HBT vs OCSL

Comparison between HBT Financial Inc (HBT, Company) and Oaktree Specialty Lending Corp (OCSL, Company).

Both HBT and OCSL are from the Financial Services sector.

5-Year PerformanceHBT has outperformed OCSL, delivering a return of +14.0% compared to +0.8%

HBT vs OCSL - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	HBT(COMPANY)	OCSL(COMPANY)
Market Cap	$1.04B	$1.05B
Max Drawdown	54.31%	83.08%
Sharpe Ratio	0.91	-0.24
5Y Beta	0.73	0.63
Industry	Banks - Regional	Asset Management
P/E Ratio	13.33	21.06
Forward P/E	N/A	9.43
PEG Ratio	N/A	0.07
Dividend Yield	3.00%	13.10%
5Y Dividends CAGR	7.96%	10.13%
5Y EPS CAGR	5.15%	N/A
Debt to Equity	0.00%	107.21%
Free Cash Flow Yield	7.98%	6.66%
P/S Ratio	4.27	3.51
P/B Ratio	1.39	0.75

Market Cap

HBT

$1.04B

Winner

OCSL

$1.05B

Max Drawdown

Winner

HBT

54.31%

OCSL

83.08%

Sharpe Ratio

Winner

HBT

0.91

OCSL

-0.24

5Y Beta

HBT

0.73

Winner

OCSL

0.63

Industry

HBT

Banks - Regional

OCSL

Asset Management

P/E Ratio

Winner

HBT

13.33

OCSL

21.06

Forward P/E

HBT

N/A

OCSL

9.43

PEG Ratio

HBT

N/A

OCSL

0.07

Dividend Yield

HBT

3.00%

Winner

OCSL

13.10%

5Y Dividends CAGR

HBT

7.96%

Winner

OCSL

10.13%

5Y EPS CAGR

HBT

5.15%

OCSL

N/A

Debt to Equity

Winner

HBT

0.00%

OCSL

107.21%

Free Cash Flow Yield

Winner

HBT

7.98%

OCSL

6.66%

P/S Ratio

HBT

4.27

Winner

OCSL

3.51

P/B Ratio

HBT

1.39

Winner

OCSL

0.75

HBT vs OCSL - Historical Returns

Returns include dividend reinvestment.

Period	HBT	OCSL
1 month	+5.01%	-1.97%
3 months	+8.48%	+7.87%
6 months	+19.85%	-6.62%
1 year	+29.17%	-4.01%
5 years(CAGR)	+14.04%	+0.84%
10 years(CAGR)	N/A	+7.90%
Max(CAGR)	+13.79%	+4.35%

Winner

HBT

+5.01%

OCSL

-1.97%

Winner

HBT

+8.48%

OCSL

+7.87%

Winner

HBT

+19.85%

OCSL

-6.62%

Winner

HBT

+29.17%

OCSL

-4.01%

5Y(CAGR)

Winner

HBT

+14.04%

OCSL

+0.84%

10Y(CAGR)

HBT

N/A

OCSL

+7.90%

Max(CAGR)

Winner

HBT

+13.79%

OCSL

+4.35%

HBT vs OCSL - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

Year	HBT	OCSL
2026	+14.45%	-2.81%
2025	+24.49%	-6.12%
2024	+6.49%	-15.06%
2023	+13.11%	+9.45%
2022	+8.06%	+2.78%
2021	+29.31%	+44.21%
2020	-17.25%	+10.76%
2019	+22.20%	+35.10%
2018	N/A	-8.00%
2017	N/A	-3.11%
2016	N/A	-4.15%
2015	N/A	-12.54%
2014	N/A	-3.03%
2013	N/A	-4.19%
2012	N/A	+19.05%
2011	N/A	-12.65%
2010	N/A	+20.91%
2009	N/A	+55.20%
2008	N/A	-30.03%

HBT vs OCSL Drawdown Comparison

The maximum drawdown for HBT was -53.94%, occurring on Mar 23, 2020. Recovery took 441 trading sessions.

The maximum drawdown for OCSL was -59.39%, occurring on Mar 23, 2020. Recovery took 1608 trading sessions.

The current HBT drawdown is -0.40%. The current OCSL drawdown is -26.58%.

Rank	HBT	OCSL
#1	-53.94% Feb 5, 2020 - Nov 3, 2021	-59.39% Jul 10, 2014 - Nov 25, 2020
#2	-27.07% Mar 6, 2023 - Jul 16, 2024	-53.81% Jun 17, 2008 - Jun 26, 2009
#3	-18.67% Feb 6, 2025 - Jul 1, 2025	-35.63% Feb 18, 2011 - Apr 10, 2013
#4	-17.33% Feb 8, 2022 - Oct 28, 2022	-34.08% Jan 26, 2024 - Mar 13, 2026
#5	-16.45% Jul 23, 2024 - Nov 6, 2024	-24.65% May 13, 2010 - Jan 26, 2011
#6	-16.19% Nov 11, 2024 - Jan 30, 2025	-17.54% Jan 12, 2022 - Dec 29, 2022
#7	-13.44% Nov 10, 2022 - Feb 3, 2023	-14.95% Sep 21, 2009 - Dec 29, 2009
#8	-13.40% Aug 27, 2025 - Dec 12, 2025	-14.28% Jan 12, 2023 - Jul 24, 2023
#9	-12.01% Feb 17, 2026 - Mar 18, 2026	-14.25% Jul 25, 2013 - Jul 7, 2014
#10	-9.56% Jul 3, 2025 - Aug 22, 2025	-14.01% Jun 26, 2009 - Aug 21, 2009
#11	-8.76% Jan 11, 2022 - Feb 8, 2022	-10.90% Jan 19, 2010 - Mar 8, 2010
#12	-7.44% Nov 9, 2021 - Jan 5, 2022	-10.76% Aug 21, 2009 - Sep 16, 2009
#13	-7.25% Jan 22, 2026 - Feb 4, 2026	-9.65% Apr 23, 2010 - May 12, 2010
#14	-6.81% Dec 18, 2025 - Jan 21, 2026	-9.03% May 8, 2013 - Jul 15, 2013
#15	-5.34% Nov 4, 2022 - Nov 10, 2022	-8.17% Sep 18, 2023 - Dec 8, 2023

Correlation

Correlation between HBT and OCSL is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54

-101

Dividend Comparison (2008 - 2026)

HBT vs OCSL dividend yield comparison.

Year	HBT	OCSL
2026	1.59%	3.36%
2025	3.25%	13.27%
2024	3.47%	14.40%
2023	3.22%	11.12%
2022	3.27%	11.86%
2021	3.20%	7.37%
2020	3.96%	7.27%
2019	0.00%	6.96%
2018	0.00%	8.75%
2017	0.00%	8.38%
2016	0.00%	13.41%
2015	0.00%	10.84%
2014	0.00%	12.90%
2013	0.00%	11.93%
2012	0.00%	11.03%
2011	0.00%	12.25%
2010	0.00%	9.44%
2009	0.00%	7.17%
2008	0.00%	13.38%