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Sixth Street Specialty Lending, Inc. (TSLX) Stock Fundamental Analysis & AI Rating 2026

TSLX NYSE DE CIK: 0001508655
Recently Updated • Analysis: Apr 17, 2026 • SEC Data: 2025-12-31
HOLD
68% Conf
Pending
Analysis scheduled

📊 TSLX Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: $401.6M
Current Ratio: N/A
Debt/Equity: 1.08x
EPS: $1.81
AI Rating: HOLD with 68% confidence
Sixth Street Specialty Lending, Inc. (TSLX) receives a HOLD rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings., and return on equity (ROE) of 10.6% Below is our complete TSLX stock analysis for 2026.

Is Sixth Street Specialty Lending, Inc. (TSLX) a Good Investment?

Claude

Sixth Street Specialty Lending generates strong operating cash flows ($401.6M) and maintains reasonable profitability (10.6% ROE), but faces structural headwinds with thin interest coverage (2.2x), flat year-over-year net income, and declining EPS. The 1.08x debt-to-equity ratio and low cash position ($19.7M) create vulnerability in a higher-rate or credit-stress environment.

Why Buy Sixth Street Specialty Lending, Inc. Stock? TSLX Key Strengths

Claude
  • + Strong operating cash flow generation of $401.6M with no capex drag
  • + Adequate equity cushion of $1.6B supporting $3.4B asset base
  • + Reasonable ROE of 10.6% demonstrates core earning power from lending operations

TSLX Stock Risks: Sixth Street Specialty Lending, Inc. Investment Risks

Claude
  • ! Interest coverage of 2.2x is dangerously thin; minimal buffer for rate increases or loan losses
  • ! EPS declining 10.8% year-over-year despite flat net income suggests share dilution and stagnation
  • ! Minimal cash position ($19.7M) relative to $1.7B debt load creates refinancing dependency

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend—must improve above 3.0x for sustainable operations
  • * EPS growth trajectory and share count changes
  • * Non-performing loan ratios and loan loss provision trends

Sixth Street Specialty Lending, Inc. (TSLX) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
$170.5M
EPS (Diluted)
$1.81
Free Cash Flow
$401.6M
Total Assets
$3.4B
Cash Position
$19.7M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

TSLX Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE 10.6%
ROA 5.0%
FCF Margin N/A

TSLX vs Market Sector: How Sixth Street Specialty Lending, Inc. Compares

How Sixth Street Specialty Lending, Inc. compares to Market sector averages

Net Margin
TSLX 0.0%
vs
Sector Avg 12.0%
TSLX Sector
ROE
TSLX 10.6%
vs
Sector Avg 15.0%
TSLX Sector
Current Ratio
TSLX 0.0x
vs
Sector Avg 1.8x
TSLX Sector
Debt/Equity
TSLX 1.1x
vs
Sector Avg 0.7x
TSLX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Sixth Street Specialty Lending, Inc. Stock Overvalued? TSLX Valuation Analysis 2026

Based on fundamental analysis, Sixth Street Specialty Lending, Inc. has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
10.6%
Sector avg: 15%
Net Profit Margin
N/A
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.08x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Sixth Street Specialty Lending, Inc. Balance Sheet: TSLX Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
1.08x
Debt/Assets
53.0%
Interest Coverage
2.22x
Long-term Debt
$1.7B

TSLX Revenue & Earnings Growth: 5-Year Financial Trend

TSLX 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Sixth Street Specialty Lending, Inc.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $2.61 reflects profitable operations.

TSLX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

Sixth Street Specialty Lending, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$401.6M
Cash generated from operations
Stock Buybacks
$6.2M
Shares repurchased (TTM)
Dividends Paid
$170.3M
Returned to shareholders

TSLX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Sixth Street Specialty Lending, Inc. (CIK: 0001508655)

📋 Recent SEC Filings

Date Form Document Action
Apr 9, 2026 DEF 14A d15396ddef14a.htm View →
Apr 9, 2026 DEF 14A d114878ddef14a.htm View →
Mar 11, 2026 4 xslF345X05/ownership.xml View →
Mar 10, 2026 4 xslF345X05/ownership.xml View →
Mar 9, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about TSLX

What is the AI rating for TSLX?

Sixth Street Specialty Lending, Inc. (TSLX) has an AI rating of HOLD with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TSLX's key strengths?

Claude: Strong operating cash flow generation of $401.6M with no capex drag. Adequate equity cushion of $1.6B supporting $3.4B asset base.

What are the risks of investing in TSLX?

Claude: Interest coverage of 2.2x is dangerously thin; minimal buffer for rate increases or loan losses. EPS declining 10.8% year-over-year despite flat net income suggests share dilution and stagnation.

What is TSLX's revenue and growth?

Sixth Street Specialty Lending, Inc. reported revenue of N/A.

Does TSLX pay dividends?

Sixth Street Specialty Lending, Inc. pays dividends, with $170.3M distributed to shareholders in the trailing twelve months.

Where can I find TSLX SEC filings?

Official SEC filings for Sixth Street Specialty Lending, Inc. (CIK: 0001508655) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TSLX's EPS?

Sixth Street Specialty Lending, Inc. has a diluted EPS of $1.81.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TSLX a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Sixth Street Specialty Lending, Inc. has a HOLD rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TSLX stock overvalued or undervalued?

Valuation metrics for TSLX: ROE of 10.6% (sector avg: 15%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy TSLX stock in 2026?

Our dual AI analysis gives Sixth Street Specialty Lending, Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TSLX's free cash flow?

Sixth Street Specialty Lending, Inc.'s operating cash flow is $401.6M, with capital expenditures of N/A.

How does TSLX compare to other Market stocks?

Vs Default sector averages: Net margin N/A (avg: 12%), ROE 10.6% (avg: 15%), current ratio N/A (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 17, 2026 | Data as of: 2025-12-31 | Powered by Claude AI