Oaktree Specialty Lending Stock Performance

Oaktree Specialty Relative Risk vs. Return Landscape

If you would invest  1,336  in Oaktree Specialty Lending on November 5, 2025 and sell it today you would lose (119.00) from holding Oaktree Specialty Lending or give up 8.91% of portfolio value over 90 days. Oaktree Specialty Lending is currently does not generate positive expected returns and assumes 1.089% 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.Given the investment horizon of 90 days Oaktree Specialty is expected to under-perform the market. In addition to that, the company is 1.44 times more volatile than its market benchmark. It trades about -0.13 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.1 per unit of volatility.

Oaktree Specialty Target Price Odds to finish over Current Price

Given the investment horizon of 90 days Oaktree Specialty has a beta of 0.24. 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.

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.

Hype Prediction Low Estimated High 11.06 12.15 13.24 Details

Intrinsic Valuation Low Real High 12.00 13.09 14.18 Details

Naive Forecast Low Next High 10.63 11.72 12.81 Details

6 Analysts Consensus Low Target High 12.47 13.71 15.22 Details

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.

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 Price Density Drivers

Oaktree Specialty Fundamentals Growth

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 main economic indicators. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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.

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.