Oaktree specialty lending corp OCSL.US Value Analysis
US StockFinancials
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)OCSL Value Score
3
24
15
Average Growth
- AI analysis rates OCSL with a medium value score of 3.
- It is mainly due to unstable operating cash flow.
- Over the past 3 months, OCSL has maintained an average value rating of 2.8, slightly higher than the rating of 1.6 over the past 3 years, indicating higher growth opportunities for enterprise value.
- Compared to all stocks in the Financials sector, OCSL has a medium value rating.
OCSL Value Reference Factors
The Value score is derived from various data and factor information, integrated through AI algorithms. The following factors are part of the evaluation used by AI value scores.
Update to 2025/05/03 (Weekly Update)
OCSL Financial Forecast
Unit : USD
Update to 2025/5/13 (Quarterly Update)
OCSL Earnings Table
Unit : USD
| QTR | Non-GAAP EPS | EPS YoY | EPS Surprise % | Sales | Sales YoY | Sales Surprise % | NPM |
|---|---|---|---|---|---|---|---|
| Current | 0.45 | -19.6% | -11.8% | -40.19M | -146% | -146.5% | 9.2% |
| 2024Q4 | 0.54 | -5.3% | 0% | 78.42M | 562.8% | -12.6% | 101.2% |
| 2024Q3 | 0.55 | -11.3% | -1.8% | 36.47M | -25.6% | -62.5% | 4.4% |
| 2024Q2 | 0.55 | -11.3% | -3.5% | 25.51M | -32.7% | -73.8% | 10.7% |
| 2024Q1 | 0.56 | -9.7% | -1.8% | 87.43M | 270.2% | -12.7% | 89% |
Update to 2025/5/15 (Quarterly Update)
OCSL Historical Value Score
You can use historical scores of 3 or above to observe potential performance and make investment decisions.
OCSL Value Strategy Backtest
The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.
Entry
Exit
The Backtest Result of OCSL from 2008/06 till Now
- -5.84%
- Cumulative Return
- -0.36%
- Annual Return
- 2.04%
- Volatility
- -0.17
- Sharpe Ratio
Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from June, 2008 to May, 2025. (Total Trades: 1)
| OCSL | Sector | US Overall Market | |
|---|---|---|---|
| Wining Rate | - | 60% | 54% |
| Avg Return | -2.6% | 53.9% | 75% |
| Avg Profit | - | 105% | 168.6% |
| Avg Loss | -2.6% | -21.9% | -34.5% |
| Avg Risk-Reward Ratio | - | 479.6% | 488.2% |
Update to 2025/5/15 (Daily Update)