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 that specializes in providing customized financing solutions to small and mid-sized companies.

The company'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 company provides financing solutions in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component. The investment size typically ranges from $5 million to $75 million, with the ability to underwrite transactions up to $100 million.

The company's investment approach is focused on being a lead investor in its portfolio companies, providing capital for various purposes such as expansions, sponsor-led acquisitions, preferred equity, and management buyouts. Oaktree Specialty Lending Corporation primarily invests in North America, with a focus on supporting the growth and development of small and mid-sized businesses in the region.

For more information about Oaktree Specialty Lending Corporation, please visit their website at https://www.oaktreespecialtylending.com.

Additional Sources for OCSL Stock

OCSL Stock Overview

Market Cap in USD 1,318m
Sector Financial Services
Industry Asset Management
GiC Industry Capital Markets
TER 0.00%
IPO / Inception 2008-06-12

OCSL Stock Ratings

Growth 5y 46.2%
Fundamental 0.12%
Dividend 96.9%
Rel. Performance Sector -43.8
Analysts 3.57/5
Fair Price Momentum 18.14 USD
Fair Price DCF 102.86 USD

OCSL Dividends

Dividend Yield 12m 13.94%
Yield on Cost 5y 23.67%
Annual Growth 5y 14.77%
Payout Consistency 91.04%

OCSL Growth Ratios

Growth Correlation 3m 0.2%
Growth Correlation 12m -81.6%
Growth Correlation 5y 87.2%
CAGR 5y 11.15%
CAGR/Mean DD 5y 1.55
Sharpe Ratio 12m -0.71
Alpha -48.14
Beta 1.16
Volatility 17.84%
Current Volume 455.1k
Average Volume 20d 701k
What is the price of OCSL stocks?
As of December 06, 2024, the stock is trading at USD 16.28 with a total of 455,097 shares traded.
Over the past week, the price has changed by -0.37%, over one month by +4.03%, over three months by -0.41% and over the past year by -8.05%.
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 0.12 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 18.14. This means that OCSL is currently undervalued and has a potential upside of +11.43% (Margin of Safety).
Is OCSL a buy, sell or hold?
Oaktree Specialty Lending has received a consensus analysts rating of 3.57. Therefor, it is recommend to hold OCSL.
  • Strong Buy: 1
  • Buy: 2
  • Hold: 4
  • 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 19.6 in December 2025. The stock is currently trading at 16.28. This means that the stock has a potential upside of +20.39%.
Issuer Forecast Upside
Wallstreet Target Price 18.1 11%
Analysts Target Price 21.5 32.1%
ValueRay Target Price 19.6 20.4%