Oaktree Specialty Lending Corporation

OCSL • Asset Management

$13.06

▼ -0.07 (-0.53%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL FAVORABLEAtractivaConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$1.15B

Crecimiento

-3.5%

Flujo de caja

4/5

Tendencia

Mostly stable

Evidencia

Márgenes estables o en mejora · 11.3%Flujo de caja libre positivo · 1.65Flujo de caja libre consistente · 4/5Liquidez saludable · 11.2

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 7 ago 2026, 1:12 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$13.06

Change-0.53%

Shares Out88.09M

Market Cap$1.15B

Enterprise Value$1.11B

52W Range10.63 - 14.31

Beta0.57

P/E25.90

P/S4.12

P/B0.83

P/FCF13.62

EV/Sales3.98

Price$13.06

Change-0.53%

Shares Out88.09M

Market Cap$1.15B

Enterprise Value$1.11B

52W Range10.63 - 14.31

Beta0.57

P/E25.90

P/S4.12

P/B0.83

P/FCF13.62

EV/Sales3.98

EV/EBITDA12.31

EV/FCF13.15

Earnings Yield3.86%

FCF Yield7.34%

Dividend Yield8.89%

Gross Margin87.21%

Oper. Margin50.39%

Profit Margin11.32%

Debt/Eq1.01

Current Ratio11.20

Quick Ratio11.20

Revenue 5Y-3.53%

Target$13.00

Target Upside-0.46%

Target Median$13.00

Target Range13.00 - 13.00

Volume1.09M

Avg Volume642.53K

EPS Surprise0.02

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

70/100

Fortaleza financiera

Deuda, caja, estabilidad

69/100

Potencial de crecimiento

Ingresos y expansión

58/100

Atractivo del precio

Barata o cara hoy

70/100

Por qué este puntaje▼

Márgenes estables o en mejora · 11.3%Flujo de caja libre positivo · 1.65Flujo de caja libre consistente · 4/5Liquidez saludable · 11.2

