Oaktree Specialty Lending Corp (OCSL) Stock Analysis — PE Ratio, PS Ratio, Intrinsic Value & 2030 Price Target
Oaktree Specialty Lending Corp stock (OCSL) is currently trading at $11.33. Oaktree Specialty Lending Corp PE ratio is 30.75. Oaktree Specialty Lending Corp PS ratio (Price-to-Sales) is 3.19. Analyst consensus price target for OCSL is $12.77. WallStSmart rates OCSL as Hold.
- OCSL PE ratio analysis and historical PE chart
- OCSL PS ratio (Price-to-Sales) history and trend
- OCSL intrinsic value — DCF, Graham Number, EPV models
- OCSL stock price prediction 2025 2026 2027 2028 2029 2030
- OCSL fair value vs current price
- OCSL insider transactions and insider buying
- Is OCSL undervalued or overvalued?
- Oaktree Specialty Lending Corp financial analysis — revenue, earnings, cash flow
- OCSL Piotroski F-Score and Altman Z-Score
- OCSL analyst price target and Smart Rating
Oaktree Specialty Lending Corp
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OCSL Intrinsic Value Analysis for Value Investors
Benjamin Graham Formula · Oaktree Specialty Lending Corp (OCSL)
OCSL trades 404% above its Graham fair value of $2.45, indicating the stock may be overvalued at current levels.
Based on Benjamin Graham Formula. Growth rate capped at 25%. For informational purposes only. Not financial advice.
Smart Analysis
Oaktree Specialty Lending Corp (OCSL) · 10 metrics scored
Smart Score
Category Performance
WallStSmart pulls financial metrics like revenue growth, profit margins, and valuation ratios and scores each one from 0 to 10 based on how strong or weak it is. Those 10 scores are grouped into 4 categories: Growth, Profitability, Valuation, and Quality — which form the 4 axes of the spider chart you see. The categories are then combined into a final score out of 100, but not equally. Growth and Profitability together count for 60% of the total, because a fast-growing profitable business matters more than just a cheap one. That final number maps to a rating (Strong Buy, Buy, Hold, Avoid) and a letter grade, giving you one clear Stock Rating.
Investment Thesis
Strong fundamentals in peg ratio, operating margin, price/book. Concerns around return on equity and revenue growth. Fundamentals are solid but monitor weak areas for improvement.
Oaktree Specialty Lending Corp (OCSL) Key Strengths (3)
Growing significantly faster than its price suggests
Keeps $84 of every $100 in revenue after operating costs
Trading below book value, meaning the market prices it less than net assets
Supporting Valuation Data
Oaktree Specialty Lending Corp (OCSL) Areas to Watch (7)
Revenue declining -13.30%, a shrinking business
Earnings declining -27.70%, profits shrinking
Very low returns on shareholder equity
Small-cap company with higher risk but more growth potential
Revenue is fairly priced at 3.19x sales
Decent profitability, keeps $11 per $100 revenue
Moderate institutional interest at 49.79%
Supporting Valuation Data
Oaktree Specialty Lending Corp (OCSL) Detailed Analysis Report
Overall Assessment
This company scores 55/100 in our Smart Analysis, earning a C grade. Out of 10 metrics analyzed, 3 register as strengths (avg 10.0/10) while 7 fall into concern territory (avg 3.4/10). The category breakdown reveals uneven performance, with some areas requiring attention.
The Bull Case
The strongest argument centers on PEG Ratio, Operating Margin, Price/Book. Valuation metrics including PEG Ratio (0.93), Price/Book (0.68) suggest the stock is attractively priced. Profitability is solid with Operating Margin at 84.40%.
The Bear Case
The primary concerns are Revenue Growth, EPS Growth, Return on Equity. Some valuation metrics including Price/Sales (3.19) suggest expensive pricing. Growth concerns include Revenue Growth at -13.30%, EPS Growth at -27.70%, which may limit upside. Profitability pressure is visible in Return on Equity at 2.24%, Profit Margin at 10.60%.
