Oaktree Specialty Lending Corp BDC OCSL
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.
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if OCSL is a good fit for your portfolio.
News
-
Lloyds and Oaktree Launch $1.30 Billion Lending Facility for U.K. Middle-Market Borrowers
-
Oaktree Specialty Lending Corporation Schedules Third Fiscal Quarter Earnings Conference Call for August 1, 2024
-
Oaktree Specialty Lending Corporation Announces Permanent Base Management Fee Reduction
-
Oaktree Specialty Lending Corporation Announces Second Fiscal Quarter 2024 Financial Results and Declares Quarterly Distribution of $0.55 Per Share
-
Business development companies should withstand 2024 economic slowdown, but credit conditions will weaken, Fitch says
Trading Information
- Previous Close Price
- $18.11
- Day Range
- $18.10–18.45
- 52-Week Range
- $17.63–21.55
- Bid/Ask
- $18.42 / $18.45
- Market Cap
- $1.50 Bil
- Volume/Avg
- 720,931 / 633,080
Key Statistics
- Price/Earnings (Normalized)
- 13.62
- Price/Sales
- 4.49
- Dividend Yield (Trailing)
- 11.95%
- Dividend Yield (Forward)
- 11.95%
- Total Yield
- 11.95%
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
|
CION
|
SAR
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.62 | 5.44 | 29.20 |
Price/Book Value | 0.98 | 0.77 | 0.87 |
Price/Sales | 4.49 | 2.35 | 2.80 |
Price/Cash Flow | 6.41 | — | 27.97 |
Price/Earnings
OCSL
CION
SAR
Financial Strength
|
Metric
|
OCSL
|
CION
|
SAR
|
|---|---|---|---|
Quick Ratio | — | — | — |
Current Ratio | — | — | — |
Interest Coverage | — | — | — |
Quick Ratio
No chart available
Profitability
|
Metric
|
OCSL
|
CION
|
SAR
|
|---|---|---|---|
Return on Assets (Normalized) | 3.12% | 6.95% | 1.35% |
Return on Equity (Normalized) | 6.77% | 15.55% | 4.41% |
Return on Invested Capital (Normalized) | — | — | — |
Return on Assets
OCSL
CION
SAR
Credit Services Industry Comparables
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Visa Inc Class A
V
| Rzdtknvbl | Gqxh | $504.9 Bil | |||
| Mastercard Inc Class A
MA
| Nmvxxdhc | Pyql | $407.3 Bil | |||
| American Express Co
AXP
| Nbwxrtwpj | Yfdn | $174.8 Bil | |||
| PayPal Holdings Inc
PYPL
| Lkmmnfrc | Hwzfzd | $61.0 Bil | |||
| Capital One Financial Corp
COF
| Spcpswnr | Wvlgh | $57.0 Bil | |||
| Discover Financial Services
DFS
| Pfgqcwsx | Ymhxt | $35.7 Bil | |||
| Synchrony Financial
SYF
| Ztklmtk | Cxj | $20.1 Bil | |||
| Ally Financial Inc
ALLY
| Xxjjmzl | Dtg | $13.4 Bil | |||
| SoFi Technologies Inc Ordinary Shares
SOFI
| Mvjpxvpmy | Mbs | $7.8 Bil | |||
| The Western Union Co
WU
| Xgpdwfjfy | Ykkcqb | $4.3 Bil |