Stock comparison
MarketAxess Holdings
Oaktree Specialty Lending
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
MKTX
MarketAxess Holdings
Market cap
$4.87B
Sector
Financials
OCSL
Oaktree Specialty Lending
Market cap
$1.04B
Sector
Financials
Overall winner
MarketAxess Holdings MKTX
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | MKTX | OCSL | Winner |
|---|---|---|---|
| Warren Buffett | 72B | 51D | MKTX |
| Benjamin Graham | 73B | 39D | MKTX |
| Philip Fisher | 52C | 52C | Tie |
| Peter Lynch | 29F | 25F | MKTX |
| Joel Greenblatt | 37D | 29F | MKTX |
| Charlie Munger | 63C | 56D | MKTX |
| Terry Smith | 66B | 43D | MKTX |
Side-by-side metrics
| Metric | MKTX | OCSL |
|---|---|---|
| Market cap | $4.87B | $1.04B |
| P/E (TTM) | 15.8x | 20.9x |
| EV/EBIT | 13.7x | 16.3x |
| ROIC (TTM) | 12.93% | 4.37% |
| Gross margin | 70.47% | 78.5% |
| Net margin | 35.34% | 17.43% |
| Revenue CAGR 5y | 4.91% | 1.82% |
| EPS CAGR 5y | -0.81% | -45.41% |
| Debt / Equity | 0.2x | 1.1x |
| Dividend yield | 2.21% | 13.74% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
MKTX leads on
- EPS CAGR 5y-0.81%vs -45.41%+98%
- Market cap$4.87Bvs $1.04B+79%
- Debt / Equity0.2xvs 1.1x+77%
- ROIC (TTM)12.93%vs 4.37%+66%
OCSL leads on
- Dividend yield13.74%vs 2.21%+84%
- Gross margin78.5%vs 70.47%+10%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.