OCSL:NSD-Oaktree Specialty Lending Corp (USD)

COMMON STOCK | Credit Services |

Last Closing

USD 19.5

Change

+0.09 (+0.46)%

Market Cap

USD 1.52B

Volume

0.50M

Analyst Target

USD 5.78
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Credit Services

Symbol Name Price(Change) Market Cap
PYPL PayPal Holdings Inc

N/A

USD 69.43B
SOFI SoFi Technologies Inc.

N/A

USD 7.51B
CACC Credit Acceptance Corporation

N/A

USD 6.48B
FCFS FirstCash Inc

N/A

USD 5.63B
SLMBP SLM Corp Pb Pref

N/A

USD 4.97B
SLM SLM Corp

N/A

USD 4.83B
QFIN 360 Finance Inc

N/A

USD 2.91B
UPST Upstart Holdings Inc

N/A

USD 1.92B
NAVI Navient Corp

N/A

USD 1.76B
PRAA PRA Group Inc

N/A

USD 0.95B

ETFs Containing OCSL

CRDT Simplify Exchange Traded .. 0.00 % 0.45 %

N/A

USD 0.07B
MPCF:CA 0.00 % 0.80 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Credit Services) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.51% 38% F 38% F
Dividend Return 2.69% 80% B- 94% A
Total Return -1.81% 44% F 41% F
Trailing 12 Months  
Capital Gain 4.95% 48% F 57% F
Dividend Return 5.92% 55% F 79% B-
Total Return 10.87% 48% F 63% D
Trailing 5 Years  
Capital Gain 25.48% 64% D 65% D
Dividend Return 46.91% 88% B+ 96% N/A
Total Return 72.39% 68% D+ 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 9.58% 71% C- 70% C-
Dividend Return 18.12% 71% C- 78% C+
Total Return 8.54% 100% F 96% N/A
Risk Return Profile  
Volatility (Standard Deviation) 30.51% 75% C 60% D-
Risk Adjusted Return 59.39% 89% A- 87% B+
Market Capitalization 1.52B 71% C- 77% C+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.