Oaktree Specialty Lending is a credit services business based in the US. Oaktree Specialty Lending shares (OCSL) are listed on the NASDAQ and all prices are listed in US Dollars.
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| Latest market close | $18.11 |
|---|---|
| 52-week range | $16.87 - $20.44 |
| 50-day moving average | $19.01 |
| 200-day moving average | $19.69 |
| Wall St. target price | $19.70 |
| PE ratio | 12.9926 |
| Dividend yield | $2.2 (12.45%) |
| Earnings per share (TTM) | $1.36 |
The technical analysis gauge below displays real-time ratings for the timeframes you select. This is not a recommendation, however. It represents a technical analysis based on the most popular technical indicators: Moving Averages, Oscillators and Pivots. Finder might not concur and takes no responsibility.
This chart is not advice or a guarantee of success. Rather, it gauges the real-time recommendations of three popular technical indicators: moving averages, oscillators and pivots. Finder is not responsible for how your stock performs.
Historical closes compared with the close of $18.11 from 2024-07-25
| 1 week (2024-07-19) | 2.49% |
|---|---|
| 1 month (2024-06-27) | -3.77% |
| 3 months (2024-04-26) | -8.67% |
| 6 months (2024-01-26) | -15.92% |
| 1 year (2023-07-27) | -10.66% |
|---|---|
| 2 years (2022-07-27) | 164.38% |
| 3 years (2021-07-27) | 166.32% |
| 5 years (2019-07-26) | 302.10% |
Valuing Oaktree Specialty Lending stock is incredibly difficult, and any metric has to be viewed as part of a bigger picture of Oaktree Specialty Lending's overall performance. However, analysts commonly use some key metrics to help gauge the value of a stock.
Oaktree Specialty Lending's current share price divided by its per-share earnings (EPS) over a 12-month period gives a "trailing price/earnings ratio" of roughly 13x. In other words, Oaktree Specialty Lending shares trade at around 13x recent earnings.
That's relatively low compared to, say, the trailing 12-month P/E ratio for the NASDAQ 100 at the end of 2019 (27.29). The low P/E ratio could mean that investors are pessimistic about the outlook for the shares or simply that they're under-valued.
Oaktree Specialty Lending's "price/earnings-to-growth ratio" can be calculated by dividing its P/E ratio by its growth – to give 0.9343. A low ratio can be interpreted as meaning the shares offer better value, while a higher ratio can be interpreted as meaning the shares offer worse value.
The PEG ratio provides a broader view than just the P/E ratio, as it gives more insight into Oaktree Specialty Lending's future profitability. By accounting for growth, it could also help you if you're comparing the share prices of multiple high-growth companies.
| Revenue TTM | $395.8 million |
|---|---|
| Operating margin TTM | 77.9% |
| Gross profit TTM | $262.5 million |
| Return on assets TTM | 5.83% |
| Return on equity TTM | 6.75% |
| Profit margin | 25.9% |
| Book value | $18.72 |
| Market Capitalization | $1.4 billion |
TTM: trailing 12 months
Dividend payout ratio: 95.7% of net profits
Recently Oaktree Specialty Lending has paid out, on average, around 95.7% of net profits as dividends. That has enabled analysts to estimate a "forward annual dividend yield" of 12.45% of the current stock value. This means that over a year, based on recent payouts (which are sadly no guarantee of future payouts), Oaktree Specialty Lending shareholders could enjoy a 12.45% return on their shares, in the form of dividend payments. In Oaktree Specialty Lending's case, that would currently equate to about $2.2 per share.
Oaktree Specialty Lending's payout ratio would broadly be considered high, and as such this stock could appeal to those looking to generate an income. Bear in mind however that companies should normally also look to re-invest a decent amount of net profits to ensure future growth.
Oaktree Specialty Lending's most recent dividend payout was on 27 June 2024. The latest dividend was paid out to all shareholders who bought their shares by 13 June 2024 (the "ex-dividend date").
Oaktree Specialty Lending's shares were split on a 1:3 basis on 22 January 2023. So if you had owned 3 shares the day before before the split, the next day you'd have owned 1 share. This wouldn't directly have changed the overall worth of your Oaktree Specialty Lending shares – just the quantity. However, indirectly, the new 200% higher share price could have impacted the market appetite for Oaktree Specialty Lending shares which in turn could have impacted Oaktree Specialty Lending's share price.
Over the last 12 months, Oaktree Specialty Lending's shares have ranged in value from as little as $16.8675 up to $20.441. A popular way to gauge a stock's volatility is its "beta".
Beta is a measure of a share's volatility in relation to the market. The market (NASDAQ average) beta is 1, while Oaktree Specialty Lending's is 1.141. This would suggest that Oaktree Specialty Lending's shares are a little bit more volatile than the average for this exchange and represent, relatively-speaking, a slightly higher risk (but potentially also market-beating returns).
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.
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