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OCSL vs. SAND
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

OCSL vs. SAND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Oaktree Specialty Lending Corporation (OCSL) and Sandstorm Gold Ltd. (SAND). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


OCSL

1D
-2.96%
1M
-8.45%
YTD
-3.83%
6M
-7.79%
1Y
-7.64%
3Y*
-3.06%
5Y*
0.64%
10Y*
7.74%

SAND

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

OCSL vs. SAND - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
OCSL
Oaktree Specialty Lending Corporation
-3.83%-6.06%-15.15%11.25%3.74%44.99%11.00%38.74%-6.31%-1.09%
SAND
Sandstorm Gold Ltd.
0.00%118.72%12.15%-3.32%-14.29%-13.53%-3.76%61.61%-7.62%27.95%

Correlation

The correlation between OCSL and SAND is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.07

Correlation (5Y)
Calculated over the trailing 5-year period

0.15

Correlation (10Y)
Calculated over the trailing 10-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Jun 1, 2009

0.13

The correlation between OCSL and SAND shifts across timeframes, from -0.07 (1 year) to 0.15 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

OCSL:

$1.04B

SAND:

$3.64B

EPS

OCSL:

$1.17

SAND:

$0.11

PE Ratio

OCSL:

10.11

SAND:

105.77

PEG Ratio

OCSL:

0.83

SAND:

4.56

PS Ratio

OCSL:

3.55

SAND:

18.81

PB Ratio

OCSL:

0.75

SAND:

2.55

Total Revenue (TTM)

OCSL:

$293.40M

SAND:

$193.59M

Gross Profit (TTM)

OCSL:

$174.66M

SAND:

$114.43M

EBITDA (TTM)

OCSL:

$121.85M

SAND:

$144.88M

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Return for Risk

OCSL vs. SAND — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OCSL
OCSL Risk / Return Rank: 2424
Overall Rank
OCSL Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
OCSL Sortino Ratio Rank: 2222
Sortino Ratio Rank
OCSL Omega Ratio Rank: 2323
Omega Ratio Rank
OCSL Calmar Ratio Rank: 2727
Calmar Ratio Rank
OCSL Martin Ratio Rank: 2424
Martin Ratio Rank

SAND
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OCSL vs. SAND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Oaktree Specialty Lending Corporation (OCSL) and Sandstorm Gold Ltd. (SAND). 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.


OCSLSANDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.96

Calmar ratioReturn relative to maximum drawdown

-0.39

Martin ratioReturn relative to average drawdown

-0.86

OCSL vs. SAND - Sharpe Ratio Comparison


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Sharpe Ratios by Period


OCSLSANDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.14

Drawdowns

OCSL vs. SAND - Drawdown Comparison


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Drawdown Indicators


OCSLSANDDifference

Max Drawdown

Largest peak-to-trough decline

-59.52%

Max Drawdown (1Y)

Largest decline over 1 year

-19.77%

Max Drawdown (3Y)

Largest decline over 3 years

-34.16%

Max Drawdown (5Y)

Largest decline over 5 years

-34.16%

Max Drawdown (10Y)

Largest decline over 10 years

-57.32%

Current Drawdown

Current decline from peak

-27.33%

Average Drawdown

Average peak-to-trough decline

-16.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.92%

Volatility

OCSL vs. SAND - Volatility Comparison


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Volatility by Period


OCSLSANDDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.33%

Volatility (6M)

Calculated over the trailing 6-month period

17.28%

Volatility (1Y)

Calculated over the trailing 1-year period

21.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.84%

Dividends

OCSL vs. SAND - Dividend Comparison

OCSL's dividend yield for the trailing twelve months is around 13.72%, more than SAND's 0.24% yield.


PositionTTM20252024202320222021202020192018201720162015
OCSL
Oaktree Specialty Lending Corporation
13.72%13.27%14.40%11.12%11.86%7.37%7.27%6.96%8.75%8.38%13.41%10.84%
SAND
Sandstorm Gold Ltd.
0.24%0.47%1.06%1.19%1.17%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

OCSL vs. SAND - Financials Comparison

This section allows you to compare key financial metrics between Oaktree Specialty Lending Corporation and Sandstorm Gold Ltd.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-20.00M0.0020.00M40.00M60.00M80.00M100.00M20222023202420252026
65.25M
51.42M
(OCSL) Total Revenue
(SAND) Total Revenue
Values in USD except per share items

OCSL vs. SAND - Profitability Comparison

The chart below illustrates the profitability comparison between Oaktree Specialty Lending Corporation and Sandstorm Gold Ltd. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%202220232024202520260
64.4%
Portfolio components
OCSL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Oaktree Specialty Lending Corporation reported a gross profit of 0.00 and revenue of 65.25M. Therefore, the gross margin over that period was 0.0%.

SAND - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sandstorm Gold Ltd. reported a gross profit of 33.10M and revenue of 51.42M. Therefore, the gross margin over that period was 64.4%.

OCSL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Oaktree Specialty Lending Corporation reported an operating income of 0.00 and revenue of 65.25M, resulting in an operating margin of 0.0%.

SAND - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sandstorm Gold Ltd. reported an operating income of 26.02M and revenue of 51.42M, resulting in an operating margin of 50.6%.

OCSL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Oaktree Specialty Lending Corporation reported a net income of 34.37M and revenue of 65.25M, resulting in a net margin of 52.7%.

SAND - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sandstorm Gold Ltd. reported a net income of 15.46M and revenue of 51.42M, resulting in a net margin of 30.1%.


Frequently Asked Questions


OCSL and SAND have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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