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Oaktree Specialty Lending (STU:FFC) Shiller PE Ratio : 24.07 (As of Apr. 29, 2024)


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What is Oaktree Specialty Lending Shiller PE Ratio?

As of today (2024-04-29), Oaktree Specialty Lending's current share price is €19.50. Oaktree Specialty Lending's E10 for the quarter that ended in Dec. 2023 was €0.81. Oaktree Specialty Lending's Shiller PE Ratio for today is 24.07.

The historical rank and industry rank for Oaktree Specialty Lending's Shiller PE Ratio or its related term are showing as below:

STU:FFC' s Shiller PE Ratio Range Over the Past 10 Years
Min: 7.68   Med: 17.82   Max: 25.34
Current: 23.27

During the past years, Oaktree Specialty Lending's highest Shiller PE Ratio was 25.34. The lowest was 7.68. And the median was 17.82.

STU:FFC's Shiller PE Ratio is ranked worse than
66% of 300 companies
in the Credit Services industry
Industry Median: 14.69 vs STU:FFC: 23.27

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Oaktree Specialty Lending's adjusted earnings per share data for the three months ended in Dec. 2023 was €0.128. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is €0.81 for the trailing ten years ended in Dec. 2023.

Shiller PE for Stocks: The True Measure of Stock Valuation


Oaktree Specialty Lending Shiller PE Ratio Historical Data

The historical data trend for Oaktree Specialty Lending's Shiller PE Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Oaktree Specialty Lending Shiller PE Ratio Chart

Oaktree Specialty Lending Annual Data
Trend Sep14 Sep15 Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.91 15.24 16.27 16.51 21.49

Oaktree Specialty Lending Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
Shiller PE Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 19.84 19.30 20.57 21.49 23.96

Competitive Comparison of Oaktree Specialty Lending's Shiller PE Ratio

For the Credit Services subindustry, Oaktree Specialty Lending's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Oaktree Specialty Lending's Shiller PE Ratio Distribution in the Credit Services Industry

For the Credit Services industry and Financial Services sector, Oaktree Specialty Lending's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Oaktree Specialty Lending's Shiller PE Ratio falls into.



Oaktree Specialty Lending Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Oaktree Specialty Lending's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=19.50/0.81
=24.07

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Oaktree Specialty Lending's E10 for the quarter that ended in Dec. 2023 is calculated as:

For example, Oaktree Specialty Lending's adjusted earnings per share data for the three months ended in Dec. 2023 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Dec. 2023 (Change)*Current CPI (Dec. 2023)
=0.128/129.4194*129.4194
=0.128

Current CPI (Dec. 2023) = 129.4194.

Oaktree Specialty Lending Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201403 0.455 99.695 0.591
201406 0.331 100.560 0.426
201409 0.442 100.428 0.570
201412 -0.462 99.070 -0.604
201503 0.471 99.621 0.612
201506 0.347 100.684 0.446
201509 -0.053 100.392 -0.068
201512 -1.157 99.792 -1.500
201603 0.081 100.470 0.104
201606 -0.107 101.688 -0.136
201609 -0.053 101.861 -0.067
201612 -1.479 101.863 -1.879
201703 0.168 102.862 0.211
201706 -0.107 103.349 -0.134
201709 -2.240 104.136 -2.784
201712 -0.558 104.011 -0.694
201803 0.341 105.290 0.419
201806 0.437 106.317 0.532
201809 0.617 106.507 0.750
201812 0.527 105.998 0.643
201903 1.221 107.251 1.473
201906 0.372 108.070 0.445
201909 0.272 108.329 0.325
201912 0.270 108.420 0.322
202003 -3.177 108.902 -3.776
202006 2.264 108.767 2.694
202009 1.274 109.815 1.501
202012 1.134 109.897 1.335
202103 1.512 111.754 1.751
202106 0.647 114.631 0.730
202109 0.510 115.734 0.570
202112 0.584 117.630 0.643
202203 0.218 121.301 0.233
202206 -0.587 125.017 -0.608
202209 0.212 125.227 0.219
202212 0.208 125.222 0.215
202303 0.271 127.348 0.275
202306 0.443 128.729 0.445
202309 0.581 129.860 0.579
202312 0.128 129.419 0.128

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Oaktree Specialty Lending  (STU:FFC) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Oaktree Specialty Lending Shiller PE Ratio Related Terms

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Oaktree Specialty Lending (STU:FFC) Business Description

Traded in Other Exchanges
Address
333 South Grand Avenue, 28th Floor, Los Angeles, CA, USA, 90071
Oaktree Specialty Lending Corp is a specialty finance company. It provides lending services and invests in small and mid-sized companies. The company's investment objective is to maximize its portfolio's total return by generating current income from debt investments, and to a lesser extent, capital appreciation from equity investments. Its investments generally range in size from ten million dollars to hundred million dollars and are principally in the form of the first lien, second lien, or collectively, senior secured, and subordinated debt investments, which may also include an equity component made in connection with investments by private equity sponsors.