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Oaktree Specialty Lending (OCSL) Competitors

Oaktree Specialty Lending logo
$12.98 -0.08 (-0.61%)
Closing price 08/14/2026 04:00 PM Eastern
Extended Trading
$13.05 +0.07 (+0.54%)
As of 08/14/2026 07:34 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? 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 superior business? We will contrast the two businesses based on the strength of their earnings, analyst recommendations, dividends, valuation, risk, profitability, institutional ownership and media sentiment.

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$3.05B4.67$1.30B$1.3514.72
Oaktree Specialty Lending$316.80M3.61$33.92M$0.4827.04

In the previous week, Ares Capital had 3 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 8 mentions for Ares Capital and 5 mentions for Oaktree Specialty Lending. Ares Capital's average media sentiment score of 0.82 beat Oaktree Specialty Lending's score of 0.18 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
6 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
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
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 0.49, suggesting that its share price is 51% less volatile than the broader market.

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 pays an annual dividend of $1.92 per share and has a dividend yield of 9.7%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 9.2%. 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.

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

Ares Capital currently has a consensus target price of $20.40, indicating a potential upside of 2.67%. Oaktree Specialty Lending has a consensus target price of $11.83, indicating a potential downside of 8.83%. Given Ares Capital's stronger consensus rating and higher probable upside, equities 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)
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

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?

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 contrast the two businesses based on the strength of their profitability, risk, earnings, valuation, analyst recommendations, media sentiment, dividends and institutional ownership.

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$48.71M16.03$69.97M$0.5122.25
Oaktree Specialty Lending$316.80M3.61$33.92M$0.4827.04

Carlyle Secured Lending has a beta of 0.62, meaning that its stock price is 38% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.49, meaning that its stock price is 51% less volatile than the broader market.

Carlyle Secured Lending pays an annual dividend of $1.40 per share and has a dividend yield of 12.3%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 9.2%. 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 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 presently has a consensus target price of $12.50, indicating a potential upside of 10.13%. Oaktree Specialty Lending has a consensus target price of $11.83, indicating a potential downside of 8.83%. Given Carlyle Secured Lending's stronger consensus rating and higher probable upside, equities 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)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

24.5% of Carlyle Secured Lending shares are held by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are held by institutional investors. 0.4% of Carlyle Secured Lending 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 will outperform the market over the long term.

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
Carlyle Secured Lending14.26% 8.85% 3.90%
Oaktree Specialty Lending 14.45%9.70%4.64%

In the previous week, Oaktree Specialty Lending had 4 more articles in the media than Carlyle Secured Lending. MarketBeat recorded 5 mentions for Oaktree Specialty Lending and 1 mentions for Carlyle Secured Lending. Carlyle Secured Lending's average media sentiment score of 1.30 beat Oaktree Specialty Lending's score of 0.18 indicating that Carlyle Secured Lending is being referred to more favorably in the media.

Company Overall Sentiment
Carlyle Secured Lending Positive
Oaktree Specialty Lending Neutral

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

In the previous week, Oaktree Specialty Lending and Oaktree Specialty Lending both had 5 articles in the media. Capital Southwest's average media sentiment score of 0.23 beat Oaktree Specialty Lending's score of 0.18 indicating that Capital Southwest is being referred to more favorably in the news media.

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

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, endowments and large money managers believe a company will outperform the market over the long term.

Oaktree Specialty Lending presently has a consensus price target of $11.83, indicating a potential downside of 8.83%. Capital Southwest has a consensus price target of $23.60, indicating a potential downside of 5.14%. Given Capital Southwest's stronger consensus rating and higher possible 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)
6 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

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
Oaktree Specialty Lending14.45% 9.70% 4.64%
Capital Southwest 46.68%13.88%6.45%

Oaktree Specialty Lending has a beta of 0.49, suggesting that its stock price is 51% less volatile than the broader market. Comparatively, Capital Southwest has a beta of 0.69, suggesting that its stock price is 31% less volatile than the broader market.

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$316.80M3.61$33.92M$0.4827.04
Capital Southwest$232.10M6.83$113M$1.8113.75

Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 9.2%. Capital Southwest pays an annual dividend of $2.32 per share and has a dividend yield of 9.3%. 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 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. Capital Southwest has increased its dividend for 2 consecutive years. Capital Southwest is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Summary

Capital Southwest beats Oaktree Specialty Lending on 15 of the 18 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 stock? We will compare the two companies based on the strength of their risk, analyst recommendations, institutional ownership, media sentiment, valuation, dividends, earnings and profitability.

Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 9.2%. 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 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 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. Golub Capital BDC is clearly the better dividend stock, given its higher yield and lower payout ratio.

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$316.80M3.61$33.92M$0.4827.04
Golub Capital BDC$870.78M3.95$376.65M$0.6520.40

Oaktree Specialty Lending presently has a consensus price target of $11.83, suggesting a potential downside of 8.83%. Golub Capital BDC has a consensus price target of $13.90, suggesting a potential upside of 4.83%. Given Golub Capital BDC's stronger consensus rating and higher possible 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)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00
Golub Capital BDC
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
1 Strong Buy rating(s)
2.86

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
Oaktree Specialty Lending14.45% 9.70% 4.64%
Golub Capital BDC 21.45%9.91%4.39%

In the previous week, Golub Capital BDC had 2 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 7 mentions for Golub Capital BDC and 5 mentions for Oaktree Specialty Lending. Golub Capital BDC's average media sentiment score of 0.60 beat Oaktree Specialty Lending's score of 0.18 indicating that Golub Capital BDC is being referred to more favorably in the news media.

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

Oaktree Specialty Lending has a beta of 0.49, suggesting that its share price is 51% 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 company insiders. Comparatively, 1.4% of Golub Capital BDC 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

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?

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

MidCap Financial Investment pays an annual dividend of $1.24 per share and has a dividend yield of 12.7%. Oaktree Specialty Lending pays an annual dividend of $1.20 per share and has a dividend yield of 9.2%. 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.

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$320.88M2.50$63.17M-$0.36N/A
Oaktree Specialty Lending$316.80M3.61$33.92M$0.4827.04

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 currently has a consensus target price of $11.11, indicating a potential upside of 13.92%. Oaktree Specialty Lending has a consensus target price of $11.83, indicating a potential downside of 8.83%. Given MidCap Financial Investment's stronger consensus rating and higher probable 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
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 held by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are held by institutional investors. 0.9% of MidCap Financial Investment 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 endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, MidCap Financial Investment had 2 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 7 mentions for MidCap Financial Investment and 5 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 0.18 beat MidCap Financial Investment's score of -0.33 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)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Neutral
Oaktree Specialty Lending
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral

MidCap Financial Investment has a beta of 0.61, meaning that its share price is 39% less volatile than the broader market. Comparatively, Oaktree Specialty Lending has a beta of 0.49, meaning that its share price is 51% less volatile than the broader market.

Summary

MidCap Financial Investment beats Oaktree Specialty Lending on 11 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$1.15B$5.73B$14.12B$13.10B
Dividend Yield9.19%7.38%5.87%10.45%
P/E Ratio27.0438.1329.3425.28
Price / Sales3.611,232.96513.8491.83
Price / Cash7.1948.3337.4950.90
Price / Book0.833.693.716.24
Net Income$33.92M$417.15M$1.31B$347.60M
7 Day Performance0.15%0.56%0.73%1.06%
1 Month Performance5.61%0.72%1.52%0.81%
1 Year Performance-3.78%7.70%12.46%20.90%

Oaktree Specialty Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OCSL
Oaktree Specialty Lending
2.1563 of 5 stars
$12.98
-0.6%
$11.83
-8.8%
-4.6%$1.15B$316.80M27.04N/A
ARCC
Ares Capital
2.8338 of 5 stars
$19.17
+2.2%
$20.40
+6.4%
-12.3%$13.47B$3.05B14.202,550
CGBD
Carlyle Secured Lending
2.1657 of 5 stars
$10.26
+2.7%
$12.50
+21.8%
-16.9%$694.28M$255.57M14.45N/A
CSWC
Capital Southwest
2.9541 of 5 stars
$23.94
+1.5%
$23.20
-3.1%
+8.9%$1.47B$151.34M12.6020
GBDC
Golub Capital BDC
2.8038 of 5 stars
$13.19
+2.8%
$14.00
+6.1%
-10.4%$3.34B$236.31M17.13N/A

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This page (NASDAQ:OCSL) was last updated on 8/15/2026 by MarketBeat.com Staff.
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