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Oaktree Specialty Lending Corporation

OCSLFinancial ServicesNASDAQ

Asset Management · Last scanned May 29, 2026

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Financials · Annual
Revenue
$25.0M
-56.7% YoY
Net Income
$33.9M
-41.4% YoY
Free Cash Flow
-$4.6M

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About Oaktree Specialty Lending Corporation

Oaktree Specialty Lending Corporation is a business development company. Valued at $1.04B, OCSL is a small-cap name in its sector. The fund 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.

Key stats
Market Cap$1.04B
P/E (TTM)20.07
Fwd P/E8.39
EPS$0.59
Beta0.59
52W Change-19.1%
Dividend Yield13.00%
ROE3.5%
Analysis

The company holds $51.3M in cash, though total debt stands at $1.49B. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. Free cash flow is running at -$4.6M, which bears watching. Negative free cash flow can be acceptable during heavy investment periods but needs to improve over time. Return on equity stands at 3.5%, which is modest for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. An ROA of 5.2% suggests reasonable efficiency in deploying the company's asset base. Revenue has pulled back from $39.1M (2022) to $25.0M (2025), a 36% decline worth watching.

With a beta below 0.7, Oaktree Specialty Lending Corporation typically sees smaller price swings than the overall market, offering a degree of stability during turbulent periods. The debt-to-cash ratio suggests meaningful leverage on the balance sheet, a factor worth monitoring if credit conditions tighten. The company is burning cash at the operating level, which is not unusual for growth-phase companies but adds risk if it persists. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Oaktree Specialty Lending Corporation and its sector.

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