TSLX logo

Sixth Street Specialty Lending, Inc. Stock Price

NYSE:TSLX Community·US$1.7b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 21 Fair Values set on narratives written by author

TSLX Share Price Performance

US$17.35
-5.04 (-22.51%)
US$23.75
Fair Value
US$17.35
-5.04 (-22.51%)
26.9% undervalued intrinsic discount
US$23.75
Fair Value
Price US$17.35
AnalystConsensusTarget US$23.75

TSLX Community Narratives

·
Fair Value US$23.75 26.9% undervalued intrinsic discount

Falling Base Rates And Tight Spreads Will Pressure Returns And Limit Upside

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5users have followed this narrative
US$23.75
26.9% undervalued intrinsic discount
Revenue
-5.87% p.a.
Profit Margin
0.49%
Future PE
16.47x
Price in 2028
US$0.32

Trending Discussion

Updated Narratives

TSLX logo

Falling Base Rates And Tight Spreads Will Pressure Returns And Limit Upside

Fair Value: US$23.75 26.9% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Average dividend payer with slight risk.

4 Risks
2 Rewards

Sixth Street Specialty Lending, Inc. Key Details

US$426.1m

Revenue

US$0

Cost of Revenue

US$426.1m

Gross Profit

US$318.6m

Other Expenses

US$107.5m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.13
100.00%
25.24%
116.9%
View Full Analysis

About TSLX

Founded
2010
Employees
n/a
CEO
Robert Stanley
WebsiteView website
www.sixthstreetspecialtylending.com

Sixth Street Specialty Lending, Inc. (NYSE: TSLX) is a business development company. The fund provides senior secured loans (first-lien, second-lien, and unitranche), unsecured loans, mezzanine debt, and investments in corporate bonds and equity securities and structured products, non-control structured equity, and common equity with a focus on co-investments for organic growth, acquisitions, market or product expansion, restructuring initiatives, recapitalizations, growth capital, buyout, and refinancing. The fund invests in business services, software & technology, healthcare, energy, consumer & retail, manufacturing, industrials, royalty related businesses, education, and specialty finance. The fund seeks to finance and lending to middle market companies principally located in the United States. The fund invests in companies with enterprise value between $50 million and $1000 million or more and EBITDA between $10 million and $250 million. The debt transaction size is between $15 million and $350 million. The fund invests across the spectrum of the capital structure and can arrange syndicated transactions of up to $500 million and hold sizeable positions within its credits.

Recent TSLX News & Updates

Seeking Alpha May 06

Sixth Street Specialty Has Just Crashed After A Dividend Cut (Rating Downgrade)

Summary Sixth Street Specialty Lending, Inc. has just crashed after a very concerning earnings release. TSLX's total interest revenue fell over 19% year-over-year, driving a dividend cut to $0.42 per share and raising concerns about future coverage. Portfolio credit quality deteriorated, with a doubling of worst-performing assets and a threefold increase in 3-rated investments since year-end. Net asset value per TSLX share dropped over 4% since Q4 2025, reflecting unrealized losses and broader market credit spread widening. Read the full article on Seeking Alpha

Recent updates

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