Oaktree Specialty Lending (OCSL) Competitors

Oaktree Specialty Lending logo
$11.55 +0.13 (+1.14%)
Closing price 04:00 PM Eastern
Extended Trading
$11.65 +0.10 (+0.89%)
As of 06:25 PM Eastern
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OCSL vs. ARCC, CGBD, CSWC, GBDC, and MFIC

Should you buy Oaktree Specialty Lending stock or one of its competitors? MarketBeat compares Oaktree Specialty Lending with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Oaktree Specialty Lending include Ares Capital (ARCC), Carlyle Secured Lending (CGBD), Capital Southwest (CSWC), Golub Capital BDC (GBDC), and MidCap Financial Investment (MFIC). These companies are all part of the "finance" sector.

How does Oaktree Specialty Lending compare to Ares Capital?

Ares Capital (NASDAQ:ARCC) and Oaktree Specialty Lending (NASDAQ:OCSL) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, analyst recommendations, valuation, earnings, institutional ownership, profitability, media sentiment and dividends.

Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.7%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 10.4%. Ares Capital pays out 117.8% 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 Specialty Lending pays out 210.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ares Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Ares Capital had 8 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 8 mentions for Ares Capital and 0 mentions for Oaktree Specialty Lending. Ares Capital's average media sentiment score of 0.74 beat Oaktree Specialty Lending's score of 0.00 indicating that Ares Capital is being referred to more favorably in the media.

Company Overall Sentiment
Ares Capital Positive
Oaktree Specialty Lending Neutral

Ares Capital has a beta of 0.56, suggesting that its share price is 44% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.5, suggesting that its share price is 50% less volatile than the broader market.

Ares Capital has higher revenue and earnings than Oaktree Specialty Lending. Ares Capital 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
Ares Capital$1.36B9.44$1.30B$1.6310.98
Oaktree Specialty Lending$316.80M3.21$33.92M$0.5720.26

27.4% of Ares Capital shares are owned by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are owned by institutional investors. 0.5% of Ares Capital shares are owned by insiders. Comparatively, 0.3% of Oaktree Specialty Lending shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Ares Capital has a net margin of 37.30% compared to Oaktree Specialty Lending's net margin of 16.66%. Ares Capital's return on equity of 9.85% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Ares Capital37.30% 9.85% 4.59%
Oaktree Specialty Lending 16.66%9.56%4.60%

Ares Capital presently has a consensus target price of $20.65, suggesting a potential upside of 15.43%. Oaktree Specialty Lending has a consensus target price of $11.83, suggesting a potential upside of 2.45%. Given Ares Capital's stronger consensus rating and higher possible upside, equities analysts clearly believe Ares Capital is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Ares Capital
0 Sell rating(s)
3 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.73
Oaktree Specialty Lending
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Ares Capital beats Oaktree Specialty Lending on 15 of the 18 factors compared between the two stocks.

How does Oaktree Specialty Lending compare to Carlyle Secured Lending?

Oaktree Specialty Lending (NASDAQ:OCSL) and Carlyle Secured Lending (NASDAQ:CGBD) are both small-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their dividends, analyst recommendations, risk, profitability, institutional ownership, media sentiment, valuation and earnings.

Carlyle Secured Lending has lower revenue, but higher earnings than Oaktree Specialty Lending. Carlyle Secured Lending 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
Oaktree Specialty Lending$316.80M3.21$33.92M$0.5720.26
Carlyle Secured Lending$63.06M11.81$69.97M$0.7115.10

Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 10.4%. Carlyle Secured Lending pays an annual dividend of $1.40 per share and has a dividend yield of 13.1%. Oaktree Specialty Lending pays out 210.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Secured Lending pays out 197.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Secured Lending is clearly the better dividend stock, given its higher yield and lower payout ratio.

Oaktree Specialty Lending presently has a consensus price target of $11.83, suggesting a potential upside of 2.45%. Carlyle Secured Lending has a consensus price target of $12.50, suggesting a potential upside of 16.60%. Given Carlyle Secured Lending's stronger consensus rating and higher probable upside, analysts clearly believe Carlyle Secured Lending is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oaktree Specialty Lending
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Carlyle Secured Lending
0 Sell rating(s)
4 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.43

Oaktree Specialty Lending has a beta of 0.5, meaning that its share price is 50% less volatile than the broader market. Comparatively, Carlyle Secured Lending has a beta of 0.62, meaning that its share price is 38% less volatile than the broader market.

Carlyle Secured Lending has a net margin of 19.52% compared to Oaktree Specialty Lending's net margin of 16.66%. Oaktree Specialty Lending's return on equity of 9.56% beat Carlyle Secured Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Oaktree Specialty Lending16.66% 9.56% 4.60%
Carlyle Secured Lending 19.52%8.99%4.01%

36.8% of Oaktree Specialty Lending shares are held by institutional investors. Comparatively, 24.5% of Carlyle Secured Lending shares are held by institutional investors. 0.3% of Oaktree Specialty Lending shares are held by insiders. Comparatively, 0.4% of Carlyle Secured 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's average media sentiment score of 0.00 equaled Carlyle Secured Lending'saverage media sentiment score.

