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Oaktree Specialty Lending (OCSL) Competitors

Oaktree Specialty Lending logo
$14.11 +0.26 (+1.88%)
As of 12:10 PM Eastern

OCSL vs. AMG, CNS, GBDC, PSEC, VRTS, CSWC, SLRC, FDUS, TCPC, and GLAD

Should you be buying Oaktree Specialty Lending stock or one of its competitors? The main competitors of Oaktree Specialty Lending include Affiliated Managers Group (AMG), Cohen & Steers (CNS), Golub Capital BDC (GBDC), Prospect Capital (PSEC), Virtus Investment Partners (VRTS), Capital Southwest (CSWC), SLR Investment (SLRC), Fidus Investment (FDUS), BlackRock TCP Capital (TCPC), and Gladstone Capital (GLAD). These companies are all part of the "asset management & custody banks" industry.

Oaktree Specialty Lending vs.

Oaktree Specialty Lending (NASDAQ:OCSL) and Affiliated Managers Group (NYSE:AMG) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their community ranking, analyst recommendations, dividends, media sentiment, risk, institutional ownership, profitability, valuation and earnings.

Oaktree Specialty Lending currently has a consensus price target of $16.42, indicating a potential upside of 18.53%. Affiliated Managers Group has a consensus price target of $192.40, indicating a potential upside of 21.49%. Given Affiliated Managers Group's stronger consensus rating and higher possible upside, analysts plainly believe Affiliated Managers Group is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oaktree Specialty Lending
1 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.86
Affiliated Managers Group
0 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.40

Oaktree Specialty Lending has a beta of 0.84, suggesting that its stock price is 16% less volatile than the S&P 500. Comparatively, Affiliated Managers Group has a beta of 1.09, suggesting that its stock price is 9% more volatile than the S&P 500.

In the previous week, Affiliated Managers Group had 7 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 22 mentions for Affiliated Managers Group and 15 mentions for Oaktree Specialty Lending. Affiliated Managers Group's average media sentiment score of 0.98 beat Oaktree Specialty Lending's score of 0.80 indicating that Affiliated Managers Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Oaktree Specialty Lending
6 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
Affiliated Managers Group
12 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive

Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 11.6%. Affiliated Managers Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. Oaktree Specialty Lending pays out 238.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Affiliated Managers Group pays out 0.3% of its earnings in the form of a dividend.

Affiliated Managers Group has a net margin of 25.06% compared to Oaktree Specialty Lending's net margin of 14.75%. Affiliated Managers Group's return on equity of 16.17% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Oaktree Specialty Lending14.75% 12.07% 5.57%
Affiliated Managers Group 25.06%16.17%7.88%

36.8% of Oaktree Specialty Lending shares are owned by institutional investors. Comparatively, 95.3% of Affiliated Managers Group shares are owned by institutional investors. 0.3% of Oaktree Specialty Lending shares are owned by insiders. Comparatively, 1.9% of Affiliated Managers Group shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Affiliated Managers Group received 162 more outperform votes than Oaktree Specialty Lending when rated by MarketBeat users. Likewise, 71.07% of users gave Affiliated Managers Group an outperform vote while only 59.31% of users gave Oaktree Specialty Lending an outperform vote.

CompanyUnderperformOutperform
Oaktree Specialty LendingOutperform Votes
484
59.31%
Underperform Votes
332
40.69%
Affiliated Managers GroupOutperform Votes
646
71.07%
Underperform Votes
263
28.93%

Affiliated Managers Group has higher revenue and earnings than Oaktree Specialty Lending. Affiliated Managers Group is trading at a lower price-to-earnings ratio than Oaktree Specialty Lending, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oaktree Specialty Lending$48.88M23.30$57.90M$0.6720.67
Affiliated Managers Group$2.04B2.27$511.60M$15.1010.49

Summary

Affiliated Managers Group beats Oaktree Specialty Lending on 17 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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OCSL vs. The Competition

MetricOaktree Specialty LendingPersonal credit institutions IndustryFinance SectorNASDAQ Exchange
Market Cap$1.14B$5.13B$10.78B$7.58B
Dividend Yield11.81%4.77%6.00%4.33%
P/E Ratio20.6715.0121.5117.78
Price / Sales23.303.4925.2094.51
Price / Cash7.1711.1317.6134.64
Price / Book0.796.212.573.99
Net Income$57.90M$391.67M$1.03B$247.24M
7 Day Performance7.03%9.18%3.37%6.12%
1 Month Performance-12.06%-10.28%-4.00%-7.11%
1 Year Performance-27.98%13.37%534.78%-0.85%

Oaktree Specialty Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OCSL
Oaktree Specialty Lending
2.4437 of 5 stars
$14.11
+1.9%
$16.42
+16.3%
-28.1%$1.16B$48.88M21.06N/AShort Interest ↓
News Coverage
Gap Up
AMG
Affiliated Managers Group
4.4973 of 5 stars
$145.23
-2.4%
$197.20
+35.8%
-2.3%$4.25B$2.04B9.623,950Short Interest ↓
CNS
Cohen & Steers
2.8457 of 5 stars
$73.23
-3.3%
$106.50
+45.4%
+6.6%$3.73B$536.76M24.66390Upcoming Earnings
GBDC
Golub Capital BDC
2.4074 of 5 stars
$13.38
-3.7%
$16.17
+20.8%
-17.1%$3.55B$309.01M9.70N/AShort Interest ↑
High Trading Volume
PSEC
Prospect Capital
1.9978 of 5 stars
$3.52
-4.9%
$4.50
+27.8%
-33.5%$1.57B$101.04M-17.602,019Analyst Upgrade
Short Interest ↑
High Trading Volume
VRTS
Virtus Investment Partners
3.7258 of 5 stars
$150.09
-5.3%
$225.75
+50.4%
-32.3%$1.04B$902.82M8.88770Positive News
Gap Down
CSWC
Capital Southwest
1.4965 of 5 stars
$18.70
-5.5%
$24.50
+31.0%
-21.6%$945.88M$98.09M13.2620Short Interest ↑
News Coverage
High Trading Volume
SLRC
SLR Investment
1.2442 of 5 stars
$14.73
-3.2%
$15.85
+7.6%
+0.1%$803.67M$104.99M8.32N/AGap Down
High Trading Volume
FDUS
Fidus Investment
2.7056 of 5 stars
$17.74
-5.6%
N/A-6.9%$601.65M$91.39M6.34N/AShort Interest ↓
High Trading Volume
TCPC
BlackRock TCP Capital
2.5595 of 5 stars
$6.58
-7.1%
$8.67
+31.7%
-35.1%$559.81M$-45,395,366.00-13.1619,800Analyst Upgrade
High Trading Volume
GLAD
Gladstone Capital
1.4694 of 5 stars
$23.06
-6.3%
$23.00
-0.3%
+20.7%$514.93M$105.41M5.6470Dividend Announcement
High Trading Volume
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This page (NASDAQ:OCSL) was last updated on 4/15/2025 by MarketBeat.com Staff
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