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SAFT vs OCSL

Comparison between Safety Insurance Group Inc (SAFT, Company) and Oaktree Specialty Lending Corp (OCSL, Company).

Both SAFT and OCSL are from the Financial Services sector.

5-Year PerformanceSAFT has outperformed OCSL, delivering a return of +2.4% compared to +1.1%

SAFT vs OCSL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SAFT
$1.02B
OCSL
$1.02B
Max Drawdown
Winner
SAFT
49.24%
OCSL
83.08%
Sharpe Ratio
SAFT
-0.39
Winner
OCSL
-0.25
5Y Beta
Winner
SAFT
0.23
OCSL
0.62
Industry
SAFT
Insurance - Property & Casualty
OCSL
Asset Management
P/E Ratio
Winner
SAFT
16.09
OCSL
20.56
Forward P/E
SAFT
17.12
Winner
OCSL
9.04
PEG Ratio
SAFT
190.06
Winner
OCSL
0.07
Dividend Yield
SAFT
5.16%
Winner
OCSL
13.80%
5Y Dividends CAGR
SAFT
4.93%
Winner
OCSL
7.04%
5Y EPS CAGR
SAFT
-9.89%
OCSL
N/A
Debt to Equity
Winner
SAFT
5.84%
OCSL
107.21%
Free Cash Flow Yield
Winner
SAFT
16.65%
OCSL
6.82%

SAFT vs OCSL - Historical Returns

Returns include dividend reinvestment.

1M
SAFT
-1.45%
Winner
OCSL
+1.15%
3M
SAFT
-0.84%
Winner
OCSL
+5.91%
6M
SAFT
-9.51%
Winner
OCSL
-3.60%
1Y
SAFT
-4.81%
Winner
OCSL
-4.73%
5Y(CAGR)
Winner
SAFT
+2.37%
OCSL
+1.07%
10Y(CAGR)
SAFT
+6.07%
Winner
OCSL
+8.21%
Max(CAGR)
Winner
SAFT
+11.85%
OCSL
+4.34%

SAFT vs OCSL - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearSAFTOCSL
2026-4.48%-2.76%
2025-1.01%-6.12%
2024+11.86%-15.06%
2023-7.84%+9.45%
2022+3.57%+2.78%
2021+14.07%+44.21%
2020-11.91%+10.76%
2019+18.51%+35.10%
2018+8.22%-8.00%
2017+13.99%-3.11%
2016+37.26%-4.15%
2015-6.33%-12.54%
2014+20.88%-3.03%
2013+25.76%-4.19%
2012+17.94%+19.05%
2011-14.14%-12.65%
2010+34.74%+20.91%
2009-0.85%+55.20%
2008+9.67%-30.03%
2007-25.51%N/A
2006+29.48%N/A
2005+31.84%N/A
2004+87.90%N/A
2003+22.75%N/A
2002+11.47%N/A

SAFT vs OCSL Drawdown Comparison

The maximum drawdown for SAFT was -44.00%, occurring on Mar 11, 2009. Recovery took 1070 trading sessions.

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

The current SAFT drawdown is -14.82%. The current OCSL drawdown is -26.54%.

RankSAFTOCSL
#1-44.00%
Aug 7, 2006 - Nov 4, 2010
-59.39%
Jul 10, 2014 - Nov 25, 2020
#2-33.21%
Mar 2, 2005 - Nov 7, 2005
-53.81%
Jun 17, 2008 - Jun 26, 2009
#3-32.78%
Sep 25, 2019 - Apr 1, 2022
-35.63%
Feb 18, 2011 - Apr 10, 2013
#4-30.45%
Jul 1, 2022 - Jul 18, 2023
-34.08%
Jan 26, 2024 - Mar 13, 2026
#5-24.77%
Jan 26, 2011 - Aug 17, 2012
-24.65%
May 13, 2010 - Jan 26, 2011
#6-20.46%
Feb 5, 2015 - Jun 21, 2016
-17.54%
Jan 12, 2022 - Dec 29, 2022
#7-19.58%
Sep 6, 2018 - Jun 18, 2019
-14.95%
Sep 21, 2009 - Dec 29, 2009
#8-16.08%
Apr 28, 2004 - Aug 16, 2004
-14.28%
Jan 12, 2023 - Jul 24, 2023
#9-14.29%
Dec 12, 2005 - Mar 13, 2006
-14.25%
Jul 25, 2013 - Jul 7, 2014
#10-14.01%
Dec 30, 2002 - Jun 16, 2003
-14.01%
Jun 26, 2009 - Aug 21, 2009
#11-12.60%
Dec 1, 2017 - May 9, 2018
-10.90%
Jan 19, 2010 - Mar 8, 2010
#12-11.90%
Mar 20, 2006 - May 9, 2006
-10.76%
Aug 21, 2009 - Sep 16, 2009
#13-11.67%
Feb 26, 2004 - Apr 2, 2004
-9.65%
Apr 23, 2010 - May 12, 2010
#14-11.43%
May 15, 2006 - Jul 18, 2006
-9.03%
May 8, 2013 - Jul 15, 2013
#15-10.49%
Jan 21, 2014 - Aug 28, 2014
-8.17%
Sep 18, 2023 - Dec 8, 2023

Correlation

Correlation between SAFT and OCSL is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

Dividend Comparison (2003 - 2026)

SAFT vs OCSL dividend yield comparison.

YearSAFTOCSL
20262.61%6.38%
20254.67%13.27%
20244.37%14.40%
20234.74%11.12%
20224.27%11.86%
20214.23%7.37%
20204.62%7.27%
20193.67%6.96%
20183.91%8.75%
20173.73%8.38%
20163.80%13.41%
20154.97%10.84%
20144.06%12.90%
20134.26%11.93%
20124.76%11.03%
20114.94%12.25%
20103.77%9.44%
20094.42%7.17%
20084.20%13.38%
20073.55%0.00%
20061.70%0.00%
20051.49%0.00%
20041.40%0.00%
20031.99%0.00%

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