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OCSLOaktree Specialty Lending Corporation
$12.03$1.1B
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  3. OCSL
  4. Financial Ratios

Oaktree Specialty Lending Corporation (OCSL) Financial Ratios

Latest Ratios: P/E Ratio 30.8x · EV/EBITDA 16.3x · ROE 2.3%. (2008–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

OCSL Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$1.1B$1.1B$1.3B$1.5B$1.1B$1.1B$682M$730M$699M$774M$879M
Enterprise Value$2.5B$2.5B$2.9B$2.9B$2.4B$2.4B$1.4B$1.2B$1.3B$1.4B$1.9B
P/E Ratio →30.8533.4622.6512.3437.504.8217.495.7814.88——
P/S Ratio3.543.757.046.1312.704.108.684.587.51—79.83
P/B Ratio0.710.770.880.960.880.870.750.780.810.890.77
P/FCF7.447.8968.766.3448.81——3.3813.071.595.34
P/OCF7.447.8968.766.3448.81——3.3813.071.595.34

P/E links to full P/E history page with 30-year chart

OCSL EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—8.4415.5012.3127.558.5517.217.4514.22—173.46
EV / EBITDA16.3416.7649.9424.4972.149.9036.119.3427.92——
EV / EBIT16.3416.7649.9424.4972.149.9036.119.3427.92——
EV / FCF—17.77151.3112.74105.85——5.5124.722.8711.60

OCSL Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin87.2%87.2%30.9%52.9%45.5%89.1%66.6%79.7%61.6%137.3%-395.9%
Operating Margin50.4%50.4%31.0%50.3%38.2%86.4%47.6%79.7%50.9%147.3%-604.2%
Net Profit Margin11.3%11.3%31.1%49.5%34.0%85.1%49.9%79.1%50.3%147.3%-604.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE2.3%2.3%3.9%8.5%2.3%21.3%4.3%14.1%5.4%-19.6%-5.3%
ROA1.1%1.1%1.8%4.0%1.1%11.1%2.5%8.3%3.0%-9.9%-2.7%
ROIC3.7%3.7%1.4%3.2%1.0%8.6%1.9%6.6%2.3%-7.7%-2.1%
ROCE4.9%4.9%1.8%4.1%1.2%11.3%2.4%8.4%3.0%-10.0%-2.7%

OCSL Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity1.011.011.101.061.040.970.780.510.740.781.01
Debt / EBITDA9.859.8528.3513.4439.595.2718.943.7213.45——
Net Debt / Equity—0.961.060.971.030.940.730.490.730.720.90
Net Debt / EBITDA9.329.3227.2512.3038.885.1517.893.6013.17——
Debt / FCF—9.8882.556.4057.04——2.1211.661.286.26
Interest Coverage1.301.300.451.070.707.891.423.921.33-3.94-1.22

OCSL Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio11.2011.209.2418.5616.6113.7635.6014.7115.3820.7141.58
Quick Ratio11.2011.209.2418.5616.6113.7635.6014.7115.3820.7141.58
Cash Ratio6.606.603.948.522.966.3824.046.713.9816.7430.14
Asset Turnover—0.100.060.070.030.110.050.110.06-0.080.00
Inventory Turnover———————————
Days Sales Outstanding———————————

OCSL Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield14.3%——————————
Payout Ratio436.9%436.9%305.4%153.5%394.4%33.7%135.4%41.4%117.6%——

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield3.2%3.0%4.4%8.1%2.7%20.7%5.7%17.3%6.7%——
FCF Yield13.4%12.7%1.5%15.8%2.0%——29.6%7.7%62.9%18.7%
Buyback Yield1.0%——————————
Total Shareholder Yield15.3%——————————
Shares Outstanding—$86M$80M$72M$61M$54M$47M$47M$47M$47M$50M

Key Metrics

Growth RegimeMixed
ProfitabilityStrained
Balance SheetVulnerable
Cash FlowMixed
Top Statement Risk

Portfolio valuation volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Market Pricing Reflects Credit Uncertainty

According to current market data, OCSL trades at a P/B ratio of 0.69, which, as reported in financial statements, suggests that investors are pricing in significant potential impairments to the underlying loan portfolio relative to the firm's stated net asset value.

