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Oaktree Specialty Lending (OCSL) Competitors

Oaktree Specialty Lending logo
$16.03 -0.05 (-0.31%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$16.08 +0.04 (+0.28%)
As of 02/21/2025 07:23 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

OCSL vs. AMG, CNS, 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 Affiliated Managers Group (AMG), Cohen & Steers (CNS), 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.

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

Affiliated Managers Group presently has a consensus target price of $198.40, suggesting a potential upside of 19.49%. Oaktree Specialty Lending has a consensus target price of $16.75, suggesting a potential upside of 4.49%. Given Affiliated Managers Group's stronger consensus rating and higher probable upside, research analysts clearly believe Affiliated Managers Group is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
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
1 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.86

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
Affiliated Managers Group$2.04B2.38$511.60M$15.1011.00
Oaktree Specialty Lending$381.67M3.45$57.90M$0.6723.93

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
Affiliated Managers Group25.06% 16.17% 7.88%
Oaktree Specialty Lending 14.75%12.07%5.57%

95.3% of Affiliated Managers Group shares are owned by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are owned by institutional investors. 1.9% of Affiliated Managers Group 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, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, Affiliated Managers Group had 5 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 9 mentions for Affiliated Managers Group and 4 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 1.22 beat Affiliated Managers Group's score of 0.80 indicating that Oaktree Specialty Lending is being referred to more favorably in the news media.

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

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

Affiliated Managers Group has a beta of 1.15, indicating that its share price is 15% more volatile than the S&P 500. Comparatively, Oaktree Specialty Lending has a beta of 1.08, indicating that its share price is 8% more volatile than the S&P 500.

Affiliated Managers Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. Oaktree Specialty Lending pays an annual dividend of $2.20 per share and has a dividend yield of 13.7%. Affiliated Managers Group pays out 0.3% of its earnings in the form of a dividend. Oaktree Specialty Lending pays out 328.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

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$1.32B$7.14B$11.61B$8.99B
Dividend Yield13.67%4.41%5.38%3.85%
P/E Ratio23.9327.0624.1318.82
Price / Sales3.452.4426.1578.73
Price / Cash7.1811.4018.1537.47
Price / Book0.912.302.594.64
Net Income$57.90M$417.94M$1.03B$245.69M
7 Day Performance1.58%-5.19%-1.40%-2.66%
1 Month Performance2.82%-1.04%0.68%-2.15%
1 Year Performance-20.41%33.23%14.94%12.90%

Oaktree Specialty Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OCSL
Oaktree Specialty Lending
1.2951 of 5 stars
$16.03
-0.3%
$16.75
+4.5%
-19.7%$1.32B$381.67M23.93N/APositive News
AMG
Affiliated Managers Group
4.4999 of 5 stars
$169.73
+0.7%
$198.40
+16.9%
+6.3%$5.13B$2.04B11.244,000Ex-Dividend
CNS
Cohen & Steers
3.6333 of 5 stars
$85.18
+0.9%
$106.50
+25.0%
+21.2%$4.31B$517.42M28.68390Dividend Increase
Short Interest ↓
Gap Up
GBDC
Golub Capital BDC
1.9764 of 5 stars
$15.93
+0.1%
$16.38
+2.8%
-0.6%$4.23B$724.68M11.54N/APositive News
PSEC
Prospect Capital
1.2667 of 5 stars
$4.37
+0.2%
$4.50
+3.0%
-23.8%$1.91B$861.66M-16.812,019Positive News
VRTS
Virtus Investment Partners
3.7698 of 5 stars
$186.65
+1.4%
$225.75
+21.0%
-21.7%$1.31B$906.95M11.04770
CSWC
Capital Southwest
2.1911 of 5 stars
$23.46
+0.6%
$25.25
+7.6%
-0.6%$1.19B$178.13M16.6420
SLRC
SLR Investment
1.1281 of 5 stars
$17.60
+1.2%
$15.25
-13.4%
+18.3%$960.26M$229.31M9.94N/A
TCPC
BlackRock TCP Capital
1.6387 of 5 stars
$9.41
+1.3%
$9.00
-4.4%
-15.6%$805.40M$209.33M-18.8219,800Upcoming Earnings
News Coverage
FDUS
Fidus Investment
1.7149 of 5 stars
$23.37
+1.2%
N/A+16.8%$792.71M$130.11M8.35N/ADividend Announcement
GLAD
Gladstone Capital
2.0989 of 5 stars
$29.22
+2.9%
$23.00
-21.3%
+41.5%$652.48M$96.62M7.6970Positive News

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This page (NASDAQ:OCSL) was last updated on 2/22/2025 by MarketBeat.com Staff
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