OCSL

BEARISH

$12.77 Live

Oaktree Specialty Lending Corporation · NASDAQ

Target $12.77 (-0.0%)

$10.63 52W Range $14.9

OCSL Oaktree Specialty Lending Corporation - Fundamental Analysis

BEARISH

Console Chart News

OCSL Stock | Fundamental Analysis & Investment Insights

NASDAQ • Financial Services • Asset Management

Current Price Live

$12.77

Analyst Target

$12.77

-0.0% Downside

52W High

$14.9

52W Low

$10.63

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 16, 2026

Market cap

$1.12B

P/E

34.51

ROE

2.2%

Profit margin

10.6%

Debt/Equity

1.12

Dividend yield

12.53%

AI Analysis

AI-powered fundamental assessment

Confidence

85%

OCSL exhibits significant financial fragility, highlighted by a weak Piotroski F-Score of 3/9 and a highly unsustainable dividend payout ratio of 469.44%. While the stock trades at a discount to book value (P/B 0.78) and near its Graham Number ($11.65), the intrinsic value of $2.59 suggests a severe overvaluation based on growth fundamentals. Negative year-over-year revenue (-13.30%) and earnings (-27.70%) growth, combined with a bearish technical trend (0/100), indicate a value trap scenario. The high dividend yield is likely a risk rather than a benefit given the current earnings trajectory.

Key Strengths

Trading below book value (P/B 0.78)

Strong current ratio (2.92) indicating short-term liquidity

High nominal dividend yield of 12.53%

Positive 5-year price change (+14.5%)

Forward P/E (8.68) is significantly lower than trailing P/E

Key Risks

Unsustainable payout ratio (469.44%) suggesting dividend cuts are likely

Weak financial health as indicated by Piotroski F-Score (3/9)

Negative YoY earnings growth (-27.70%)

Severe discrepancy between current price ($12.77) and intrinsic value ($2.59)

Bearish technical trend (0/100)

AI Fair Value Estimate

Based on comprehensive analysis

$11.2

-12.3% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Weak

Value

Future

Past

Health

Dividend

AI Verdict

Value Trap

Key drivers: Dividend sustainability, Piotroski health score, Negative growth trends

Confidence

90%

Value

45/100

Ref P/E 34.51, Graham Number $11.65

Positives

P/B ratio < 1.0
Price close to Graham Number

Watchpoints

Intrinsic value is extremely low ($2.59)
High trailing P/E

Future

25/100

Ref Growth rates

Positives

Strong Q/Q revenue growth (178%)

Watchpoints

Negative YoY Revenue and Earnings growth
Declining EPS estimates over recent quarters

Past

40/100

Ref Historical trends

Positives

Positive 5Y return

Watchpoints

Negative 3Y return
Consistent EPS misses in recent years

Health

20/100

Ref Piotroski F-Score

Positives

Healthy Current Ratio

Watchpoints

Piotroski F-Score 3/9 (Weak)
Low ROE (2.24%)

Dividend

15/100

Ref Yield, Payout

Positives

High yield (12.53%)

Watchpoints

Extreme payout ratio (469.44%)
Dividend strength score 40/100

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$12.77

Analyst Target

$12.77

Upside/Downside

-0.0%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for OCSL and closest competitors.

Updated 2026-04-15

Company	5Y	3Y	1Y	6M	1M	1W
OCSL Oaktree Specialty Lending Corporation Primary	+14.5%	-2.8%	+2.2%	+3.6%	+18.5%	+7.5%
HFWA Heritage Financial Corporation Peer	+16.1%	+53.8%	+35.4%	+22.3%	+8.2%	+4.6%
IGIC International General Insurance Holdings Ltd. Peer	+365.1%	+265.7%	+14.2%	+22.1%	+13.1%	+2.3%
AMAL Amalgamated Financial Corp. Peer	+138.8%	+109.7%	+36.9%	+34.9%	-5.9%	+0.8%
BITF Bitfarms Ltd. Peer	-63.7%	+89.7%	+133.5%	-34.8%	-16.4%	-20.4%

OCS

Oaktree Specialty Lending Corporation

Primary

+14.5%

-2.8%

+2.2%

+3.6%

+18.5%

+7.5%

HFW

Heritage Financial Corporation

Peer

+16.1%

+53.8%

+35.4%

+22.3%

+8.2%

+4.6%

IGI

International General Insurance Holdings Ltd.

