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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 Framework: Asset Management & Capital Markets Small Cap
Oaktree Specialty Lending Corporation (OCSL), is a Small Cap company, in the Asset Management industry, last closed at $12.77, about 172.6% undervalued vs fair value, -3.5% 1Y return, ranked 694/1078 in sector.
Metrics P/E 33.1× Rev Growth -56.7% ROE 2.3% Gross Margin 1047.6% Div Yield 12.89%
USD 12.77
-2.22%
(Delayed)
• Vol 90d: 25.9%
52-Week Range
Market Cap
$1.04B
Enterprise Value
$2.44B
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Fair
Health
Fair
Efficiency
Weak
Valuation
Fair
Growth
Weak
Profitability
Fair
Health
Fair
Efficiency
Weak
Valuation
Fair
Completeness: 94%
Confidence: 58%
Updated: Sep 12
Top Beats
No strong beats yet

Quick Facts

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

Next Events

Dividend Sep 30 Ex-div: Sep 15

Fair Value Snapshot

Bear Base Bull
$26
$35
$48
Current: $12.77 +173% vs base

Engine Room Money Flow™

Small Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$25.0M
-56.7%%
Operating Income (FRE Proxy)
$151.0M
161.3%%
EBITDA
$151.0M
161.3%%
Net Income
$33.9M
-41.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
605.3%
Excellent

Operating Income / Revenue — proxy for Fee-Related Earnings margin

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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.
3
Active Leaks
2/3
Improving
0
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

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

Overall Moat Strength
66
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Lean Compensation Structure Compensation discipline is strong (cost efficiency score 0.99).
  • Strong Cash Conversion Cash conversion quality is high (score 0.96).

Key risks

  • Below-Peer Return on Equity Return on equity lags peers (score 0.28).
  • Elevated Leverage Leverage is elevated vs peers (score 0.34).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Fee Revenue Quality

Moderate
62
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Trade-Off Ledger™

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

Asset Managers, Capital Markets & Exchanges vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing OCSL's balance between Growth (15.0%), Profitability (53.8%), and Safety (31.2%). Growth 15% Safety 31% Profitability 54%

Click axes to expand details. Marker shows current allocation.

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Growth

19th percentile vs peers
20
Key Signals
EPS Growth YoY -45.3% 22p Rev Growth YoY -56.7% 17p EPS CAGR 3Y -6.4% 23p Revenue CAGR 3Y -13.9% 16p
Strengths
  • Operating Margin in top 20% of peers (6.05, 99th percentile)
  • Net Profit Margin in top 20% of peers (1.36, 96th percentile)
  • FCF Margin in top 20% of peers (9.15, 97th percentile)
  • Current Ratio in top 20% of peers (11.20, 86th percentile)
Risks
  • Growth in bottom 20% of peers (percentile: 19)
  • Rev Growth YoY in bottom 20% of peers (-56.7%)

Profitability

71th percentile vs peers
71
Key Signals
Strengths
Risks
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Safety

41th percentile vs peers
41
Key Signals
Strengths
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Two Futures

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

Loading valuation model...
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:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$34.81
- - -
+172.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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