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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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).
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
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% |