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Oaktree Specialty Lending (OCSL) Competitors

Oaktree Specialty Lending logo
$11.78 -0.39 (-3.18%)
As of 03:14 PM Eastern
This is a fair market value price provided by Massive. Learn more.

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?

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

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

In the previous week, Ares Capital had 12 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 15 mentions for Ares Capital and 3 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 1.83 beat Ares Capital's score of 0.65 indicating that Oaktree Specialty Lending is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
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)
Very Positive
Ares Capital
8 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

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
Oaktree Specialty Lending16.66% 9.56% 4.60%
Ares Capital 37.30%9.85%4.59%

Oaktree Specialty Lending has a beta of 0.5, indicating that its stock price is 50% less volatile than the broader market. Comparatively, Ares Capital has a beta of 0.56, indicating that its stock price is 44% 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
Oaktree Specialty Lending$316.80M3.28$33.92M$0.5720.67
Ares Capital$3.05B4.37$1.30B$1.6311.39

Oaktree Specialty Lending currently has a consensus target price of $11.83, indicating a potential upside of 0.42%. Ares Capital has a consensus target price of $20.75, indicating a potential upside of 11.77%. Given Ares Capital's stronger consensus rating and higher probable upside, analysts plainly believe Ares Capital 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
Ares Capital
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.82

Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.6%. Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.3%. Oaktree Specialty Lending pays out 280.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. 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.

Summary

Ares Capital beats Oaktree Specialty Lending on 13 of the 18 factors compared between the two stocks.

How does Oaktree Specialty Lending compare to Carlyle Secured Lending?

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

Carlyle Secured Lending pays an annual dividend of $1.60 per share and has a dividend yield of 15.2%. Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.6%. Carlyle Secured Lending pays out 225.4% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Oaktree Specialty Lending pays out 280.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Secured Lending is clearly the better dividend stock, given its higher yield and lower payout ratio.

24.5% of Carlyle Secured Lending shares are owned by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are owned by institutional investors. 0.6% of Carlyle Secured Lending 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 hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Carlyle Secured Lending has higher earnings, but lower revenue 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
Carlyle Secured Lending$255.57M2.87$69.97M$0.7114.84
Oaktree Specialty Lending$316.80M3.28$33.92M$0.5720.67

In the previous week, Oaktree Specialty Lending had 1 more articles in the media than Carlyle Secured Lending. MarketBeat recorded 3 mentions for Oaktree Specialty Lending and 2 mentions for Carlyle Secured Lending. Oaktree Specialty Lending's average media sentiment score of 1.83 beat Carlyle Secured Lending's score of 1.56 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
Carlyle Secured Lending
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very 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)
Very Positive

Carlyle Secured Lending has a beta of 0.62, meaning that its share price is 38% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.5, meaning that its share price is 50% 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
Carlyle Secured Lending19.52% 8.99% 4.01%
Oaktree Specialty Lending 16.66%9.56%4.60%

Carlyle Secured Lending currently has a consensus target price of $12.50, suggesting a potential upside of 18.63%. Oaktree Specialty Lending has a consensus target price of $11.83, suggesting a potential upside of 0.42%. Given Carlyle Secured Lending's stronger consensus rating and higher probable upside, equities research 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
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
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Carlyle Secured Lending beats Oaktree Specialty Lending on 10 of the 18 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 media sentiment, dividends, institutional ownership, earnings, valuation, profitability, analyst recommendations and risk.

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

In the previous week, Capital Southwest had 6 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 9 mentions for Capital Southwest and 3 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 1.83 beat Capital Southwest's score of 0.63 indicating that Oaktree Specialty Lending is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
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)
Very Positive
Capital Southwest
0 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$316.80M3.28$33.92M$0.5720.67
Capital Southwest$151.34M9.49$113M$1.9012.17

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%

Oaktree Specialty Lending presently has a consensus target price of $11.83, indicating a potential upside of 0.42%. Capital Southwest has a consensus target price of $23.50, indicating a potential upside of 1.64%. Given Capital Southwest's stronger consensus rating and higher probable upside, analysts clearly believe Capital Southwest 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
Capital Southwest
0 Sell rating(s)
3 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.67

Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.6%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 10.0%. Oaktree Specialty Lending pays out 280.7% 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 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 increased its dividend for 2 consecutive years.

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

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 investment? We will compare the two companies based on the strength of their valuation, risk, dividends, analyst recommendations, institutional ownership, media sentiment, profitability and earnings.

