Oaktree Strategic Income Competitors

PennantPark Floating Rate Capital (NASDAQ:PFLT) and Oaktree Strategic Income (NASDAQ:OCSI) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, dividends, risk, earnings, profitability and valuation.

Earnings & Valuation

This table compares PennantPark Floating Rate Capital and Oaktree Strategic Income's revenue, earnings per share (EPS) and valuation.

PennantPark Floating Rate Capital has higher revenue and earnings than Oaktree Strategic Income. PennantPark Floating Rate Capital is trading at a lower price-to-earnings ratio than Oaktree Strategic Income, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of recent ratings and price targets for PennantPark Floating Rate Capital and Oaktree Strategic Income, as provided by MarketBeat.

PennantPark Floating Rate Capital currently has a consensus target price of $10.50, suggesting a potential downside of 18.22%. Oaktree Strategic Income has a consensus target price of $7.00, suggesting a potential downside of 17.65%. Given Oaktree Strategic Income's higher possible upside, analysts clearly believe Oaktree Strategic Income is more favorable than PennantPark Floating Rate Capital.

Risk & Volatility

PennantPark Floating Rate Capital has a beta of 1.97, indicating that its stock price is 97% more volatile than the S&P 500. Comparatively, Oaktree Strategic Income has a beta of 0.98, indicating that its stock price is 2% less volatile than the S&P 500.

Dividends

PennantPark Floating Rate Capital pays an annual dividend of $1.14 per share and has a dividend yield of 8.9%. Oaktree Strategic Income pays an annual dividend of $0.62 per share and has a dividend yield of 7.3%. PennantPark Floating Rate Capital pays out 101.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Oaktree Strategic Income pays out 112.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. PennantPark Floating Rate Capital has raised its dividend for 1 consecutive years and Oaktree Strategic Income has raised its dividend for 1 consecutive years. PennantPark Floating Rate Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

Profitability

This table compares PennantPark Floating Rate Capital and Oaktree Strategic Income's net margins, return on equity and return on assets.

Institutional & Insider Ownership

29.3% of PennantPark Floating Rate Capital shares are held by institutional investors. Comparatively, 35.9% of Oaktree Strategic Income shares are held by institutional investors. 2.0% of PennantPark Floating Rate Capital shares are held by insiders. Comparatively, 0.7% of Oaktree Strategic Income shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

PennantPark Floating Rate Capital beats Oaktree Strategic Income on 13 of the 16 factors compared between the two stocks.

Oaktree Strategic Income (NASDAQ:OCSI) and TriplePoint Venture Growth BDC (NYSE:TPVG) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their risk, institutional ownership, analyst recommendations, earnings, dividends, valuation and profitability.

Institutional & Insider Ownership

35.9% of Oaktree Strategic Income shares are owned by institutional investors. Comparatively, 26.9% of TriplePoint Venture Growth BDC shares are owned by institutional investors. 0.7% of Oaktree Strategic Income shares are owned by insiders. Comparatively, 1.2% of TriplePoint Venture Growth BDC shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Dividends

Oaktree Strategic Income pays an annual dividend of $0.62 per share and has a dividend yield of 7.3%. TriplePoint Venture Growth BDC pays an annual dividend of $1.44 per share and has a dividend yield of 9.3%. Oaktree Strategic Income pays out 112.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. TriplePoint Venture Growth BDC pays out 93.5% 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 Strategic Income has raised its dividend for 1 consecutive years and TriplePoint Venture Growth BDC has raised its dividend for 1 consecutive years. TriplePoint Venture Growth BDC is clearly the better dividend stock, given its higher yield and lower payout ratio.

Profitability

This table compares Oaktree Strategic Income and TriplePoint Venture Growth BDC's net margins, return on equity and return on assets.

Valuation and Earnings

This table compares Oaktree Strategic Income and TriplePoint Venture Growth BDC's top-line revenue, earnings per share and valuation.

TriplePoint Venture Growth BDC has higher revenue and earnings than Oaktree Strategic Income. TriplePoint Venture Growth BDC is trading at a lower price-to-earnings ratio than Oaktree Strategic Income, indicating that it is currently the more affordable of the two stocks.

Volatility & Risk

Oaktree Strategic Income has a beta of 0.98, suggesting that its stock price is 2% less volatile than the S&P 500. Comparatively, TriplePoint Venture Growth BDC has a beta of 1.9, suggesting that its stock price is 90% more volatile than the S&P 500.

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for Oaktree Strategic Income and TriplePoint Venture Growth BDC, as reported by MarketBeat.