Analyst view

Analyst sentiment and price target

OCSL

Analyst sentiment

Based on 12 analyst votes · 2026-09-05

71/100

Bullish

Hold

Bearish

Precio objetivo

2026-08-07

Bajo

$13.00

Promedio

$13.00

Mediana

$13.00

Alto

$13.00

Resumen de la compañía

IPO: 6/12/2008

Industria: Asset Management

P/B i: 0.83

Deuda / Patrimonio i: 1.01

Margen operativo: 50.39%

Margen neto: 11.32%

ROE i: -

ROIC: -

Salud financiera

Puntaje14 / 20

Deuda / Patrimonio: 1.01

Ratio corriente: 11.20

Ratio rápido: 11.20

Estado: Good

Transacciones internas

Actividad reciente de ejecutivos e insiders

Gero Deborah Ann

Transacción: 03/16/2026

COMPRA

Cambio

+2,000

Precio

$10.78

Presentación

03/18/2026

Tipo

COMPRA

CALDWELL PHYLLIS R

Transacción: 03/16/2026

COMPRA

Cambio

+2,500

Precio

$10.77

Presentación

03/18/2026

Tipo

COMPRA

McKeone Brett

Transacción: 12/31/2025

OTRO

Cambio

Precio

Not reported

Presentación

01/05/2026

Tipo

OTRO

Insider	Tipo	Cambio	Precio	Transacción	Presentación
Gero Deborah Ann	COMPRA	+2,000	$10.78	03/16/2026	03/18/2026
CALDWELL PHYLLIS R	COMPRA	+2,500	$10.77	03/16/2026	03/18/2026
McKeone Brett	OTRO	0	Not reported	12/31/2025	01/05/2026
CALDWELL PHYLLIS R	COMPRA	+2,000	$13.19	09/15/2025	09/16/2025
Gero Deborah Ann	COMPRA	+2,500	$13.70	06/30/2025	07/01/2025
Panossian Armen	COMPRA	+8,000	$14.13	05/15/2025	05/19/2025
CALDWELL PHYLLIS R	COMPRA	+2,000	$13.32	05/07/2025	05/08/2025
Jacobson Craig A	COMPRA	+14,910	$13.41	05/06/2025	05/07/2025
CALDWELL PHYLLIS R	COMPRA	+2,500	$15.83	02/25/2025	02/26/2025
Khanna Raghav	COMPRA	+6,000	$15.95	02/24/2025	02/25/2025
Pendo Mathew	COMPRA	+6,260	$15.93	02/24/2025	02/25/2025
Khanna Raghav	OTRO	0	Not reported	11/15/2024	11/21/2024
CALDWELL PHYLLIS R	COMPRA	+500	$16.01	09/20/2024	09/23/2024
CALDWELL PHYLLIS R	COMPRA	+500	$16.28	08/13/2024	08/14/2024
CALDWELL PHYLLIS R	COMPRA	+2,000	$20.07	02/12/2024	02/14/2024
Oaktree-TCDRS Strategic Credit, LLC	COMPRA	+445,294	$0.01	11/30/2023	12/04/2023
Oaktree-TCDRS Strategic Credit, LLC	OPCIÓN	+2,671,763	$0.01	11/10/2023	11/20/2023
Pak Ashley	COMPRA	+1,000	$19.41	03/09/2023	04/12/2023
Stewart Matthew	COMPRA	+500	$18.00	03/23/2023	03/27/2023
CALDWELL PHYLLIS R	COMPRA	+500	$17.72	03/17/2023	03/20/2023

Sobre la compañía

Oaktree Specialty Lending Corporation

Oaktree Specialty Lending Corporation (OCSL) functions as a business development company (BDC), dedicated to providing capital solutions for middle-market businesses. Its investment strategy involves a diverse array of financing types, including interim bridge loans, various tiers of secured debt (first and second lien, senior and junior), unsecured loans, hybrid mezzanine debt, and preferred equity stakes. These funds are primarily deployed to support growth initiatives such as corporate expansions, acquisitions led by private equity sponsors, and management buyouts within small and mid-sized enterprises. OCSL actively seeks opportunities across a broad spectrum of industries, including education, general business services, retail and consumer products, healthcare, manufacturing, the food and restaurant sector, construction and engineering, and media and advertising. Individual investments typically range from $5 million to $75 million, predominantly structured as integrated ("one-stop"), first-lien, or second-lien debt facilities, with the potential for a complementary equity co-investment. The target companies generally possess an enterprise value between $20 million and $150 million, and generate operating cash flow (EBITDA) of $3 million to $50 million. While the fund can commit up to $75 million per investment, it has the capacity to originate and underwrite larger transactions, up to $100 million. OCSL primarily concentrates its investment activities within the North American market and aims to serve as the lead investor in its portfolio companies.

Fuente - Link

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Rendimiento de peers · 1A

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Oaktree Specialty Lending Corporation (OCSL) Q3 2026 Earnings Call Transcript

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Oaktree Specialty Lending Q3 Earnings Call Highlights

Oaktree Specialty Lending NASDAQ: OCSL said its non-accrual investments declined during its fiscal third quarter as the business development company exited troubled positions, while management maintained a cautious stance on private-credit deployment amid continued macroeconomic and refinancing risks.

MarketBeat

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-05-05	0.36	0.38	0.02
2026-02-04	0.38	0.41	0.03
2025-11-18	0.3861	0.4	0.0139
2025-08-05	0.45	0.37	-0.08
2025-05-01	0.51	0.45	-0.06
2025-02-04	0.54	0.54	0
2024-11-19	0.56	0.55	-0.01
2024-08-01	0.57	0.55	-0.02
2024-04-30	0.57	0.56	-0.01
2024-02-01	0.61	0.57	-0.04
2023-11-14	0.63	0.62	-0.01
2023-08-03	0.64	0.62	-0.02