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Upturn AI SWOT - About
OCSL 
Oaktree Specialty Lending Corp (OCSL)
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Upturn Advisory Summary
10/24/2025: OCSL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 25 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.24B USD | Price to earnings Ratio 24.61 | 1Y Target Price 13.6 |
Price to earnings Ratio 24.61 | 1Y Target Price 13.6 | ||
Volume (30-day avg) 6 | Beta 0.71 | 52 Weeks Range 11.78 - 14.94 | Updated Date 10/26/2025 |
52 Weeks Range 11.78 - 14.94 | Updated Date 10/26/2025 | ||
Dividends yield (FY) 13.55% | 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 24.61 | Forward PE 8.7 | Enterprise Value 2620393984 | Price to Sales(TTM) 3.7 |
Enterprise Value 2620393984 | Price to Sales(TTM) 3.7 | ||
Enterprise Value to Revenue 72.83 | Enterprise Value to EBITDA - | Shares Outstanding 88085523 | Shares Floating - |
Shares Outstanding 88085523 | Shares Floating - | ||
Percent Insiders 0.31 | Percent Institutions 40.2 |
Upturn AI SWOT
Oaktree Specialty Lending Corp
Company Overview
History and Background
Oaktree Specialty Lending Corporation (OCSL) was formed in 2007 and is externally managed by Oaktree Fund Advisors, LLC, an affiliate of Oaktree Capital Management, L.P. The company invests primarily in first lien loans, second lien loans, and unsecured debt of private middle-market companies.
Core Business Areas
- Direct Lending: Origination and investment in directly negotiated, privately placed debt and equity securities of middle-market companies.
- Opportunistic Investments: Investments in stressed and distressed debt and equity securities.
Leadership and Structure
The company is led by Edgar Lee as CEO. It is externally managed by Oaktree Fund Advisors, LLC, which oversees investment decisions and day-to-day operations.
Top Products and Market Share
Key Offerings
- First Lien Loans: Senior secured loans that have the highest priority in the event of borrower default. Competitors: Ares Capital, Main Street Capital.
- Second Lien Loans: Secured loans that have a second priority claim on borrower assets. Competitors: Golub Capital BDC, Prospect Capital.
- Unsecured Debt: Debt that is not backed by specific collateral. Competitors: FS KKR Capital Corp, Sixth Street Specialty Lending.
Market Dynamics
Industry Overview
The BDC industry is influenced by interest rates, credit spreads, and the overall health of the middle-market lending environment. Rising interest rates can increase net investment income, but also increase borrowing costs for portfolio companies.
Positioning
OCSL focuses on providing financing solutions to middle-market companies, emphasizing secured lending to mitigate risk. They are known for their established platform and experience in credit investing, leveraging Oaktree's global resources and reputation.
Total Addressable Market (TAM)
The TAM for middle-market lending is estimated in the hundreds of billions of dollars. OCSL is positioned to capture a portion of this market by focusing on companies with strong management teams and defensible market positions.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Strong Platform
- Focus on Secured Lending
- Access to Oaktree's Resources
- Diversified Portfolio
Weaknesses
- External Management Structure
- Exposure to Economic Downturns
- Portfolio Company Concentration
- Fluctuations in Net Asset Value (NAV)
Opportunities
- Increased Demand for Private Credit
- Expansion into New Sectors
- Strategic Acquisitions
- Rising Interest Rate Environment
- Distressed Investment Opportunities
Threats
- Increased Competition
- Economic Recession
- Interest Rate Volatility
- Regulatory Changes
- Credit Losses
Competitors and Market Share
Key Competitors
- ARCC
- MAIN
- GBDC
- PSEC
- FSK
- TPVG
Competitive Landscape
OCSL benefits from its affiliation with Oaktree Capital Management, providing access to deal flow and credit expertise. Its smaller size compared to some peers can allow for more nimble investment decisions, but also limits its capacity for larger deals.
Growth Trajectory and Initiatives
Historical Growth: OCSL's growth has been driven by strategic investments in middle-market companies. Requires accessing financial reports for precise numerical values.
Future Projections: Future growth will depend on the company's ability to deploy capital effectively and manage credit risk. Requires accessing financial reports for precise numerical values.
Recent Initiatives: Recent initiatives may include portfolio diversification, strategic acquisitions, and capital raising activities.
Summary
Oaktree Specialty Lending Corp. is a BDC that focuses on middle-market lending, benefiting from its affiliation with Oaktree Capital. Its focus on secured lending mitigates some risk, but it is still exposed to economic downturns. The external management structure can be a concern, while strategic capital deployment and risk management are key to future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Third-party Financial Data Providers
- Analyst Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market data is subject to change. Financial metrics and market share data are estimates and may not be precise.
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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