BCSF
Price
$15.09
Change
-$0.11 (-0.72%)
Updated
Aug 11, 04:59 PM (EDT)
Capitalization
986M
86 days until earnings call
OCSL
Price
$13.47
Change
+$0.18 (+1.35%)
Updated
Aug 11, 04:59 PM (EDT)
Capitalization
1.18B
100 days until earnings call
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BCSF vs OCSL

Header iconBCSF vs OCSL Comparison
Open Charts BCSF vs OCSLBanner chart's image
Bain Capital Specialty Finance
Price$15.09
Change-$0.11 (-0.72%)
Volume$5.34K
Capitalization986M
Oaktree Specialty Lending
Price$13.47
Change+$0.18 (+1.35%)
Volume$10.05K
Capitalization1.18B
BCSF vs OCSL Comparison Chart in %
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BCSF
Daily Signalchanged days ago
Gain/Loss if bought
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OCSL
Daily Signalchanged days ago
Gain/Loss if bought
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BCSF vs. OCSL commentary
Aug 12, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BCSF is a Buy and OCSL is a Hold.

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COMPARISON
Comparison
Aug 12, 2025
Stock price -- (BCSF: $15.20 vs. OCSL: $13.29)
Brand notoriety: BCSF and OCSL are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: BCSF: 124% vs. OCSL: 0%
Market capitalization -- BCSF: $986M vs. OCSL: $1.18B
BCSF [@Investment Managers] is valued at $986M. OCSL’s [@Investment Managers] market capitalization is $1.18B. The market cap for tickers in the [@Investment Managers] industry ranges from $174.21B to $0. The average market capitalization across the [@Investment Managers] industry is $7.7B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

BCSF’s FA Score shows that 3 FA rating(s) are green whileOCSL’s FA Score has 2 green FA rating(s).

  • BCSF’s FA Score: 3 green, 2 red.
  • OCSL’s FA Score: 2 green, 3 red.
According to our system of comparison, BCSF is a better buy in the long-term than OCSL.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

BCSF’s TA Score shows that 5 TA indicator(s) are bullish while OCSL’s TA Score has 5 bullish TA indicator(s).

  • BCSF’s TA Score: 5 bullish, 5 bearish.
  • OCSL’s TA Score: 5 bullish, 5 bearish.
According to our system of comparison, BCSF is a better buy in the short-term than OCSL.

Price Growth

BCSF (@Investment Managers) experienced а +3.26% price change this week, while OCSL (@Investment Managers) price change was -1.99% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +0.23%. For the same industry, the average monthly price growth was +0.80%, and the average quarterly price growth was +27.70%.

Reported Earning Dates

BCSF is expected to report earnings on Nov 05, 2025.

OCSL is expected to report earnings on Nov 19, 2025.

Industries' Descriptions

@Investment Managers (+0.23% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
OCSL($1.18B) has a higher market cap than BCSF($986M). OCSL has higher P/E ratio than BCSF: OCSL (23.51) vs BCSF (9.16). OCSL YTD gains are higher at: -7.645 vs. BCSF (-8.158). OCSL (1.45B) and BCSF (1.45B) have identical debt.
BCSFOCSLBCSF / OCSL
Capitalization986M1.18B84%
EBITDAN/AN/A-
Gain YTD-8.158-7.645107%
P/E Ratio9.1623.5139%
RevenueN/AN/A-
Total Cash10.2MN/A-
Total Debt1.45B1.45B100%
FUNDAMENTALS RATINGS
BCSF vs OCSL: Fundamental Ratings
BCSF
OCSL
OUTLOOK RATING
1..100
9150
VALUATION
overvalued / fair valued / undervalued
1..100
6
Undervalued
5
Undervalued
PROFIT vs RISK RATING
1..100
2142
SMR RATING
1..100
3738
PRICE GROWTH RATING
1..100
5775
P/E GROWTH RATING
1..100
3227
SEASONALITY SCORE
1..100
5050

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

OCSL's Valuation (5) in the null industry is in the same range as BCSF (6) in the Investment Trusts Or Mutual Funds industry. This means that OCSL’s stock grew similarly to BCSF’s over the last 12 months.

BCSF's Profit vs Risk Rating (21) in the Investment Trusts Or Mutual Funds industry is in the same range as OCSL (42) in the null industry. This means that BCSF’s stock grew similarly to OCSL’s over the last 12 months.

BCSF's SMR Rating (37) in the Investment Trusts Or Mutual Funds industry is in the same range as OCSL (38) in the null industry. This means that BCSF’s stock grew similarly to OCSL’s over the last 12 months.

BCSF's Price Growth Rating (57) in the Investment Trusts Or Mutual Funds industry is in the same range as OCSL (75) in the null industry. This means that BCSF’s stock grew similarly to OCSL’s over the last 12 months.

OCSL's P/E Growth Rating (27) in the null industry is in the same range as BCSF (32) in the Investment Trusts Or Mutual Funds industry. This means that OCSL’s stock grew similarly to BCSF’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
BCSFOCSL
RSI
ODDS (%)
Bearish Trend 4 days ago
42%
Bullish Trend 4 days ago
52%
Stochastic
ODDS (%)
Bullish Trend 4 days ago
56%
Bullish Trend 4 days ago
45%
Momentum
ODDS (%)
Bearish Trend 4 days ago
36%
Bearish Trend 4 days ago
27%
MACD
ODDS (%)
Bearish Trend 4 days ago
25%
Bearish Trend 4 days ago
29%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
52%
Bearish Trend 4 days ago
36%
TrendMonth
ODDS (%)
Bearish Trend 4 days ago
43%
Bearish Trend 4 days ago
36%
Advances
ODDS (%)
Bullish Trend 4 days ago
52%
Bullish Trend 20 days ago
39%
Declines
ODDS (%)
Bearish Trend 13 days ago
38%
Bearish Trend 11 days ago
40%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
59%
Bullish Trend 4 days ago
62%
Aroon
ODDS (%)
Bullish Trend 4 days ago
57%
Bullish Trend 4 days ago
39%
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BCSF
Daily Signalchanged days ago
Gain/Loss if bought
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OCSL
Daily Signalchanged days ago
Gain/Loss if bought
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BCSF and

Correlation & Price change

A.I.dvisor indicates that over the last year, BCSF has been closely correlated with GBDC. These tickers have moved in lockstep 81% of the time. This A.I.-generated data suggests there is a high statistical probability that if BCSF jumps, then GBDC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BCSF
1D Price
Change %
BCSF100%
+1.74%
GBDC - BCSF
81%
Closely correlated
+0.81%
FDUS - BCSF
79%
Closely correlated
+4.09%
OBDC - BCSF
78%
Closely correlated
+0.64%
MAIN - BCSF
78%
Closely correlated
+3.72%
NMFC - BCSF
78%
Closely correlated
+0.49%
More

OCSL and

Correlation & Price change

A.I.dvisor indicates that over the last year, OCSL has been closely correlated with TSLX. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if OCSL jumps, then TSLX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OCSL
1D Price
Change %
OCSL100%
N/A
TSLX - OCSL
72%
Closely correlated
+1.22%
BCSF - OCSL
72%
Closely correlated
+1.74%
SLRC - OCSL
71%
Closely correlated
+1.23%
NMFC - OCSL
71%
Closely correlated
+0.49%
OBDC - OCSL
71%
Closely correlated
+0.64%
More