Oaktree Strategic Income currently has a consensus price target of $7.00, suggesting a potential downside of 17.65%. TriplePoint Venture Growth BDC has a consensus price target of $10.9583, suggesting a potential downside of 29.03%. Given Oaktree Strategic Income's higher probable upside, equities research analysts clearly believe Oaktree Strategic Income is more favorable than TriplePoint Venture Growth BDC.

Summary

TriplePoint Venture Growth BDC beats Oaktree Strategic Income on 14 of the 16 factors compared between the two stocks.

Oaktree Strategic Income (NASDAQ:OCSI) and Capital Southwest (NASDAQ:CSWC) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their dividends, profitability, risk, analyst recommendations, valuation, earnings and institutional ownership.

Volatility and Risk

Oaktree Strategic Income has a beta of 0.98, suggesting that its share price is 2% less volatile than the S&P 500. Comparatively, Capital Southwest has a beta of 1.12, suggesting that its share price is 12% more volatile than the S&P 500.

Dividends

Oaktree Strategic Income pays an annual dividend of $0.62 per share and has a dividend yield of 7.3%. Capital Southwest pays an annual dividend of $1.68 per share and has a dividend yield of 7.0%. Oaktree Strategic Income pays out 112.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest pays out 107.0% 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 Strategic Income has increased its dividend for 1 consecutive years and Capital Southwest has increased its dividend for 1 consecutive years.

Earnings and Valuation

This table compares Oaktree Strategic Income and Capital Southwest's gross revenue, earnings per share (EPS) and valuation.

Oaktree Strategic Income has higher earnings, but lower revenue than Capital Southwest. Capital Southwest is trading at a lower price-to-earnings ratio than Oaktree Strategic Income, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Oaktree Strategic Income and Capital Southwest's net margins, return on equity and return on assets.

Institutional & Insider Ownership

35.9% of Oaktree Strategic Income shares are held by institutional investors. Comparatively, 30.9% of Capital Southwest shares are held by institutional investors. 0.7% of Oaktree Strategic Income shares are held by company insiders. Comparatively, 7.4% of Capital Southwest shares are held 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.

Analyst Ratings

This is a breakdown of current ratings for Oaktree Strategic Income and Capital Southwest, as reported by MarketBeat.

Oaktree Strategic Income currently has a consensus price target of $7.00, suggesting a potential downside of 17.65%. Capital Southwest has a consensus price target of $18.60, suggesting a potential downside of 22.34%. Given Oaktree Strategic Income's higher probable upside, analysts plainly believe Oaktree Strategic Income is more favorable than Capital Southwest.

Summary

Capital Southwest beats Oaktree Strategic Income on 11 of the 16 factors compared between the two stocks.

Gladstone Investment (NASDAQ:GAIN) and Oaktree Strategic Income (NASDAQ:OCSI) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, risk, earnings, dividends, institutional ownership, valuation and profitability.

Profitability

This table compares Gladstone Investment and Oaktree Strategic Income's net margins, return on equity and return on assets.

Risk & Volatility

Gladstone Investment has a beta of 1.44, indicating that its stock price is 44% more volatile than the S&P 500. Comparatively, Oaktree Strategic Income has a beta of 0.98, indicating that its stock price is 2% less volatile than the S&P 500.

Earnings and Valuation

This table compares Gladstone Investment and Oaktree Strategic Income's top-line revenue, earnings per share (EPS) and valuation.

Oaktree Strategic Income has lower revenue, but higher earnings than Gladstone Investment. Gladstone Investment is trading at a lower price-to-earnings ratio than Oaktree Strategic Income, indicating that it is currently the more affordable of the two stocks.

Insider and Institutional Ownership

12.1% of Gladstone Investment shares are owned by institutional investors. Comparatively, 35.9% of Oaktree Strategic Income shares are owned by institutional investors. 2.6% of Gladstone Investment shares are owned by company insiders. Comparatively, 0.7% of Oaktree Strategic Income shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Dividends

Gladstone Investment pays an annual dividend of $0.84 per share and has a dividend yield of 6.2%. Oaktree Strategic Income pays an annual dividend of $0.62 per share and has a dividend yield of 7.3%. Gladstone Investment pays out 93.3% 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 Strategic Income pays out 112.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Gladstone Investment has raised its dividend for 1 consecutive years and Oaktree Strategic Income has raised its dividend for 1 consecutive years.

Analyst Ratings

This is a summary of recent recommendations for Gladstone Investment and Oaktree Strategic Income, as provided by MarketBeat.com.

Oaktree Strategic Income has a consensus target price of $7.00, suggesting a potential downside of 17.65%. Given Oaktree Strategic Income's higher possible upside, analysts clearly believe Oaktree Strategic Income is more favorable than Gladstone Investment.

