Oaktree Specialty Lending Stock Performance
| OCSL Stock | USD 12.63 0.23 1.79% |
The company holds a Beta of 0.6, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Oaktree Specialty's returns are expected to increase less than the market. However, during the bear market, the loss of holding Oaktree Specialty is expected to be smaller as well. At this point, Oaktree Specialty Lending has a negative expected return of -0.14%. Please make sure to check Oaktree Specialty's potential upside, as well as the relationship between the rate of daily change and relative strength index , to decide if Oaktree Specialty Lending performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Oaktree Specialty Lending has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest unsteady performance, the Stock's basic indicators remain persistent and the latest mess on Wall Street may also be a sign of long-standing gains for the company institutional investors. ...more
| Oaktree Specialty dividend paid on 31st of December 2025 | 12/31/2025 |
| Begin Period Cash Flow | 78.5 M | |
| Total Cashflows From Investing Activities | 86 M |
Oaktree Specialty Relative Risk vs. Return Landscape
If you would invest 1,377 in Oaktree Specialty Lending on October 28, 2025 and sell it today you would lose (114.00) from holding Oaktree Specialty Lending or give up 8.28% of portfolio value over 90 days. Oaktree Specialty Lending is currently does not generate positive expected returns and assumes 1.0974% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% of stocks are less volatile than Oaktree, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Oaktree Specialty Target Price Odds to finish over Current Price
The tendency of Oaktree Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 12.63 | 90 days | 12.63 | more than 93.0 |
Based on a normal probability distribution, the odds of Oaktree Specialty to move above the current price in 90 days from now is more than 93.0 (This Oaktree Specialty Lending probability density function shows the probability of Oaktree Stock to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days Oaktree Specialty has a beta of 0.6. This indicates as returns on the market go up, Oaktree Specialty average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Oaktree Specialty Lending will be expected to be much smaller as well. Additionally Oaktree Specialty Lending has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Oaktree Specialty Price Density |
| Price |
Predictive Modules for Oaktree Specialty
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Oaktree Specialty Lending. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Oaktree Specialty's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Oaktree Specialty Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Oaktree Specialty is not an exception. The market had few large corrections towards the Oaktree Specialty's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Oaktree Specialty Lending, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Oaktree Specialty within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.19 | |
β | Beta against Dow Jones | 0.60 | |
σ | Overall volatility | 0.28 | |
Ir | Information ratio | -0.2 |
Oaktree Specialty Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Oaktree Specialty for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Oaktree Specialty Lending can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Oaktree Specialty generated a negative expected return over the last 90 days | |
| On 31st of December 2025 Oaktree Specialty paid $ 0.4 per share dividend to its current shareholders | |
| Latest headline from prnewswire.com: Prospect-HQ Launches at Mercy University, Connecting Student-Athletes to Career Opportunities Nationwide |
Oaktree Specialty Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Oaktree Stock often depends not only on the future outlook of the current and potential Oaktree Specialty's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Oaktree Specialty's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 86.1 M | |
| Cash And Short Term Investments | 79.6 M |
Oaktree Specialty Fundamentals Growth
Oaktree Stock prices reflect investors' perceptions of the future prospects and financial health of Oaktree Specialty, and Oaktree Specialty fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Oaktree Stock performance.
| Return On Equity | 0.023 | |||
| Return On Asset | 0.0541 | |||
| Profit Margin | 0.11 % | |||
| Operating Margin | 0.80 % | |||
| Current Valuation | 2.55 B | |||
| Shares Outstanding | 88.09 M | |||
| Price To Earning | 11.07 X | |||
| Price To Book | 0.77 X | |||
| Price To Sales | 3.58 X | |||
| Revenue | 299.7 M | |||
| EBITDA | 151.02 M | |||
| Cash And Equivalents | 34.31 M | |||
| Cash Per Share | 0.19 X | |||
| Total Debt | 1.49 B | |||
| Debt To Equity | 1.10 % | |||
| Book Value Per Share | 16.64 X | |||
| Cash Flow From Operations | 142.4 M | |||
| Earnings Per Share | 0.39 X | |||
| Total Asset | 3 B | |||
| Retained Earnings | (885.14 M) | |||
About Oaktree Specialty Performance
By examining Oaktree Specialty's fundamental ratios, stakeholders can obtain critical insights into Oaktree Specialty's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Oaktree Specialty is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Oaktree Specialty Lending Corporation is a business development company specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity and management buyouts in small and mid-sized companies. The fund seeks to be a lead investor in its portfolio companies. Oaktree Specialty operates under Credit Services classification in the United States and is traded on NASDAQ Exchange.Things to note about Oaktree Specialty Lending performance evaluation
Checking the ongoing alerts about Oaktree Specialty for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Oaktree Specialty Lending help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oaktree Specialty generated a negative expected return over the last 90 days | |
| On 31st of December 2025 Oaktree Specialty paid $ 0.4 per share dividend to its current shareholders | |
| Latest headline from prnewswire.com: Prospect-HQ Launches at Mercy University, Connecting Student-Athletes to Career Opportunities Nationwide |
- Analyzing Oaktree Specialty's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Oaktree Specialty's stock is overvalued or undervalued compared to its peers.
- Examining Oaktree Specialty's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Oaktree Specialty's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oaktree Specialty's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Oaktree Specialty's stock. These opinions can provide insight into Oaktree Specialty's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Oaktree Specialty Lending. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Stock space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Oaktree Specialty. If investors know Oaktree will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Oaktree Specialty listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Oaktree Specialty Lending is measured differently than its book value, which is the value of Oaktree that is recorded on the company's balance sheet. Investors also form their own opinion of Oaktree Specialty's value that differs from its market value or its book value, called intrinsic value, which is Oaktree Specialty's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Oaktree Specialty's market value can be influenced by many factors that don't directly affect Oaktree Specialty's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Oaktree Specialty's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oaktree Specialty is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oaktree Specialty's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.