Oaktree Specialty Lending Corporation

OCSL • Asset Management

$11.31

— 0.00 (0.00%)

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

$996.25M

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$11.31

Change0.00%

Shares Out88.09M

Market Cap$996.25M

Enterprise Value$956.33M

52W Range10.63 - 14.31

Beta0.57

P/E22.43

P/S3.57

P/B0.72

P/FCF11.79

EV/Sales3.43

Price$11.31

Change0.00%

Shares Out88.09M

Market Cap$996.25M

Enterprise Value$956.33M

52W Range10.63 - 14.31

Beta0.57

P/E22.43

P/S3.57

P/B0.72

P/FCF11.79

EV/Sales3.43

EV/EBITDA10.60

EV/FCF11.32

Earnings Yield4.46%

FCF Yield8.48%

Dividend Yield10.26%

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 Upside14.94%

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 · 2026-10-20

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: 0.72

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

Competidores

BBDC CSWC EZPW GSBD JCAP LU MFIC NAVI PRA PSEC

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

5 BDCs Priced For Loan Losses Worse Than 2008, Heading Into Q3

Five major BDCs—Blue Owl Technology Finance Corp., FS KKR Capital Corp, Morgan Stanley Direct Lending Fund, Blue Owl Capital Corporation, and Oaktree Specialty Lending Corporation—trade at steep discounts to NAV, implying extreme loan losses not reflected in credit performance. Current market prices require annualized loan losses far exceeding historical peaks, despite portfolios of senior secured, diversified loans and low non-accruals. Buybacks at deep discounts signal management confidence in loan valuations, with OTF and FSK notably active in repurchasing shares.

Seeking Alpha

Oaktree Specialty Lending Corporation Schedules Fourth Fiscal Quarter and Full Year 2026 Earnings Conference Call for November 17, 2026

LOS ANGELES--(BUSINESS WIRE)--Oaktree Specialty Lending Corporation (NASDAQ:OCSL) (“Oaktree Specialty Lending” or the “Company”) today announced that it will report its financial results for the fourth fiscal quarter and full year ended September 30, 2026 before the opening of the Nasdaq Global Select Market on Tuesday, November 17, 2026. Management will host a conference call to discuss the results on the same day at 11:00 a.m. Eastern Time / 8:00 a.m. Pacific Time. The conference call may be a.

Business Wire

2 BDCs To Buy That Could Replace ARCC And OBDC In Your Portfolio

BDC valuations have dropped to levels seen only a few times in the sector's history, which creates a rare entry point for patient investors. The usual household names may not be the safe haven many assume, especially as a credit cycle looms. I highlight 2 lesser-known BDCs that come out ahead on fees, portfolio quality and leverage.

Seeking Alpha

Squarepoint Ops LLC Reduces Stock Holdings in Oaktree Specialty Lending Corp. $OCSL

Squarepoint Ops LLC reduced its holdings in shares of Oaktree Specialty Lending Corp. (NASDAQ: OCSL) by 75.5% during the quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,182 shares of the credit services provider's stock after selling 59,018 shares during the period.

Defense World

BDC Weekly Review: Bond Issuance Remains An Income Headwind

We take a look at the action in business development companies through the second week of September and highlight some of the key themes we are watching. BDCs declined amid rising yields, Fed rate hike expectations, and geopolitical tensions. Recent bond issuances by ARCC, CSWC, OCSL, and OTF highlight sector-wide net income headwinds from refinancing at higher rates.

Seeking Alpha

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