SAND vs. OCSL
Compare and contrast key facts about Sandstorm Gold Ltd. (SAND) and Oaktree Specialty Lending Corporation (OCSL).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SAND or OCSL.
Key characteristics
| SAND | OCSL | |
|---|---|---|
| YTD Return | 10.33% | -13.98% |
| 1Y Return | 21.44% | -9.13% |
| 3Y Return (Ann) | -6.94% | 0.57% |
| 5Y Return (Ann) | -3.21% | 11.00% |
| 10Y Return (Ann) | 6.20% | 4.83% |
| Sharpe Ratio | 0.52 | -0.52 |
| Sortino Ratio | 0.93 | -0.55 |
| Omega Ratio | 1.12 | 0.92 |
| Calmar Ratio | 0.25 | -0.39 |
| Martin Ratio | 2.19 | -0.78 |
| Ulcer Index | 8.49% | 11.33% |
| Daily Std Dev | 35.87% | 16.95% |
| Max Drawdown | -86.60% | -60.04% |
| Current Drawdown | -62.39% | -18.45% |
Fundamentals
| SAND | OCSL | |
|---|---|---|
| Market Cap | $1.61B | $1.31B |
| EPS | $0.12 | $0.88 |
| PE Ratio | 45.00 | 18.15 |
| PEG Ratio | 0.00 | 0.93 |
| Total Revenue (TTM) | $129.71M | $124.77M |
| Gross Profit (TTM) | $61.94M | $169.67M |
| EBITDA (TTM) | $98.44M | $119.42M |
Correlation
The correlation between SAND and OCSL is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SAND vs. OCSL - Performance Comparison
In the year-to-date period, SAND achieves a 10.33% return, which is significantly higher than OCSL's -13.98% return. Over the past 10 years, SAND has outperformed OCSL with an annualized return of 6.20%, while OCSL has yielded a comparatively lower 4.83% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SAND vs. OCSL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sandstorm Gold Ltd. (SAND) and Oaktree Specialty Lending Corporation (OCSL). 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
SAND vs. OCSL - Dividend Comparison
SAND's dividend yield for the trailing twelve months is around 1.06%, less than OCSL's 14.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAND Sandstorm Gold Ltd. | 1.06% | 1.19% | 1.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OCSL Oaktree Specialty Lending Corporation | 14.15% | 11.12% | 11.86% | 7.37% | 7.27% | 6.96% | 8.75% | 8.38% | 13.41% | 10.85% | 12.88% | 11.96% |
Drawdowns
SAND vs. OCSL - Drawdown Comparison
The maximum SAND drawdown since its inception was -86.60%, which is greater than OCSL's maximum drawdown of -60.04%. Use the drawdown chart below to compare losses from any high point for SAND and OCSL. For additional features, visit the drawdowns tool.
Volatility
SAND vs. OCSL - Volatility Comparison
Sandstorm Gold Ltd. (SAND) has a higher volatility of 14.27% compared to Oaktree Specialty Lending Corporation (OCSL) at 5.18%. This indicates that SAND's price experiences larger fluctuations and is considered to be riskier than OCSL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SAND vs. OCSL - Financials Comparison
This section allows you to compare key financial metrics between Sandstorm Gold Ltd. and Oaktree Specialty Lending Corporation. 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