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Oaktree Specialty Lending (OCSL) Competitors

Oaktree Specialty Lending logo
$15.61 -0.17 (-1.08%)
Closing price 03/27/2025 04:00 PM Eastern
Extended Trading
$15.70 +0.09 (+0.54%)
As of 03/27/2025 07:27 PM Eastern
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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 stock? We will compare the two companies based on the strength of their risk, earnings, dividends, institutional ownership, community ranking, media sentiment, valuation, profitability and analyst recommendations.

Affiliated Managers Group received 161 more outperform votes than Oaktree Specialty Lending when rated by MarketBeat users. Likewise, 71.19% of users gave Affiliated Managers Group an outperform vote while only 59.39% of users gave Oaktree Specialty Lending an outperform vote.

CompanyUnderperformOutperform
Oaktree Specialty LendingOutperform Votes
484
59.39%
Underperform Votes
331
40.61%
Affiliated Managers GroupOutperform Votes
645
71.19%
Underperform Votes
261
28.81%

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%

Oaktree Specialty Lending currently has a consensus target price of $16.75, suggesting a potential upside of 7.30%. Affiliated Managers Group has a consensus target price of $198.40, suggesting a potential upside of 16.11%. Given Affiliated Managers Group's stronger consensus rating and higher probable 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

In the previous week, Oaktree Specialty Lending had 1 more articles in the media than Affiliated Managers Group. MarketBeat recorded 7 mentions for Oaktree Specialty Lending and 6 mentions for Affiliated Managers Group. Affiliated Managers Group's average media sentiment score of 1.33 beat Oaktree Specialty Lending's score of 1.23 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
5 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Affiliated Managers Group
4 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 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 10.2%. 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.

Oaktree Specialty Lending has a beta of 1.05, indicating that its stock price is 5% more volatile than the S&P 500. Comparatively, Affiliated Managers Group has a beta of 1.18, indicating that its stock price is 18% more volatile than the S&P 500.

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

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$48.88M26.26$57.90M$0.6723.30
Affiliated Managers Group$2.04B2.45$511.60M$15.1011.32

Summary

Affiliated Managers Group beats Oaktree Specialty Lending on 16 of the 20 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$1.28B$5.59B$11.41B$8.06B
Dividend Yield10.20%4.26%5.57%4.01%
P/E Ratio23.3020.9022.8519.03
Price / Sales26.2620.1825.7593.17
Price / Cash7.1711.1317.6134.64
Price / Book0.897.362.774.33
Net Income$57.90M$391.67M$1.04B$247.06M
7 Day Performance-0.06%1.29%1.12%-0.37%
1 Month Performance-3.16%-8.78%496.36%-3.85%
1 Year Performance-20.60%16.39%533.88%1.27%

Oaktree Specialty Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OCSL
Oaktree Specialty Lending
1.0699 of 5 stars
$15.61
-1.1%
$16.75
+7.3%
-19.9%$1.28B$48.88M23.30N/AShort Interest ↑
News Coverage
Positive News
AMG
Affiliated Managers Group
4.4725 of 5 stars
$171.89
+2.2%
$198.40
+15.4%
+2.8%$5.03B$2.04B11.383,950Positive News
CNS
Cohen & Steers
4.1981 of 5 stars
$80.92
+2.5%
$106.50
+31.6%
+5.4%$4.12B$536.76M27.25390Positive News
GBDC
Golub Capital BDC
1.7958 of 5 stars
$15.18
+0.4%
$16.38
+7.9%
-6.0%$4.03B$309.01M11.00N/AAnalyst Downgrade
Positive News
PSEC
Prospect Capital
1.2072 of 5 stars
$4.24
+0.5%
$4.50
+6.1%
-23.9%$1.89B$101.04M-21.202,019Insider Trade
Positive News
VRTS
Virtus Investment Partners
3.9399 of 5 stars
$178.86
+1.9%
$225.75
+26.2%
-29.4%$1.25B$902.82M10.58770Positive News
CSWC
Capital Southwest
1.607 of 5 stars
$22.26
-0.2%
$25.25
+13.4%
-8.3%$1.13B$98.09M15.7920News Coverage
Positive News
SLRC
SLR Investment
1.3803 of 5 stars
$17.01
+0.7%
$15.85
-6.8%
+12.5%$928.07M$104.99M9.61N/AShort Interest ↑
Positive News
FDUS
Fidus Investment
3.2845 of 5 stars
$20.75
+1.1%
N/A+5.8%$703.74M$91.39M7.41N/AShort Interest ↓
Positive News
TCPC
BlackRock TCP Capital
1.4148 of 5 stars
$7.86
+1.7%
$8.67
+10.3%
-22.8%$668.71M$-45,395,366.00-15.7219,800Analyst Upgrade
Short Interest ↑
Positive News
GLAD
Gladstone Capital
1.9792 of 5 stars
$27.50
+0.6%
$23.00
-16.4%
+31.1%$614.08M$105.41M6.7270Positive News
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This page (NASDAQ:OCSL) was last updated on 3/28/2025 by MarketBeat.com Staff
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