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

MarketsMojo — Loved in India, Now Global

The power of Mojo is now in 29 countries. Explore global equities with the same cutting-edge features you love.Unlock 29 Markets

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Victory Capital Holdings, Inc.

TPG, Inc.

Federated Hermes, Inc.

Hercules Capital, Inc.

Oaktree Specialty Lending Corp.

Artisan Partners Asset Management, Inc.

Goldman Sachs BDC, Inc.

Golub Capital BDC, Inc.

Sixth Street Specialty Lending, Inc.

StepStone Group, Inc.

Prospect Capital Corp.

Why is Oaktree Specialty Lending Corp. ?

Strong Long Term Fundamental Strength with a 82.07% CAGR growth in Operating Profits

Healthy long term growth as Net Sales has grown by an annual rate of 18.37% and Operating profit at 82.07%

With ROE of 0.61%, it has a very attractive valuation with a 0.86 Price to Book Value

The stock is trading at a premium compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of -14.92%, its profits have fallen by -91.2%
At the current price, the company has a high dividend yield of 1294.6

High Institutional Holdings at 49.74%

These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
Their stake has increased by 0.75% over the previous quarter.

Real-Time Research Report

Verdict Report

How much should you buy?

Overall Portfolio exposure to Oaktree Specialty Lending Corp. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

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

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Oaktree Specialty Lending Corp. for you?

Low Risk, Low Return

Absolute

Risk Adjusted

Volatility

Oaktree Specialty Lending Corp.

-16.22%

-1.25

24.36%

S&P 500

13.22%

0.61

20.17%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

18.37%

EBIT Growth (5y)

82.07%

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

305.56%

Pledged Shares

Institutional Holding

49.74%

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

140

Industry P/E

Price to Book Value

0.86

EV to EBIT

8.71

EV to EBITDA

8.71

EV to Capital Employed

0.84

EV to Sales

5.20

PEG Ratio

Dividend Yield

1294.57%

ROCE (Latest)

9.70%

ROE (Latest)

0.61%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bullish

Bearish

RSI

No Signal

Bollinger Bands

Sideways

Bearish

Moving Averages

Mildly Bearish (Daily)

KST

Mildly Bullish

Bearish

Dow Theory

Mildly Bearish

No Trend

OBV

Mildly Bearish

No Trend

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

13What is working for the Company

NET SALES(HY)

At USD 146.11 MM has Grown at 29.37%

RAW MATERIAL COST(Y)

Fallen by -131.68% (YoY

DEBT-EQUITY RATIO (HY)

Lowest at 92.64 %

DEBTORS TURNOVER RATIO(HY)

Highest at 4.04 times

PRE-TAX PROFIT(Q)

Highest at USD 38.68 MM

NET PROFIT(Q)

Highest at USD 38.35 MM

-10What is not working for the Company

NET PROFIT(HY)

At USD 2.1 MM has Grown at -79.89%

ROCE(HY)

Lowest at 3.11%

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

Pre-Tax Profit

At USD 38.68 MM has Grown at 1,576.14%

over average net sales of the previous four periods of USD 2.31 MM

MOJO Watch

Near term Pre-Tax Profit trend is very positive

Pre-Tax Profit (USD MM)

Net Profit

At USD 38.35 MM has Grown at 1,600.19%

over average net sales of the previous four periods of USD 2.26 MM

MOJO Watch

Near term Net Profit trend is very positive

Net Profit (USD MM)

Net Sales

At USD 146.11 MM has Grown at 29.37%

Year on Year (YoY)

MOJO Watch

Near term sales trend is positive

Net Sales (USD MM)

Pre-Tax Profit

Highest at USD 38.68 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (USD MM)

Net Profit

Highest at USD 38.35 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is positive

Net Profit (USD MM)

Debt-Equity Ratio

Lowest at 92.64 %

in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Debtors Turnover Ratio

Highest at 4.04 times

in the last five Semi-Annual periods

MOJO Watch

Company has been able to sell its Debtors faster

Debtors Turnover Ratio

Raw Material Cost

Fallen by -131.68% (YoY)

MOJO Watch

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

Raw Material Cost as a percentage of Sales