WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 26442% more annual revenue ($79.11B vs $298.07M). OCSL leads profitability with a 16.7% profit margin vs 1.7%. OCSL appears more attractively valued with a PEG of 0.93. BN earns a higher WallStSmart Score of 63/100 (C+).

BN

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 4.3Quality: 4.0
Piotroski: 5/9Altman Z: 0.64

OCSL

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 7.0Value: 6.3Quality: 3.5
Piotroski: 4/9Altman Z: 0.31

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BN4 strengths · Avg: 8.8/10
EPS GrowthGrowth
158.8%10/10

Earnings expanding 158.8% YoY

Market CapQuality
$102.03B9/10

Large-cap with strong market position

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.9%8/10

Strong operational efficiency at 28.9%

OCSL3 strengths · Avg: 9.3/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

Operating MarginProfitability
85.2%10/10

Strong operational efficiency at 85.2%

PEG RatioValuation
0.938/10

Growing faster than its price suggests

Areas to Watch

BN4 concerns · Avg: 2.5/10
Return on EquityProfitability
2.8%3/10

ROE of 2.8% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

P/E RatioValuation
89.6x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-5.60B2/10

Negative free cash flow — burning cash

OCSL4 concerns · Avg: 2.8/10
Market CapQuality
$1.05B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.6%3/10

ROE of 3.6% — below average capital efficiency

Debt/EquityHealth
1.073/10

Elevated debt levels

Revenue GrowthGrowth
-9.3%2/10

Revenue declined 9.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : BN

The strongest argument for BN centers on EPS Growth, Market Cap, Price/Book. 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. Profitability is solid with margins at 16.7% and operating margin at 85.2%. 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 89.6x leaves little room for execution misses. Debt-to-equity of 5.72 is elevated, increasing financial risk.

Bear Case : OCSL

The primary concerns for OCSL are Market Cap, Return on Equity, Debt/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 1.84 — expect wider price swings.

BN is growing revenue faster at 7.9% — sustainability is the question.

OCSL generates stronger free cash flow (-5M), providing more financial flexibility.

Bottom Line

BN scores higher overall (63/100 vs 57/100). Both earn "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 focused on delivering tailored financing solutions to middle-market businesses. Leveraging the expertise of its parent company, Oaktree Capital Management, OCSL follows a disciplined investment strategy that prioritizes generating attractive risk-adjusted returns through investments in secured debt instruments. The company maintains a diversified portfolio across various sectors, emphasizing credit quality and effective risk management practices. With its strategic positioning and robust operational framework, OCSL presents a compelling opportunity for institutional investors looking for dependable income and stability in the specialty lending market.

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