Summary

Gladstone Investment beats Oaktree Strategic Income on 8 of the 14 factors compared between the two stocks.

Oaktree Strategic Income (NASDAQ:OCSI) and PennantPark Investment (NASDAQ:PNNT) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their dividends, profitability, analyst recommendations, institutional ownership, earnings, valuation and risk.

Insider & Institutional Ownership

35.9% of Oaktree Strategic Income shares are held by institutional investors. Comparatively, 29.9% of PennantPark Investment shares are held by institutional investors. 0.7% of Oaktree Strategic Income shares are held by insiders. Comparatively, 3.0% of PennantPark Investment shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Analyst Ratings

This is a breakdown of recent ratings and price targets for Oaktree Strategic Income and PennantPark Investment, as provided by MarketBeat.com.

Oaktree Strategic Income presently has a consensus target price of $7.00, indicating a potential downside of 17.65%. PennantPark Investment has a consensus target price of $5.00, indicating a potential downside of 22.24%. Given Oaktree Strategic Income's higher probable upside, equities analysts plainly believe Oaktree Strategic Income is more favorable than PennantPark Investment.

Earnings & Valuation

This table compares Oaktree Strategic Income and PennantPark Investment's revenue, earnings per share (EPS) and valuation.

Oaktree Strategic Income has higher earnings, but lower revenue than PennantPark Investment. PennantPark Investment is trading at a lower price-to-earnings ratio than Oaktree Strategic Income, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Oaktree Strategic Income and PennantPark Investment's net margins, return on equity and return on assets.

Dividends

Oaktree Strategic Income pays an annual dividend of $0.62 per share and has a dividend yield of 7.3%. PennantPark Investment pays an annual dividend of $0.48 per share and has a dividend yield of 7.5%. Oaktree Strategic Income pays out 112.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. PennantPark Investment pays out 78.7% 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 Strategic Income has increased its dividend for 1 consecutive years and PennantPark Investment has increased its dividend for 1 consecutive years. PennantPark Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

Volatility and Risk

Oaktree Strategic Income has a beta of 0.98, suggesting that its stock price is 2% less volatile than the S&P 500. Comparatively, PennantPark Investment has a beta of 1.98, suggesting that its stock price is 98% more volatile than the S&P 500.

Summary

PennantPark Investment beats Oaktree Strategic Income on 11 of the 16 factors compared between the two stocks.

Stellus Capital Investment (NYSE:SCM) and Oaktree Strategic Income (NASDAQ:OCSI) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, dividends, institutional ownership, risk, valuation, earnings and analyst recommendations.

Valuation & Earnings

This table compares Stellus Capital Investment and Oaktree Strategic Income's revenue, earnings per share (EPS) and valuation.

Stellus Capital Investment has higher revenue and earnings than Oaktree Strategic Income. Stellus Capital Investment is trading at a lower price-to-earnings ratio than Oaktree Strategic Income, indicating that it is currently the more affordable of the two stocks.

Analyst Recommendations

This is a summary of recent ratings and target prices for Stellus Capital Investment and Oaktree Strategic Income, as provided by MarketBeat.

Stellus Capital Investment presently has a consensus target price of $11.00, suggesting a potential downside of 19.24%. Oaktree Strategic Income has a consensus target price of $7.00, suggesting a potential downside of 17.65%. Given Oaktree Strategic Income's higher possible upside, analysts plainly believe Oaktree Strategic Income is more favorable than Stellus Capital Investment.

Dividends

Stellus Capital Investment pays an annual dividend of $1.00 per share and has a dividend yield of 7.3%. Oaktree Strategic Income pays an annual dividend of $0.62 per share and has a dividend yield of 7.3%. Stellus Capital Investment pays out 81.3% 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 Strategic Income pays out 112.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Stellus Capital Investment has raised its dividend for 1 consecutive years and Oaktree Strategic Income has raised its dividend for 1 consecutive years. Stellus Capital Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

Volatility & Risk

Stellus Capital Investment has a beta of 1.41, suggesting that its share price is 41% more volatile than the S&P 500. Comparatively, Oaktree Strategic Income has a beta of 0.98, suggesting that its share price is 2% less volatile than the S&P 500.

Institutional & Insider Ownership

15.6% of Stellus Capital Investment shares are owned by institutional investors. Comparatively, 35.9% of Oaktree Strategic Income shares are owned by institutional investors. 5.4% of Stellus Capital Investment shares are owned by company insiders. Comparatively, 0.7% of Oaktree Strategic Income shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Profitability

This table compares Stellus Capital Investment and Oaktree Strategic Income's net margins, return on equity and return on assets.

Summary

Stellus Capital Investment beats Oaktree Strategic Income on 13 of the 16 factors compared between the two stocks.