Peer

+365.1%

+265.7%

+14.2%

+22.1%

+13.1%

+2.3%

AMA

Amalgamated Financial Corp.

Peer

+138.8%

+109.7%

+36.9%

+34.9%

-5.9%

+0.8%

BIT

Bitfarms Ltd.

Peer

-63.7%

+89.7%

+133.5%

-34.8%

-16.4%

-20.4%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

34.51

8.68

N/A

0.78

3.69

8.71

N/A

$1.12B

Profitability

Profit margins and return metrics

Profit Margin 10.58%

Operating Margin 84.38%

Gross Margin 100.0%

ROE 2.24%

ROA 5.2%

Growth

Revenue and earnings growth rates

Revenue Growth -13.3%

Earnings Growth -27.7%

Q/Q Revenue Growth +178.0%

Q/Q Earnings Growth -22.5%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

1.12

Moderate

Current Ratio

2.92

Strong

Quick Ratio

2.75

Excellent

Cash/Share

$0.92

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue

$0.0B

Net Margin

65.0%

Total Assets

$3.1B

Liabilities

$1.7B

Equity

$1.4B

Debt/Equity

1.16x

Operating CF

$-0.1B

Free Cash Flow

$-0.1B

FCF Yield

100%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-05

$N/A

2026-02-04

$0.42

+12.0% surprise

2025-11-18

$0.4

+2.9% surprise

2025-08-05

$0.37

-17.0% surprise

Financial Services Sector Comparison

Comparing OCSL against 500 companies in the Financial Services sector (90 bullish, 207 neutral, 203 bearish)

P/E Ratio

34.51

This Stock

45.14

Sector Avg

-23.5% (Discount)

Return on Equity (ROE)

2.24%

This Stock

-0.0%

Sector Avg

-52304.1% (Below Avg)

Profit Margin

10.58%

This Stock

48.63%

Sector Avg

-78.2% (Weaker)

Debt to Equity

1.12

This Stock

1.45

Sector Avg

-22.3% (Less Debt)

Revenue Growth

-13.3%

This Stock

36.71%

Sector Avg

-136.2% (Slower)

Current Ratio

2.92

This Stock

3.31

Sector Avg

-11.9% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
OCSL Oaktree Specialty Lending...	BEARISH	$1.12B	34.51	2.2%	10.6%	$12.77
HFWA Heritage Financial Corporation	BULLISH	$1.12B	13.93	7.6%	27.7%	$27.3	Compare
IGIC International General...	NEUTRAL	$1.12B	8.94	18.6%	24.6%	$25.83	Compare
AMAL Amalgamated Financial Corp.	NEUTRAL	$1.14B	11.17	13.9%	33.4%	$38.1	Compare
BITF Bitfarms Ltd.	NEUTRAL	$1.11B	-	-12.5%	-46.4%	$1.84	Compare

OCSL Oaktree...

BEARISH

Mkt Cap

$1.1B

P/E

34.5

ROE

2.2%

Price

$12.77

Compare with OCSL

IGIC International...

Compare with OCSL

Compare with OCSL

Compare with OCSL

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date	Insider	Position	Transaction	Shares	Value
2026-03-16	CALDWELL PHYLLIS R	Director	Purchase	2,500	$26,925
2026-03-16	GERO DEBORAH ANN	Director	Purchase	2,000	$21,558

CALDWELL PHYLLIS R

Director

Buy

2026-03-16

2,500 shares · $26,925

GERO DEBORAH ANN

Director

Buy

2026-03-16

2,000 shares · $21,558

Insider transactions can signal confidence or concerns about company prospects

Wall Street Analysts

Professional analyst ratings and price targets

Consensus

NONE

6 analysts

JP Morgan

2026-03-13

Maintains

Neutral Neutral

Wells Fargo

2026-02-05

Maintains

Equal-Weight Equal-Weight

Past News Coverage

Recent headlines mentioning OCSL from our newsroom.

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OCSL

OCSL Oaktree Specialty Lending Corporation - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Quarterly Earnings History

Financial Services Sector Comparison

Similar Companies

Recent Insider Trading

Wall Street Analysts

Past News Coverage

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