Oaktree Specialty [OCSL] vs Acadian Asset [AAMI] Detailed Stock Comparison
Oaktree Specialty
NASDAQ
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Acadian Asset
NYSE
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TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Oaktree Specialty wins in 7 metrics, Acadian Asset wins in 11 metrics, with 0 ties. Acadian Asset appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | Oaktree Specialty | Acadian Asset | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 22.70 | 18.68 | Acadian Asset |
| Price-to-Book Ratio | 0.77 | 173.00 | Oaktree Specialty |
| Debt-to-Equity Ratio | 99.18 | 412.31 | Oaktree Specialty |
| PEG Ratio | 0.01 | -5.42 | Acadian Asset |
| EV/EBITDA | N/A | 12.34 | N/A |
| Profit Margin (TTM) | 13.85% | 16.65% | Acadian Asset |
| Operating Margin (TTM) | 85.74% | 12.40% | Oaktree Specialty |
| EBITDA Margin (TTM) | 85.74% | 12.40% | Oaktree Specialty |
| Return on Equity | 3.11% | 301.03% | Acadian Asset |
| Return on Assets (TTM) | 5.64% | 14.49% | Acadian Asset |
| Free Cash Flow (TTM) | $19.08M | $45.90M | Acadian Asset |
| Dividend Yield | 17.76% | 0.10% | Oaktree Specialty |
| 1-Year Return | -22.95% | 72.85% | Acadian Asset |
| Price-to-Sales Ratio (TTM) | 3.41 | 2.96 | Acadian Asset |
| Enterprise Value | $2.52B | $1.94B | Oaktree Specialty |
| EV/Revenue Ratio | 7.56 | 3.60 | Acadian Asset |
| Gross Profit Margin (TTM) | N/A | 33.12% | N/A |
| Revenue per Share (TTM) | $4 | $15 | Acadian Asset |
| Earnings per Share (Diluted) | $0.57 | $2.38 | Acadian Asset |
| Beta (Stock Volatility) | 0.71 | 1.40 | Oaktree Specialty |
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends
Oaktree Specialty vs Acadian Asset Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Oaktree Specialty | -1.64% | -3.52% | -10.20% | -9.10% | -4.98% | -17.77% |
| Acadian Asset | -1.22% | -7.68% | -0.87% | 17.06% | 90.49% | 72.39% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Oaktree Specialty | -22.95% | -32.75% | -13.65% | -30.40% | 10.93% | 2.78% |
| Acadian Asset | 72.85% | 155.16% | 184.87% | 198.67% | 224.51% | 224.51% |
News Based Sentiment: Oaktree Specialty vs Acadian Asset
Oaktree Specialty
News based Sentiment: NEGATIVE
September brought a series of negative developments for Oaktree Specialty Lending, including an earnings miss, analyst downgrades, and continued concerns about its high dividend payout ratio. While the debt restructuring and insider buying are positive, they are overshadowed by the broader challenges facing the company, making it a significantly more risky investment.
Acadian Asset
News based Sentiment: POSITIVE
Acadian Asset Management reported a strong earnings beat, saw increased analyst price targets, and attracted significant institutional investment in October. These factors collectively indicate a positive trajectory for the company and strengthen the investment case, despite some noted potential downside.
