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Oaktree Specialty Lending (OCSL) Competitors

$19.75
+0.22 (+1.13%)
(As of 06/7/2024 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 business? We will compare the two companies based on the strength of their valuation, institutional ownership, analyst recommendations, risk, community ranking, profitability, dividends, earnings and media sentiment.

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

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$2.06B2.41$672.90M$18.028.64
Oaktree Specialty Lending$109M14.75$117.33M$1.3414.74

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 4 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 6 mentions for Affiliated Managers Group and 2 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 1.40 beat Affiliated Managers Group's score of 0.51 indicating that Affiliated Managers Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Affiliated Managers Group
6 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Oaktree Specialty Lending
1 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 has a beta of 1.24, indicating that its stock price is 24% 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.

Affiliated Managers Group currently has a consensus target price of $173.80, suggesting a potential upside of 11.68%. Oaktree Specialty Lending has a consensus target price of $20.67, suggesting a potential upside of 4.64%. 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

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 11.1%. 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%

Summary

Affiliated Managers Group beats Oaktree Specialty Lending on 16 of the 19 factors compared between the two stocks.

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$1.61B$4.63B$9.42B$8.17B
Dividend Yield11.16%4.66%6.63%4.04%
P/E Ratio14.7416.0858.4216.30
Price / Sales14.752.853,314.5668.79
Price / Cash8.259.6115.6731.03
Price / Book1.001.802.494.32
Net Income$117.33M$318.54M$1.01B$216.21M
7 Day Performance1.18%-0.67%-0.75%-1.44%
1 Month Performance3.24%-1.56%-0.15%-0.60%
1 Year Performance0.25%3.77%12.30%3.53%

Oaktree Specialty Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMG
Affiliated Managers Group
4.746 of 5 stars
$155.63
-0.6%
$173.80
+11.7%
+4.1%$4.96B$2.06B8.644,000Positive News
MAIN
Main Street Capital
0.7888 of 5 stars
$48.74
-0.1%
$47.67
-2.2%
+20.6%$4.18B$500.39M8.89100
CNS
Cohen & Steers
1.59 of 5 stars
$68.63
-2.4%
$67.00
-2.4%
+13.6%$3.47B$489.64M26.70405
GBDC
Golub Capital BDC
0.6009 of 5 stars
$16.05
-0.1%
$16.40
+2.2%
+20.1%$2.75B$603.09M7.91N/ADividend Announcement
News Coverage
PSEC
Prospect Capital
0.3963 of 5 stars
$5.59
+0.5%
$5.00
-10.6%
-12.4%$2.32B$294.74M16.442,019
VRTS
Virtus Investment Partners
2.7801 of 5 stars
$220.86
-0.5%
$247.00
+11.8%
+3.8%$1.57B$845.27M13.30824
CSWC
Capital Southwest
0.9297 of 5 stars
$26.13
+0.8%
$25.50
-2.4%
+35.0%$1.20B$178.13M12.7526Positive News
TCPC
BlackRock TCP Capital
0.9947 of 5 stars
$11.37
-1.0%
$10.67
-6.2%
+3.0%$973.16M$209.33M32.4919,800
SLRC
SLR Investment
1.5265 of 5 stars
$16.70
+0.4%
$14.88
-10.9%
+14.5%$911.15M$229.31M9.38N/ANews Coverage
FDUS
Fidus Investment
1.2313 of 5 stars
$20.18
+0.6%
$22.00
+9.0%
+1.5%$636.68M$130.11M6.93N/APositive News

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This page (NASDAQ:OCSL) was last updated on 6/8/2024 by MarketBeat.com Staff

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