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Oaktree Specialty Lending (OCSL) Competitors

$19.52
+0.03 (+0.15%)
(As of 05/31/2024 ET)

OCSL vs. AMG, MAIN, CNS, GBDC, PSEC, VRTS, CSWC, TCPC, SLRC, and FDUS

Should you be buying Oaktree Specialty Lending stock or one of its competitors? The main competitors of Oaktree Specialty Lending include Affiliated Managers Group (AMG), Main Street Capital (MAIN), Cohen & Steers (CNS), Golub Capital BDC (GBDC), Prospect Capital (PSEC), Virtus Investment Partners (VRTS), Capital Southwest (CSWC), BlackRock TCP Capital (TCPC), SLR Investment (SLRC), and Fidus Investment (FDUS). These companies are all part of the "asset management & custody banks" industry.

Oaktree Specialty Lending vs.

Oaktree Specialty Lending (NASDAQ:OCSL) and Affiliated Managers Group (NYSE:AMG) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their risk, institutional ownership, media sentiment, analyst recommendations, earnings, profitability, dividends, valuation and community ranking.

Oaktree Specialty Lending pays an annual dividend of $2.20 per share and has a dividend yield of 11.3%. Affiliated Managers Group pays an annual dividend of $0.04 per share and has a dividend yield of 0.0%. Oaktree Specialty Lending pays out 164.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Affiliated Managers Group pays out 0.2% of its earnings in the form of a dividend.

Oaktree Specialty Lending has a beta of 1.06, meaning that its stock price is 6% more volatile than the S&P 500. Comparatively, Affiliated Managers Group has a beta of 1.31, meaning that its stock price is 31% more volatile than the S&P 500.

Affiliated Managers Group received 153 more outperform votes than Oaktree Specialty Lending when rated by MarketBeat users. Likewise, 71.12% of users gave Affiliated Managers Group an outperform vote while only 60.45% of users gave Oaktree Specialty Lending an outperform vote.

CompanyUnderperformOutperform
Oaktree Specialty LendingOutperform Votes
480
60.45%
Underperform Votes
314
39.55%
Affiliated Managers GroupOutperform Votes
633
71.12%
Underperform Votes
257
28.88%

Affiliated Managers Group has higher revenue and earnings than Oaktree Specialty Lending. Affiliated Managers Group is trading at a lower price-to-earnings ratio than Oaktree Specialty Lending, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Oaktree Specialty Lending$379.29M4.19$117.33M$1.3414.57
Affiliated Managers Group$2.04B2.54$672.90M$18.029.02

Oaktree Specialty Lending presently has a consensus target price of $20.67, indicating a potential upside of 5.87%. Affiliated Managers Group has a consensus target price of $173.80, indicating a potential upside of 6.89%. Given Affiliated Managers Group's stronger consensus rating and higher possible upside, analysts clearly believe Affiliated Managers Group is more favorable than Oaktree Specialty Lending.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Oaktree Specialty Lending
0 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.50
Affiliated Managers Group
0 Sell rating(s)
0 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
3.00

In the previous week, Affiliated Managers Group had 11 more articles in the media than Oaktree Specialty Lending. MarketBeat recorded 14 mentions for Affiliated Managers Group and 3 mentions for Oaktree Specialty Lending. Oaktree Specialty Lending's average media sentiment score of 1.53 beat Affiliated Managers Group's score of 0.86 indicating that Oaktree Specialty Lending is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Oaktree Specialty Lending
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Affiliated Managers Group
4 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Affiliated Managers Group has a net margin of 33.74% compared to Oaktree Specialty Lending's net margin of 25.90%. Affiliated Managers Group's return on equity of 16.66% beat Oaktree Specialty Lending's return on equity.

Company Net Margins Return on Equity Return on Assets
Oaktree Specialty Lending25.90% 12.16% 5.62%
Affiliated Managers Group 33.74%16.66%8.28%

36.8% of Oaktree Specialty Lending shares are owned by institutional investors. Comparatively, 95.3% of Affiliated Managers Group shares are owned by institutional investors. 0.3% of Oaktree Specialty Lending shares are owned by company insiders. Comparatively, 1.9% of Affiliated Managers Group shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Summary

Affiliated Managers Group beats Oaktree Specialty Lending on 15 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding OCSL and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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OCSL vs. The Competition

MetricOaktree Specialty LendingPersonal credit institutions IndustryFinance SectorNASDAQ Exchange
Market Cap$1.59B$4.62B$9.62B$7.96B
Dividend Yield11.29%4.68%5.97%4.01%
P/E Ratio14.5716.2245.6716.29
Price / Sales4.192.19178.9191.71
Price / Cash8.249.4516.3431.51
Price / Book1.041.773.294.59
Net Income$117.33M$318.54M$1.01B$213.90M
7 Day Performance1.77%0.54%0.39%0.87%
1 Month Performance0.10%2.02%3.03%3.60%
1 Year Performance4.22%16.58%17.25%7.91%

Oaktree Specialty Lending Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AMG
Affiliated Managers Group
4.3262 of 5 stars
$162.60
+1.3%
$173.80
+6.9%
+16.9%$5.18B$2.06B9.024,000Short Interest ↓
Analyst Revision
MAIN
Main Street Capital
0.8784 of 5 stars
$48.98
+1.1%
$47.67
-2.7%
+23.5%$4.20B$500.39M8.94100
CNS
Cohen & Steers
2.3994 of 5 stars
$70.32
+2.8%
$67.00
-4.7%
+29.3%$3.55B$489.64M27.36405
GBDC
Golub Capital BDC
0.6576 of 5 stars
$16.57
+1.6%
$16.40
-1.0%
+25.0%$2.84B$603.09M8.16N/APositive News
PSEC
Prospect Capital
0.6017 of 5 stars
$5.62
+0.5%
$5.00
-11.0%
-8.8%$2.35B$852.21M16.532,019Analyst Downgrade
VRTS
Virtus Investment Partners
2.252 of 5 stars
$228.59
+0.8%
$247.00
+8.1%
+19.8%$1.63B$845.27M13.77824Analyst Forecast
CSWC
Capital Southwest
1.2061 of 5 stars
$25.58
+0.9%
$25.50
-0.3%
+39.8%$1.15B$178.13M12.4826Short Interest ↑
TCPC
BlackRock TCP Capital
1.4272 of 5 stars
$11.08
+0.8%
$10.67
-3.7%
+6.9%$948.34M$209.33M31.6619,800Analyst Downgrade
Short Interest ↑
News Coverage
Positive News
SLRC
SLR Investment
1.8258 of 5 stars
$16.44
+0.6%
$14.88
-9.5%
+18.2%$896.97M$229.31M9.24N/AShort Interest ↓
Positive News
FDUS
Fidus Investment
0.9253 of 5 stars
$20.00
-0.6%
$22.00
+10.0%
+6.3%$631M$130.11M6.87N/AShort Interest ↑
Positive News

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This page (NASDAQ:OCSL) was last updated on 6/1/2024 by MarketBeat.com Staff

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