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Upturn AI SWOT - About
OCSL 
Oaktree Specialty Lending Corp (OCSL)
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Upturn Advisory Summary
08/28/2025: 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 -30.63% | 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 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.23B USD | Price to earnings Ratio 24.44 | 1Y Target Price 13.6 |
Price to earnings Ratio 24.44 | 1Y Target Price 13.6 | ||
Volume (30-day avg) 6 | Beta 0.75 | 52 Weeks Range 12.13 - 15.38 | Updated Date 08/28/2025 |
52 Weeks Range 12.13 - 15.38 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 13.64% | Basic EPS (TTM) 0.57 |
Earnings Date
Report Date 2025-08-05 | When - | Estimate 0.45 | Actual 0.43 |
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 24.44 | Forward PE 9.23 | Enterprise Value 2611585280 | Price to Sales(TTM) 3.67 |
Enterprise Value 2611585280 | Price to Sales(TTM) 3.67 | ||
Enterprise Value to Revenue 74.78 | Enterprise Value to EBITDA - | Shares Outstanding 88085504 | Shares Floating - |
Shares Outstanding 88085504 | Shares Floating - | ||
Percent Insiders 0.3 | Percent Institutions 40.21 |
Upturn AI SWOT
Oaktree Specialty Lending Corp
Company Overview
History and Background
Oaktree Specialty Lending Corporation (OCSL) was founded in 2007 and completed its initial public offering in October 2007. It operates as a specialty finance company focused on providing direct lending solutions to middle-market companies in North America.
Core Business Areas
- Direct Lending: Provides first lien, second lien, unitranche, and mezzanine loans to middle-market companies.
- Equity Investments: Makes opportunistic equity and warrant investments to enhance overall returns.
- Strategic Partnerships: Forms strategic partnerships and joint ventures to expand investment reach and capabilities.
Leadership and Structure
The company is managed by Oaktree Capital Management, L.P., a global alternative investment manager. The leadership team consists of experienced investment professionals. The company operates as a business development company (BDC), adhering to specific regulatory requirements.
Top Products and Market Share
Key Offerings
- First Lien Loans: Senior secured loans offering a relatively lower risk profile. Competitors include Ares Capital (ARCC) and Prospect Capital (PSEC). Market share is difficult to pinpoint due to the fragmented nature of the direct lending market, but OCSL holds a significant position within its target middle-market segment.
- Second Lien Loans: Loans subordinated to first lien debt, offering higher yields but also higher risk. Competitors include Golub Capital BDC (GBDC) and New Mountain Finance Corporation (NMFC). Market share data is similarly difficult to quantify.
- Unitranche Loans: A hybrid debt structure that combines features of both first and second lien loans. Market share data is difficult to find.
Market Dynamics
Industry Overview
The direct lending market is growing as banks reduce their lending to middle-market companies. This creates opportunities for non-bank lenders like Oaktree Specialty Lending Corp. Increased competition and potential economic downturns pose challenges.
Positioning
Oaktree Specialty Lending Corp. is positioned as a leading provider of capital to middle-market companies, leveraging the expertise and relationships of Oaktree Capital Management. Its competitive advantage lies in its disciplined investment approach, strong underwriting capabilities, and access to Oaktree's extensive network.
Total Addressable Market (TAM)
The TAM for private credit is estimated to be over $1 trillion. OCSL is positioned to capture a portion of this market by focusing on middle-market lending. Its market share is a fraction of TAM.
Upturn SWOT Analysis
Strengths
- Strong relationship with Oaktree Capital Management
- Experienced management team
- Disciplined underwriting process
- Diversified investment portfolio
Weaknesses
- Reliance on external management by Oaktree
- Exposure to credit risk in middle-market lending
- Potential for higher operating expenses compared to larger BDCs
- Sensitivity to interest rate fluctuations
Opportunities
- Growing demand for private credit from middle-market companies
- Expansion into new investment strategies and geographies
- Strategic acquisitions and partnerships
- Increasing market share in the direct lending market
Threats
- Increased competition from other BDCs and private credit funds
- Economic downturns and credit market disruptions
- Regulatory changes impacting the BDC industry
- Rising interest rates
Competitors and Market Share
Key Competitors
- ARCC
- GBDC
- PSEC
- NMFC
Competitive Landscape
OCSL competes with other BDCs and private credit funds for investment opportunities. Its competitive advantages include its relationship with Oaktree Capital Management and its disciplined investment approach. Disadvantages include its smaller size compared to some competitors.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by increased investment activity and portfolio growth. Growth rates fluctuate based on market conditions.
Future Projections: Future growth is expected to be driven by continued demand for private credit and strategic initiatives. Analyst estimates vary.
Recent Initiatives: Recent initiatives include portfolio optimization, strategic partnerships, and efforts to reduce operating expenses.
Summary
Oaktree Specialty Lending Corp. is a significant player in the direct lending market, benefiting from its relationship with Oaktree Capital. Its experienced management and disciplined underwriting are strengths. However, it faces risks associated with middle-market lending and competition. Future success hinges on capitalizing on growth opportunities in private credit and managing credit risk effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Financial news sources
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Market share estimates are approximate and may vary. Financial data may be delayed. Consult with a qualified financial advisor before making any investment decisions.
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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