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Upturn AI SWOT - About
OCSL 
Oaktree Specialty Lending Corp (OCSL)
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Upturn Advisory Summary
07/02/2025: OCSL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $14.08
1 Year Target Price $14.08
| 1 | Strong Buy |
| 0 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -25.65% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.23B USD | Price to earnings Ratio 116 | 1Y Target Price 14.08 |
Price to earnings Ratio 116 | 1Y Target Price 14.08 | ||
Volume (30-day avg) 6 | Beta 0.77 | 52 Weeks Range 12.13 - 16.51 | Updated Date 07/2/2025 |
52 Weeks Range 12.13 - 16.51 | Updated Date 07/2/2025 | ||
Dividends yield (FY) 14.57% | Basic EPS (TTM) 0.12 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.55% | Operating Margin (TTM) 86.69% |
Management Effectiveness
Return on Assets (TTM) 5.81% | Return on Equity (TTM) 0.6% |
Valuation
Trailing PE 116 | Forward PE 8.59 | Enterprise Value 2573115136 | Price to Sales(TTM) 3.46 |
Enterprise Value 2573115136 | Price to Sales(TTM) 3.46 | ||
Enterprise Value to Revenue 42.92 | Enterprise Value to EBITDA - | Shares Outstanding 88085504 | Shares Floating - |
Shares Outstanding 88085504 | Shares Floating - | ||
Percent Insiders 0.3 | Percent Institutions 38.29 |
Analyst Ratings
Rating 2 | Target Price 14.08 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Oaktree Specialty Lending Corp
Company Overview
History and Background
Oaktree Specialty Lending Corporation was founded in 2007 as Fifth Street Finance Corp. and rebranded to Oaktree Specialty Lending Corp. in 2018 following Oaktree Capital Management's acquisition of Fifth Street Asset Management. It focuses on providing direct lending solutions to middle-market companies.
Core Business Areas
- Direct Lending: Provides first lien, second lien, and unitranche loans to middle-market companies to support acquisitions, growth, and recapitalizations.
- Equity Investments: Makes opportunistic equity investments, typically in conjunction with debt investments, to enhance overall returns.
- Strategic Partnerships: Collaborates with other investment firms and financial institutions to expand its reach and investment opportunities.
Leadership and Structure
The company is led by a management team with experience in credit investing. The organizational structure is designed to facilitate efficient investment decision-making and portfolio management.
Top Products and Market Share
Key Offerings
- First Lien Loans: Senior secured loans that hold the highest priority in the event of borrower default. Competitors include Ares Capital, Main Street Capital. Market share data is not readily available.
- Second Lien Loans: Loans that are subordinate to first lien loans in priority. Higher risk and higher yield than first lien. Competitors include Apollo Investment Corporation. Market share data is not readily available.
- Unitranche Loans: A hybrid debt instrument combining features of both first and second lien debt. Competitors include Golub Capital BDC. Market share data is not readily available.
Market Dynamics
Industry Overview
The direct lending industry is growing due to banks' decreased willingness to lend to middle-market companies. This creates a need for alternative lenders like Oaktree Specialty Lending Corp.
Positioning
Oaktree Specialty Lending Corp. is positioned as a direct lender focused on the middle market. It leverages Oaktree Capital Management's resources and expertise to source and manage investments.
Total Addressable Market (TAM)
The TAM for direct lending to middle-market companies is estimated to be in the hundreds of billions of dollars. Oaktree Specialty Lending Corp is positioned to capture a share of this market through its lending activities. Estimates vary based on economic conditions and definition of 'middle market'.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Access to Oaktree Capital Management's Resources
- Diversified Investment Portfolio
- Strong Credit Underwriting Process
- Established Market Presence
Weaknesses
- Exposure to Credit Risk
- Sensitivity to Interest Rate Fluctuations
- Dependence on External Financing
- Relatively High Operating Expenses
- Potential Conflicts of Interest
Opportunities
- Growing Demand for Direct Lending
- Expansion into New Markets
- Strategic Acquisitions
- Increased Investment in Technology
- Development of New Products
Threats
- Economic Downturn
- Increased Competition
- Regulatory Changes
- Rising Interest Rates
- Deterioration of Credit Quality
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- TCPC
- GBDC
- PNNT
Competitive Landscape
Oaktree Specialty Lending Corp. competes with other BDCs based on pricing, terms, and relationships. It leverages the Oaktree brand for competitive advantage.
Growth Trajectory and Initiatives
Historical Growth: Oaktree Specialty Lending Corp's growth has been driven by increased demand for direct lending and strategic acquisitions.
Future Projections: Analysts project continued growth in earnings and assets under management, although projections vary based on economic conditions.
Recent Initiatives: Recent initiatives include expanding its direct lending platform and pursuing strategic partnerships.
Summary
Oaktree Specialty Lending Corp is a direct lender that provides solutions to middle-market businesses. They have strengths that include an experienced team and access to Oaktree's resources. However, they have weaknesses such as potential risks related to credit and interest rates. Investors should monitor the financial performance and competitive landscape before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Market Research Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered as financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market share data is based on limited information and may not be fully accurate.
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.
About Oaktree Specialty Lending Corp
Exchange NASDAQ | Headquaters 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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