Oaktree Specialty Lending Stock Market Value
| OCSL Stock | USD 12.62 0.24 1.87% |
| Symbol | Oaktree |
Is Asset Management & Custody Banks 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.
Quarterly Earnings Growth (0.38) | Dividend Share 1.75 | Earnings Share 0.39 | Revenue Per Share | Quarterly Revenue Growth (0.18) |
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.
Oaktree Specialty 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Oaktree Specialty's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Oaktree Specialty.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in Oaktree Specialty on October 28, 2025 and sell it all today you would earn a total of 0.00 from holding Oaktree Specialty Lending or generate 0.0% return on investment in Oaktree Specialty over 90 days. Oaktree Specialty is related to or competes with Navient Corp, Goldman Sachs, Lufax Holding, Prospect Capital, Jefferson Capital, Capital Southwest, and Barings BDC. Oaktree Specialty Lending Corporation is a business development company specializing in investments in middle market, br... More
Oaktree Specialty Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Oaktree Specialty's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Oaktree Specialty Lending upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.13 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 7.02 | |||
| Value At Risk | (1.95) | |||
| Potential Upside | 2.11 |
Oaktree Specialty Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oaktree Specialty's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Oaktree Specialty's standard deviation. In reality, there are many statistical measures that can use Oaktree Specialty historical prices to predict the future Oaktree Specialty's volatility.| Risk Adjusted Performance | 0.009 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.11) | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | (0) |
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 January 26, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
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| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
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| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.009 | |||
| Market Risk Adjusted Performance | 0.0077 | |||
| Mean Deviation | 0.8667 | |||
| Semi Deviation | 1.05 | |||
| Downside Deviation | 1.13 | |||
| Coefficient Of Variation | 14552.51 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.45 | |||
| Information Ratio | (0.06) | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.11) | |||
| Sortino Ratio | (0.06) | |||
| Treynor Ratio | (0) | |||
| Maximum Drawdown | 7.02 | |||
| Value At Risk | (1.95) | |||
| Potential Upside | 2.11 | |||
| Downside Variance | 1.27 | |||
| Semi Variance | 1.11 | |||
| Expected Short fall | (0.93) | |||
| Skewness | 0.9552 | |||
| Kurtosis | 2.73 |
Oaktree Specialty Lending Backtested Returns
Oaktree Specialty Lending maintains Sharpe Ratio (i.e., Efficiency) of -0.12, which implies the firm had a -0.12 % return per unit of risk over the last 3 months. Oaktree Specialty Lending exposes thirty different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Oaktree Specialty's Coefficient Of Variation of 14552.51, risk adjusted performance of 0.009, and Semi Deviation of 1.05 to confirm the risk estimate we provide. The company holds a Beta of 0.75, 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 -0.13%. Please make sure to check Oaktree Specialty's semi variance, and the relationship between the treynor ratio and daily balance of power , to decide if Oaktree Specialty Lending performance from the past will be repeated at some point in the near future.
Auto-correlation | 0.42 |
Average predictability
Oaktree Specialty Lending has average predictability. Overlapping area represents the amount of predictability between Oaktree Specialty time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Oaktree Specialty Lending price movement. The serial correlation of 0.42 indicates that just about 42.0% of current Oaktree Specialty price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.42 | |
| Spearman Rank Test | -0.08 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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Oaktree Specialty technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.