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OCSL (Oaktree Specialty Lending) 3-Year RORE % : -6.53% (As of Sep. 2024)


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What is Oaktree Specialty Lending 3-Year RORE %?

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Oaktree Specialty Lending's 3-Year RORE % for the quarter that ended in Sep. 2024 was -6.53%.

The industry rank for Oaktree Specialty Lending's 3-Year RORE % or its related term are showing as below:

OCSL's 3-Year RORE % is ranked better than
59.08% of 1525 companies
in the Asset Management industry
Industry Median: -28.41 vs OCSL: -6.53

Oaktree Specialty Lending 3-Year RORE % Historical Data

The historical data trend for Oaktree Specialty Lending's 3-Year RORE % 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.

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Oaktree Specialty Lending 3-Year RORE % Chart

Oaktree Specialty Lending Annual Data
Trend Sep15 Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -14.71 43.51 -27.89 -293.53 -6.53

Oaktree Specialty Lending Quarterly Data
Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24
3-Year RORE % 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 -293.53 507.69 39.57 -0.31 -6.53

Competitive Comparison of Oaktree Specialty Lending's 3-Year RORE %

For the Asset Management subindustry, Oaktree Specialty Lending's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 3-Year RORE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Oaktree Specialty Lending's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Oaktree Specialty Lending's 3-Year RORE % falls into.



Oaktree Specialty Lending 3-Year RORE % Calculation

Oaktree Specialty Lending's 3-Year RORE % for the quarter that ended in Sep. 2024 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 0.72-0.49 )/( 2.82-6.34 )
=0.23/-3.52
=-6.53 %

* 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.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Sep. 2024 and 3-year before.


Oaktree Specialty Lending  (NAS:OCSL) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Oaktree Specialty Lending 3-Year RORE % 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