Oaktree Specialty Lending Stock Return On Asset
| OCSL Stock | USD 18.92 0.09 0.47% |
Oaktree Specialty Lending fundamentals help investors to digest information that contributes to Oaktree Specialty's financial success or failures. It also enables traders to predict the movement of Oaktree Stock. The fundamental analysis module provides a way to measure Oaktree Specialty's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oaktree Specialty stock.
The value of Return On Assets is estimated to slide to 0.02. Oaktree | Return On Asset |
Oaktree Specialty Lending Company Return On Asset Analysis
Oaktree Specialty's Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.
Current Oaktree Specialty Return On Asset | 0.0583 |
Most of Oaktree Specialty's fundamental indicators, such as Return On Asset, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oaktree Specialty Lending is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Oaktree Return On Asset Driver Correlations
Understanding the fundamental principles of building solid financial models for Oaktree Specialty is extremely important. It helps to project a fair market value of Oaktree Stock properly, considering its historical fundamentals such as Return On Asset. Since Oaktree Specialty's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Oaktree Specialty's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Oaktree Specialty's interrelated accounts and indicators.
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Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
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Oaktree Total Assets
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Based on the latest financial disclosure, Oaktree Specialty Lending has a Return On Asset of 0.0583. This is 112.4% lower than that of the Capital Markets sector and 98.74% lower than that of the Financials industry. The return on asset for all United States stocks is 141.64% lower than that of the firm.
Oaktree Return On Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oaktree Specialty's direct or indirect competition against its Return On Asset to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Oaktree Specialty could also be used in its relative valuation, which is a method of valuing Oaktree Specialty by comparing valuation metrics of similar companies.Oaktree Specialty is currently under evaluation in return on asset category among its peers.
Oaktree Specialty Current Valuation Drivers
We derive many important indicators used in calculating different scores of Oaktree Specialty from analyzing Oaktree Specialty's financial statements. These drivers represent accounts that assess Oaktree Specialty's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Oaktree Specialty's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 700.6M | 730.2M | 682.3M | 1.1B | 1.0B | 609.4M | |
| Enterprise Value | 1.3B | 1.2B | 1.4B | 2.4B | 2.1B | 2.3B |
Oaktree Specialty ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Oaktree Specialty's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Oaktree Specialty's managers, analysts, and investors.Environmental | Governance | Social |
Oaktree Fundamentals
| Return On Equity | 0.0675 | |||
| Return On Asset | 0.0583 | |||
| Profit Margin | 0.26 % | |||
| Operating Margin | 0.78 % | |||
| Current Valuation | 3.09 B | |||
| Shares Outstanding | 81.4 M | |||
| Shares Owned By Insiders | 2.70 % | |||
| Shares Owned By Institutions | 39.04 % | |||
| Number Of Shares Shorted | 2.32 M | |||
| Price To Earning | 11.07 X | |||
| Price To Book | 1.01 X | |||
| Price To Sales | 3.82 X | |||
| Revenue | 125.2 M | |||
| Gross Profit | 262.52 M | |||
| EBITDA | 180.78 M | |||
| Net Income | 117.33 M | |||
| Cash And Equivalents | 34.31 M | |||
| Cash Per Share | 0.19 X | |||
| Total Debt | 1.6 B | |||
| Debt To Equity | 1.10 % | |||
| Current Ratio | 2.95 X | |||
| Book Value Per Share | 18.72 X | |||
| Cash Flow From Operations | 228.76 M | |||
| Short Ratio | 4.61 X | |||
| Earnings Per Share | 1.36 X | |||
| Price To Earnings To Growth | 0.93 X | |||
| Target Price | 19.7 | |||
| Beta | 1.13 | |||
| Market Capitalization | 1.54 B | |||
| Total Asset | 3.22 B | |||
| Retained Earnings | (651.34 M) | |||
| Annual Yield | 0.12 % | |||
| Five Year Return | 7.77 % | |||
| Net Asset | 3.22 B | |||
| Last Dividend Paid | 2.2 |
About Oaktree Specialty Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Oaktree Specialty Lending's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oaktree Specialty using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oaktree Specialty Lending based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Additional Information and Resources on Investing in Oaktree Stock
When determining whether Oaktree Specialty Lending is a strong investment it is important to analyze Oaktree Specialty's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Oaktree Specialty's future performance. For an informed investment choice regarding Oaktree Stock, refer to the following important reports:Check out Oaktree Specialty Piotroski F Score and Oaktree Specialty Altman Z Score analysis. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Oaktree Specialty. If investors know Oaktree will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Oaktree Specialty listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.60) | Dividend Share 2.2 | Earnings Share 1.36 | Revenue Per Share 5.077 | Quarterly Revenue Growth (0.02) |
The market value of Oaktree Specialty Lending is measured differently than its book value, which is the value of Oaktree that is recorded on the company's balance sheet. Investors also form their own opinion of Oaktree Specialty's value that differs from its market value or its book value, called intrinsic value, which is Oaktree Specialty's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Oaktree Specialty's market value can be influenced by many factors that don't directly affect Oaktree Specialty's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Oaktree Specialty's value and its price as these two are different measures arrived at by different means. Investors typically determine if Oaktree Specialty is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Oaktree Specialty's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.