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Oaktree Specialty Lending (OCSL) Competitors

$19.46
+0.23 (+1.20%)
(As of 05/29/2024 ET)

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

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), Main Street Capital (MAIN), Cohen & Steers (CNS), Golub Capital BDC (GBDC), Prospect Capital (PSEC), Virtus Investment Partners (VRTS), Capital Southwest (CSWC), BlackRock TCP Capital (TCPC), SLR Investment (SLRC), and Fidus Investment (FDUS). 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 stock? We will contrast the two companies based on the strength of their dividends, institutional ownership, risk, earnings, community ranking, profitability, media sentiment, valuation and analyst recommendations.

Affiliated Managers Group received 153 more outperform votes than Oaktree Specialty Lending when rated by MarketBeat users. Likewise, 71.12% of users gave Affiliated Managers Group an outperform vote while only 60.45% of users gave Oaktree Specialty Lending an outperform vote.

CompanyUnderperformOutperform
Affiliated Managers GroupOutperform Votes
633
71.12%
Underperform Votes
257
28.88%
Oaktree Specialty LendingOutperform Votes
480
60.45%
Underperform Votes
314
39.55%

In the previous week, Affiliated Managers Group had 9 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 13 mentions for Affiliated Managers Group and 4 mentions for Oaktree Specialty Lending. Affiliated Managers Group's average media sentiment score of 1.62 beat Oaktree Specialty Lending's score of 1.00 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)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Oaktree Specialty Lending
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Affiliated Managers Group currently has a consensus price target of $173.80, indicating a potential upside of 9.61%. Oaktree Specialty Lending has a consensus price target of $20.67, indicating a potential upside of 6.20%. Given Oaktree Specialty Lending's stronger consensus rating and higher possible upside, 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)
0 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
3.00
Oaktree Specialty Lending
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50

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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Affiliated Managers Group has a beta of 1.31, meaning that its share price is 31% more volatile than the S&P 500. Comparatively, Oaktree Specialty Lending has a beta of 1.06, meaning that its share price is 6% 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 11.3%. Affiliated Managers Group pays out 0.2% of its earnings in the form of a dividend. Oaktree Specialty Lending pays out 164.2% 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 has a net margin of 33.74% compared to Affiliated Managers Group's net margin of 25.90%. Oaktree Specialty Lending's return on equity of 16.66% beat Affiliated Managers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Affiliated Managers Group33.74% 16.66% 8.28%
Oaktree Specialty Lending 25.90%12.16%5.62%

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$2.06B2.45$672.90M$18.028.80
Oaktree Specialty Lending$379.29M4.18$117.33M$1.3414.52

Summary

Affiliated Managers Group beats Oaktree Specialty Lending on 15 of the 19 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 OCSL 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$1.58B$4.54B$8.89B$8.05B
Dividend Yield11.47%4.70%10.48%3.97%
P/E Ratio14.5215.9160.2418.36
Price / Sales4.182.123,494.0979.20
Price / Cash8.119.5128.1731.30
Price / Book1.041.743.114.59
Net Income$117.33M$318.54M$1.01B$213.84M
7 Day Performance2.69%-0.40%-0.59%0.30%
1 Month Performance1.57%1.53%1.62%3.11%
1 Year Performance4.40%14.10%15.91%6.90%

Oaktree Specialty Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMG
Affiliated Managers Group
4.3618 of 5 stars
$160.47
+2.1%
$173.80
+8.3%
+11.5%$5.11B$2.06B8.914,000Short Interest ↓
Analyst Revision
Positive News
MAIN
Main Street Capital
0.8775 of 5 stars
$48.55
+1.5%
$47.67
-1.8%
+20.3%$4.16B$500.39M8.86100
CNS
Cohen & Steers
2.0716 of 5 stars
$71.14
-0.3%
$67.00
-5.8%
+24.8%$3.60B$489.64M27.68405Positive News
GBDC
Golub Capital BDC
0.6808 of 5 stars
$16.25
+0.9%
$16.40
+0.9%
+23.3%$2.79B$603.09M8.00N/AHigh Trading Volume
PSEC
Prospect Capital
0.6174 of 5 stars
$5.69
+1.8%
$5.00
-12.1%
-10.9%$2.38B$852.21M16.742,019
VRTS
Virtus Investment Partners
2.514 of 5 stars
$232.64
+1.3%
$246.33
+5.9%
+16.9%$1.66B$845.27M14.01824Analyst Forecast
CSWC
Capital Southwest
1.0443 of 5 stars
$25.81
+1.8%
$25.50
-1.2%
+37.1%$1.16B$178.13M12.5926Short Interest ↑
TCPC
BlackRock TCP Capital
1.1695 of 5 stars
$10.83
+0.8%
$10.67
-1.5%
+3.7%$926.94M$209.33M30.9419,800Short Interest ↑
SLRC
SLR Investment
1.7844 of 5 stars
$16.29
+1.2%
$14.80
-9.1%
+16.0%$888.78M$229.31M9.15N/AShort Interest ↓
Positive News
FDUS
Fidus Investment
1.8529 of 5 stars
$19.89
+0.5%
$22.00
+10.6%
+6.5%$627.53M$130.11M6.84N/AShort Interest ↑

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This page (NASDAQ:OCSL) was last updated on 5/30/2024 by MarketBeat.com Staff

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