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

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%

Golub Capital BDC has lower revenue, but higher 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$316.80M3.28$33.92M$0.5720.67
Golub Capital BDC$236.31M14.13$376.65M$0.7716.64

Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.6%. Golub Capital BDC pays an annual dividend of $1.32 per share and has a dividend yield of 10.3%. Oaktree Specialty Lending pays out 280.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. 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.

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.

In the previous week, Golub Capital BDC had 4 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 7 mentions for Golub Capital BDC and 3 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 1.83 beat Golub Capital BDC's score of 1.40 indicating that Oaktree Specialty Lending is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
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)
Very Positive
Golub Capital BDC
4 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Oaktree Specialty Lending currently has a consensus price target of $11.83, indicating a potential upside of 0.42%. Golub Capital BDC has a consensus price target of $14.00, indicating a potential upside of 9.25%. Given Golub Capital BDC's stronger consensus rating and higher probable upside, analysts plainly 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

Summary

Golub Capital BDC beats Oaktree Specialty Lending on 13 of the 19 factors compared between the two stocks.

How does Oaktree Specialty Lending compare to MidCap Financial Investment?

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

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
MidCap Financial Investment1.90% 10.86% 4.31%
Oaktree Specialty Lending 16.66%9.56%4.60%

MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 11.8%. Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.6%. 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. Oaktree Specialty Lending pays out 280.7% 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 Specialty Lending is clearly the better dividend stock, given its higher yield and lower payout ratio.

MidCap Financial Investment has a beta of 0.59, meaning that its stock price is 41% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.5, meaning that its stock price is 50% less volatile than the broader market.

MidCap Financial Investment currently has a consensus target price of $11.54, indicating a potential upside of 10.02%. Oaktree Specialty Lending has a consensus target price of $11.83, indicating a potential upside of 0.42%. Given MidCap Financial Investment's stronger consensus rating and higher possible upside, research analysts plainly believe MidCap Financial Investment is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
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
0 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

MidCap Financial Investment has higher earnings, but lower revenue 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
MidCap Financial Investment$22.82M37.86$63.17M$0.04262.13
Oaktree Specialty Lending$316.80M3.28$33.92M$0.5720.67

In the previous week, Oaktree Specialty Lending had 2 more articles in the media than MidCap Financial Investment. MarketBeat recorded 3 mentions for Oaktree Specialty Lending and 1 mentions for MidCap Financial Investment. MidCap Financial Investment's average media sentiment score of 1.89 beat Oaktree Specialty Lending's score of 1.83 indicating that MidCap Financial Investment is being referred to more favorably in the media.

Company Overall Sentiment
MidCap Financial Investment Very Positive
Oaktree Specialty Lending Very Positive

28.5% of MidCap Financial Investment shares are owned by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are owned by institutional investors. 0.8% of MidCap Financial Investment 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, endowments and large money managers believe a company is poised for long-term growth.

Summary

MidCap Financial Investment beats Oaktree Specialty Lending on 10 of the 18 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$1.04B$6.85B$13.43B$12.43B
Dividend Yield13.26%5.86%5.78%5.29%
P/E Ratio20.6717.4819.7324.23
Price / Sales3.2811.42139.14125.38
Price / Cash6.6466.4319.9357.88
Price / Book0.713.412.176.71
Net Income$33.92M$304.02M$1.13B$337.09M
7 Day Performance-0.72%0.24%-0.68%0.63%
1 Month Performance-8.37%-0.61%-0.45%5.15%
1 Year Performance-18.73%15.96%11.14%34.36%

Oaktree Specialty Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OCSL
Oaktree Specialty Lending
3.7872 of 5 stars
$11.78
-3.2%
$11.83
+0.4%
-15.5%$1.04B$316.80M20.68N/A
ARCC
Ares Capital
3.9361 of 5 stars
$18.59
flat
$20.75
+11.6%
-13.7%$13.35B$3.05B11.402,550
CGBD
Carlyle Secured Lending
4.285 of 5 stars
$10.68
flat
$12.50
+17.0%
-21.1%$742.23M$255.57M15.04N/A
CSWC
Capital Southwest
1.8698 of 5 stars
$22.77
flat
$23.50
+3.2%
+14.3%$1.41B$232.10M11.9820
GBDC
Golub Capital BDC
3.6468 of 5 stars
$12.89
flat
$14.00
+8.6%
-12.4%$3.36B$870.78M16.74N/A

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This page (NASDAQ:OCSL) was last updated on 6/3/2026 by MarketBeat.com Staff.
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