OCSL vs HBT

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

Both OCSL and HBT are from the Financial Services sector.

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

OCSL vs HBT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

OCSL

$1.05B

HBT

$1.04B

Max Drawdown

OCSL

83.08%

Winner

HBT

54.31%

Sharpe Ratio

OCSL

-0.24

Winner

HBT

0.91

5Y Beta

Winner

OCSL

0.63

HBT

0.73

Industry

OCSL

Asset Management

HBT

Banks - Regional

P/E Ratio

OCSL

21.06

Winner

HBT

13.33

Forward P/E

OCSL

9.43

HBT

N/A

PEG Ratio

OCSL

0.07

HBT

N/A

Dividend Yield

Winner

OCSL

13.10%

HBT

3.00%

5Y Dividends CAGR

Winner

OCSL

10.13%

HBT

7.96%

5Y EPS CAGR

OCSL

N/A

HBT

5.15%

Debt to Equity

OCSL

107.21%

Winner

HBT

0.00%

Free Cash Flow Yield

OCSL

6.66%

Winner

HBT

7.98%

P/S Ratio

Winner

OCSL

3.51

HBT

4.27

P/B Ratio

Winner

OCSL

0.75

HBT

1.39

OCSL vs HBT - Historical Returns

Returns include dividend reinvestment.

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

OCSL

-1.97%

Winner

HBT

+5.01%

OCSL

+7.87%

Winner

HBT

+8.48%

OCSL

-6.62%

Winner

HBT

+19.85%

OCSL

-4.01%

Winner

HBT

+29.17%

5Y(CAGR)

OCSL

+0.84%

Winner

HBT

+14.04%

10Y(CAGR)

OCSL

+7.90%

HBT

N/A

Max(CAGR)

OCSL

+4.35%

Winner

HBT

+13.79%

OCSL vs HBT - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

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

OCSL vs HBT Drawdown Comparison

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

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

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

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

Correlation

Correlation between OCSL and HBT 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)

OCSL vs HBT dividend yield comparison.

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