Oaktree Specialty Lending (FRA:FFC) Pretax Margin %: 121.48% (As of Mar. 2026) — 23% Above Median


FRA:FFC Oaktree Specialty Lending Corp FRA:FFC
56 GF Score
Price €9.98
GF Value €11.64
Valuation Modestly Undervalued
! 4 Warning Signs
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What is Oaktree Specialty Lending Pretax Margin %?

Oaktree Specialty Lending FRA:FFC -0.05% 56 Pretax Margin % is 121.48% as of Mar. 2026, which is 23% above its 10-year median of 98.51. GuruFocus rates FRA:FFC with a GF Score™ of 56/100 and a GF Value™ of €11.64 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 1,576 Asset Management companies, Oaktree Specialty Lending ranks better than 51.84% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Oaktree Specialty Lending's Pre-Tax Income for the three months ended in Mar. 2026 was €-16.07 Mil. Oaktree Specialty Lending's Revenue for the three months ended in Mar. 2026 was €-13.23 Mil. Therefore, Oaktree Specialty Lending's pretax margin for the quarter that ended in Mar. 2026 was 121.48%.

The historical rank and industry rank for Oaktree Specialty Lending's Pretax Margin % or its related term are showing as below:

FRA:FFC' s Pretax Margin % Range Over the Past 10 Years
Min: 71.59   Med: 98.51   Max: 152.63
Current: 91.35


FRA:FFC's Pretax Margin % is ranked better than
51.84% of 1576 companies
in the Asset Management industry
Industry Median: 89.475 vs FRA:FFC: 91.35

Oaktree Specialty Lending  (FRA:FFC) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


Oaktree Specialty Lending Pretax Margin % Related Terms


Oaktree Specialty Lending Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Oaktree Specialty Lending's Pretax Margin % 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.

Oaktree Specialty Lending Pretax Margin % Chart

Oaktree Specialty Lending Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 96.99 84.01 95.10 100.32 140.98

Oaktree Specialty Lending Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Pretax Margin % 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 89.54 106.29 96.86 65.41 121.48

FRA:FFC vs CHY, CII, ETW: Pretax Margin % Comparison

For the Asset Management subindustry, Oaktree Specialty Lending's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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 Pretax Margin % vs Asset Management Industry

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

* The bar in red indicates where Oaktree Specialty Lending's Pretax Margin % falls into.


FRA:FFC
56GF Score
Oaktree Specialty Lending Corp FRA:FFC
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Oaktree Specialty Lending Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Oaktree Specialty Lending's Pretax Margin for the fiscal year that ended in Sep. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Sep. 2025 )/Revenue (A: Sep. 2025 )
=29.969/21.258
=140.98 %

Oaktree Specialty Lending's Pretax Margin for the quarter that ended in Mar. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=-16.073/-13.231
=121.48 %

* 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.

Frequently Asked Questions Learn more about Pretax Margin % →
What does a Pretax Margin % of 121.48% mean?
Oaktree Specialty Lending (FRA:FFC) has a Pretax Margin % of 121.48% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Oaktree Specialty Lending and its competitors. This is 23% above median its historical median of 98.51. Over the past decade, Oaktree Specialty Lending's Pretax Margin % has ranged from 71.59 to 152.63. According to the industry distribution chart, Oaktree Specialty Lending ranks #759 out of 1576 companies in the Asset Management industry, placing it in the top 48.2%.
Is Oaktree Specialty Lending's Pretax Margin % too high?
Oaktree Specialty Lending's current Pretax Margin % of 121.48% is 23% above median its 10-year median of 98.51. Over the past 10 years, this metric has ranged from a low of 71.59 to a high of 152.63. The Asset Management industry median Pretax Margin % is 89.48. Oaktree Specialty Lending's value of 121.48% is 35.8% above this industry median. Based on the distribution chart, Oaktree Specialty Lending ranks #759 out of 1576 companies in the Asset Management industry, which is above the industry midpoint. Overall, Oaktree Specialty Lending has a GF Score™ of 56/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Oaktree Specialty Lending's Pretax Margin % compare to CHY and CII?
According to the Asset Management industry distribution chart, Oaktree Specialty Lending ranks #759 out of 1576 companies for Pretax Margin %. This puts Oaktree Specialty Lending in the upper half of its industry. The industry median Pretax Margin % is 89.48. Oaktree Specialty Lending's value of 121.48% is 35.8% above this benchmark. Historically, Oaktree Specialty Lending's own Pretax Margin % has ranged from 71.59 to 152.63 over the past decade. While the company's 10-year median is 98.51 vs. the industry median of 89.48, Oaktree Specialty Lending has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.48, based on 1,576 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Oaktree Specialty Lending's current Pretax Margin % of 121.48% is 35.8% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Oaktree Specialty Lending and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.48 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oaktree Specialty Lending's current Pretax Margin % is 121.48%, which is 23% above median its own 10-year median of 98.51. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oaktree Specialty Lending stock overvalued right now?
Based on GuruFocus' analysis, Oaktree Specialty Lending (FRA:FFC) is currently considered Modestly Undervalued. The stock's GF Value™ is €11.64, compared to a current price of €9.98 — trading 14.3% below its estimated fair value. The current Pretax Margin % is 121.48%, which is 23% above median its 10-year median of 98.51 and 35.8% above the Asset Management industry median of 89.48. Oaktree Specialty Lending's overall GF Score™ is 56/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Oaktree Specialty Lending (FRA:FFC), the current Pretax Margin % is 121.48% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Oaktree Specialty Lending (FRA:FFC) Overvalued in 2026?

Based on GuruFocus' analysis, Oaktree Specialty Lending stock appears to be undervalued. The current stock price of €9.98 is trading 14.3% below its estimated GF Value™ of €11.64. GuruFocus considers Oaktree Specialty Lending to be Modestly Undervalued.

Key valuation signals for FRA:FFC:

  • Pretax Margin %: 121.48% (23% above median its 10-year median of 98.51)
  • GF Value™: €11.64 vs. price of €9.98 (14.3% below fair value)
  • GF Score™: 56/100 with 4 warning signs
  • Industry Position: 35.8% above the Asset Management median (#759 of 1576)

No single metric tells the full story. See the FRA:FFC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Oaktree Specialty Lending Business Description

Other Exchanges OCSL:USA
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. The company operates as a single reportable segment and derives revenues from investing in originated loans and other securities, including broadly syndicated loans, of U.S. private companies and manages the business on a consolidated basis.
56GF Score

Get the complete analysis for FRA:FFC

Pretax Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€9.98
Price
€11.64
GF Value