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Oaktree Specialty Lending (OCSL) Competitors

Oaktree Specialty Lending logo
$12.08 +0.09 (+0.71%)
As of 12:09 PM Eastern
This is a fair market value price provided by Massive. Learn more.

OCSL vs. ARCC, CSWC, GBDC, MFIC, and NMFC

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), Capital Southwest (CSWC), Golub Capital BDC (GBDC), MidCap Financial Investment (MFIC), and New Mountain Finance (NMFC). 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 business? We will contrast the two businesses based on the strength of their dividends, media sentiment, institutional ownership, risk, earnings, profitability, analyst recommendations and valuation.

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 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 company is poised for long-term growth.

In the previous week, Ares Capital had 10 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 16 mentions for Ares Capital and 6 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 0.88 beat Ares Capital's score of 0.71 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
Ares Capital
7 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive
Oaktree Specialty Lending
2 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 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
Ares Capital37.30% 9.85% 4.59%
Oaktree Specialty Lending 16.66%9.56%4.60%

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$3.05B4.47$1.30B$1.6311.65
Oaktree Specialty Lending$316.80M3.36$33.92M$0.5721.20

Ares Capital has a beta of 0.58, indicating that its stock price is 42% 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.

Ares Capital pays an annual dividend of $1.92 per share and has a dividend yield of 10.1%. Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.2%. 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 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 presently has a consensus price target of $20.75, indicating a potential upside of 9.24%. Oaktree Specialty Lending has a consensus price target of $11.83, indicating a potential downside of 2.08%. Given Ares Capital's stronger consensus rating and higher possible upside, research analysts plainly 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)
2 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.82
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 13 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 better stock? We will contrast the two companies based on the strength of their media sentiment, risk, dividends, valuation, institutional ownership, profitability, earnings and analyst recommendations.

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$204.44M6.99$70.55M$1.8113.12
Oaktree Specialty Lending$316.80M3.36$33.92M$0.5721.20

Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.8%. Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.2%. 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 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 has increased its dividend for 2 consecutive years.

Capital Southwest has a net margin of 45.46% compared to Oaktree Specialty Lending's net margin of 16.66%. Capital Southwest's return on equity of 13.76% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Capital Southwest45.46% 13.76% 6.51%
Oaktree Specialty Lending 16.66%9.56%4.60%

23.4% of Capital Southwest shares are held by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are held by institutional investors. 2.8% of Capital Southwest shares are held by insiders. Comparatively, 0.3% of Oaktree Specialty Lending shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Capital Southwest presently has a consensus price target of $23.42, indicating a potential downside of 1.36%. Oaktree Specialty Lending has a consensus price target of $11.83, indicating a potential downside of 2.08%. Given Capital Southwest's stronger consensus rating and higher probable upside, equities analysts plainly 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)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

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

In the previous week, Capital Southwest had 1 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 7 mentions for Capital Southwest and 6 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 0.88 beat Capital Southwest's score of 0.16 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
Capital Southwest
0 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Oaktree Specialty Lending
2 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

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$316.80M3.36$33.92M$0.5721.20
Golub Capital BDC$870.78M3.95$376.65M$0.7717.15

Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.2%. Golub Capital BDC pays an annual dividend of $1.32 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. 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 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%

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 company insiders. Comparatively, 1.4% of Golub Capital BDC shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Oaktree Specialty Lending currently has a consensus price target of $11.83, indicating a potential downside of 2.08%. Golub Capital BDC has a consensus price target of $14.00, indicating a potential upside of 6.02%. Given Golub Capital BDC's stronger consensus rating and higher possible 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

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

In the previous week, Golub Capital BDC had 3 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 9 mentions for Golub Capital BDC and 6 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 0.88 beat Golub Capital BDC's score of 0.07 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
2 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Golub Capital BDC
2 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral

Summary

Golub Capital BDC beats Oaktree Specialty Lending on 14 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 companies based on the strength of their profitability, earnings, valuation, media sentiment, analyst recommendations, risk, institutional ownership and dividends.

Oaktree Specialty Lending presently has a consensus price target of $11.83, suggesting a potential downside of 2.08%. MidCap Financial Investment has a consensus price target of $11.54, suggesting a potential upside of 4.16%. Given MidCap Financial Investment's stronger consensus rating and higher probable upside, 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
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

36.8% of Oaktree Specialty Lending shares are owned by institutional investors. Comparatively, 28.5% of MidCap Financial Investment shares are owned by institutional investors. 0.3% of Oaktree Specialty Lending shares are owned by company insiders. Comparatively, 0.8% of MidCap Financial Investment shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

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%

Oaktree Specialty Lending has a beta of 0.52, suggesting that its stock price is 48% less volatile than the broader market. Comparatively, MidCap Financial Investment has a beta of 0.63, suggesting that its stock price is 37% less volatile than the broader market.

