Oaktree Specialty Lending Net Income
| OCSL Stock | USD 12.47 0.04 0.32% |
As of the 29th of January, Oaktree Specialty holds the Variance of 1.17, coefficient of variation of (845.94), and Risk Adjusted Performance of (0.08). 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 12.47 per share. Given that Oaktree Specialty has information ratio of (0.17), 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's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Oaktree Specialty's valuation are provided below:Oaktree Specialty Lending does not presently have any trending fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Is Stock 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.
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.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Oaktree Specialty on October 31, 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 Navient Corp, Goldman Sachs, Lufax Holding, Prospect Capital, Jefferson Capital, Capital Southwest, and Barings BDC. 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 | (0.17) | |||
| Maximum Drawdown | 4.91 | |||
| Value At Risk | (1.95) | |||
| Potential Upside | 1.5 |
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 | (0.08) | |||
| Jensen Alpha | (0.17) | |||
| Total Risk Alpha | (0.21) | |||
| Treynor Ratio | (0.21) |
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 January 29, 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 | (0.08) | |||
| Market Risk Adjusted Performance | (0.20) | |||
| Mean Deviation | 0.8277 | |||
| Coefficient Of Variation | (845.94) | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.17 | |||
| Information Ratio | (0.17) | |||
| Jensen Alpha | (0.17) | |||
| Total Risk Alpha | (0.21) | |||
| Treynor Ratio | (0.21) | |||
| Maximum Drawdown | 4.91 | |||
| Value At Risk | (1.95) | |||
| Potential Upside | 1.5 | |||
| Skewness | 0.3585 | |||
| Kurtosis | 0.5234 |
Oaktree Specialty Lending Backtested Returns
Oaktree Specialty Lending maintains Sharpe Ratio (i.e., Efficiency) of -0.12, which implies the firm had a -0.12 % 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 (0.08), coefficient of variation of (845.94), and Variance of 1.17 to confirm the risk estimate we provide. The company holds a Beta of 0.65, 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 -0.13%. 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.
Auto-correlation | 0.24 |
Weak predictability
Oaktree Specialty Lending has weak predictability. Overlapping area represents the amount of predictability between Oaktree Specialty time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 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 0.24 indicates that over 24.0% of current Oaktree Specialty price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.24 | |
| Spearman Rank Test | -0.21 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Oaktree Specialty Lending reported net income of 33.92 M. This is 97.34% lower than that of the Capital Markets sector and 97.51% lower than that of the Financials industry. The net income for all United States stocks is 94.06% higher than that of the company.
Oaktree Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oaktree Specialty's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Oaktree Specialty could also be used in its relative valuation, which is a method of valuing Oaktree Specialty by comparing valuation metrics of similar companies.Oaktree Specialty is currently under evaluation in net income category among its peers.
Oaktree Fundamentals
| Return On Equity | 0.023 | |||
| Return On Asset | 0.0541 | |||
| Profit Margin | 0.11 % | |||
| Operating Margin | 0.80 % | |||
| Current Valuation | 2.52 B | |||
| Shares Outstanding | 88.09 M | |||
| Shares Owned By Insiders | 0.29 % | |||
| Shares Owned By Institutions | 48.57 % | |||
| Number Of Shares Shorted | 1.89 M | |||
| Price To Earning | 11.07 X | |||
| Price To Book | 0.76 X | |||
| Price To Sales | 3.50 X | |||
| Revenue | 299.7 M | |||
| Gross Profit | 316.8 M | |||
| EBITDA | 151.02 M | |||
| Net Income | 33.92 M | |||
| Cash And Equivalents | 34.31 M | |||
| Cash Per Share | 0.19 X | |||
| Total Debt | 1.49 B | |||
| Debt To Equity | 1.10 % | |||
| Current Ratio | 2.95 X | |||
| Book Value Per Share | 16.64 X | |||
| Cash Flow From Operations | 142.4 M | |||
| Short Ratio | 1.80 X | |||
| Earnings Per Share | 0.39 X | |||
| Price To Earnings To Growth | 0.93 X | |||
| Target Price | 13.71 | |||
| Number Of Employees | 20 | |||
| Beta | 0.58 | |||
| Market Capitalization | 1.11 B | |||
| Total Asset | 3 B | |||
| Retained Earnings | (885.14 M) | |||
| Annual Yield | 0.13 % | |||
| Five Year Return | 7.77 % | |||
| Net Asset | 3 B | |||
| Last Dividend Paid | 1.75 |
About Oaktree Specialty Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oaktree Specialty Lending's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oaktree Specialty using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oaktree Specialty Lending based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Is Stock 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.