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Upturn AI SWOT - About
Blue Owl Capital Corporation (OBDC)
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Upturn Advisory Summary
06/20/2025: OBDC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
12 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $15.59
Year Target Price $15.59
| 7 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 16.02% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/20/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.43B USD | Price to earnings Ratio 9.38 | 1Y Target Price 15.59 |
Price to earnings Ratio 9.38 | 1Y Target Price 15.59 | ||
Volume (30-day avg) - | Beta 0.78 | 52 Weeks Range 12.10 - 15.28 | Updated Date 06/29/2025 |
52 Weeks Range 12.10 - 15.28 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 11.35% | Basic EPS (TTM) 1.55 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 39.42% | Operating Margin (TTM) 76.1% |
Management Effectiveness
Return on Assets (TTM) 4.98% | Return on Equity (TTM) 9.52% |
Valuation
Trailing PE 9.38 | Forward PE 9.2 | Enterprise Value 17152713728 | Price to Sales(TTM) 4.47 |
Enterprise Value 17152713728 | Price to Sales(TTM) 4.47 | ||
Enterprise Value to Revenue 24.26 | Enterprise Value to EBITDA - | Shares Outstanding 511048000 | Shares Floating - |
Shares Outstanding 511048000 | Shares Floating - | ||
Percent Insiders 0.25 | Percent Institutions 47.49 |
Analyst Ratings
Rating 4.33 | Target Price 15.59 | Buy 2 | Strong Buy 7 |
Buy 2 | Strong Buy 7 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Blue Owl Capital Corporation
Company Overview
History and Background
Blue Owl Capital Corporation was formed through the combination of Owl Rock Capital Group and Dyal Capital Partners in May 2021. Owl Rock was founded in 2016, focusing on direct lending to middle-market companies. Dyal Capital, founded in 2011, invested in alternative asset managers. The merger created a diversified alternative asset management platform.
Core Business Areas
- Direct Lending: Provides direct lending solutions to middle-market companies, including senior secured loans, unitranche loans, and second lien loans.
- GP Capital Solutions: Invests in alternative asset management firms, providing them with capital and strategic support.
- Real Estate: Invests in net lease real estate, focused on single-tenant properties leased to creditworthy tenants.
Leadership and Structure
Doug Ostrover and Marc Lipschultz are co-CEOs. The organizational structure includes distinct teams focused on direct lending, GP capital solutions, and real estate, with centralized functions for finance, operations, and compliance.
Top Products and Market Share
Key Offerings
- Direct Lending: Origination and management of direct loans to middle-market companies. Competitors include Ares Capital (ARCC), Golub Capital BDC (GBDC), and Main Street Capital (MAIN). Market share in the direct lending space is estimated to be in the range of 3-5%.
- GP Capital Solutions: Investments in alternative asset management firms, providing capital for growth and strategic initiatives. Competitors include Blackstone Strategic Capital and Goldman Sachs Asset Management Petershill. Market share is difficult to pinpoint precisely but is considered significant given their position as one of the largest players in this niche.
- Real Estate: Net lease real estate investments, providing long-term income streams. Competitors include Realty Income Corporation (O), W. P. Carey (WPC) and National Retail Properties (NNN). This segment is relatively new for Blue Owl, therefore they have limited market share compared to established players.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing significant growth, driven by demand for higher yields and diversification. Direct lending is expanding as banks retrench, while GP stakes are increasingly sought after by asset managers. The real estate market faces headwinds due to rising interest rates and economic uncertainty.
Positioning
Blue Owl is a leading alternative asset manager with a diversified platform. Its strengths include its scale, relationships, and expertise in direct lending and GP stakes. It faces competition from larger and more established firms but has carved out a strong niche.
Total Addressable Market (TAM)
The TAM for alternative assets is estimated to be in the trillions of dollars. Blue Owl is well-positioned to capture a portion of this market due to its diversified platform and expertise. Their TAM is in the tens of billions.
Upturn SWOT Analysis
Strengths
- Diversified platform
- Strong relationships with borrowers and asset managers
- Experienced management team
- Significant scale
- Growing AUM
Weaknesses
- Relatively short track record compared to peers
- Exposure to cyclicality in credit markets
- Reliance on deal flow
- Complexity of integrated business model
Opportunities
- Continued growth in alternative asset management
- Expansion into new asset classes
- Strategic acquisitions
- Increased demand for direct lending
- Growing investor appetite for private market exposure
Threats
- Economic downturn
- Increased competition
- Rising interest rates
- Regulatory changes
- Credit losses
Competitors and Market Share
Key Competitors
- ARCC
- BX
- APO
- KKR
Competitive Landscape
Blue Owl competes with larger and more established alternative asset managers. Its competitive advantages include its diversified platform, specialized expertise, and strong relationships.
Major Acquisitions
Oak Street Real Estate Capital
- Year: 2021
- Acquisition Price (USD millions): 1600
- Strategic Rationale: Expanded Blue Owl's real estate capabilities and added a new source of capital.
Growth Trajectory and Initiatives
Historical Growth: Blue Owl has experienced rapid growth in AUM since its formation. This has been driven by organic growth and strategic acquisitions.
Future Projections: Analyst estimates suggest continued growth in AUM and earnings. However, projections are subject to market conditions and execution risk.
Recent Initiatives: Recent initiatives include expansion into new asset classes, strategic partnerships, and technology investments.
Summary
Blue Owl Capital Corporation is a growing player in the alternative asset management industry. Its diversified platform and strong relationships are key strengths. However, it faces competition and is exposed to market risks. The company's strategic acquisitions and initiatives position it for future growth, but execution will be critical.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC), Investor presentations, Analyst reports, Press releases
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may not be precise. Financial performance is based on past performance and is not indicative of future results. All investments involve risk, including the risk of loss.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Blue Owl Capital Corporation
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2019-07-18 | CEO & Director Mr. Craig William Packer | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Blue Owl Capital Corporation is a business development company. It specializes in direct and fund of fund investments. The fund makes investments in senior secured, direct lending or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments, first lien, unitranche, and second lien term loans and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market and upper middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment. It seeks to invest in investments with maturities typically between three and ten years. It seeks to make investments generally ranging in size between $20 million and $250 million.
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