OCSL
Oaktree Specialty·NASDAQ
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2.94 / 10
Underperform
Financial evaluation shows concerning fundamentals scoring 2.9/10. Advantageous factors: Asset-MV and Revenue-MV, offset by weaknesses in Net income-Revenue and Rate of return on total assets (%). Overall judgment: selective.
Analysis Checks(5/10)
Revenue-MV
Value-0.64
Score2/3
Weight15.98%
1M Return2.45%
Value-0.64
Score2/3
Weight15.98%
1M Return2.45%
Net income-Revenue
Value0.66
Score1/3
Weight4.91%
1M Return0.82%
Value0.66
Score1/3
Weight4.91%
1M Return0.82%
Rate of return on total assets (%)
Value-7.69
Score1/3
Weight7.99%
1M Return1.42%
Value-7.69
Score1/3
Weight7.99%
1M Return1.42%
Annualized return on total assets (%)
Value-7.69
Score1/3
Weight7.99%
1M Return1.42%
Value-7.69
Score1/3
Weight7.99%
1M Return1.42%
Asset-MV
Value-0.50
Score2/3
Weight16.31%
1M Return2.74%
Value-0.50
Score2/3
Weight16.31%
1M Return2.74%
Current liabilities / Total liabilities (%)
Value53.71
Score2/3
Weight9.71%
1M Return1.79%
Value53.71
Score2/3
Weight9.71%
1M Return1.79%
Basic earnings per share (YoY growth rate %)
Value-45.83
Score0/3
Weight3.24%
1M Return0.58%
Value-45.83
Score0/3
Weight3.24%
1M Return0.58%
Fixed assets turnover ratio
Value28052.73
Score3/3
Weight15.87%
1M Return2.65%
Value28052.73
Score3/3
Weight15.87%
1M Return2.65%
Diluted earnings per share (YoY growth rate %)
Value-45.83
Score0/3
Weight5.05%
1M Return0.91%
Value-45.83
Score0/3
Weight5.05%
1M Return0.91%
Current assets / Total assets (%)
Value42.04
Score3/3
Weight12.95%
1M Return2.31%
Value42.04
Score3/3
Weight12.95%
1M Return2.31%
Revenue-MV
Value-0.64
Score2/3
Weight15.98%
1M Return2.45%
Value-0.64
Score2/3
Weight15.98%
1M Return2.45%
Current liabilities / Total liabilities (%)
Value53.71
Score2/3
Weight9.71%
1M Return1.79%
Value53.71
Score2/3
Weight9.71%
1M Return1.79%
Net income-Revenue
Value0.66
Score1/3
Weight4.91%
1M Return0.82%
Value0.66
Score1/3
Weight4.91%
1M Return0.82%
Basic earnings per share (YoY growth rate %)
Value-45.83
Score0/3
Weight3.24%
1M Return0.58%
Value-45.83
Score0/3
Weight3.24%
1M Return0.58%
Rate of return on total assets (%)
Value-7.69
Score1/3
Weight7.99%
1M Return1.42%
Value-7.69
Score1/3
Weight7.99%
1M Return1.42%
Fixed assets turnover ratio
Value28052.73
Score3/3
Weight15.87%
1M Return2.65%
Value28052.73
Score3/3
Weight15.87%
1M Return2.65%
Annualized return on total assets (%)
Value-7.69
Score1/3
Weight7.99%
1M Return1.42%
Value-7.69
Score1/3
Weight7.99%
1M Return1.42%
Diluted earnings per share (YoY growth rate %)
Value-45.83
Score0/3
Weight5.05%
1M Return0.91%
Value-45.83
Score0/3
Weight5.05%
1M Return0.91%
Asset-MV
Value-0.50
Score2/3
Weight16.31%
1M Return2.74%
Value-0.50
Score2/3
Weight16.31%
1M Return2.74%
Current assets / Total assets (%)
Value42.04
Score3/3
Weight12.95%
1M Return2.31%
Value42.04
Score3/3
Weight12.95%
1M Return2.31%
Is OCSL undervalued or overvalued?
- OCSL scores 2.94/10 on fundamentals and holds a Premium valuation at present. Backed by its 0.39% ROE, 10.58% net margin, 33.12 P/E ratio, 0.74 P/B ratio, and -46.27% earnings growth, these metrics solidify its Underperform investment rating.
