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Oaktree Specialty Lending Corp OCSL

Morningstar Rating
$20.14 +0.18 (0.90%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

OCSL is trading at a 6% discount.
Price
$20.09
Fair Value
$54.37
Uncertainty
High
1-Star Price
$23.13
5-Star Price
$91.88
Economic Moat
Mlpgj
Capital Allocation
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News

Trading Information

Previous Close Price
$19.96
Day Range
$19.8920.18
52-Week Range
$17.7021.55
Bid/Ask
$20.03 / $20.32
Market Cap
$1.59 Bil
Volume/Avg
510,928 / 794,017

Key Statistics

Price/Earnings (Normalized)
13.37
Price/Sales
4.62
Dividend Yield (Trailing)
10.92%
Dividend Yield (Forward)
10.92%
Total Yield
10.99%

Company Profile

Oaktree Specialty Lending Corp is a specialty finance company. It provides lending services and invests in small and mid-sized companies. The company's investment objective is to maximize its portfolio's total return by generating current income from debt investments, and to a lesser extent, capital appreciation from equity investments. Its investments generally range in size from ten million dollars to hundred million dollars and are principally in the form of the first lien, second lien, or collectively, senior secured, and subordinated debt investments, which may also include an equity component made in connection with investments by private equity sponsors.
Sector
Financial Services
Industry
Credit Services
Stock Style Box
Small Core
Total Number of Employees

Comparables

Valuation

Metric
OCSL
SAR
OBDC
Price/Earnings (Normalized)
13.3713.267.31
Price/Book Value
1.040.830.96
Price/Sales
4.622.553.60
Price/Cash Flow
4.308.10
Price/Earnings
OCSL
SAR
OBDC

Financial Strength

Metric
OCSL
SAR
OBDC
Quick Ratio
Current Ratio
Interest Coverage
Quick Ratio
No chart available

Profitability

Metric
OCSL
SAR
OBDC
Return on Assets (Normalized)
4.27%2.08%5.87%
Return on Equity (Normalized)
9.36%6.68%13.32%
Return on Invested Capital (Normalized)
Return on Assets
OCSL
SAR
OBDC
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