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Oaktree Specialty LendingFRA:FFC +0.38%51 5-Year Yield-on-Cost % is 21.15 as of Jul. 14, 2026, which is 38% above its 10-year median of 15.30. GuruFocus rates FRA:FFC with a GF Score™ of 51/100 and a GF Value™ of €11.85 (Modestly Undervalued). The stock has 5 warning signs investors should review. Among 1,114 Asset Management companies, Oaktree Specialty Lending ranks better than 94.34% on this metric.
The historical rank and industry rank for Oaktree Specialty Lending's 5-Year Yield-on-Cost % or its related term are showing as below:
FRA:FFC'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 10.35 Med: 15.3 Max: 27.08
Current: 21.15
During the past 13 years, Oaktree Specialty Lending's highest Yield on Cost was 27.08. The lowest was 10.35. And the median was 15.30.
FRA:FFC's 5-Year Yield-on-Cost % is ranked better than 94.34% of 1114
companies
in the Asset Management industry
Industry Median: 6.45
vs FRA:FFC: 21.15
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Oaktree Specialty Lending 5-Year Yield-on-Cost % Related Terms
FRA:FFC vs MUC, CII, BTX: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Oaktree Specialty Lending's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Oaktree Specialty Lending's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Oaktree Specialty Lending's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Oaktree Specialty Lending (FRA:FFC) has a 5-Year Yield-on-Cost % of 21.15 as of Jul. 14, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Oaktree Specialty Lending and its competitors. This is 38% above median its historical median of 15.30. Over the past decade, Oaktree Specialty Lending's 5-Year Yield-on-Cost % has ranged from 10.35 to 27.08. According to the industry distribution chart, Oaktree Specialty Lending ranks #63 out of 1114 companies in the Asset Management industry, placing it in the top 5.7%.
Is Oaktree Specialty Lending's 5-Year Yield-on-Cost % too high?
Oaktree Specialty Lending's current 5-Year Yield-on-Cost % of 21.15 is 38% above median its 10-year median of 15.30. Over the past 10 years, this metric has ranged from a low of 10.35 to a high of 27.08. The Asset Management industry median 5-Year Yield-on-Cost % is 6.45. Oaktree Specialty Lending's value of 21.15 is 227.9% above this industry median. Based on the distribution chart, Oaktree Specialty Lending ranks #63 out of 1114 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Oaktree Specialty Lending has a GF Score™ of 51/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Oaktree Specialty Lending's 5-Year Yield-on-Cost % compare to MUC and CII?
According to the Asset Management industry distribution chart, Oaktree Specialty Lending ranks #63 out of 1114 companies for 5-Year Yield-on-Cost %. This places Oaktree Specialty Lending in the top 6% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.45. Oaktree Specialty Lending's value of 21.15 is 227.9% above this benchmark. Historically, Oaktree Specialty Lending's own 5-Year Yield-on-Cost % has ranged from 10.35 to 27.08 over the past decade. While the company's 10-year median is 15.30 vs. the industry median of 6.45, 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 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.45, based on 1,114 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Oaktree Specialty Lending's current 5-Year Yield-on-Cost % of 21.15 is 227.9% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Oaktree Specialty Lending and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.45 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oaktree Specialty Lending's current 5-Year Yield-on-Cost % is 21.15, which is 38% above median its own 10-year median of 15.30. 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 €11.85, compared to a current price of €10.57 — trading 10.8% below its estimated fair value. The current 5-Year Yield-on-Cost % is 21.15, which is 38% above median its 10-year median of 15.30 and 227.9% above the Asset Management industry median of 6.45. Oaktree Specialty Lending's overall GF Score™ is 51/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Oaktree Specialty Lending (FRA:FFC), the current 5-Year Yield-on-Cost % is 21.15 as of Jul. 14, 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 €10.57 is trading 10.8% below its estimated GF Value™ of €11.85.
GuruFocus considers Oaktree Specialty Lending to be Modestly Undervalued.
Key valuation signals for FRA:FFC:
5-Year Yield-on-Cost %: 21.15 (38% above median its 10-year median of 15.30)
GF Value™: €11.85 vs. price of €10.57 (10.8% below fair value)
Industry Position: 227.9% above the Asset Management median (#63 of 1114)
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 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.
51GF Score
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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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