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OCSL (Oaktree Specialty Lending) Enterprise Value : $2,580.95 Mil (As of Apr. 12, 2025)


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What is Oaktree Specialty Lending Enterprise Value?

Think of Enterprise Value as the theoretical takeover price. It is more comprehensive than market capitalization (Market Cap), which only includes common equity. Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

EV-to-EBIT is calculated as Enterprise Value divided by its EBIT. This ratio does not apply to banks.

EV-to-EBITDA is calculated as Enterprise Value divided by its EBITDA. This ratio does not apply to banks.

EV-to-Revenue is calculated as Enterprise Value divided by its Revenue. As of today, Oaktree Specialty Lending's Enterprise Value is $2,580.95 Mil. Oaktree Specialty Lending's Revenue for the trailing twelve months (TTM) ended in Dec. 2024 was $48.88 Mil. Therefore, Oaktree Specialty Lending's EV-to-Revenue ratio for today is 52.80.

EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow. As of today, Oaktree Specialty Lending's Enterprise Value is $2,580.95 Mil. Oaktree Specialty Lending's Free Cash Flow for the trailing twelve months (TTM) ended in Dec. 2024 was $161.91 Mil. Therefore, Oaktree Specialty Lending's EV-to-FCF ratio for today is 15.94.


Oaktree Specialty Lending Enterprise Value Historical Data

The historical data trend for Oaktree Specialty Lending's Enterprise Value 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 Enterprise Value Chart

Oaktree Specialty Lending Annual Data
Trend Sep15 Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24
Enterprise Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1,352.47 2,512.75 2,377.77 3,018.05 2,916.14

Oaktree Specialty Lending Quarterly Data
Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24
Enterprise Value 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 3,122.81 3,110.86 3,147.87 2,916.14 2,721.59

Competitive Comparison of Oaktree Specialty Lending's Enterprise Value

For the Asset Management subindustry, Oaktree Specialty Lending's Enterprise Value, along with its competitors' market caps and Enterprise Value 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 Enterprise Value Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Oaktree Specialty Lending's Enterprise Value distribution charts can be found below:

* The bar in red indicates where Oaktree Specialty Lending's Enterprise Value falls into.


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Oaktree Specialty Lending Enterprise Value Calculation

Enterprise Value is calculated as the market cap plus debt and minority interest and preferred shares, minus total cash, cash equivalents, and marketable securities.

Oaktree Specialty Lending's Enterprise Value for the fiscal year that ended in Sep. 2024 is calculated as

Oaktree Specialty Lending's Enterprise Value for the quarter that ended in Dec. 2024 is calculated as

* 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  (NAS:OCSL) Enterprise Value Explanation

When an investor buy a company, the investor needs to pay not only the common shares, he/she also needs to pay the shareholders of Preferred Stocks. He also assumes the debt of the company, and receives the cash on the company's balance sheet.

If a company has more cash than debt, the investor actually pays less than the Market Cap because he immediately owns the cash once the transaction goes through.

The market value of Preferred Stock needs to be added to the market value of common stocks in the calculation of Enterprise Value.

For the companies with the same Market Cap, the smaller the Enterprise Value is, the cheaper the company is.

Enterprise Value can be negative when the company's net cash is more than its Market Cap. In this case the investor is basically getting the company for free and get paid for that.

1. EV-to-Revenue is calculated as Enterprise Value divided by its Revenue.

Oaktree Specialty Lending's EV-to-Revenue for today is:

EV-to-Revenue=Enterprise Value (Today)/Revenue (TTM)
=2580.951/48.884
=52.80

Oaktree Specialty Lending's current Enterprise Value is $2,580.95 Mil.
Oaktree Specialty Lending's Revenue for the trailing twelve months (TTM) ended in Dec. 2024 adds up the quarterly data reported by the company within the most recent 12 months, which was $48.88 Mil.

2. EV-to-FCF is calculated as Enterprise Value divided by its Free Cash Flow.

Oaktree Specialty Lending's EV-to-FCF for today is:

EV-to-FCF=Enterprise Value (Today)/Free Cash Flow (TTM)
=2580.951/161.907
=15.94

Oaktree Specialty Lending's current Enterprise Value is $2,580.95 Mil.
Oaktree Specialty Lending's Free Cash Flow for the trailing twelve months (TTM) ended in Dec. 2024 adds up the quarterly data reported by the company within the most recent 12 months, which was $161.91 Mil.

* 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 Enterprise Value Related Terms

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Oaktree Specialty Lending 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. The company 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. The company provides customized, one-stop credit solutions to companies with limited access to public or syndicated capital markets.
Executives
Phyllis R Caldwell director AMERICAN CAPITAL, LTD., 2 BETHESDA METRO CENTER, 12TH FLOOR, BETHESDA MD 20814
Matthew Stewart officer: Chief Operating Officer C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Christopher Mckown officer: See Remarks C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Ashley Pak officer: Chief Compliance Officer C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Mathew Pendo officer: Chief Operating Officer C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 S. GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Leonard M Tannenbaum director, officer: CEO and President 525 OKEECHOBEE BLVD., SUITE 1770, WEST PALM BEACH FL 33401
Deborah Ann Gero director 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Richard Ruben director C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 S. GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Armen Panossian officer: Chief Executive Officer 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Craig A Jacobson director C/O EXPEDIA, INC., 333 108TH AVENUE NE, BELLEVUE WA 98004
Melvin Carlisle officer: Chief Financial Officer C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 S. GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Bruce Zimmerman director C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 S. GRAND AVENUE, 28TH FLOOR, LOS ANGELES CA 90071
Marc Gamsin director 1999 AVENUE OF THE STARS, SUITE 2150, LOS ANGELES CA 90067
John Frank director C/O OAKTREE CAPITAL MANAGEMENT, 333 SOUTH GRAND 28TH FLOOR, LOS ANGELES CA 90071
Edgar Lee officer: See Remarks C/O OAKTREE CAPITAL MANAGEMENT, L.P., 333 SOUTH GRAND AVE, 28TH FLOOR, LOS ANGELES CA 90071