The discount to book value indicates that the market remains skeptical of the internal valuation models used for Level 3 assets. While the forward P/E of 7.75 appears attractive, it likely fails to account for the potential for future non-accrual events that could further erode the equity base.

Capital Returns Hampered by Impairments

Based on quarterly data, OCSL's ROIC has struggled to maintain positive momentum, frequently dipping toward zero, which, as noted in recent filings, reflects the difficulty in generating consistent returns on invested capital amidst a volatile credit environment and recurring portfolio valuation adjustments.

The inability to consistently compound capital suggests that the firm's underwriting process is being offset by realized losses or mark-to-market depreciation. Investors should monitor whether the current management strategy can shift the portfolio toward higher-quality assets that provide more stable, cash-based returns.

Liquidity Buffer Shows Significant Compression

As reported in recent SEC filings, OCSL's current ratio has plummeted from 11.26 in 2024Q1 to a concerning 0.17 in 2026Q2, indicating a substantial reduction in short-term liquidity that may limit the firm's ability to meet immediate obligations without relying on external financing.

This rapid contraction in liquidity suggests that the company is increasingly dependent on its credit facilities to manage day-to-day operations. Such a thin margin of safety warrants further investigation into the firm's ability to navigate a period of restricted access to capital markets.

Leverage Constrained by Asset Volatility

According to the provided quarterly data, OCSL's debt-to-equity ratio has hovered near 1.07x, which, as indicated in financial statements, leaves the firm with limited capacity for further balance sheet expansion without risking a breach of its internal leverage constraints or regulatory requirements.

Operating at the midpoint of its target leverage range in a volatile credit environment leaves little room for error if portfolio valuations continue to decline. The firm's interest coverage ratio, which has been as low as 0.27, suggests that debt service is becoming increasingly sensitive to portfolio performance.

Dividend Yield Obscures Capital Erosion

While the 14.7% dividend yield is often cited by market participants, it appears to be a misleading metric for OCSL, as reported figures suggest that dividend distributions have frequently outpaced cash generation, potentially signaling a reliance on capital recycling rather than sustainable earnings.

Investors should prioritize Net Investment Income (NII) over the headline dividend yield to assess the true sustainability of payouts. Relying on the yield alone obscures the reality that the firm's NAV has been under pressure, suggesting that the dividend may be partially funded by the liquidation of assets.

Download Financial Ratios Data

Includes 30+ ratios · 18 years · Updated daily

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OCSL — Frequently Asked Questions

Quick answers to the most common questions about buying OCSL stock.

What is Oaktree Specialty Lending Corporation's P/E ratio?

Oaktree Specialty Lending Corporation's current P/E ratio is 30.8x. The historical average is 23.7x. This places it at the 69th percentile of its historical range.

What is Oaktree Specialty Lending Corporation's EV/EBITDA?

Oaktree Specialty Lending Corporation's current EV/EBITDA is 16.3x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 26.1x.

What is Oaktree Specialty Lending Corporation's ROE?

Oaktree Specialty Lending Corporation's return on equity (ROE) is 2.3%. The historical average is 4.3%.

Is OCSL stock overvalued?

Based on historical data, Oaktree Specialty Lending Corporation is trading at a P/E of 30.8x. This is at the 69th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Oaktree Specialty Lending Corporation's dividend yield?

Oaktree Specialty Lending Corporation's current dividend yield is 14.31% with a payout ratio of 436.9%.

What are Oaktree Specialty Lending Corporation's profit margins?

Oaktree Specialty Lending Corporation has 87.2% gross margin and 50.4% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Oaktree Specialty Lending Corporation have?

Oaktree Specialty Lending Corporation's Debt/EBITDA ratio is 9.8x, indicating high leverage. A ratio above 4x may signal elevated financial risk.