Oaktree Specialty Lending Corporation (OCSL)
Company Info
Highlights
$1.12B
$0.12
113.25
0.93
$100.21M
$9.09M
$67.31M
$12.50 - $17.43
$14.40
1.49%
1.28
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Oaktree Specialty Lending Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Oaktree Specialty Lending Corporation (OCSL) returned -10.01% year-to-date (YTD) and -20.98% over the past 12 months. Over the past 10 years, OCSL returned 5.62% annually, underperforming the S&P 500 benchmark at 10.31%.
OCSL
-10.01%
0.68%
-10.79%
-20.98%
12.21%
5.62%
^GSPC (Benchmark)
-4.26%
11.24%
-5.02%
8.55%
14.02%
10.31%
Monthly Returns
The table below presents the monthly returns of OCSL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.71% | 0.75% | -1.78% | -6.25% | -7.36% | -10.01% | |||||||
| 2024 | 3.72% | -5.81% | 1.38% | -2.54% | 1.88% | -0.83% | -4.15% | -4.99% | -1.51% | -0.55% | 0.74% | -3.17% | -15.15% |
| 2023 | -2.91% | 1.55% | -4.78% | 0.59% | -0.90% | 6.79% | 5.04% | -1.72% | 3.05% | -5.57% | 5.26% | 5.27% | 11.25% |
| 2022 | 0.94% | -1.06% | 1.14% | -2.85% | -3.07% | -3.18% | 7.48% | -1.70% | -11.06% | 10.00% | 8.79% | 0.18% | 3.74% |
| 2021 | -0.18% | 10.61% | 2.77% | 7.42% | 1.20% | 1.18% | 1.49% | 7.95% | -1.73% | 4.39% | -0.14% | 3.49% | 44.99% |
| 2020 | 2.56% | -12.50% | -32.43% | 23.76% | 12.97% | 0.82% | 1.34% | 10.37% | -1.11% | -5.79% | 23.03% | 1.28% | 11.00% |
| 2019 | 15.37% | 6.56% | 1.46% | 1.93% | 0.76% | 3.69% | -1.66% | -2.63% | 1.62% | -0.19% | 2.51% | 4.92% | 38.74% |
| 2018 | 1.02% | -12.96% | -0.21% | 3.56% | 12.84% | -0.88% | 2.72% | 3.46% | -0.49% | -8.27% | 4.62% | -9.18% | -6.31% |
| 2017 | 2.39% | -17.29% | 4.52% | -0.65% | -10.89% | 19.41% | 9.05% | 1.89% | 3.66% | 6.22% | -17.04% | 4.16% | -1.09% |
| 2016 | -9.06% | -12.75% | 2.63% | 9.21% | -7.98% | -0.42% | 16.75% | 13.12% | -6.40% | -6.26% | 0.73% | 1.08% | -3.83% |
| 2015 | -0.99% | -9.69% | 3.99% | -1.50% | -1.83% | -4.79% | -3.70% | 5.60% | -4.78% | -6.25% | 14.04% | -0.47% | -11.79% |
| 2014 | 2.63% | 5.26% | -2.82% | -0.72% | 0.68% | 6.75% | -0.81% | 2.52% | -5.73% | -2.07% | 0.70% | -8.68% | -3.29% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of OCSL is 7, meaning it’s performing worse than 93% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Oaktree Specialty Lending Corporation (OCSL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Oaktree Specialty Lending Corporation provided a 15.89% dividend yield over the last twelve months, with an annual payout of $2.12 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.12 | $2.20 | $2.27 | $2.45 | $1.65 | $1.22 | $1.14 | $1.11 | $1.23 | $2.16 | $2.08 | $3.10 |
Dividend yield | 15.89% | 14.40% | 11.12% | 11.86% | 7.37% | 7.27% | 6.96% | 8.75% | 8.38% | 13.41% | 10.85% | 12.88% |
Monthly Dividends
The table displays the monthly dividend distributions for Oaktree Specialty Lending Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.47 | |||||||
| 2024 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $2.20 |
| 2023 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.62 | $2.27 |
| 2022 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.96 | $2.45 |
| 2021 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.47 | $1.65 |
| 2020 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.33 | $1.22 |
| 2019 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $1.14 |
| 2018 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $1.11 |
| 2017 | $0.18 | $0.18 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $1.23 |
| 2016 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $2.16 |
| 2015 | $0.28 | $0.00 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $0.18 | $2.08 |
| 2014 | $0.25 | $0.25 | $0.25 | $0.25 | $0.25 | $0.25 | $0.25 | $0.25 | $0.28 | $0.28 | $0.28 | $0.28 | $3.10 |
Dividend Yield & Payout
Dividend Yield
Oaktree Specialty Lending Corporation has a dividend yield of 15.89%, which means its dividend payment is significantly above the market average.
Payout Ratio
Oaktree Specialty Lending Corporation has a payout ratio of 101.44%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Oaktree Specialty Lending Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Oaktree Specialty Lending Corporation was 59.52%, occurring on Mar 23, 2020. Recovery took 175 trading sessions.
The current Oaktree Specialty Lending Corporation drawdown is 27.61%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.52% | Jul 11, 2014 | 1435 | Mar 23, 2020 | 175 | Nov 30, 2020 | 1610 |
| -53.81% | Jun 18, 2008 | 81 | Oct 10, 2008 | 178 | Jun 26, 2009 | 259 |
| -35.64% | Feb 22, 2011 | 117 | Aug 8, 2011 | 419 | Apr 10, 2013 | 536 |
| -29.78% | Jan 29, 2024 | 300 | Apr 8, 2025 | — | — | — |
| -24.73% | May 14, 2010 | 71 | Aug 24, 2010 | 107 | Jan 26, 2011 | 178 |
Volatility
Volatility Chart
The current Oaktree Specialty Lending Corporation volatility is 13.43%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
The chart below illustrates the trends in the financial health of Oaktree Specialty Lending Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Oaktree Specialty Lending Corporation, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -8.2%.
Valuation
The Valuation section provides an overview of how Oaktree Specialty Lending Corporation is priced in the market compared to other companies in the Credit Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for OCSL, comparing it with other companies in the Credit Services industry. Currently, OCSL has a P/E ratio of 113.3. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for OCSL compared to other companies in the Credit Services industry. OCSL currently has a PEG ratio of 0.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for OCSL relative to other companies in the Credit Services industry. Currently, OCSL has a P/S ratio of 3.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for OCSL in comparison with other companies in the Credit Services industry. Currently, OCSL has a P/B value of 0.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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