Oaktree Specialty [OCSL] vs SRH Total Return [STEW] Detailed Stock Comparison

Oaktree Specialty Lending Corporation

NASDAQ
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SRH Total Return Fund Inc.

NYSE
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TLDR: Quick Comparison Summary

Based on 19 vital metrics comparison: Oaktree Specialty Lending Corporation wins in 10 metrics, SRH Total Return Fund Inc. wins in 7 metrics, with 1 ties. Oaktree Specialty Lending Corporation appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric Oaktree Specialty Lending Corporation SRH Total Return Fund Inc. Better
P/E Ratio (TTM) 34.69 10.03 SRH Total Return Fund Inc.
Price-to-Book Ratio 0.77 0.78 Oaktree Specialty Lending Corporation
Debt-to-Equity Ratio 112.40 10.04 SRH Total Return Fund Inc.
PEG Ratio -1.04 N/A N/A
Profit Margin (TTM) 10.58% 536.79% SRH Total Return Fund Inc.
Operating Margin (TTM) 84.38% 16.56% Oaktree Specialty Lending Corporation
EBITDA Margin (TTM) 84.38% 16.56% Oaktree Specialty Lending Corporation
Return on Equity 2.24% 8.01% SRH Total Return Fund Inc.
Return on Assets (TTM) 5.20% 0.22% Oaktree Specialty Lending Corporation
Free Cash Flow (TTM) $228.37M $63.65M Oaktree Specialty Lending Corporation
Dividend Yield 17.23% 4.97% Oaktree Specialty Lending Corporation
1-Year Return -18.25% -1.42% SRH Total Return Fund Inc.
Price-to-Sales Ratio (TTM) 3.60 53.70 Oaktree Specialty Lending Corporation
Enterprise Value $2.63B $0 Oaktree Specialty Lending Corporation
EV/Revenue Ratio 8.63 0.00 Tie
Revenue per Share (TTM) $3 $0 Oaktree Specialty Lending Corporation
Earnings per Share (Diluted) $0.36 $1.80 SRH Total Return Fund Inc.
Beta (Stock Volatility) 0.56 0.88 Oaktree Specialty Lending Corporation
Short % of Float 3.29% 0.03% SRH Total Return Fund Inc.

Oaktree Specialty Lending Corporation vs SRH Total Return Fund Inc. Stock Performance Analysis

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OCSL
STEW

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Oaktree Specialty Lending Corporation3.47%3.21%-5.27%5.25%-10.01%-3.93%
SRH Total Return Fund Inc.0.52%-0.97%-1.53%-2.26%-4.10%-5.61%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Oaktree Specialty Lending Corporation-18.25%-36.11%-41.29%-20.74%-0.83%-2.37%
SRH Total Return Fund Inc.-1.42%36.77%25.69%115.78%165.60%117.67%

Performance & Financial Health Analysis: Oaktree Specialty Lending Corporation vs SRH Total Return Fund Inc.

MetricOCSLSTEW
Market Information
Market Cap i$1.10B$1.71B
Market Cap CategorySmall capSmall cap
10 Day Avg. Volume i1,217,16573,542
90 Day Avg. Volume i1,110,60271,771
Last Close$12.22$17.33
52 Week Range$10.63 - $14.77$16.55 - $18.67
% from 52W High-17.26%-7.18%
All-Time High$30.60 (Jul 07, 2014)$18.67 (Sep 05, 2025)
% from All-Time High-60.07%-7.18%
Growth Metrics
Quarterly Revenue Growth-0.13%-0.12%
Quarterly Earnings Growth-0.23%-0.44%
Financial Health
Profit Margin (TTM) i0.11%5.37%
Operating Margin (TTM) i0.84%0.17%
Return on Equity (TTM) i0.02%0.08%
Debt to Equity (MRQ) i112.4010.04
Cash & Liquidity
Book Value per Share (MRQ)$16.30$23.11
Cash per Share (MRQ)$0.92N/A
Operating Cash Flow (TTM) i$965,000$63.65M
Levered Free Cash Flow (TTM) i$181.58M$6.02M
Dividends
Last 12-Month Dividend Yield i17.23%4.97%
Last 12-Month Dividend i$2.09$0.88

Valuation & Enterprise Metrics Analysis: Oaktree Specialty Lending Corporation vs SRH Total Return Fund Inc.

