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Upturn AI SWOT - About
OBDC 
Blue Owl Capital Corporation (OBDC)
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Upturn Advisory Summary
10/15/2025: OBDC (2-star) is currently NOT-A-BUY. Pass it for now.
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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $15.68
1 Year Target Price $15.68
| 7 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 16.7% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.58B USD | Price to earnings Ratio 8.52 | 1Y Target Price 15.68 |
Price to earnings Ratio 8.52 | 1Y Target Price 15.68 | ||
Volume (30-day avg) 12 | Beta 0.78 | 52 Weeks Range 11.45 - 14.74 | Updated Date 10/15/2025 |
52 Weeks Range 11.45 - 14.74 | Updated Date 10/15/2025 | ||
Dividends yield (FY) 11.84% | Basic EPS (TTM) 1.51 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 38.29% | Operating Margin (TTM) 76.27% |
Management Effectiveness
Return on Assets (TTM) 5.33% | Return on Equity (TTM) 9.8% |
Valuation
Trailing PE 8.52 | Forward PE 8.6 | Enterprise Value 15507223552 | Price to Sales(TTM) 3.76 |
Enterprise Value 15507223552 | Price to Sales(TTM) 3.76 | ||
Enterprise Value to Revenue 21.16 | Enterprise Value to EBITDA - | Shares Outstanding 511048237 | Shares Floating - |
Shares Outstanding 511048237 | Shares Floating - | ||
Percent Insiders 0.26 | Percent Institutions 47.23 |
Upturn AI SWOT
Blue Owl Capital Corporation
Company Overview
History and Background
Blue Owl Capital Corporation was formed through a merger 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, established in 2011, invested in alternative asset managers. The merger created a diversified alternative asset management firm.
Core Business Areas
- Direct Lending: Provides direct lending solutions, including first lien, unitranche, and second lien loans, to middle-market companies. This segment generates the majority of Blue Owl's revenue.
- GP Capital Solutions: Invests in general partners of leading alternative asset management firms, providing them with capital and strategic support.
- Real Estate: Provides equity and debt capital to real estate owners and operators, targeting stabilized properties with strong cash flows.
Leadership and Structure
Doug Ostrover and Marc Lipschultz serve as Co-CEOs. The organizational structure is divided into business segments, each led by experienced professionals. The firm operates with a decentralized approach, empowering segment leaders to make investment decisions.
Top Products and Market Share
Key Offerings
- Direct Lending: Direct lending to middle-market companies. Blue Owl has a significant presence in this market, with estimated market share around 1-3% fragmented across many players. Competitors include Ares Capital Corporation, Blackstone Credit, and Golub Capital. Direct Lending accounts for 70% of Blue Owl's revenues.
- GP Capital Solutions: Investments in alternative asset managers (GP stakes). Blue Owl is a leading player in this specialized market. Estimates put Blue Owl's market share around 10-15%. Competitors include Blackstone Strategic Partners and Goldman Sachs Asset Management's Petershill.
- Real Estate Finance: Provides debt and equity financing for real estate projects. Blue Owl is smaller in the Real Estate sector, with estimated market share around less than 1%. Competitors include Blackstone Real Estate Debt Strategies, Apollo Commercial Real Estate Finance.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing significant growth, driven by increased investor demand for higher returns and diversification. The industry faces increasing regulatory scrutiny and competition.
Positioning
Blue Owl is positioned as a leading diversified alternative asset manager, specializing in direct lending and GP capital solutions. Its competitive advantage lies in its scale, origination capabilities, and established relationships with middle-market companies and alternative asset managers.
Total Addressable Market (TAM)
The total addressable market for alternative assets is estimated to be in the trillions of dollars. Blue Owl is well-positioned to capture a growing share of this market, given its diverse product offerings and strong track record.
Upturn SWOT Analysis
Strengths
- Strong origination capabilities
- Diversified product offerings
- Experienced management team
- Established relationships with middle-market companies and alternative asset managers
- Disciplined underwriting process
Weaknesses
- Relatively short operating history (as a merged entity)
- Dependence on key personnel
- Exposure to credit risk in direct lending portfolio
- High competition in alternative asset management
Opportunities
- Continued growth in alternative asset management industry
- Expansion into new asset classes
- Strategic acquisitions
- Increased demand for private credit
- Greater institutional allocations to alternative investments
Threats
- Economic downturn
- Increased competition
- Changes in regulations
- Rising interest rates
- Geopolitical Instability
Competitors and Market Share
Key Competitors
- Ares Capital Corporation (ARCC)
- Blackstone Inc. (BX)
- Apollo Global Management, Inc.(APO)
Competitive Landscape
Blue Owl competes with other alternative asset managers and direct lenders. It differentiates itself through its scale, diversified product offerings, and established relationships.
Major Acquisitions
Prima Capital Advisors
- Year: 2021
- Acquisition Price (USD millions): 170
- Strategic Rationale: Expansion of Real Estate platform and capabilities.
Wellfleet Credit Partners
- Year: 2024
- Acquisition Price (USD millions): 0
- Strategic Rationale: Increased BDC AUM with no cash consideration.
Growth Trajectory and Initiatives
Historical Growth: Blue Owl has experienced significant growth since its formation through the merger. Growth has been driven by increased assets under management and strong investment performance.
Future Projections: Analyst estimates suggest continued growth in assets under management and earnings per share. Future growth is dependent on market conditions and the company's ability to execute its strategy.
Recent Initiatives: Recent initiatives include expanding into new asset classes, such as real estate, and strategic acquisitions to enhance its platform.
Summary
Blue Owl Capital Corporation is a prominent player in the alternative asset management industry, demonstrating a solid foundation and impressive growth since its inception. The company's diversified product offerings and strong origination capabilities are working in its favor. However, its relatively short operating history and dependence on key personnel present vulnerabilities. The company needs to monitor competitive dynamics and economic conditions to maintain its growth trajectory.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions and company performance may change.
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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