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Upturn AI Summary - About
Oaktree Specialty Lending Corp(OCSL)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OCSL
10/15/2026: OCSL (2-star) is currently NOT-A-BUY. Pass it for now.
Oaktree Specialty Lending Corp is a business development company focused on providing credit solutions to middle-market firms. Its main strength lies in the backing of Oaktree Capital Management, which offers deep credit-underwriting expertise. The investment story centers on the company’s ability to generate steady income while maintaining a focus on capital preservation through a portfolio transition toward senior secured loans. Key risks include exposure to broader macroeconomic cycles, competitive pressures on interest margins, and the inherent volatility of middle-market credit. The stock is best suited for income-focused investors who monitor the firm's net asset value and quarterly net investment income performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | As a BDC, the primary objective is income generation rather than aggressive capital appreciation. |
| Momentum investor | Mixed fit | Momentum is often dictated by interest rate environments and broader credit market sentiment. |
| Value investor | Strong fit | The company is often evaluated based on its price relative to Net Asset Value (NAV). |
| Dividend investor | Strong fit | OCSL is designed to distribute consistent dividend income to shareholders. |
| Low-risk investor | Mixed fit | While secured lending is safer, the nature of middle-market credit still carries inherent default and leverage risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | BDC share prices can fluctuate based on interest rate sentiment and perceived credit risk. |
| Valuation risk | Medium | Portfolio assets are marked to fair value, which involves subjective assessment and potential adjustments. |
| Competition risk (private credit competition) | High | Intense competition for high-quality middle-market loans can compress interest margins. |
| Business quality | Medium | The business relies on the manager's ability to maintain high-quality credit underwriting standards. |
| Dividend income | Medium | Dividends depend on net investment income, which is sensitive to portfolio credit performance. |
| Execution risk | Medium | Effective management of leverage and asset-liability matching is essential for stability. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -36.53% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.05B USD | Price to earnings Ratio 24.81 | 1Y Target Price 12.5 |
Price to earnings Ratio 24.81 | 1Y Target Price 12.5 | ||
Volume (30-day avg) 467.0K shares | Beta 0.58 | 52 Weeks Range 10.06 - 12.98 | Updated Date 10/15/2026 |
52 Weeks Range 10.06 - 12.98 | Updated Date 10/15/2026 | ||
Dividends yield (FY) 13.04% | Basic EPS (TTM) 0.48 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Interest Income | Interest collected from senior and junior secured loans provided to middle-market companies. | The company acts as a lender, earning the difference between the interest it receives from borrowers and the interest it pays on its own debt. |
| Fee Income | Management and structuring fees earned from originating and monitoring credit investments. | OCSL earns administrative and origination fees, which provide a secondary stream of income. |
Valuation
Trailing PE 24.81 | Forward PE 8.94 | Enterprise Value 2.42B | Price to Sales(TTM) 3.59 |
Enterprise Value 2.42B | Price to Sales(TTM) 3.59 | ||
Enterprise Value to Revenue 46.89 | Enterprise Value to EBITDA - | Shares Outstanding 88.09M | Shares Floating - |
Shares Outstanding 88.09M | Shares Floating - | ||
Percent Insiders 0.3 | Percent Institutions 50.42 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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