Streamex (NASDAQ:STEX – Get Free Report) and Oaktree Specialty Lending (NASDAQ:OCSL – Get Free Report) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength of their dividends, analyst recommendations, risk, institutional ownership, earnings, valuation and profitability.
Profitability
This table compares Streamex and Oaktree Specialty Lending’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Streamex | N/A | -462.48% | -307.38% |
| Oaktree Specialty Lending | 14.45% | 9.70% | 4.64% |
Volatility and Risk
Streamex has a beta of 2.02, meaning that its stock price is 102% more volatile than the S&P 500. Comparatively, Oaktree Specialty Lending has a beta of 0.51, meaning that its stock price is 49% less volatile than the S&P 500.
Institutional and Insider Ownership
7.2% of Streamex shares are held by institutional investors. Comparatively, 36.8% of Oaktree Specialty Lending shares are held by institutional investors. 52.7% of Streamex shares are held by insiders. Comparatively, 0.3% of Oaktree Specialty Lending shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.
Analyst Ratings
This is a summary of recent recommendations for Streamex and Oaktree Specialty Lending, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Streamex | 1 | 1 | 1 | 0 | 2.00 |
| Oaktree Specialty Lending | 1 | 7 | 0 | 0 | 1.88 |
Streamex currently has a consensus target price of $4.00, suggesting a potential upside of 809.50%. Oaktree Specialty Lending has a consensus target price of $11.83, suggesting a potential upside of 3.44%. Given Streamex’s stronger consensus rating and higher probable upside, equities analysts plainly believe Streamex is more favorable than Oaktree Specialty Lending.
Earnings & Valuation
This table compares Streamex and Oaktree Specialty Lending”s gross revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Streamex | $40,000.00 | 1,280.48 | -$462.77 million | ($9.05) | -0.05 |
| Oaktree Specialty Lending | $316.80 million | 3.18 | $33.92 million | $0.48 | 23.83 |
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.
Summary
Oaktree Specialty Lending beats Streamex on 8 of the 14 factors compared between the two stocks.
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.
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.
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