WallStSmart

Brookfield Corp (BN)vsOaktree Specialty Lending Corp (OCSL)

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Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 27513% more annual revenue ($80.69B vs $292.23M). OCSL leads profitability with a 14.4% profit margin vs 1.8%. OCSL appears more attractively valued with a PEG of 0.93. BN earns a higher WallStSmart Score of 66/100 (B-).

BN

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 5.5Value: 4.3Quality: 3.5
Piotroski: 5/9Altman Z: 0.64

OCSL

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 6.3Quality: 5.5
Piotroski: 4/9Altman Z: 0.31

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BN4 strengths · Avg: 8.3/10
Market CapQuality
$82.80B9/10

Large-cap with strong market position

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
25.7%8/10

Strong operational efficiency at 25.7%

EPS GrowthGrowth
40.3%8/10

Earnings expanding 40.3% YoY

OCSL3 strengths · Avg: 9.3/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Operating MarginProfitability
81.6%10/10

Strong operational efficiency at 81.6%

PEG RatioValuation
0.938/10

Growing faster than its price suggests

Areas to Watch

BN4 concerns · Avg: 2.5/10
Return on EquityProfitability
3.0%3/10

ROE of 3.0% — below average capital efficiency

Profit MarginProfitability
1.8%3/10

1.8% margin — thin

P/E RatioValuation
68.7x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-1.78B2/10

Negative free cash flow — burning cash

OCSL4 concerns · Avg: 3.3/10
P/E RatioValuation
25.8x4/10

Moderate valuation

Market CapQuality
$1.09B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.6%3/10

ROE of 3.6% — below average capital efficiency

Debt/EquityHealth
1.043/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BN

The strongest argument for BN centers on Market Cap, Price/Book, Operating Margin. PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bull Case : OCSL

The strongest argument for OCSL centers on Price/Book, Operating Margin, PEG Ratio. PEG of 0.93 suggests the stock is reasonably priced for its growth.

Bear Case : BN

The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 68.7x leaves little room for execution misses. Debt-to-equity of 5.69 is elevated, increasing financial risk.

Bear Case : OCSL

The primary concerns for OCSL are P/E Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

BN profiles as a value stock while OCSL is a declining play — different risk/reward profiles.

BN carries more volatility with a beta of 1.82 — expect wider price swings.

BN is growing revenue faster at 8.5% — sustainability is the question.

OCSL generates stronger free cash flow (28M), providing more financial flexibility.

Bottom Line

BN scores higher overall (66/100 vs 57/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Brookfield Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Brookfield Corporation is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. The company is headquartered in Toronto, Canada with additional offices across Northern America; South America; Europe; Middle East and Asia.

Oaktree Specialty Lending Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Oaktree Specialty Lending Corp (OCSL) is a publicly traded business development company that specializes in providing customized financing solutions for middle-market enterprises. Backed by the extensive expertise of Oaktree Capital Management, OCSL employs a disciplined investment strategy centered on securing attractive risk-adjusted returns primarily through secured debt instruments. The company boasts a diversified portfolio spanning multiple sectors, with a strong emphasis on credit quality and strategic risk management practices. This positions OCSL as an appealing option for institutional investors seeking reliable income and stability in the dynamic specialty lending landscape.

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