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Upturn AI SWOT - About
OCSL 
Oaktree Specialty Lending Corp (OCSL)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -14.69% | Avg. Invested days 31 | 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 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.27B USD | Price to earnings Ratio 23.01 | 1Y Target Price 15.92 |
Price to earnings Ratio 23.01 | 1Y Target Price 15.92 | ||
Volume (30-day avg) 905054 | Beta 1.11 | 52 Weeks Range 14.09 - 17.56 | Updated Date 04/1/2025 |
52 Weeks Range 14.09 - 17.56 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 10.40% | Basic EPS (TTM) 0.67 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.75% | Operating Margin (TTM) 86.4% |
Management Effectiveness
Return on Assets (TTM) 5.95% | Return on Equity (TTM) 3.69% |
Valuation
Trailing PE 23.01 | Forward PE 7.89 | Enterprise Value 2752929024 | Price to Sales(TTM) 3.42 |
Enterprise Value 2752929024 | Price to Sales(TTM) 3.42 | ||
Enterprise Value to Revenue 58.15 | Enterprise Value to EBITDA - | Shares Outstanding 82245296 | Shares Floating - |
Shares Outstanding 82245296 | Shares Floating - | ||
Percent Insiders 2.71 | Percent Institutions 47.66 |
Analyst Ratings
Rating 3 | Target Price 16.92 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 5 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Oaktree Specialty Lending Corp
Company Overview
History and Background
Oaktree Specialty Lending Corp. (OCSL) was founded in 2007 as Fifth Street Finance Corp. and later rebranded after being acquired by Oaktree Capital Management in 2016. It focuses on providing financing to middle-market companies.
Core Business Areas
- Direct Lending: Primarily involves providing first lien, second lien, unitranche, and mezzanine loans to middle-market companies.
- Equity Investments: Includes minority equity investments, often made in conjunction with debt financings.
- Other Investments: May include investments in other debt instruments or securities.
Leadership and Structure
The company is managed by Oaktree Capital Management, L.P. and led by a board of directors. Armen Panossian is the CEO and President.
Top Products and Market Share
Key Offerings
- First Lien Loans: Senior secured loans that have priority in repayment in case of borrower default. The market is competitive, with many BDCs and private credit funds participating. Market share data specific to OCSL's first lien portfolio is not publicly available. Competitors include Ares Capital (ARCC) and Golub Capital BDC (GBDC).
- Second Lien/Mezzanine Loans: Subordinated debt that carries a higher interest rate and is riskier than first lien debt. Similar to first lien, OCSL competes with numerous BDCs and credit funds. Competitors include Prospect Capital (PSEC) and PennantPark Investment (PNNT).
Market Dynamics
Industry Overview
The business development company (BDC) industry provides capital to small and middle-market companies, filling a gap left by traditional banks. The industry is influenced by interest rates, economic growth, and regulatory factors.
Positioning
OCSL positions itself as a direct lender focused on quality middle-market companies, leveraging Oaktree's credit expertise. Its competitive advantage lies in its affiliation with Oaktree Capital Management and its access to deal flow and underwriting capabilities.
Total Addressable Market (TAM)
The estimated TAM for middle-market lending is substantial, estimated at hundreds of billions of dollars. OCSL's positioning within this TAM depends on its ability to originate and manage loans effectively.
Upturn SWOT Analysis
Strengths
- Experienced Management Team (Oaktree Capital Management)
- Diversified Investment Portfolio
- Strong Credit Underwriting Capabilities
- Access to Capital
Weaknesses
- Reliance on External Management
- Exposure to Credit Risk in Middle-Market Lending
- Sensitivity to Interest Rate Fluctuations
- Regulatory Constraints of BDCs
Opportunities
- Growing Demand for Private Credit
- Expanding Middle-Market Lending Activities
- Potential for Portfolio Company Growth
- Strategic Acquisitions or Partnerships
Threats
- Economic Downturn and Increased Defaults
- Increased Competition in BDC Space
- Regulatory Changes Impacting BDCs
- Rising Interest Rates
Competitors and Market Share
Key Competitors
- Ares Capital (ARCC)
- Golub Capital BDC (GBDC)
- Prospect Capital (PSEC)
- FS KKR Capital Corp. (FSK)
Competitive Landscape
OCSL benefits from the Oaktree brand but faces intense competition from larger and more established BDCs. OCSL differentiates itself through its credit-focused approach and disciplined underwriting.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Please refer to OCSL's SEC filings for historical growth information.
Future Projections: Future growth is dependent on market conditions, the ability to deploy capital effectively, and the credit performance of its portfolio companies. Please refer to analyst ratings for projection information.
Recent Initiatives: Recent initiatives focus on portfolio optimization, credit quality improvement, and strategic deployment of capital.
Summary
Oaktree Specialty Lending Corp. is a BDC managed by Oaktree Capital Management, focusing on direct lending to middle-market companies. Its strengths include experienced management and diversified portfolio, while weaknesses involve reliance on external management and credit risk exposure. Opportunities arise from the growing demand for private credit, but threats include economic downturns and increased competition. Understanding OCSL's financials is key to determining long term viability.
Similar Companies
ARCC
Ares Capital Corporation
ARCC
Ares Capital Corporation
FSK
FS KKR Capital Corp
FSK
FS KKR Capital Corp
GBDC
Golub Capital BDC Inc
GBDC
Golub Capital BDC Inc
MAIN
Main Street Capital Corporation
MAIN
Main Street Capital Corporation
PSEC
Prospect Capital Corporation
PSEC
Prospect Capital Corporation
Sources and Disclaimers
Data Sources:
- Oaktree Specialty Lending Corp. Investor Relations
- SEC Filings (10-K, 10-Q)
- Company Presentations
- Analyst Reports
- BDC Universe Market Data
- Public News Sources
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Market share data is estimated and based on available information. Financial data should be verified with official company filings.
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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