OCSL vs. OWL
Compare and contrast key facts about Oaktree Specialty Lending Corporation (OCSL) and Blue Owl Capital Inc. (OWL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OCSL or OWL.
Correlation
The correlation between OCSL and OWL is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
OCSL vs. OWL - Performance Comparison
Key characteristics
OCSL:
-0.97
OWL:
0.10
OCSL:
-1.21
OWL:
0.43
OCSL:
0.83
OWL:
1.06
OCSL:
-0.72
OWL:
0.11
OCSL:
-1.75
OWL:
0.30
OCSL:
12.26%
OWL:
14.82%
OCSL:
22.24%
OWL:
44.89%
OCSL:
-59.52%
OWL:
-50.53%
OCSL:
-27.61%
OWL:
-31.69%
Fundamentals
OCSL:
$1.12B
OWL:
$28.10B
OCSL:
$0.12
OWL:
$0.16
OCSL:
113.25
OWL:
115.38
OCSL:
3.02
OWL:
11.40
OCSL:
0.76
OWL:
5.30
OCSL:
$100.21M
OWL:
$2.47B
OCSL:
$9.09M
OWL:
$1.26B
OCSL:
$67.31M
OWL:
$662.07M
Returns By Period
In the year-to-date period, OCSL achieves a -10.01% return, which is significantly higher than OWL's -21.64% return.
OCSL
-10.01%
0.68%
-10.79%
-20.98%
12.21%
5.62%
OWL
-21.64%
10.24%
-21.49%
3.41%
N/A
N/A
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Risk-Adjusted Performance
OCSL vs. OWL — Risk-Adjusted Performance Rank
OCSL
OWL
OCSL vs. OWL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oaktree Specialty Lending Corporation (OCSL) and Blue Owl Capital Inc. (OWL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
OCSL vs. OWL - Dividend Comparison
OCSL's dividend yield for the trailing twelve months is around 15.89%, more than OWL's 3.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OCSL Oaktree Specialty Lending Corporation | 15.89% | 14.40% | 11.12% | 11.86% | 7.37% | 7.27% | 6.96% | 8.75% | 8.38% | 13.41% | 10.85% | 12.88% |
OWL Blue Owl Capital Inc. | 3.98% | 2.92% | 3.69% | 4.06% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
OCSL vs. OWL - Drawdown Comparison
The maximum OCSL drawdown since its inception was -59.52%, which is greater than OWL's maximum drawdown of -50.53%. Use the drawdown chart below to compare losses from any high point for OCSL and OWL. For additional features, visit the drawdowns tool.
Volatility
OCSL vs. OWL - Volatility Comparison
The current volatility for Oaktree Specialty Lending Corporation (OCSL) is 13.43%, while Blue Owl Capital Inc. (OWL) has a volatility of 18.89%. This indicates that OCSL experiences smaller price fluctuations and is considered to be less risky than OWL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
OCSL vs. OWL - Financials Comparison
This section allows you to compare key financial metrics between Oaktree Specialty Lending Corporation and Blue Owl Capital Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
OCSL vs. OWL - Profitability Comparison
OCSL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Oaktree Specialty Lending Corporation reported a gross profit of -40.19M and revenue of -40.19M. Therefore, the gross margin over that period was 100.0%.
OWL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Blue Owl Capital Inc. reported a gross profit of 268.07M and revenue of 683.49M. Therefore, the gross margin over that period was 39.2%.
OCSL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Oaktree Specialty Lending Corporation reported an operating income of -35.99M and revenue of -40.19M, resulting in an operating margin of 89.5%.
OWL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Blue Owl Capital Inc. reported an operating income of 4.31M and revenue of 683.49M, resulting in an operating margin of 0.6%.
OCSL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Oaktree Specialty Lending Corporation reported a net income of -36.25M and revenue of -40.19M, resulting in a net margin of 90.2%.
OWL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Blue Owl Capital Inc. reported a net income of 36.67M and revenue of 683.49M, resulting in a net margin of 5.4%.