Company Overall Sentiment
Oaktree Specialty Lending Neutral
Carlyle Secured Lending Neutral

Summary

Carlyle Secured Lending beats Oaktree Specialty Lending on 11 of the 16 factors compared between the two stocks.

How does Oaktree Specialty Lending compare to Capital Southwest?

Oaktree Specialty Lending (NASDAQ:OCSL) and Capital Southwest (NASDAQ:CSWC) are both small-cap finance companies, but which is the better investment? We will contrast the two companies based on the strength of their profitability, media sentiment, institutional ownership, earnings, risk, analyst recommendations, valuation and dividends.

Capital Southwest has a net margin of 48.68% compared to Oaktree Specialty Lending's net margin of 16.66%. Capital Southwest's return on equity of 14.00% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Oaktree Specialty Lending16.66% 9.56% 4.60%
Capital Southwest 48.68%14.00%6.61%

36.8% of Oaktree Specialty Lending shares are owned by institutional investors. Comparatively, 23.4% of Capital Southwest shares are owned by institutional investors. 0.3% of Oaktree Specialty Lending shares are owned by insiders. Comparatively, 2.7% of Capital Southwest shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Capital Southwest has lower revenue, but higher earnings than Oaktree Specialty Lending. Capital Southwest 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
Oaktree Specialty Lending$316.80M3.21$33.92M$0.5720.26
Capital Southwest$232.10M6.23$113M$1.9012.25

Oaktree Specialty Lending has a beta of 0.5, meaning that its share price is 50% less volatile than the broader market. Comparatively, Capital Southwest has a beta of 0.69, meaning that its share price is 31% less volatile than the broader market.

Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 10.4%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 10.0%. Oaktree Specialty Lending pays out 210.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest pays out 122.1% 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 has raised its dividend for 2 consecutive years.

Oaktree Specialty Lending currently has a consensus target price of $11.83, indicating a potential upside of 2.45%. Capital Southwest has a consensus target price of $23.50, indicating a potential upside of 0.95%. Given Oaktree Specialty Lending's higher probable upside, equities research analysts clearly believe Oaktree Specialty Lending is more favorable than Capital Southwest.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oaktree Specialty Lending
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

In the previous week, Capital Southwest had 2 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 2 mentions for Capital Southwest and 0 mentions for Oaktree Specialty Lending. Capital Southwest's average media sentiment score of 0.38 beat Oaktree Specialty Lending's score of 0.00 indicating that Capital Southwest is being referred to more favorably in the news media.

Company Overall Sentiment
Oaktree Specialty Lending Neutral
Capital Southwest Neutral

Summary

Capital Southwest beats Oaktree Specialty Lending on 14 of the 19 factors compared between the two stocks.

How does Oaktree Specialty Lending compare to Golub Capital BDC?

Oaktree Specialty Lending (NASDAQ:OCSL) and Golub Capital BDC (NASDAQ:GBDC) are both finance companies, but which is the superior business? We will compare the two businesses based on the strength of their valuation, analyst recommendations, institutional ownership, media sentiment, profitability, risk, earnings and dividends.

In the previous week, Golub Capital BDC had 1 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 1 mentions for Golub Capital BDC and 0 mentions for Oaktree Specialty Lending. Golub Capital BDC's average media sentiment score of 1.17 beat Oaktree Specialty Lending's score of 0.00 indicating that Golub Capital BDC is being referred to more favorably in the news media.

Company Overall Sentiment
Oaktree Specialty Lending Neutral
Golub Capital BDC Positive

Oaktree Specialty Lending has a beta of 0.5, suggesting that its share price is 50% less volatile than the broader market. Comparatively, Golub Capital BDC has a beta of 0.39, suggesting that its share price is 61% less volatile than the broader market.

36.8% of Oaktree Specialty Lending shares are owned by institutional investors. Comparatively, 42.4% of Golub Capital BDC shares are owned by institutional investors. 0.3% of Oaktree Specialty Lending shares are owned by insiders. Comparatively, 1.4% of Golub Capital BDC shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Golub Capital BDC has higher revenue and earnings than Oaktree Specialty Lending. Golub Capital BDC 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
Oaktree Specialty Lending$316.80M3.21$33.92M$0.5720.26
Golub Capital BDC$870.78M3.69$376.65M$0.7716.00

Golub Capital BDC has a net margin of 24.64% compared to Oaktree Specialty Lending's net margin of 16.66%. Golub Capital BDC's return on equity of 10.20% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Oaktree Specialty Lending16.66% 9.56% 4.60%
Golub Capital BDC 24.64%10.20%4.47%

