Oaktree Specialty Lending Stock Market Value
| OCSL Stock | USD 12.14 0.01 0.08% |
| 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. Anticipated expansion of Oaktree directly elevates investor willingness to pay premium valuations. The financial industry is built on trying to define current growth potential and future valuation accurately. Comprehensive Oaktree Specialty assessment requires weighing all these inputs, though not all factors influence outcomes equally.
Quarterly Earnings Growth (0.28) | Dividend Share 1.6 | Earnings Share 0.36 | Revenue Per Share | Quarterly Revenue Growth (0.13) |
Investors evaluate Oaktree Specialty Lending using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Oaktree Specialty's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. External factors like market trends, sector rotation, and investor psychology can cause Oaktree Specialty's market price to deviate significantly from intrinsic value.
It's important to distinguish between Oaktree Specialty's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Oaktree Specialty should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Oaktree Specialty's market price signifies the transaction level at which participants voluntarily complete trades.
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.
| 11/10/2025 |
| 02/08/2026 |
If you would invest 0.00 in Oaktree Specialty on November 10, 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 Source Capital, GigCapital7 Corp, Saratoga Investment, Diamond Hill, Gladstone Capital, and Stellus Capital. 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.
| Information Ratio | (0.20) | |||
| Maximum Drawdown | 6.56 | |||
| Value At Risk | (2.04) | |||
| 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 | (0.09) | |||
| Jensen Alpha | (0.21) | |||
| Total Risk Alpha | (0.27) | |||
| Treynor Ratio | (0.24) |
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 February 8, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.09) | |||
| Market Risk Adjusted Performance | (0.23) | |||
| Mean Deviation | 0.8941 | |||
| Coefficient Of Variation | (821.90) | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.44 | |||
| Information Ratio | (0.20) | |||
| Jensen Alpha | (0.21) | |||
| Total Risk Alpha | (0.27) | |||
| Treynor Ratio | (0.24) | |||
| Maximum Drawdown | 6.56 | |||
| Value At Risk | (2.04) | |||
| Potential Upside | 2.11 | |||
| Skewness | 0.3593 | |||
| Kurtosis | 1.05 |
Oaktree Specialty Lending Backtested Returns
Oaktree Specialty Lending maintains Sharpe Ratio (i.e., Efficiency) of -0.1, which implies the firm had a -0.1 % return per unit of risk over the last 3 months. Oaktree Specialty Lending exposes twenty-three different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check Oaktree Specialty's Risk Adjusted Performance of (0.09), variance of 1.44, and Coefficient Of Variation of (821.90) to confirm the risk estimate we provide. The company holds a Beta of 0.66, 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 -0.12%. Please make sure to check Oaktree Specialty's potential upside, as well as the relationship between the rate of daily change and period momentum indicator , to decide if Oaktree Specialty Lending performance from the past will be repeated at some point in the near future.
Auto-correlation | 0.50 |
Modest predictability
Oaktree Specialty Lending has modest predictability. Overlapping area represents the amount of predictability between Oaktree Specialty time series from 10th of November 2025 to 25th of December 2025 and 25th of December 2025 to 8th of February 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 0.5 indicates that about 50.0% of current Oaktree Specialty price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.5 | |
| Spearman Rank Test | 0.35 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
Building efficient market-beating portfolios requires time, education, and a lot of computing power!
The Portfolio Prophet is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ProphetCheck out Oaktree Specialty Correlation, Oaktree Specialty Volatility and Oaktree Specialty Performance module to complement your research on Oaktree Specialty. You can also try the Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.
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.