Key Dynamics to Monitor
Three factors to monitor going forward. First, whether Revenue Growth improves, as this is the primary drag on the overall score. Second, margin trajectory, with Return on Equity at 2.24% needing improvement to support the investment thesis. Third, growth sustainability, with Revenue Growth at -13.30% needing to reaccelerate.
Risk Considerations
Based on the metric profile, this is a moderate-to-high risk investment. There are more areas of concern than strength, warranting a more conservative position size. Investors should size positions according to their risk tolerance and maintain diversification.
Bottom Line
Mixed fundamentals with both positives (PEG Ratio, Operating Margin) and negatives (Revenue Growth, EPS Growth). A cautious approach is warranted. Monitor for improvement in weak areas before increasing conviction.
Disclaimer: Smart Analysis is a scoring system developed by WallStSmart Team. Scores update daily using multi-model valuation framework. Always conduct your own research and consult with financial advisors before making investment decisions.
OCSL Price-to-Sales(PS) Ratio Chart
Historical valuation based on market cap ÷ trailing 12-month revenue
OCSL's Price-to-Sales ratio of 3.19x trades at a deep discount to its historical average of 12.07x (19th percentile). The current valuation is 93% below its historical high of 46.75x set in Apr 2010, and 116% above its historical low of 1.48x in May 2017. Over the past 12 months, the PS ratio has compressed from ~7.3x as trailing revenue scaled faster than the stock price.
WallStSmart Analysis Synopsis
Data-driven financial summary for Oaktree Specialty Lending Corp (OCSL) · FINANCIAL SERVICES › ASSET MANAGEMENT
The Big Picture
Oaktree Specialty Lending Corp faces headwinds with declining revenue, though profitability provides a cushion. Revenue reached 305M with 13% decline year-over-year. Profit margins of 10.6% are healthy, with room for further expansion as the business scales.
Key Findings
ROE of 224.0% means the company generates strong returns on shareholder equity. Above 20% is considered top-tier.
Generating 42M in free cash flow and 42M in operating cash flow. Earnings are translating into actual cash generation.
Revenue contracted 13% YoY. Worth determining whether this is cyclical or structural.
What to Watch Next
Margin expansion: can Oaktree Specialty Lending Corp push profit margins above 15% as the business scales?
Dividend sustainability with a current yield of 14.2%. Watch payout ratio and free cash flow coverage.
Debt management: total debt of 1.6B is significantly higher than cash (19M). Monitor refinancing risk.
Sector dynamics: monitor ASSET MANAGEMENT industry trends, competitive moves, and regulatory changes that could impact Oaktree Specialty Lending Corp.
Bottom Line
Oaktree Specialty Lending Corp faces challenges with declining revenue. While profitability provides a buffer, the long-term trajectory needs to improve. Watch for management's strategic response and whether the company can stabilize or pivot to new growth drivers.
This synopsis is generated from publicly available financial data. It is not financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
Insider Transactions(2 last 3 months)
Data sourced from SEC Form 4 filings
Last updated: 8:22:28 AM
About Oaktree Specialty Lending Corp(OCSL)
NASDAQ
FINANCIAL SERVICES
ASSET MANAGEMENT
USA
Oaktree Specialty Lending Corp (OCSL) is a publicly traded business development company focused on delivering bespoke financing solutions to middle-market enterprises. As a key subsidiary of Oaktree Capital Management, OCSL employs a sophisticated investment strategy aimed at achieving attractive risk-adjusted returns for its shareholders. The firm primarily invests in secured debt instruments, ensuring a well-diversified portfolio across various industries while leveraging Oaktree’s extensive market expertise. With a strong commitment to credit quality and risk management, OCSL is strategically positioned to navigate the complexities of the specialty lending landscape, enhancing its value proposition in a competitive financial environment.