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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
09/16/2026: OCSL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Oaktree Specialty Lending Corp (OCSL) is a Business Development Company that provides customized credit solutions to middle-market companies. Under the management of Oaktree Capital, the company has successfully pivoted toward a more defensive strategy, prioritizing senior secured loans to generate stable income. Its primary strength lies in Oaktree’s institutional-grade credit expertise, which offers a competitive edge in sourcing quality deals. Key risks include exposure to interest rate fluctuations, intense competition in the private credit space, and the inherent leverage risks of the BDC model. OCSL serves as a potential fit for dividend-focused investors seeking consistent income, though they should monitor quarterly portfolio performance and NAV stability.
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 | Mixed fit | OCSL is designed more for income generation than for aggressive capital appreciation. |
| Momentum investor | Mixed fit | The stock often trades based on yield and NAV stability rather than price momentum trends. |
| Value investor | Strong fit | Investors often assess OCSL based on its trading price relative to net asset value (NAV). |
| Dividend investor | Strong fit | The BDC structure and focus on NII make it a primary candidate for income-focused portfolios. |
| Low-risk investor | Mixed fit | While secured lending is defensive, BDCs inherently carry credit 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 | The stock may trade at a premium or discount to NAV, affecting entry point returns. |
| Competition risk (Direct Lending) | High | Aggressive competition for quality deals can lead to lower yields or looser credit standards. |
| Business quality | Medium | External management structures create a reliance on the manager's skill and fee fairness. |
| Dividend income | Medium | Dividends are dependent on portfolio income, which can fluctuate with market conditions. |
| Execution risk | Medium | Managing credit risk across a wide portfolio is critical to preserving shareholder capital. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -28.72% | Avg. Invested days 30 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2026 |
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 1.10B USD | Price to earnings Ratio 25.95 | 1Y Target Price 12.5 |
Price to earnings Ratio 25.95 | 1Y Target Price 12.5 | ||
Volume (30-day avg) 554.3K shares | Beta 0.57 | 52 Weeks Range 10.06 - 12.98 | Updated Date 09/16/2026 |
52 Weeks Range 10.06 - 12.98 | Updated Date 09/16/2026 | ||
Dividends yield (FY) 12.12% | Basic EPS (TTM) 0.48 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Interest Income | Interest and fees earned from senior and second-lien loans to middle-market firms. | The company earns money primarily by collecting interest payments on the loans it issues. |
| Dividend/Fee Income | Additional income from equity investments or prepayment fees in the loan portfolio. | Small portions of income come from other financial activities like loan prepayments or equity gains. |
Valuation
Trailing PE 25.95 | Forward PE 9.1 | Enterprise Value 2.50B | Price to Sales(TTM) 3.75 |
Enterprise Value 2.50B | Price to Sales(TTM) 3.75 | ||
Enterprise Value to Revenue 47.24 | Enterprise Value to EBITDA - | Shares Outstanding 88.09M | Shares Floating - |
Shares Outstanding 88.09M | Shares Floating - | ||
Percent Insiders 0.3 | Percent Institutions 50.62 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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.
About Oaktree Specialty Lending Corp
Exchange NASDAQ | Headquarters Los Angeles, CA, United States | ||
IPO Launch date 2008-06-12 | CEO & Co-Chief Investment Officer Mr. Armen Panossian J.D. | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Oaktree Specialty Lending Corporation is a business development company. The fund specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity, and management buyouts in small and mid-sized companies. It seeks to invest in education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering. The firm also seeks investment in media, advertising sectors, software, IT services, pharmaceuticals, biotechnology, real estate management and development, chemicals, machinery, and internet and direct marketing retail sectors. It invests between $5 million to $75 million principally in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component in companies. The firm invest in companies having enterprise value between $20 million and $150 million and EBITDA between $3 million and $50 million. The fund has a hold size of up to $75 million and may underwrite transactions up to $100 million. It primarily invests in North America. The fund seeks to be a lead investor in its portfolio companies.
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