OCSL - Oaktree Specialty Lending - Stock & Dividends
Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: US67401P1084
Debt Investments, Loans, Equity
Oaktree Specialty Lending Corporation is a business development company that specializes in providing customized financing solutions to small and mid-sized companies.
The fund's investment portfolio is diversified across various industries, including education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering, 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 invests in companies with an enterprise value between $20 million and $150 million and EBITDA between $3 million and $50 million. The fund's investment size ranges from $5 million to $75 million, primarily in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component.
The fund's investment approach is focused on being a lead investor in its portfolio companies, providing financing solutions that cater to the specific needs of each business. Oaktree Specialty Lending Corporation's investment team has a deep understanding of the industries they operate in, allowing them to provide valuable insights and guidance to their portfolio companies.
Geographically, the fund's investment focus is primarily in North America, where it has established a strong network of relationships with entrepreneurs, private equity firms, and other stakeholders.
For more information about Oaktree Specialty Lending Corporation, please visit their website at https://www.oaktreespecialtylending.com.
Drawdown (Underwater) Chart
![Drawdown / Underwater Chart for OCSL - Oaktree Specialty Lending - Stock & Dividends](https://www.valueray.com/images/drawdown_chart/OCSL.NASDAQ_drawdown.png)
Overall Trend and Yearly Seasonality
![Drawdown / Underwater Chart for OCSL - Oaktree Specialty Lending - Stock & Dividends](https://www.valueray.com/images/chart/OCSL.NASDAQ_seasonality.png)
OCSL Stock Overview
Market Cap in USD | 1,525m |
Sector | Financial Services |
Industry | Credit Services |
GiC SubIndustry | Asset Management & Custody Banks |
TER | 0.00% |
IPO / Inception | 2008-06-12 |
OCSL Stock Ratings
Growth 5y | 72.8 |
Fundamental | 14.3 |
Dividend | 93.3 |
Rel. Performance vs Sector | -2.21 |
Analysts | 4.00/5 |
Fair Price Momentum | 22.46 USD |
Fair Price DCF | 105.92 USD |
OCSL Dividends
Dividend Yield 12m | 12.52% |
Yield on Cost 5y | 23.36% |
Dividends CAGR 5y | 15.24% |
Payout Consistency | 91.1% |
OCSL Growth Ratios
Growth 12m | 0.19% |
Growth Correlation 12m | 35% |
Growth Correlation 3m | -34% |
CAGR 5y | 13.26% |
CAGR/Mean DD 5y | 2.20 |
Sharpe Ratio 12m | -0.33 |
Alpha vs SP500 12m | -23.04 |
Beta vs SP500 5y weekly | 1.17 |
ValueRay RSI | 20.04 |
Volatility GJR Garch 1y | 16.77% |
Price / SMA 50 | -3.05% |
Price / SMA 200 | -3.36% |
Current Volume | 1388k |
Average Volume 20d | 811.3k |
External Links for OCSL Stock
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of July 27, 2024, the stock is trading at USD 18.11 with a total of 1,388,033 shares traded.
Over the past week, the price has changed by +2.14%, over one month by -3.00%, over three months by -5.25% and over the past year by -0.45%.
According to ValueRays Forecast Model, OCSL Oaktree Specialty Lending will be worth about 24.4 in July 2025. The stock is currently trading at 18.11. This means that the stock has a potential upside of +34.46%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 19.7 | 8.78 |
Analysts Target Price | 21.5 | 18.7 |
ValueRay Target Price | 24.4 | 34.5 |