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Oaktree Specialty Lending (OCSL) Competitors

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$11.97 -0.02 (-0.13%)
As of 09:47 AM 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? Oaktree Specialty Lending's main competitors and comparable companies include Ares Capital (ARCC), Carlyle Secured Lending (CGBD), Capital Southwest (CSWC), Golub Capital BDC (GBDC), and MidCap Financial Investment (MFIC). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

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

Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.0%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 10.0%. Ares Capital pays out 142.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Oaktree Specialty Lending pays out 250.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Ares Capital is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Ares Capital had 5 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 10 mentions for Ares Capital and 5 mentions for Oaktree Specialty Lending. Ares Capital's average media sentiment score of 0.69 beat Oaktree Specialty Lending's score of 0.06 indicating that Ares Capital is being referred to more favorably in the media.

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

27.4% of Ares Capital shares are held by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are held by institutional investors. 0.5% of Ares Capital 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 hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Ares Capital has a net margin of 30.91% compared to Oaktree Specialty Lending's net margin of 14.45%. Ares Capital's return on equity of 9.80% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Ares Capital30.91% 9.80% 4.50%
Oaktree Specialty Lending 14.45%9.70%4.64%

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$3.05B4.49$1.30B$1.3514.15
Oaktree Specialty Lending$316.80M3.33$33.92M$0.4824.95

Ares Capital presently has a consensus price target of $20.60, suggesting a potential upside of 7.83%. Oaktree Specialty Lending has a consensus price target of $11.83, suggesting a potential downside of 1.17%. Given Ares Capital's stronger consensus rating and higher possible upside, research 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)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Ares Capital has a beta of 0.61, indicating that its stock price is 39% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.52, indicating that its stock price is 48% less volatile than the broader market.

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

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, hedge funds and endowments believe a stock is poised for long-term growth.

In the previous week, Carlyle Secured Lending had 5 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 10 mentions for Carlyle Secured Lending and 5 mentions for Oaktree Specialty Lending. Carlyle Secured Lending's average media sentiment score of 0.81 beat Oaktree Specialty Lending's score of 0.06 indicating that Carlyle Secured Lending is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Oaktree Specialty Lending
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Carlyle Secured Lending
4 Very Positive mention(s)
5 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$316.80M3.33$33.92M$0.4824.95
Carlyle Secured Lending$255.57M2.89$69.97M$0.5121.07

Oaktree Specialty Lending has a beta of 0.52, suggesting that its share price is 48% less volatile than the broader market. Comparatively, Carlyle Secured Lending has a beta of 0.66, suggesting that its share price is 34% less volatile than the broader market.

Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 10.0%. Carlyle Secured Lending pays an annual dividend of $1.40 per share and has a dividend yield of 13.0%. Oaktree Specialty Lending pays out 250.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Carlyle Secured Lending pays out 274.5% 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 Specialty Lending has a net margin of 14.45% compared to Carlyle Secured Lending's net margin of 14.26%. Oaktree Specialty Lending's return on equity of 9.70% beat Carlyle Secured Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Oaktree Specialty Lending14.45% 9.70% 4.64%
Carlyle Secured Lending 14.26%8.85%3.90%

Oaktree Specialty Lending presently has a consensus target price of $11.83, suggesting a potential downside of 1.17%. Carlyle Secured Lending has a consensus target price of $12.25, suggesting a potential upside of 14.01%. Given Carlyle Secured Lending's stronger consensus rating and higher possible upside, analysts plainly 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)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Carlyle Secured Lending
0 Sell rating(s)
5 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.29

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?

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

Capital Southwest has a net margin of 46.68% compared to Oaktree Specialty Lending's net margin of 14.45%. Capital Southwest's return on equity of 13.88% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest46.68% 13.88% 6.45%
Oaktree Specialty Lending 14.45%9.70%4.64%

Capital Southwest currently has a consensus target price of $23.60, indicating a potential upside of 0.67%. Oaktree Specialty Lending has a consensus target price of $11.83, indicating a potential downside of 1.17%. Given Capital Southwest's stronger consensus rating and higher probable upside, research analysts clearly believe Capital Southwest is more favorable than Oaktree Specialty Lending.

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

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.9%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 10.0%. Capital Southwest pays out 128.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Oaktree Specialty Lending pays out 250.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Capital Southwest has increased its dividend for 2 consecutive years.

Capital Southwest has a beta of 0.71, indicating that its stock price is 29% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.52, indicating that its stock price is 48% less volatile than the broader market.

In the previous week, Capital Southwest had 4 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 9 mentions for Capital Southwest and 5 mentions for Oaktree Specialty Lending. Capital Southwest's average media sentiment score of 1.03 beat Oaktree Specialty Lending's score of 0.06 indicating that Capital Southwest is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Capital Southwest
5 Very Positive mention(s)
2 Positive mention(s)
1 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)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Capital Southwest has higher earnings, but lower revenue 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
Capital Southwest$232.10M6.44$113M$1.8112.95
Oaktree Specialty Lending$316.80M3.33$33.92M$0.4824.95

23.4% of Capital Southwest shares are owned by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are owned by institutional investors. 2.7% of Capital Southwest 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 endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Summary

Capital Southwest beats Oaktree Specialty Lending on 15 of the 19 factors compared between the two stocks.

How does Oaktree Specialty Lending compare to Golub Capital BDC?

