Oaktree Specialty Lending Stock Analysis

Oaktree Stock Analysis Notes

About 36.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.88. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Oaktree Specialty Lending has Price/Earnings To Growth (PEG) ratio of 0.93. The entity last dividend was issued on the 16th of September 2024. The firm had 1:3 split on the 23rd of January 2023. 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. To find out more about Oaktree Specialty Lending contact Armen JD at 213 830 6300 or learn more at https://www.oaktreespecialtylending.com.

Oaktree Specialty Lending Investment Alerts

Oaktree Specialty Lending Upcoming and Recent Events

Oaktree Largest EPS Surprises

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Oaktree Specialty Environmental, Social, and Governance (ESG) Scores

Oaktree Stock Institutional Investors

Note, although Oaktree Specialty's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Oaktree Market Capitalization

The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.3 B.

Oaktree Profitablity

The company has Profit Margin (PM) of 0.17 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.81 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.81.

Management Efficiency

Oaktree Specialty Lending has return on total asset (ROA) of 0.0575 % which means that it generated a profit of $0.0575 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0445 %, meaning that it created $0.0445 on every $100 dollars invested by stockholders. Oaktree Specialty's management efficiency ratios could be used to measure how well Oaktree Specialty manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is expected to rise to 0.06 this year. Return On Capital Employed is expected to rise to 0.11 this year. At this time, Oaktree Specialty's Other Assets are quite stable compared to the past year. Other Current Assets is expected to rise to about 122.9 M this year, although the value of Non Current Assets Total will most likely fall to about 1.9 B.

Technical Drivers

As of the 24th of November, Oaktree Specialty holds the Variance of 0.925, risk adjusted performance of (0.04), and Coefficient Of Variation of (2,003). Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Oaktree Specialty, as well as the relationship between them. Please check Oaktree Specialty Lending variance and potential upside to decide if Oaktree Specialty Lending is priced some-what accurately, providing market reflects its current price of 15.85 per share. Given that Oaktree Specialty has information ratio of (0.19), we recommend you to check out Oaktree Specialty Lending's recent market performance to make sure the company can sustain itself at a future point.

Oaktree Specialty Lending Price Movement Analysis

Oaktree Specialty Lending Insider Trading Activities

Oaktree Specialty Outstanding Bonds

Oaktree Specialty Predictive Daily Indicators

Oaktree Specialty Corporate Filings

Oaktree Specialty Forecast Models

Oaktree Specialty's time-series forecasting models are one of many Oaktree Specialty's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Oaktree Specialty's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Stock analysis is the technique used by a trader or investor to examine and evaluate how Oaktree Specialty prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Oaktree shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Oaktree Specialty. By using and applying Oaktree Stock analysis, traders can create a robust methodology for identifying Oaktree entry and exit points for their positions.

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Oaktree analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Oaktree analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.

Oaktree Specialty Lending stock analysis indicators help investors evaluate how Oaktree Specialty stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Oaktree Specialty shares will generate the highest return on investment. By understating and applying Oaktree Specialty stock analysis, traders can identify Oaktree Specialty position entry and exit signals to maximize returns.

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 Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.

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.

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.