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Company Analysis

Oaktree Specialty Lending Corpo OCSL

A comprehensive view of key metrics, scores, and financial health for Oaktree Specialty Lending Corpo

Overview of Oaktree Specialty Lending Corporation

OCSL NMS
Financial Services Asset Management Small Cap
Oaktree Specialty Lending Corporation (OCSL), is a Small Cap company, in the Asset Management industry, last closed at $11.10, about 52.1% undervalued vs fair value, -28.2% 1Y return, ranked 927/1004 in sector.
$11.10
-0.98%
As of March 13, 2026
Previous close • Vol 90d: 21.3%
Market Cap
$1.01B
Enterprise Value
$2.54B
Overall Score
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Top Beats
No strong beats yet

Quick Facts

Website https://www.oaktreespecialtyle...
HQ Los Angeles, CA
Fiscal year Sep 30

Next Events

Dividend Mar 31 Ex-div: Mar 16
Earnings Apr 30 Estimated

Fair Value Snapshot

Bear Base Bull
$9
$17
$32
Current: $11.10 +52% vs base

Engine Room Money Flow™

Small Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$307.5M
-16.2%%
Interest Expense
$115.8M
Net Interest Income
$191.6M
-19.6%%
Total Revenue
$25.0M
-56.7%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
2.3%
Poor

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$158.9M
468.4% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
1
Active Leaks
0/1
Improving
0
High Impact
1
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Oaktree Specialty Lending Corpo's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
67
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
63
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 93% Coverage
Trade-Off Triangle Visualization A ternary plot showing OCSL's balance between Growth (17.4%), Profitability (43.4%), and Safety (39.2%). Growth 17% Safety 39% Profitability 43%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

28th percentile vs peers
28
Key Signals
EPS CAGR 3Y -6.4% 47p Revenue CAGR 3Y -13.9% 25p Rev Growth YoY -56.7% 21p EPS Growth YoY -45.3% 22p TSR -9.7% 36p
Strengths
  • Operating Margin in top 20% of peers (1.00, 85th percentile)
  • Fcf Margin in top 20% of peers (9.15, 98th percentile)
  • Ebit Margin in top 20% of peers (5.27, 96th percentile)
Risks
  • Growth below peer median (percentile: 28)

Profitability

70th percentile vs peers
70
Key Signals
Strengths
Risks
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Safety

63th percentile vs peers
63
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Oaktree Specialty Lending Corpo.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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Bear
-
- - -
- upside
-
Base
$16.88
- - -
+52.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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