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Oaktree Specialty Lending (OCSL) Competitors

$18.41
+0.30 (+1.66%)
(As of 07/26/2024 ET)

OCSL vs. AMG, CNS, MAIN, 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), Cohen & Steers (CNS), Main Street Capital (MAIN), 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 superior business? We will compare the two businesses based on the strength of their valuation, earnings, risk, community ranking, analyst recommendations, dividends, media sentiment, institutional ownership and profitability.

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 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 12.0%. 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 currently has a consensus target price of $174.40, suggesting a potential downside of 1.08%. Oaktree Specialty Lending has a consensus target price of $20.17, suggesting a potential upside of 9.78%. Given Affiliated Managers Group's higher probable upside, analysts clearly believe Oaktree Specialty Lending is more favorable than Affiliated Managers Group.

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 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 insiders. Comparatively, 0.3% of Oaktree Specialty Lending shares are held by 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.

In the previous week, Oaktree Specialty Lending had 2 more articles in the media than Affiliated Managers Group. MarketBeat recorded 7 mentions for Oaktree Specialty Lending and 5 mentions for Affiliated Managers Group. Affiliated Managers Group's average media sentiment score of 1.18 beat Oaktree Specialty Lending's score of 0.91 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
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Oaktree Specialty Lending
3 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$2.06B2.74$672.90M$18.029.83
Oaktree Specialty Lending$379.29M3.95$117.33M$1.3413.74

Affiliated Managers Group has a beta of 1.22, suggesting that its stock price is 22% more volatile than the S&P 500. Comparatively, Oaktree Specialty Lending has a beta of 1.09, suggesting that its stock price is 9% more volatile than the S&P 500.

Affiliated Managers Group received 154 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 60.50% of users gave Oaktree Specialty Lending an outperform vote.

CompanyUnderperformOutperform
Affiliated Managers GroupOutperform Votes
635
71.19%
Underperform Votes
257
28.81%
Oaktree Specialty LendingOutperform Votes
481
60.50%
Underperform Votes
314
39.50%

Summary

Affiliated Managers Group beats Oaktree Specialty Lending on 13 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$1.50B$5.14B$9.61B$8.22B
Dividend Yield12.29%4.57%10.50%3.96%
P/E Ratio13.7417.6956.7616.25
Price / Sales3.952.063,530.4180.24
Price / Cash7.5610.1028.7734.13
Price / Book0.941.942.694.50
Net Income$117.33M$318.54M$1.01B$216.46M
7 Day Performance4.19%1.76%1.55%1.55%
1 Month Performance-1.07%13.93%7.87%7.63%
1 Year Performance-10.06%11.99%12.63%2.80%

Oaktree Specialty Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMG
Affiliated Managers Group
4.269 of 5 stars
4.27 / 5 stars
$177.02
+1.9%
$174.40
-1.5%
+25.0%$5.64B$2.06B9.824,000Upcoming Earnings
CNS
Cohen & Steers
2.935 of 5 stars
2.94 / 5 stars
$86.94
+1.2%
$63.00
-27.5%
+29.8%$4.39B$489.64M33.83405Insider Selling
MAIN
Main Street Capital
0.8034 of 5 stars
0.80 / 5 stars
$50.98
+0.8%
$48.20
-5.5%
+21.1%$4.37B$500.39M9.3090News Coverage
GBDC
Golub Capital BDC
1.7214 of 5 stars
1.72 / 5 stars
$15.45
+0.3%
$16.40
+6.1%
+10.2%$2.65B$603.09M7.61N/AAnalyst Downgrade
News Coverage
PSEC
Prospect Capital
0.8685 of 5 stars
0.87 / 5 stars
$5.55
+0.7%
$5.00
-9.9%
-15.5%$2.32B$852.21M16.322,019News Coverage
VRTS
Virtus Investment Partners
2.1633 of 5 stars
2.16 / 5 stars
$235.45
-4.2%
$245.00
+4.1%
+8.6%$1.68B$845.27M14.18824News Coverage
Gap Up
CSWC
Capital Southwest
1.4351 of 5 stars
1.44 / 5 stars
$26.00
+1.3%
$25.50
-1.9%
+22.4%$1.19B$178.13M12.6820Short Interest ↑
News Coverage
TCPC
BlackRock TCP Capital
2.1144 of 5 stars
2.11 / 5 stars
$10.81
+0.2%
$10.67
-1.3%
-9.3%$925.23M$209.33M30.8919,800Positive News
SLRC
SLR Investment
2.3133 of 5 stars
2.31 / 5 stars
$15.91
+0.1%
$15.25
-4.1%
+5.1%$868.05M$229.31M8.94N/AAnalyst Forecast
News Coverage
FDUS
Fidus Investment
2.8061 of 5 stars
2.81 / 5 stars
$19.60
+0.6%
$22.00
+12.2%
-4.3%$618.38M$130.11M6.74N/AUpcoming Earnings
Short Interest ↓
News Coverage

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This page (NASDAQ:OCSL) was last updated on 7/27/2024 by MarketBeat.com Staff

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