WallStSmart

Oaktree Specialty Lending Corp (OCSL)vsRoyal Bank of Canada (RY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Royal Bank of Canada generates 20678% more annual revenue ($63.42B vs $305.25M). RY leads profitability with a 33.1% profit margin vs 10.6%. OCSL appears more attractively valued with a PEG of 0.93. RY earns a higher WallStSmart Score of 68/100 (B-).

OCSL

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 6.3Quality: 3.5
Piotroski: 4/9Altman Z: 0.31

RY

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 5.7Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

Reasonable price relative to book value

Operating MarginProfitability
84.4%10/10

Strong operational efficiency at 84.4%

PEG RatioValuation
0.938/10

Growing faster than its price suggests

RY6 strengths · Avg: 9.3/10
Market CapQuality
$252.56B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.1%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
46.2%10/10

Strong operational efficiency at 46.2%

Free Cash FlowQuality
$37.30B10/10

Generating 37.3B in free cash flow

P/E RatioValuation
17.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Areas to Watch

OCSL4 concerns · Avg: 2.8/10
Market CapQuality
$1.08B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.2%3/10

ROE of 2.2% — below average capital efficiency

Debt/EquityHealth
1.123/10

Elevated debt levels

Revenue GrowthGrowth
-13.3%2/10

Revenue declined 13.3%

RY1 concerns · Avg: 4.0/10
PEG RatioValuation
2.304/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : RY

The strongest argument for RY centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.1% and operating margin at 46.2%.

Bear Case : OCSL

The primary concerns for OCSL are Market Cap, Return on Equity, Debt/Equity.

Bear Case : RY

The primary concerns for RY are PEG Ratio.

Key Dynamics to Monitor

OCSL profiles as a declining stock while RY is a mature play — different risk/reward profiles.

RY carries more volatility with a beta of 0.94 — expect wider price swings.

RY is growing revenue faster at 7.5% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

RY scores higher overall (68/100 vs 57/100), backed by strong 33.1% margins. 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.

Oaktree Specialty Lending Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Oaktree Specialty Lending Corp (OCSL) is a publicly traded business development company dedicated to providing tailored financing solutions to middle-market businesses. As a prominent subsidiary of Oaktree Capital Management, OCSL employs a disciplined investment strategy focused on delivering attractive risk-adjusted returns through investments primarily in secured debt instruments. Leveraging Oaktree's extensive industry expertise, the firm maintains a well-diversified portfolio across various sectors, complemented by a strong emphasis on credit quality and risk management. This strategic positioning enables OCSL to adeptly navigate the complex specialty lending landscape and enhance its appeal to institutional investors seeking solid returns in a competitive financial environment.

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Royal Bank of Canada

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Royal Bank of Canada is a globally diversified financial services company. The company is headquartered in Toronto, Canada.

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