Oaktree Specialty Lending Corporation
Oaktree Specialty Lending Corporation
Your view on OCSL
Overview
What the company does, where it operates, and who runs it.
About Oaktree Specialty Lending Corporation
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Armen Panossian
- Headquarters
- 333 South Grand Avenue, Los Angeles, CA, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Armen Panossian
- Headquarters
- 333 South Grand Avenue, Los Angeles, CA, US
Oaktree Specialty Lending Corporation is a business development company 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, and media and advertising 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 with 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.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Oaktree Specialty Lending Corporation, and the rating behind it. OCSL last traded at $12.67, 26.1× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Oaktree Specialty Lending Corporation. Starting points for Oaktree Specialty Lending Corporation: P/E 26.1, EPS $0.48, beta 0.57 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Oaktree Specialty Lending Corporation. Oaktree Specialty Lending Corporation paid $1.54 per share over the last year — a 12.2% yield at the current $12.67 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Oaktree Specialty Lending Corporation. Trailing twelve-month EPS for Oaktree Specialty Lending Corporation stands at $0.48. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Oaktree Specialty Lending Corporation. Oaktree Specialty Lending Corporation has reported as a listed company since 2008. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Oaktree Specialty Lending Corporation valued side by side against its closest peers. Oaktree Specialty Lending Corporation is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Oaktree Specialty Lending Corporation, and how their positions are changing. At a $1.12B market value, institutional positions materially move Oaktree Specialty Lending Corporation's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Oaktree Specialty Lending Corporation executives and directors. Shares of Oaktree Specialty Lending Corporation have traded between $12.44 and $16.53 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Oaktree Specialty Lending Corporation. Oaktree Specialty Lending Corporation is a $1.12B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Oaktree Specialty Lending Corporation. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Oaktree Specialty Lending Corporation. Coverage tracks Oaktree Specialty Lending Corporation within Asset Management (Financial Services). Press releases and market coverage, newest first.