Performance & Financial Health Analysis: Oaktree Specialty vs Acadian Asset
| Metric | OCSL | AAMI |
|---|---|---|
| Market Information | ||
| Market Cap | $1.15B | $1.59B |
| Market Cap Category | Small cap | Small cap |
| 10 Day Avg. Volume | 965,170 | 238,110 |
| 90 Day Avg. Volume | 696,863 | 364,610 |
| Last Close | $12.59 | $44.46 |
| 52 Week Range | $12.50 - $16.66 | $22.60 - $51.65 |
| % from 52W High | -24.43% | -13.91% |
| All-Time High | $30.60 (Jul 07, 2014) | $51.65 (Aug 28, 2025) |
| % from All-Time High | -58.86% | -13.92% |
| Growth Metrics | ||
| Quarterly Revenue Growth | -0.21% | 0.17% |
| Quarterly Earnings Growth | 33.24% | -0.08% |
| Financial Health | ||
| Profit Margin (TTM) | 0.14% | 0.17% |
| Operating Margin (TTM) | 0.86% | 0.12% |
| Return on Equity (TTM) | 0.03% | 3.01% |
| Debt to Equity (MRQ) | 99.18 | 412.31 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $16.76 | $0.26 |
| Cash per Share (MRQ) | $0.91 | $2.52 |
| Operating Cash Flow (TTM) | $322.55M | $63.30M |
| Levered Free Cash Flow (TTM) | $70.07M | $165.51M |
| Dividends | ||
| Last 12-Month Dividend Yield | 17.76% | 0.10% |
| Last 12-Month Dividend | $2.39 | $0.03 |
Valuation & Enterprise Metrics Analysis: Oaktree Specialty vs Acadian Asset
| Metric | OCSL | AAMI |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 22.70 | 18.68 |
| Forward P/E | 5.83 | 9.38 |
| PEG Ratio | 0.01 | -5.42 |
| Price to Sales (TTM) | 3.41 | 2.96 |
| Price to Book (MRQ) | 0.77 | 173.00 |
| Market Capitalization | ||
| Market Capitalization | $1.15B | $1.59B |
| Enterprise Value | $2.52B | $1.94B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 7.56 | 3.60 |
| Enterprise to EBITDA | N/A | 12.34 |
| Risk & Other Metrics | ||
| Beta | 0.71 | 1.40 |
| Book Value per Share (MRQ) | $16.76 | $0.26 |
Financial Statements Comparison: Oaktree Specialty vs Acadian Asset
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | OCSL | AAMI |
|---|---|---|
| Revenue/Sales | $-40.19M | $127.40M |
| Cost of Goods Sold | N/A | $85.20M |
| Gross Profit | N/A | $42.20M |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | N/A | $16.20M |
| EBITDA | N/A | $21.20M |
| Pre-Tax Income | $-35.99M | $23.60M |
| Income Tax | $264,000 | $4.50M |
| Net Income (Profit) | $-36.25M | $19.10M |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | OCSL | AAMI |
|---|---|---|
| Cash & Equivalents | $97.84M | $119.60M |
| Total Current Assets | N/A | $255.20M |
| Total Current Liabilities | N/A | $113.30M |
| Long-Term Debt | $1.45B | $339.90M |
| Total Shareholders Equity | $1.48B | $92.50M |
| Retained Earnings | $-893.11M | $24.90M |
| Property, Plant & Equipment | N/A | $84.80M |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | OCSL | AAMI |
|---|---|---|
| Operating Cash Flow | $-6.86M | $55.60M |
| Capital Expenditures | N/A | $-2.50M |
| Free Cash Flow | $62.00M | $-51.30M |
| Debt Repayment | $-640.00M | $-20.00M |
| Common Stock Repurchase | $-4.29M | $-17.80M |
Short Interest & Institutional Ownership Analysis
| Metric | OCSL | AAMI |
|---|---|---|
| Shares Short | 1.94M | 603,612 |
| Short Ratio | 3.80 | 1.57 |
| Short % of Float | 0.02% | 0.05% |
| Average Daily Volume (10 Day) | 965,170 | 238,110 |
| Average Daily Volume (90 Day) | 696,863 | 364,610 |
| Shares Outstanding | 82.25M | 37.48M |
| Float Shares | N/A | 25.47M |
| % Held by Insiders | 0.00% | 0.02% |
| % Held by Institutions | 0.40% | 0.98% |
Dividend Analysis & Yield Comparison: Oaktree Specialty vs Acadian Asset
| Metric | OCSL | AAMI |
|---|---|---|
| Last 12-Month Dividend | $2.39 | $0.03 |
| Last 12-Month Dividend Yield | 17.76% | 0.10% |
| 3-Year Avg Annual Dividend | $2.41 | $0.04 |
| 3-Year Avg Dividend Yield | 3.15% | 0.05% |
| 3-Year Total Dividends | $7.23 | $0.11 |
| Ex-Dividend Date | Sep 15, 2025 | Mar 14, 2025 |