1.1B
P/E (TTM)27.21
P/E (Forward)9.56
Price/Book0.83
Return on Equity3.0%
Debt/Equity1.05x
Gross Margin100.0%
Operating Margin81.6%
Revenue Growth-7.8%
Dividend Yield11.8%
Free Cash Flow$89M

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 62/100, with a Hold signal. It is a composite of Quality (58), Value (44), and Momentum (54) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Oaktree Specialty Lending Corporation have an economic moat?
Oaktree Specialty Lending Corporation (OCSL) has a Quality factor score of 58/100. 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 62/100. 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).