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$316.80M3.36$33.92M$0.5721.20
MidCap Financial Investment$320.88M2.84$63.17M$0.04276.88

In the previous week, MidCap Financial Investment had 5 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 11 mentions for MidCap Financial Investment and 6 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 0.88 beat MidCap Financial Investment's score of 0.73 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
2 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
MidCap Financial Investment
3 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.2%. MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 11.2%. 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. 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

MidCap Financial Investment beats Oaktree Specialty Lending on 10 of the 18 factors compared between the two stocks.

How does Oaktree Specialty Lending compare to New Mountain Finance?

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

Oaktree Specialty Lending has higher earnings, but lower revenue than New Mountain Finance. New Mountain Finance 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$316.80M3.36$33.92M$0.5721.20
New Mountain Finance$327.08M2.34$16.49M-$0.58N/A

In the previous week, Oaktree Specialty Lending had 1 more articles in the media than New Mountain Finance. MarketBeat recorded 6 mentions for Oaktree Specialty Lending and 5 mentions for New Mountain Finance. New Mountain Finance's average media sentiment score of 1.04 beat Oaktree Specialty Lending's score of 0.88 indicating that New Mountain Finance is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Oaktree Specialty Lending
2 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
New Mountain Finance
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Oaktree Specialty Lending presently has a consensus target price of $11.83, suggesting a potential downside of 2.08%. New Mountain Finance has a consensus target price of $9.25, suggesting a potential upside of 13.99%. Given New Mountain Finance's higher possible upside, analysts clearly believe New Mountain Finance 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
New Mountain Finance
1 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.86

Oaktree Specialty Lending pays an annual dividend of $1.60 per share and has a dividend yield of 13.2%. New Mountain Finance pays an annual dividend of $1.28 per share and has a dividend yield of 15.8%. 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. New Mountain Finance pays out -220.7% of its earnings in the form of a dividend. New Mountain Finance is clearly the better dividend stock, given its higher yield and lower payout ratio.

Oaktree Specialty Lending has a net margin of 16.66% compared to New Mountain Finance's net margin of -18.65%. New Mountain Finance's return on equity of 11.14% 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%
New Mountain Finance -18.65%11.14%4.63%

36.8% of Oaktree Specialty Lending shares are owned by institutional investors. Comparatively, 32.1% of New Mountain Finance shares are owned by institutional investors. 0.3% of Oaktree Specialty Lending shares are owned by company insiders. Comparatively, 14.9% of New Mountain Finance shares are owned by company 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.

Oaktree Specialty Lending has a beta of 0.52, suggesting that its stock price is 48% less volatile than the broader market. Comparatively, New Mountain Finance has a beta of 0.57, suggesting that its stock price is 43% less volatile than the broader market.

Summary

New Mountain Finance beats Oaktree Specialty Lending on 9 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$1.06B$7.14B$13.49B$12.47B
Dividend Yield13.21%5.69%5.82%5.30%
P/E Ratio21.1889.2223.1925.60
Price / Sales3.3610.22172.4775.06
Price / Cash6.6672.3920.5055.34
Price / Book0.772.672.166.71
Net Income$33.92M$301.20M$1.11B$333.62M
7 Day Performance-1.02%0.26%-0.43%0.32%
1 Month Performance-2.62%3.28%0.81%4.06%
1 Year Performance-14.83%18.53%11.46%36.29%

Oaktree Specialty Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OCSL
Oaktree Specialty Lending
3.4031 of 5 stars
$12.06
+0.5%
$11.83
-1.8%
-15.7%$1.06B$316.80M21.15N/A
ARCC
Ares Capital
3.7384 of 5 stars
$19.18
-0.4%
$20.75
+8.2%
-13.8%$13.82B$3.05B11.772,550
CSWC
Capital Southwest
1.3528 of 5 stars
$24.10
+0.9%
$23.42
-2.8%
+11.0%$1.44B$204.44M13.3120
GBDC
Golub Capital BDC
2.5458 of 5 stars
$13.68
-0.9%
$14.50
+6.0%
-12.0%$3.63B$870.78M10.94N/A
MFIC
MidCap Financial Investment
2.2961 of 5 stars
$12.12
+1.5%
$11.54
-4.8%
-13.8%$1.10B$320.88M18.36N/A

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This page (NASDAQ:OCSL) was last updated on 5/14/2026 by MarketBeat.com Staff.
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