Oaktree Specialty Lending (NASDAQ:OCSL – Get Free Report) and Streamex (NASDAQ:STEX – Get Free Report) are both small-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their analyst recommendations, profitability, earnings, risk, institutional ownership, dividends and valuation.
Profitability
This table compares Oaktree Specialty Lending and Streamex’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Oaktree Specialty Lending | 14.45% | 9.70% | 4.64% |
| Streamex | N/A | -462.48% | -307.38% |
Insider & Institutional Ownership
36.8% of Oaktree Specialty Lending shares are owned by institutional investors. Comparatively, 7.2% of Streamex shares are owned by institutional investors. 0.3% of Oaktree Specialty Lending shares are owned by company insiders. Comparatively, 52.7% of Streamex shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
Valuation and Earnings
This table compares Oaktree Specialty Lending and Streamex”s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Oaktree Specialty Lending | $316.80 million | 3.38 | $33.92 million | $0.48 | 25.29 |
| Streamex | $146,000.00 | 309.75 | -$462.77 million | ($9.05) | -0.04 |
Oaktree Specialty Lending has higher revenue and earnings than Streamex. Streamex is trading at a lower price-to-earnings ratio than Oaktree Specialty Lending, indicating that it is currently the more affordable of the two stocks.
Risk and Volatility
Oaktree Specialty Lending has a beta of 0.51, indicating that its share price is 49% less volatile than the S&P 500. Comparatively, Streamex has a beta of 2.02, indicating that its share price is 102% more volatile than the S&P 500.
Analyst Ratings
This is a summary of current ratings for Oaktree Specialty Lending and Streamex, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Oaktree Specialty Lending | 1 | 7 | 0 | 0 | 1.88 |
| Streamex | 1 | 1 | 1 | 0 | 2.00 |
Oaktree Specialty Lending currently has a consensus price target of $11.83, indicating a potential downside of 2.53%. Streamex has a consensus price target of $4.00, indicating a potential upside of 930.13%. Given Streamex’s stronger consensus rating and higher possible upside, analysts clearly believe Streamex is more favorable than Oaktree Specialty Lending.
Summary
Oaktree Specialty Lending beats Streamex on 8 of the 14 factors compared between the two stocks.
About Oaktree Specialty Lending
Oaktree Specialty Lending Corporation is a business development company. The fund specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity, and management buyouts in small and mid-sized companies. It seeks to invest in education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering. The firm also seeks investment in media, advertising sectors, software, IT services, pharmaceuticals, biotechnology, real estate management and development, chemicals, machinery, and internet and direct marketing retail sectors. It invests between $5 million to $75 million principally in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component in companies. The firm invest in companies having enterprise value between $20 million and $150 million and EBITDA between $3 million and $50 million. The fund has a hold size of up to $75 million and may underwrite transactions up to $100 million. It primarily invests in North America. The fund seeks to be a lead investor in its portfolio companies.
About Streamex
Streamex Corp. is a financial technology company focused on blockchain-based financial infrastructure and the tokenization of real-world assets. Its business is centered on developing digital platforms designed to connect traditional financial products with blockchain networks.
The company’s activities include creating and supporting digital assets, blockchain applications and tokenized investment products. Streamex has described its work as serving institutional and other market participants seeking greater efficiency, transparency and accessibility in digital-asset markets.
Publicly available information about Streamex’s operating history, geographic reach, product portfolio and leadership is limited. The company is headquartered in the United States and trades on the Nasdaq Capital Market under the symbol STEX.
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