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

Golub Capital BDC pays an annual dividend of $1.32 per share and has a dividend yield of 10.5%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 10.0%. Golub Capital BDC pays out 203.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Oaktree Specialty Lending pays out 250.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Golub Capital BDC is clearly the better dividend stock, given its higher yield and lower payout ratio.

42.4% of Golub Capital BDC shares are owned by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are owned by institutional investors. 1.4% of Golub Capital BDC 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, large money managers and endowments believe a stock is poised for long-term growth.

Golub Capital BDC has a beta of 0.41, indicating that its share price is 59% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.52, indicating that its share price is 48% less volatile than the broader market.

Golub Capital BDC has a net margin of 21.45% compared to Oaktree Specialty Lending's net margin of 14.45%. Golub Capital BDC's return on equity of 9.91% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Golub Capital BDC21.45% 9.91% 4.39%
Oaktree Specialty Lending 14.45%9.70%4.64%

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
Golub Capital BDC$870.78M3.76$376.65M$0.6519.39
Oaktree Specialty Lending$316.80M3.33$33.92M$0.4824.95

Golub Capital BDC presently has a consensus price target of $13.90, suggesting a potential upside of 10.27%. Oaktree Specialty Lending has a consensus price target of $11.83, suggesting a potential downside of 1.17%. Given Golub Capital BDC's stronger consensus rating and higher probable upside, equities 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
Golub Capital BDC
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.86
Oaktree Specialty Lending
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, Oaktree Specialty Lending had 5 more articles in the media than Golub Capital BDC. MarketBeat recorded 5 mentions for Oaktree Specialty Lending and 0 mentions for Golub Capital BDC. Golub Capital BDC's average media sentiment score of 0.45 beat Oaktree Specialty Lending's score of 0.06 indicating that Golub Capital BDC is being referred to more favorably in the media.

Company Overall Sentiment
Golub Capital BDC Neutral
Oaktree Specialty Lending Neutral

Summary

Golub Capital BDC beats Oaktree Specialty Lending on 15 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 business? We will compare the two businesses based on the strength of their dividends, valuation, risk, analyst recommendations, institutional ownership, earnings, profitability and media sentiment.

Oaktree Specialty Lending has a net margin of 14.45% compared to MidCap Financial Investment's net margin of -9.85%. MidCap Financial Investment's return on equity of 11.17% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
MidCap Financial Investment-9.85% 11.17% 4.41%
Oaktree Specialty Lending 14.45%9.70%4.64%

MidCap Financial Investment has higher revenue and earnings than Oaktree Specialty Lending. MidCap Financial Investment 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
MidCap Financial Investment$320.88M2.22$63.17M-$0.36N/A
Oaktree Specialty Lending$316.80M3.33$33.92M$0.4824.95

MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 14.3%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 10.0%. MidCap Financial Investment pays out -344.4% of its earnings in the form of a dividend. Oaktree Specialty Lending pays out 250.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. MidCap Financial Investment is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Oaktree Specialty Lending had 3 more articles in the media than MidCap Financial Investment. MarketBeat recorded 5 mentions for Oaktree Specialty Lending and 2 mentions for MidCap Financial Investment. Oaktree Specialty Lending's average media sentiment score of 0.06 beat MidCap Financial Investment's score of -0.83 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
MidCap Financial Investment
0 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Negative
Oaktree Specialty Lending
1 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

MidCap Financial Investment currently has a consensus price target of $11.11, suggesting a potential upside of 28.48%. Oaktree Specialty Lending has a consensus price target of $11.83, suggesting a potential downside of 1.17%. Given MidCap Financial Investment's stronger consensus rating and higher possible upside, research 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
MidCap Financial Investment
1 Sell rating(s)
6 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
2.11
Oaktree Specialty Lending
0 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

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. 0.9% 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.

MidCap Financial Investment has a beta of 0.62, indicating that its stock price is 38% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.52, indicating that its stock price is 48% less volatile than the broader market.

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 LendingCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$1.06B$5.14B$13.38B$13.08B
Dividend Yield10.08%7.55%6.03%15.88%
P/E Ratio25.0329.7924.6525.80
Price / Sales3.331,265.90508.2390.99
Price / Cash6.5547.7747.4551.29
Price / Book0.723.492.696.26
Net Income$33.92M$417.69M$1.32B$360.95M
7 Day Performance-1.04%-0.89%-1.22%-1.81%
1 Month Performance-9.08%5.09%0.81%-4.03%
1 Year Performance-8.87%3.17%7.84%2.18%

Oaktree Specialty Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OCSL
Oaktree Specialty Lending
1.3326 of 5 stars
$11.97
-0.1%
$11.83
-1.2%
-7.6%$1.06B$316.80M25.03N/A
ARCC
Ares Capital
2.9879 of 5 stars
$19.50
+0.3%
$20.60
+5.6%
-4.8%$14.00B$3.05B14.454,250
CGBD
Carlyle Secured Lending
3.4805 of 5 stars
$11.60
+0.7%
$12.50
+7.8%
-13.2%$798.20M$255.57M22.752,500
CSWC
Capital Southwest
3.2844 of 5 stars
$23.59
+0.6%
$23.60
+0.0%
+7.4%$1.50B$232.10M13.0336
GBDC
Golub Capital BDC
2.6752 of 5 stars
$12.57
+0.1%
$13.90
+10.6%
-6.4%$3.26B$870.78M19.33N/A

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This page (NASDAQ:OCSL) was last updated on 10/2/2026 by MarketBeat.com Staff.
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