Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
OCSL 
Oaktree Specialty Lending Corp (OCSL)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/16/2025: 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 $13.6
1 Year Target Price $13.6
| 1 | Strong Buy |
| 0 | Buy |
| 5 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -30.56% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.17B USD | Price to earnings Ratio 23.37 | 1Y Target Price 13.6 |
Price to earnings Ratio 23.37 | 1Y Target Price 13.6 | ||
Volume (30-day avg) 6 | Beta 0.72 | 52 Weeks Range 11.78 - 14.94 | Updated Date 09/16/2025 |
52 Weeks Range 11.78 - 14.94 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 14.35% | Basic EPS (TTM) 0.57 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.85% | Operating Margin (TTM) 85.74% |
Management Effectiveness
Return on Assets (TTM) 5.64% | Return on Equity (TTM) 3.11% |
Valuation
Trailing PE 23.37 | Forward PE 8.77 | Enterprise Value 2557853184 | Price to Sales(TTM) 3.51 |
Enterprise Value 2557853184 | Price to Sales(TTM) 3.51 | ||
Enterprise Value to Revenue 73.08 | Enterprise Value to EBITDA - | Shares Outstanding 88085504 | Shares Floating - |
Shares Outstanding 88085504 | Shares Floating - | ||
Percent Insiders 0.3 | Percent Institutions 40.11 |
Upturn AI SWOT
Oaktree Specialty Lending Corp
Company Overview
History and Background
Oaktree Specialty Lending Corporation (OCSL) was founded in 2007 and is a specialty finance company dedicated to providing customized debt financing to middle-market companies. Oaktree acquired Fifth Street Finance Corp in 2017 which significantly expanded OCSL's asset base.
Core Business Areas
- Direct Lending: Providing first lien loans, second lien loans, unitranche loans, and mezzanine debt to middle-market companies. Focus is on long-term relationships and providing value added capital.
- Strategic Equity Investments: Making select equity and warrant investments alongside debt investments. This allows OCSL to participate in the upside of its portfolio companies.
Leadership and Structure
The company is led by a board of directors and a management team headed by the Chief Executive Officer. The investment decisions are generally overseen by a dedicated investment committee. Oaktree Capital Management, L.P., is the investment advisor.
Top Products and Market Share
Key Offerings
- First Lien Loans: Senior secured debt offering stability and lower risk within OCSL's portfolio. This is their largest segment. Competitors include Ares Capital Corporation and Prospect Capital Corporation. Market share data is difficult to ascertain as it is a segmented market.
- Second Lien Loans: Subordinated debt providing higher yields but with increased risk compared to first lien loans. Competitors include Apollo Investment Corporation and Golub Capital BDC. Market share data is difficult to ascertain as it is a segmented market.
- Unitranche Loans: A hybrid debt instrument combining characteristics of both first and second lien loans, offering higher yields. Competitors include Main Street Capital Corporation and TPG Specialty Lending, Inc. Market share data is difficult to ascertain as it is a segmented market.
Market Dynamics
Industry Overview
The specialty finance industry is characterized by intense competition, regulatory scrutiny, and sensitivity to economic cycles. BDCs are essential in filling the funding gap not addressed by traditional banks for middle-market companies.
Positioning
OCSL is positioned as a leading provider of financing to middle-market companies, leveraging the Oaktree platform's expertise in credit investing. Its competitive advantages include a strong sponsor relationship, rigorous credit analysis, and customized financing solutions.
Total Addressable Market (TAM)
The total addressable market for middle-market lending is estimated to be in the hundreds of billions of dollars. OCSL is positioned to capture a portion of this market through its specialized expertise and long-term relationships.
Upturn SWOT Analysis
Strengths
- Strong brand recognition through Oaktree Capital Management
- Experienced management team
- Diversified portfolio of investments
- Access to Oaktree's extensive network and resources
- Proven track record in credit investing
Weaknesses
- Exposure to credit risk in middle-market companies
- Sensitivity to economic downturns
- Reliance on external investment advisor
- Fluctuations in net asset value (NAV)
- Dependence on the availability of capital
Opportunities
- Growing demand for alternative financing solutions
- Expansion into new industries and geographies
- Strategic acquisitions and partnerships
- Increased investment in technology and innovation
- Favorable regulatory changes
Threats
- Increased competition from other BDCs and private credit funds
- Rising interest rates
- Economic recession or slowdown
- Regulatory changes impacting BDCs
- Deterioration in credit quality of portfolio companies
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- PSEC
- TCPC
Competitive Landscape
OCSL faces intense competition within the BDC space. Its key advantages include its affiliation with Oaktree Capital Management and its diversified portfolio, but it's also subject to credit risks. Competitors such as ARCC have a larger market capitalization and more diversified revenue streams.
Growth Trajectory and Initiatives
Historical Growth: Requires historical financial data to determine.
Future Projections: Future growth projections require access to analyst estimates.
Recent Initiatives: Recent strategic initiatives are specific to company updates and press releases.
Summary
Oaktree Specialty Lending Corp presents a mixed picture. The Oaktree affiliation and diversified portfolio provide strengths, while credit risk in middle-market companies and economic sensitivity are weaknesses. Opportunities exist in growing demand for alternative financing, but rising rates and increased competition present threats. The company needs to be wary of credit quality as well.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Company Investor Relations
- Third-party financial data providers
- Industry reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share data is an estimation.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.