Oaktree Specialty Lending Corp. (OCSL) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Victory Capital Holdings, Inc.

Federated Hermes, Inc.

Artisan Partners Asset Management, Inc.

TPG, Inc.

Hercules Capital, Inc.

Oaktree Specialty Lending Corp.

StepStone Group, Inc.

Prospect Capital Corp.

Goldman Sachs BDC, Inc.

Golub Capital BDC, Inc.

Sixth Street Specialty Lending, Inc.

Why is Oaktree Specialty Lending Corp. ?

Flat results in Mar 26

PRE-TAX PROFIT(Q) At USD -18.58 MM has Fallen at -324.03%
NET PROFIT(Q) At USD -18.89 MM has Fallen at -334%
OPERATING CASH FLOW(Y) Lowest at USD 12.52 MM

Consistent Underperformance against the benchmark over the last 3 years

Along with generating -14.82% returns in the last 1 year, the stock has also underperformed S&P 500 in each of the last 3 annual periods

Real-Time Research Report

Verdict Report

How much should you sell?

All quantity irrespective of whether you are making profits or losses

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to re-enter? - We will constantly monitor the company and review our call based on new data

Is Oaktree Specialty Lending Corp. for you?

Medium Risk, Low Return

Absolute

Risk Adjusted

Volatility

Oaktree Specialty Lending Corp.

-14.82%

-1.67

24.65%

S&P 500

22.24%

1.67

13.28%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

16.76%

EBIT Growth (5y)

4.75%

EBIT to Interest (avg)

4.71

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

2.24%

Dividend Payout Ratio

444.05%

Pledged Shares

Institutional Holding

53.04%

ROCE (avg)

15.26%

ROE (avg)

9.05%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

0.67

EV to EBIT

6.08

EV to EBITDA

6.08

EV to Capital Employed

0.65

EV to Sales

2.88

PEG Ratio

Dividend Yield

1295.79%

ROCE (Latest)

10.71%

ROE (Latest)

2.25%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bullish

Bearish

RSI

Bearish

No Signal

Bollinger Bands

Bullish

Mildly Bearish

Moving Averages

Mildly Bearish (Daily)

KST

Bearish

Dow Theory

Mildly Bullish

Mildly Bearish

OBV

Mildly Bullish

Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

5What is working for the Company

NET PROFIT(HY)

At USD -13.28 MM has Grown at 54.22%

DEBTORS TURNOVER RATIO(HY)

Highest at 4.43 times

-13What is not working for the Company

PRE-TAX PROFIT(Q)

At USD -18.58 MM has Fallen at -324.03%

NET PROFIT(Q)

At USD -18.89 MM has Fallen at -334%

OPERATING CASH FLOW(Y)

Lowest at USD 12.52 MM

RAW MATERIAL COST(Y)

Grown by 5.04% (YoY

NET SALES(Q)

Lowest at USD 56.77 MM

Here's what is working for Oaktree Specialty Lending Corp.

Debtors Turnover Ratio

Highest at 4.43 times

in the last five Semi-Annual periods

MOJO Watch

Company has been able to sell its Debtors faster

Debtors Turnover Ratio

Here's what is not working for Oaktree Specialty Lending Corp.

Net Sales

At USD 56.77 MM has Fallen at -25.98%

over average net sales of the previous four periods of USD 76.7 MM

MOJO Watch

Near term sales trend is extremely negative

Net Sales (USD MM)

Pre-Tax Profit

At USD -18.58 MM has Fallen at -324.03%

over average net sales of the previous four periods of USD 8.29 MM

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (USD MM)

Net Profit

At USD -18.89 MM has Fallen at -334%

over average net sales of the previous four periods of USD 8.07 MM

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (USD MM)

Operating Cash Flow

Lowest at USD 12.52 MM

in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)

Net Sales

Lowest at USD 56.77 MM

in the last five periods

MOJO Watch

Near term sales trend is negative

Net Sales (USD MM)

Raw Material Cost

Grown by 5.04% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin

Raw Material Cost as a percentage of Sales