Oaktree Specialty Lending Stock Performance
| OCSL Stock | USD 16.28 0.28 1.75% |
The company holds a Beta of 0.54, 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 -0.022%. 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
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Over the last 90 days Oaktree Specialty Lending has generated negative risk-adjusted returns adding no value to investors with long positions. Despite quite persistent basic indicators, Oaktree Specialty is not utilizing all of its potentials. The latest stock price mess, may contribute to short-term losses for the institutional investors. ...more
Actual Historical Performance (%)
One Day Return 1.84 | Five Day Return 4.72 | Year To Date Return (20.12) | Ten Year Return (38.76) | All Time Return (55.18) |
Forward Dividend Yield 0.1409 | Payout Ratio 1.0179 | Last Split Factor 1:3 | Forward Dividend Rate 2.2 | Dividend Date 2024-12-31 |
1 | Oaktree Specialty Lending Shares Gap Down to 16.54 - MarketBeat | 09/16/2024 |
2 | Disposition of 11289 shares by Tannenbaum Leonard M of Oaktree Specialty at 6.6804 subject to Rule 16b-3 | 09/19/2024 |
3 | Acquisition by Caldwell Phyllis R of 500 shares of Oaktree Specialty at 16.01 subject to Rule 16b-3 | 09/20/2024 |
4 | Oaktree Specialty Lending Excess Software Lending May Compound Value Trap Risk - Seeking Alpha | 09/25/2024 |
| Oaktree Specialty dividend paid on 30th of September 2024 | 09/30/2024 |
5 | MVB Financial Misses Q3 Earnings and Revenue Estimates | 10/30/2024 |
6 | Insider Trading | 11/15/2024 |
7 | Oaktree Specialty Lending Corporation Announces Fourth Fiscal Quarter and Full Year 2024 Financial Results and Declares Quarterly Distribution of 0.55 Per Share | 11/19/2024 |
8 | Oaktree Specialty Lending stock under pressure as JPMorgan highlights lower NAV outlook | 11/20/2024 |
| Begin Period Cash Flow | 145.5 M |
Oaktree |
Oaktree Specialty Relative Risk vs. Return Landscape
If you would invest 1,656 in Oaktree Specialty Lending on August 30, 2024 and sell it today you would lose (28.00) from holding Oaktree Specialty Lending or give up 1.69% of portfolio value over 90 days. Oaktree Specialty Lending is currently does not generate positive expected returns and assumes 1.0102% risk (volatility on return distribution) over the 90 days horizon. In different words, 8% 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oaktree Specialty's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Oaktree Specialty Lending, and traders can use it to determine the average amount a Oaktree Specialty's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0218
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| Negative Returns | OCSL |
Estimated Market Risk
| 1.01 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oaktree Specialty is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Oaktree Specialty by adding Oaktree Specialty to a well-diversified portfolio.
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 | 0.0445 | ||||
| Return On Asset | 0.0575 | ||||
| Profit Margin | 0.17 % | ||||
| Operating Margin | 0.81 % | ||||
| Current Valuation | 2.92 B | ||||
| Shares Outstanding | 82.25 M | ||||
| Price To Earning | 11.07 X | ||||
| Price To Book | 0.89 X | ||||
| Price To Sales | 3.38 X | ||||
| Revenue | 346.25 M | ||||
| Gross Profit | 262.52 M | ||||
| EBITDA | 180.78 M | ||||
| Net Income | 136.36 M | ||||
| Cash And Equivalents | 34.31 M | ||||
| Cash Per Share | 0.19 X | ||||
| Total Debt | 1.71 B | ||||
| Debt To Equity | 1.10 % | ||||
| Current Ratio | 2.95 X | ||||
| Book Value Per Share | 18.19 X | ||||
| Cash Flow From Operations | 19.08 M | ||||
| Earnings Per Share | 0.72 X | ||||
| Market Capitalization | 1.32 B | ||||
| Total Asset | 3.2 B | ||||
| Retained Earnings | (777.46 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.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 794.93 | 834.68 | |
| Return On Tangible Assets | 0.05 | 0.06 | |
| Return On Capital Employed | 0.11 | 0.11 | |
| Return On Assets | 0.05 | 0.06 | |
| Return On Equity | 0.12 | 0.12 |
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 | |
| Latest headline from investing.com: Oaktree Specialty Lending stock under pressure as JPMorgan highlights lower NAV outlook |
- 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 state. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
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 (0.97) | Earnings Share 0.72 | Revenue Per Share 4.913 | Quarterly Revenue Growth (0.07) | Return On Assets 0.0575 |
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.