Stock Scorecard

Stock Summary for Oaktree Specialty Lending Corp (OCSL) - $12.85 as of 8/17/2026 8:22:52 PM EST

Total Score

11 out of 30

Safety Score

48 out of 100

Currently on the following lists
None
Tim's Recommendation
Avoid

Growth List Algorithm Criteria for OCSL

Positive Quarterly and Annual earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the Annual earnings growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for OCSL

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for OCSL

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for OCSL

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for OCSL (48 out of 100)

Stock Price Rating (Max of 10) 5
Historical Stock Price Rating (Max of 10) 5
Stock Price Trend (Max of 10) 0
Book Value (Max of 10) 6
Book Value to Price (Max of 10) 8
Analyst Buy Ratings (Max of 5) 0
Analyst Strong Buy Ratings (Max of 5) 0
Dividend Yield Percentage (Max of 10) 2
Operating Margin (Max of 10) 10
Trading Volume (Max of 10) 6
Price to Earnings (Max of 10) 6
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Financial Details for OCSL

Company Overview
Ticker OCSL
Company Name Oaktree Specialty Lending Corp
Country USA
Description Oaktree Specialty Lending Corp (OCSL) is a publicly traded business development company that specializes in providing customized financing solutions for middle-market enterprises. Backed by the extensive expertise of Oaktree Capital Management, OCSL employs a disciplined investment strategy centered on securing attractive risk-adjusted returns primarily through secured debt instruments. The company boasts a diversified portfolio spanning multiple sectors, with a strong emphasis on credit quality and strategic risk management practices. This positions OCSL as an appealing option for institutional investors seeking reliable income and stability in the dynamic specialty lending landscape.
Sector Name FINANCIAL SERVICES
Industry Name ASSET MANAGEMENT
Most Recent Quarter 6/30/2026
Next Earnings Date N/A

Stock Price History
Last Day Price 12.85
Price 4 Years Ago 13.45
Last Day Price Updated 8/17/2026 8:22:52 PM EST
Last Day Volume 612,794
Average Daily Volume 521,548
52-Week High 13.12
52-Week Low 10.33
Last Price to 52 Week Low 24.39%

Valuation Measures
Trailing PE 27.21
Industry PE 25.75
Sector PE 24.75
5-Year Average PE 6.81
Free Cash Flow Ratio 28.56
Industry Free Cash Flow Ratio 166.53
Sector Free Cash Flow Ratio 85.79
Current Ratio Most Recent Quarter 3.92
Total Cash Per Share 0.45
Book Value Per Share Most Recent Quarter 15.70
Price to Book Ratio 0.81
Industry Price to Book Ratio 2.14
Sector Price to Book Ratio 1.94
Price to Sales Ratio Twelve Trailing Months 3.94
Industry Price to Sales Ratio Twelve Trailing Months 12.02
Sector Price to Sales Ratio Twelve Trailing Months 4.49
Analyst Buy Ratings 0
Analyst Strong Buy Ratings 0

Share Statistics
Total Shares Outstanding 88,086,000
Market Capitalization 1,131,905,100
Institutional Ownership 42.12%

Dividends
Ex-Dividend Date 9/15/2026
Previous Dividend Amount 0.3400
Current Dividend Amount 0.3300
Total Years Dividend Increasing 0
Trailing Annual Dividend Rate 1.54
Trailing Annual Dividend Yield 11.79%
Forward Annual Dividend Rate 1.32
Forward Annual Dividend Yield 10.11%
5-Year Dividend Payments Count 23
3-Year Average Dividend Yield 14.16%
5-Year Average Dividend Yield 15.31%
1-Year Dividend Growth Rate Percentage -21.89%
3-Year Dividend Growth Rate Percentage -11.62%
5-Year Dividend Growth Rate Percentage -10.15%
All-Time Dividend Growth Rate Percentage -4.91%
Dividend Payout Ratio 320.83%

Income Statement
Quarterly Earnings Growth YOY -19.30%
Annual Earnings Growth -41.42%
Reported EPS 12 Trailing Months 0.48
Reported EPS Past Year 1.16
Reported EPS Prior Year 1.76
Net Income Twelve Trailing Months 42,237,000
Net Income Past Year 33,920,000
Net Income Prior Year 57,905,000
Quarterly Revenue Growth YOY -7.80%
5-Year Revenue Growth 41.78%
Operating Margin Twelve Trailing Months 81.60%

Balance Sheet
Total Cash Most Recent Quarter 39,921,000
Total Cash Past Year 79,630,000
Total Cash Prior Year 63,966,000
Net Cash Position Most Recent Quarter -1,537,874,000
Net Cash Position Past Year -1,559,063,000
Long Term Debt Past Year 1,638,693,000
Long Term Debt Prior Year 1,600,731,000
Total Debt Most Recent Quarter 1,577,795,000
Equity to Debt Ratio Past Year 0.47
Equity to Debt Ratio Most Recent Quarter 0.47
Total Stockholder Equity Past Year 1,465,813,000
Total Stockholder Equity Prior Year 1,487,811,000
Total Stockholder Equity Most Recent Quarter 1,383,055,000

Free Cash Flow
Free Cash Flow Twelve Trailing Months 152,611,000
Free Cash Flow Per Share Twelve Trailing Months 1.73
Free Cash Flow Past Year 142,397,000
Free Cash Flow Prior Year 19,076,000

Options
Put/Call Ratio 0.05
Has Options Options Chain
Liquidity Rating

Technical Analysis
Yahoo Finance Chart Yahoo Finance Chart
MACD 0.00
MACD Signal 0.00
20-Day Bollinger Lower Band 0.00
20-Day Bollinger Middle Band 0.00
20-Day Bollinger Upper Band 0.00
Beta 0.55
RSI 0.00
50-Day SMA 0.00
150-Day SMA 0.00
200-Day SMA 0.00

System
Modified 8/15/2026 4:47:33 AM EST