Oaktree Specialty Lending Corporation
OCSL scores 51.1 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.
Moderate penalties (-4.5 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.
These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.
| Stock | Score | P/E | Rev Growth | Margin | Mkt Cap |
|---|---|---|---|---|---|
| OCSL | 51.1 | 31.5 | 60.9% | 14.9% | $1.0B |
| CME | 86.4 | 27.2 | 9.9% | 57.5% | $114.0B |
| FHB | 84.9 | 11.8 | 3.2% | 24.2% | $3.1B |
| ACT | 84.5 | 8.9 | 2.4% | 54.6% | $6.1B |
| CINF | 84.2 | 10.7 | 11.4% | 18.9% | $25.4B |
| SEIC | 82.2 | 14.0 | 10.7% | 27.3% | $9.9B |
| TROW | 79.9 | 10.1 | 3.1% | 28.5% | $20.5B |
| QQQX | 79.7 | 10.4 | 48.6% | 257.3% | $1.4B |
| IBOC | 78.2 | 10.6 | 7.5% | 40.1% | $4.2B |
| HWC | 77.8 | 12.2 | -1.5% | 24.1% | $5.6B |
| FFIN | 77.5 | 18.8 | 11.7% | 30.7% | $4.7B |
| TRMK | 77.1 | 11.9 | 34.8% | 19.3% | $2.6B |
| NMIH | 77.1 | 7.7 | 8.4% | 55.1% | $3.0B |
| EWBC | 76.7 | 12.7 | 4.6% | 28.3% | $15.3B |
| WSFS | 76.3 | 12.8 | -3.1% | 21.1% | $3.5B |
| MCHB | 76.1 | N/A | 123.7% | 23.2% | $3.1B |
| Sector Average | 47.5 | 26.8 | 13.4% | -2.8% | โ |
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. It seeks to invest in education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering, and media and advertising sectors. It invests between $5 million to $75 million principally in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component in companies with enterprise value between $20 million and $150 million and EBITDA between $3 million and $50 million. The fund has a hold size of up to $75 million and may underwrite transactions up to $100 million. It primarily invests in North America. The fund seeks to be a lead investor in its portfolio companies.
Stock is in a downtrend below the 200-day moving average. Price is below both the 50-day and 200-day SMAs, indicating sustained selling pressure.
Stage 4 downtrend โ price is below both SMA50 and SMA200 with a declining 200-day average. Capital preservation takes priority. Do not buy into a downtrend.
| Metric | Q1 2025 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| Revenue | $76M | $84M | $67M | $-12M |
| Gross Profit | $67M | $71M | $36M | $-40M |
| Operating Income | $32M | $51M | $39M | $-36M |
| Net Income | $6M | $25M | $38M | $-36M |
| EPS (Diluted) | $0.06 | $0.28 | $0.44 | $-0.42 |
| Gross Margin | 87.8% | 84.4% | 53.9% | N/A |
| Operating Margin | 42.3% | 60.4% | 57.3% | N/A |
| Net Margin | 7.3% | 29.2% | 56.9% | N/A |
| Year | Low | High | Range | Status |
|---|---|---|---|---|
| 2021 | $18.18 | $22.86 | 22.8% | Narrow |
| 2022 | $17.59 | $23.43 | 28.5% | Moderate |
| 2023 | $17.70 | $21.48 | 19.3% | Narrow |
| 2024 | $14.95 | $21.64 | 36.6% | Wide |
| 2025 | $12.44 | $16.29 | 26.8% | Moderate |
Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.
Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.