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OCSL$12.07+0.92%
Fair $12.07+0.0%

OCSL

Oaktree Specialty Lending Corporation

Financial Services / Asset ManagementNasdaqGS

$12.07

+0.11 (+0.92%)

Fairly Valued+0.0%Fair Value $12.07Fund rank 30/100 · Data gapFallback financials|
SA 29/D
F-Score: 4/9
Declining RevenueLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 16.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

29/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 2unknown: 5
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Revenue has declined for 2 consecutive years ROE is 2.3%, below the 5% threshold
Thesis & Journal · OCSLLocal privado en este navegador · Oaktree Specialty Lending Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.1B

P/E

20.5x

↑

EV/EBITDA

N/A

•

ROE

2.3%

↓

Gross Margin

N/A

•

Debt/Equity

1.01

↑
52-Week Range$12
$11$15

TradingView lightweight chart

OCSL price, volumen y niveles de valoración

Último $12.07Periodo -66.8%
Fair value: $12.07

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

915.3%

FCF / Net income

6.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.0M · net income $33.9M · FCF $228.4M

2021-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

135.9%— pts

FCF margin

915.3%— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$25.0M$25.0M$57.6M$125.2M$39.1M—
Net Income$33.9M$33.9M$57.9M$117.3M$29.2M$237.3M
EPS0.390.390.721.630.484.39
Net Margin135.9%135.9%100.5%93.7%74.7%—
Balance Sheet
Debt/Equity1.011.011.101.061.04—
Current Ratio4.804.80————
Cash Flow
Free Cash Flow$228.4M$228.4M$19.1M$228.8M$22.4M—
Returns
ROE2.3%2.3%3.9%7.7%2.3%18.1%
Valuation
P/E20.4620.4622.7511.7238.38—
P/B0.710.710.890.910.90—
Growth & Yield
Revenue Growth-56.7%-56.7%-54.0%220.1%——
EPS Growth-45.8%-45.8%-55.8%239.6%——
Dividend Yield12.9%12.9%————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

40.0%

muy exigente

EPS terminal req.

$1.07

Spread vs growth

-85.9%

5Y implied EPS CAGR

27.1%

muy exigente

EPS terminal req.

$1.30

Spread vs growth

-73.0%

10Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$2.09

Spread vs growth

-64.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -4.6%

Total return

-4.6%

Start / end P/E

20.3x → 30.9x

EPS bridge

0.72 → 0.39

Residual

-24.0%

EPS growth-45.8%
Multiple rerating+52.3%
Dividend+12.9%
Residual / FX / buybacks / cross-term-24.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.