Oaktree Specialty [OCSL] vs BlackRock Capital [BCAT] Detailed Stock Comparison
Oaktree Specialty
NASDAQ
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BlackRock Capital
NYSE
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TLDR: Quick Comparison Summary
Based on 18 vital metrics comparison: Oaktree Specialty wins in 6 metrics, BlackRock Capital wins in 8 metrics, with 0 ties. BlackRock Capital appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | Oaktree Specialty | BlackRock Capital | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 22.70 | 9.90 | BlackRock Capital |
| Price-to-Book Ratio | 0.77 | N/A | N/A |
| Debt-to-Equity Ratio | 99.18 | 0.00 | BlackRock Capital |
| PEG Ratio | 0.01 | N/A | N/A |
| Profit Margin (TTM) | 13.85% | 0.00% | Oaktree Specialty |
| Operating Margin (TTM) | 85.74% | 0.00% | Oaktree Specialty |
| EBITDA Margin (TTM) | 85.74% | N/A | N/A |
| Return on Equity | 3.11% | 11.30% | BlackRock Capital |
| Return on Assets (TTM) | 5.64% | 10.10% | BlackRock Capital |
| Free Cash Flow (TTM) | $19.08M | $354.89M | BlackRock Capital |
| Dividend Yield | 17.76% | 17.66% | Oaktree Specialty |
| 1-Year Return | -22.95% | -9.83% | BlackRock Capital |
| Price-to-Sales Ratio (TTM) | 3.41 | 7.94 | Oaktree Specialty |
| Enterprise Value | $2.52B | $0 | Oaktree Specialty |
| EV/Revenue Ratio | 7.56 | 0.00 | BlackRock Capital |
| Revenue per Share (TTM) | $4 | $2 | Oaktree Specialty |
| Earnings per Share (Diluted) | $0.57 | $1.51 | BlackRock Capital |
| Beta (Stock Volatility) | 0.71 | N/A | N/A |
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends
Oaktree Specialty vs BlackRock Capital 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% |
| BlackRock Capital | -0.47% | 0.20% | -2.63% | -2.18% | 12.27% | -2.56% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Oaktree Specialty | -22.95% | -32.75% | -13.65% | -30.40% | 10.93% | 2.78% |
| BlackRock Capital | -9.83% | 9.83% | -27.51% | -25.70% | -25.70% | -25.70% |
News Based Sentiment: Oaktree Specialty vs BlackRock Capital
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.
BlackRock Capital
News based Sentiment: MIXED
The month presented a mixed bag for BCAT investors. While the trust maintains a high dividend yield and shows strong revenue growth, the decline in earnings and the potential for return of capital raise concerns. The valuation metrics suggest potential undervaluation, but this is tempered by the overall performance trends.
Performance & Financial Health Analysis: Oaktree Specialty vs BlackRock Capital
| Metric | OCSL | BCAT |
|---|---|---|
| Market Information | ||
| Market Cap | $1.15B | $1.57B |
| Market Cap Category | Small cap | Small cap |
| 10 Day Avg. Volume | 965,170 | 537,260 |
| 90 Day Avg. Volume | 696,863 | 550,547 |
| Last Close | $12.59 | $14.82 |
| 52 Week Range | $12.50 - $16.66 | $12.91 - $16.65 |
| % from 52W High | -24.43% | -10.99% |
| All-Time High | $30.60 (Jul 07, 2014) | $24.00 (Dec 21, 2020) |
| % from All-Time High | -58.86% | -38.25% |
| Growth Metrics | ||
| Quarterly Revenue Growth | -0.21% | N/A |
| Quarterly Earnings Growth | 33.24% | N/A |
| Financial Health | ||
| Profit Margin (TTM) | 0.14% | 0.00% |
| Operating Margin (TTM) | 0.86% | 0.00% |
| Return on Equity (TTM) | 0.03% | 0.11% |
| Debt to Equity (MRQ) | 99.18 | 0.00 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $16.76 | N/A |
| Cash per Share (MRQ) | $0.91 | N/A |
| Operating Cash Flow (TTM) | $322.55M | $186.18M |
| Levered Free Cash Flow (TTM) | $70.07M | $194.42M |
| Dividends | ||
| Last 12-Month Dividend Yield | 17.76% | 17.66% |
| Last 12-Month Dividend | $2.39 | $2.61 |
Valuation & Enterprise Metrics Analysis: Oaktree Specialty vs BlackRock Capital
| Metric | OCSL | BCAT |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 22.70 | 9.90 |
| Forward P/E | 5.83 | N/A |
| PEG Ratio | 0.01 | N/A |
| Price to Sales (TTM) | 3.41 | 7.94 |
| Price to Book (MRQ) | 0.77 | N/A |
| Market Capitalization | ||
| Market Capitalization | $1.15B | $1.57B |
| Enterprise Value | $2.52B | $0 |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 7.56 | 0.00 |
| Enterprise to EBITDA | N/A | N/A |
| Risk & Other Metrics | ||
| Beta | 0.71 | N/A |
| Book Value per Share (MRQ) | $16.76 | N/A |
Financial Statements Comparison: Oaktree Specialty vs BlackRock Capital
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 | BCAT |
|---|---|---|
| Revenue/Sales | $-40.19M | N/A |
| Cost of Goods Sold | N/A | N/A |
| Gross Profit | N/A | N/A |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | N/A | N/A |
| EBITDA | N/A | N/A |
| Pre-Tax Income | $-35.99M | N/A |
| Income Tax | $264,000 | N/A |
| Net Income (Profit) | $-36.25M | N/A |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | OCSL | BCAT |
|---|---|---|
| Cash & Equivalents | $97.84M | $6.30M |
| Total Current Assets | N/A | N/A |
| Total Current Liabilities | N/A | N/A |
| Long-Term Debt | $1.45B | N/A |
| Total Shareholders Equity | $1.48B | $1.72B |
| Retained Earnings | $-893.11M | $-274,264 |
| Property, Plant & Equipment | N/A | N/A |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | OCSL | BCAT |
|---|---|---|
| Operating Cash Flow | $-6.86M | N/A |
| Capital Expenditures | N/A | N/A |
| Free Cash Flow | $62.00M | N/A |
| Debt Repayment | $-640.00M | N/A |
| Common Stock Repurchase | $-4.29M | N/A |
Short Interest & Institutional Ownership Analysis
| Metric | OCSL | BCAT |
|---|---|---|
| Shares Short | 1.94M | 226,597 |
| Short Ratio | 3.80 | 0.43 |
| Short % of Float | 0.02% | N/A |
| Average Daily Volume (10 Day) | 965,170 | 537,260 |
| Average Daily Volume (90 Day) | 696,863 | 550,547 |
| Shares Outstanding | 82.25M | 104.78M |
| Float Shares | N/A | N/A |
| % Held by Insiders | 0.00% | 0.00% |
| % Held by Institutions | 0.40% | 0.22% |
Dividend Analysis & Yield Comparison: Oaktree Specialty vs BlackRock Capital
| Metric | OCSL | BCAT |
|---|---|---|
| Last 12-Month Dividend | $2.39 | $2.61 |
| Last 12-Month Dividend Yield | 17.76% | 17.66% |
| 3-Year Avg Annual Dividend | $2.41 | $1.81 |
| 3-Year Avg Dividend Yield | 3.15% | 1.14% |
| 3-Year Total Dividends | $7.23 | $5.42 |
| Ex-Dividend Date | Sep 15, 2025 | Mar 14, 2025 |