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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
  • 23 Fair Values set on narratives written by author

TSLX Share Price Performance

US$17.62
-6.04 (-25.53%)
US$19.80
Fair Value
US$17.62
-6.04 (-25.53%)
11.0% undervalued intrinsic discount
US$19.80
Fair Value
Price US$17.62
AnalystConsensusTarget US$19.80

TSLX Community Narratives

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Fair Value US$19.8 11.0% undervalued intrinsic discount

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

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US$19.8
11.0% undervalued intrinsic discount
Revenue
-3.6% p.a.
Profit Margin
55.99%
Future PE
12x
Price in 2029
US$26.32

Trending Discussion

No trending discussion available.

Updated Narratives

TSLX logo

TSLX: Dividend Reset And Sector Repricing Will Shape Forward Return Potential

Fair Value: US$19.8 11.0% undervalued intrinsic discount
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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
Aug 04, 2026
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 Jul 08

Sixth Street Specialty Lending: All-Weather BDC That Has A Tough Bar To Clear

Summary Sixth Street Specialty Lending, Inc. trades at a 1.0x P/NAV, down from 1.4x last year, yet remains the highest among externally managed BDCs. TSLX's Q1 2026 NAV per share fell 4.5%, mainly due to conservative marks and sector-wide unrealized losses, not realized credit issues. NII per share dropped ~20% in Q1, driven by depressed fee income, but fundamentals remain solid, and Q2 is expected to normalize. I see TSLX as a long-term defensive BDC allocation, but the current premium is not justified for short- or medium-term returns. Read the full article on Seeking Alpha
Narrative Update Jun 26

TSLX: Dividend Reset And Sector Repricing Will Shape Forward Return Potential

The analyst price target for Sixth Street Specialty Lending has been reduced from about $23.75 to roughly $19.80, with analysts citing refreshed estimates and a broader recalibration of business development company valuations following recent quarterly updates. Analyst Commentary Recent research on Sixth Street Specialty Lending shows a mix of optimism about the company’s execution and caution around sector-wide business development company repricing, with several firms trimming their targets into a tighter band around the high teens.

Recent updates

No updates