MetricOCSL (Apr 24, 2026)STEW (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i34.6910.03
Forward P/E i8.45N/A
PEG Ratio i-1.04N/A
Price to Sales (TTM) i3.6053.70
Price to Book (MRQ) i0.770.78
Market Capitalization
Market Capitalization i$1.10B$1.71B
Enterprise Value i$2.63B$0
Enterprise Value Metrics
Enterprise to Revenue i8.630.00
Enterprise to EBITDA iN/AN/A
Risk & Other Metrics
Beta i0.560.88
Book Value per Share (MRQ) i$16.30$23.11

Financial Statements Comparison: Oaktree Specialty Lending Corporation vs SRH Total Return Fund Inc.

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricOCSL (2025)STEW (2025)
Revenue/Sales i24.95M177.28M
Cost of Goods Sold iN/AN/A
COGS % of Revenue i0.0%0.0%
Gross Profit iN/AN/A
Gross Margin i0.0%0.0%
Research & Development iN/AN/A
Operating Income (EBIT) iN/AN/A
Operating Margin i0.0%0.0%
EBITDA iN/AN/A
EBITDA Margin i0.0%0.0%
Pre-Tax Income i35.18M174.09M
Pre-Tax Income % of Revenue i141.0%98.2%
Income Tax i1.26MN/A
Income Tax % of Revenue i5.0%0.0%
Net Income (Profit) i33.92M174.09M
Profit Margin i135.9%98.2%

Balance Sheet & Liquidity Metrics

MetricOCSL (2025)STEW (2025)
Cash & Equivalents i79.63MN/A
Total Current Assets iN/AN/A
Total Current Assets % of Revenue i0.0%0.0%
Total Current Liabilities iN/AN/A
Total Current Liabilities % of Revenue i0.0%0.0%
Long-Term Debt i1.49B223.74M
Long-Term Debt % of Revenue i5,959.2%126.2%
Total Shareholders Equity i1.47B2.23B
Retained Earnings i-885.14M1.72B
Retained Earnings % of Revenue i-3,547.5%967.7%
Property, Plant & Equipment iN/AN/A

Cash Flow Statement Comparison

MetricOCSL (2025)STEW (2025)
Operating Cash Flow i36.37M174.56M
Operating Cash Flow % of Revenue i145.7%98.5%
Capital Expenditures iN/AN/A
Free Cash Flow i228.37M63.65M
FCF Margin i915.3%35.9%
Debt Repayment i-965.00MN/A
Common Stock Repurchase i-10.67MN/A

Short Interest & Institutional Ownership Analysis

MetricOCSLSTEW
Shares Short i2.89M17,557
Short Ratio i3.360.35
Short % of Float i3.29%0.03%
Shares Outstanding i88.09M96.44M
Float Shares iN/AN/A
% Held by Insiders i0.30%47.15%
% Held by Institutions i50.28%16.70%
% Held by Public i49.42%36.15%

Dividend Analysis & Yield Comparison: Oaktree Specialty Lending Corporation vs SRH Total Return Fund Inc.

MetricOCSLSTEW
Last 12-Month Dividend i$2.09$0.88
Last 12-Month Dividend Yield i17.23%4.97%
3-Year Avg Annual Dividend i$2.19$0.60
3-Year Avg Dividend Yield i3.08%0.97%
3-Year Total Dividends i$6.56$1.80
Ex-Dividend DateMar 16, 2026Jan 23, 2026