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Oaktree Specialty Lending (OCSL) Competitors

Oaktree Specialty Lending logo
$15.68 +0.07 (+0.45%)
(As of 11/20/2024 ET)

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

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

Oaktree Specialty Lending vs.

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

Cohen & Steers pays an annual dividend of $2.36 per share and has a dividend yield of 2.4%. Oaktree Specialty Lending pays an annual dividend of $2.20 per share and has a dividend yield of 14.0%. Cohen & Steers pays out 88.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Oaktree Specialty Lending pays out 252.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Cohen & Steers has raised its dividend for 15 consecutive years.

Cohen & Steers has a net margin of 27.23% compared to Oaktree Specialty Lending's net margin of 17.21%. Cohen & Steers' return on equity of 32.75% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Cohen & Steers27.23% 32.75% 19.43%
Oaktree Specialty Lending 17.21%12.03%5.55%

51.5% of Cohen & Steers shares are owned by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are owned by institutional investors. 47.6% of Cohen & Steers shares are owned by company insiders. Comparatively, 0.3% of Oaktree Specialty Lending shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cohen & Steers$515.43M9.77$129.05M$2.6837.18
Oaktree Specialty Lending$379.29M3.40$117.33M$0.8718.02

Cohen & Steers has a beta of 1.53, indicating that its stock price is 53% more volatile than the S&P 500. Comparatively, Oaktree Specialty Lending has a beta of 1.09, indicating that its stock price is 9% more volatile than the S&P 500.

Cohen & Steers presently has a consensus price target of $106.50, indicating a potential upside of 6.87%. Oaktree Specialty Lending has a consensus price target of $16.75, indicating a potential upside of 6.82%. Given Cohen & Steers' stronger consensus rating and higher possible upside, research analysts clearly believe Cohen & Steers is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cohen & Steers
0 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.50
Oaktree Specialty Lending
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, Oaktree Specialty Lending had 9 more articles in the media than Cohen & Steers. MarketBeat recorded 12 mentions for Oaktree Specialty Lending and 3 mentions for Cohen & Steers. Cohen & Steers' average media sentiment score of 1.19 beat Oaktree Specialty Lending's score of -0.58 indicating that Cohen & Steers is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cohen & Steers
2 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Oaktree Specialty Lending
1 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Negative

Oaktree Specialty Lending received 246 more outperform votes than Cohen & Steers when rated by MarketBeat users. Likewise, 59.83% of users gave Oaktree Specialty Lending an outperform vote while only 54.71% of users gave Cohen & Steers an outperform vote.

CompanyUnderperformOutperform
Cohen & SteersOutperform Votes
238
54.71%
Underperform Votes
197
45.29%
Oaktree Specialty LendingOutperform Votes
484
59.83%
Underperform Votes
325
40.17%

Summary

Cohen & Steers beats Oaktree Specialty Lending on 17 of the 21 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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$1.29B$6.37B$10.35B$8.81B
Dividend Yield13.72%4.60%10.18%4.06%
P/E Ratio18.0229.6249.6017.77
Price / Sales3.402.433,386.8375.18
Price / Cash6.7710.9630.6832.53
Price / Book0.802.292.894.68
Net Income$117.33M$349.72M$994.27M$226.08M
7 Day Performance-2.24%1.01%-0.05%-1.04%
1 Month Performance-5.60%11.24%7.13%1.04%
1 Year Performance-20.73%61.98%24.11%26.28%

Oaktree Specialty Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OCSL
Oaktree Specialty Lending
3.2766 of 5 stars
$15.68
+0.4%
$16.75
+6.8%
-21.1%$1.29B$379.29M18.02N/ADividend Announcement
Analyst Downgrade
CNS
Cohen & Steers
3.6841 of 5 stars
$99.65
-0.3%
$106.50
+6.9%
+72.3%$5.06B$515.43M37.18390Ex-Dividend
Positive News
MAIN
Main Street Capital
1.1572 of 5 stars
$53.09
-0.2%
$48.80
-8.1%
+29.9%$4.69B$567.16M9.62100High Trading Volume
GBDC
Golub Capital BDC
2.2714 of 5 stars
$15.22
-2.0%
$16.50
+8.4%
+1.4%$2.66B$287.38M10.79N/ADividend Announcement
News Coverage
High Trading Volume
PSEC
Prospect Capital
1.2871 of 5 stars
$4.59
-1.1%
$4.50
-2.0%
-21.0%$2.02B$861.66M0.002,019Insider Trade
Positive News
VRTS
Virtus Investment Partners
1.8362 of 5 stars
$235.75
+1.5%
$233.50
-1.0%
+19.0%$1.63B$845.27M9.31770
CSWC
Capital Southwest
2.4288 of 5 stars
$22.99
flat
$25.67
+11.6%
+2.2%$1.10B$103.24M14.0227
SLRC
SLR Investment
0.9201 of 5 stars
$16.43
+0.2%
$15.25
-7.2%
+10.3%$894.15M$229.31M9.28N/A
TCPC
BlackRock TCP Capital
1.5663 of 5 stars
$8.96
-0.7%
$9.00
+0.4%
-24.1%$772.03M$209.33M0.0019,800Analyst Upgrade
FDUS
Fidus Investment
1.3991 of 5 stars
$20.70
-0.5%
$22.00
+6.3%
+5.7%$705.43M$99.67M7.39N/A
GLAD
Gladstone Capital
1.456 of 5 stars
$26.17
-1.7%
$23.00
-12.1%
+30.5%$598.22M$98.55M6.8970

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This page (NASDAQ:OCSL) was last updated on 11/21/2024 by MarketBeat.com Staff
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