Oaktree Specialty Lending presently has a consensus target price of $11.83, indicating a potential upside of 2.45%. Golub Capital BDC has a consensus target price of $14.00, indicating a potential upside of 13.64%. Given Golub Capital BDC's stronger consensus rating and higher probable upside, analysts clearly believe Golub Capital BDC is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oaktree Specialty Lending
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Golub Capital BDC
1 Sell rating(s)
1 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.71

Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 10.4%. Golub Capital BDC pays an annual dividend of $1.32 per share and has a dividend yield of 10.7%. Oaktree Specialty Lending pays out 210.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Golub Capital BDC pays out 171.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Golub Capital BDC is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Golub Capital BDC beats Oaktree Specialty Lending on 16 of the 19 factors compared between the two stocks.

How does Oaktree Specialty Lending compare to MidCap Financial Investment?

Oaktree Specialty Lending (NASDAQ:OCSL) and MidCap Financial Investment (NASDAQ:MFIC) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, media sentiment, earnings, institutional ownership, dividends, profitability, risk and valuation.

Oaktree Specialty Lending presently has a consensus price target of $11.83, indicating a potential upside of 2.45%. MidCap Financial Investment has a consensus price target of $11.54, indicating a potential upside of 16.76%. Given MidCap Financial Investment's stronger consensus rating and higher possible upside, analysts clearly believe MidCap Financial Investment is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oaktree Specialty Lending
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
MidCap Financial Investment
0 Sell rating(s)
7 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.22

Oaktree Specialty Lending has a beta of 0.5, meaning that its share price is 50% less volatile than the broader market. Comparatively, MidCap Financial Investment has a beta of 0.6, meaning that its share price is 40% less volatile than the broader market.

36.8% of Oaktree Specialty Lending shares are held by institutional investors. Comparatively, 28.5% of MidCap Financial Investment shares are held by institutional investors. 0.3% of Oaktree Specialty Lending shares are held by company insiders. Comparatively, 0.9% of MidCap Financial Investment shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Oaktree Specialty Lending has a net margin of 16.66% compared to MidCap Financial Investment's net margin of 1.90%. MidCap Financial Investment's return on equity of 10.86% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Oaktree Specialty Lending16.66% 9.56% 4.60%
MidCap Financial Investment 1.90%10.86%4.31%

In the previous week, MidCap Financial Investment had 1 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 1 mentions for MidCap Financial Investment and 0 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 0.00 equaled MidCap Financial Investment'saverage media sentiment score.

Company Overall Sentiment
Oaktree Specialty Lending Neutral
MidCap Financial Investment Neutral

MidCap Financial Investment has higher revenue and earnings than Oaktree Specialty Lending. Oaktree Specialty Lending is trading at a lower price-to-earnings ratio than MidCap Financial Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oaktree Specialty Lending$316.80M3.21$33.92M$0.5720.26
MidCap Financial Investment$320.88M2.54$63.17M$0.04247.00

Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 10.4%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 12.6%. Oaktree Specialty Lending pays out 210.5% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. MidCap Financial Investment pays out 3,100.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

Summary

MidCap Financial Investment beats Oaktree Specialty Lending on 11 of the 17 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 LendingFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$1.02B$7.11B$13.96B$12.11B
Dividend Yield10.35%5.35%5.74%5.81%
P/E Ratio20.2617.7320.2324.00
Price / Sales3.218.94139.81102.74
Price / Cash6.3856.1019.5437.84
Price / Book0.693.502.256.53
Net Income$33.92M$303.39M$1.14B$336.99M
7 Day Performance-2.61%-1.34%-0.21%-0.22%
1 Month Performance-1.87%-0.42%1.13%0.77%
1 Year Performance-14.82%14.53%15.50%31.57%

Oaktree Specialty Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OCSL
Oaktree Specialty Lending
1.1422 of 5 stars
$11.55
+1.1%
$11.83
+2.5%
-16.7%$1.02B$316.80M20.26N/A
ARCC
Ares Capital
3.7261 of 5 stars
$18.62
-3.3%
$20.65
+10.9%
-17.0%$13.83B$3.05B11.422,550
CGBD
Carlyle Secured Lending
2.77 of 5 stars
$10.96
-0.2%
$12.50
+14.1%
-22.8%$763.08M$255.57M15.44N/A
CSWC
Capital Southwest
1.5496 of 5 stars
$23.12
-1.8%
$23.50
+1.6%
+9.2%$1.46B$232.10M12.1720
GBDC
Golub Capital BDC
3.5273 of 5 stars
$12.72
-4.3%
$14.00
+10.1%
-15.9%$3.46B$870.78M16.52N/A

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This page (NASDAQ:OCSL) was last updated on 6/23/2026 by MarketBeat.com Staff.
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