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Upturn AI Summary - About
Blue Owl Capital Corporation(OBDC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OBDC
09/25/2026: OBDC (1-star) is a SELL. SELL for 2 days. Simulated Profits (-1.55%). Updated daily EoD!
Blue Owl Capital Corporation is a major business development company focused on providing direct lending solutions to middle-market firms. The company benefits from its integration with the extensive Blue Owl Capital platform, which provides robust deal sourcing and underwriting advantages. Its primary investment story centers on capturing long-term growth in the private credit market while delivering consistent income to shareholders. Risks include sensitivity to interest rate fluctuations, potential credit quality deterioration in middle-market borrowers, and competition from other large-scale private credit managers. The stock is best suited for income-oriented investors, and market participants should monitor credit spreads and interest rate trends as key indicators of future performance.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | BDCs are primarily income-generating vehicles rather than capital appreciation plays. |
| Momentum investor | Mixed fit | Can be attractive when interest rates and credit conditions favor BDCs, but generally lacks high-growth characteristics. |
| Value investor | Strong fit | BDCs are often priced relative to their net asset value, making them suitable for value-oriented income seekers. |
| Dividend investor | Strong fit | The BDC structure is specifically designed for high yield through regular dividend distributions. |
| Low-risk investor | Mixed fit | While yielding high income, the underlying assets are subject to credit and interest rate risks that can impact principal value. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Loan prices can fluctuate based on market interest rate expectations and perceived credit risk. |
| Valuation risk | Medium | Assets are often marked-to-model rather than trade-to-market, which may obscure real-time portfolio value. |
| Competition risk (private credit) | High | Saturated market competition can compress yields on new loans. |
| Business quality | Medium | External management structures create potential misalignment between shareholders and the manager. |
| Dividend income | Medium | Dividends are dependent on the net interest income generated by the portfolio. |
| Execution risk | Medium | The ability to source high-quality loans without sacrificing credit standards is critical for long-term performance. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -6.25% | Avg. Invested days 51 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.37B USD | Price to earnings Ratio 19.3 | 1Y Target Price 13.17 |
Price to earnings Ratio 19.3 | 1Y Target Price 13.17 | ||
Volume (30-day avg) 3.0M shares | Beta 0.68 | 52 Weeks Range 10.03 - 12.36 | Updated Date 09/25/2026 |
52 Weeks Range 10.03 - 12.36 | Updated Date 09/25/2026 | ||
Dividends yield (FY) 13.15% | Basic EPS (TTM) 0.56 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Direct Lending | Interest and fee income from senior secured loans. | The company earns money by charging interest on loans provided to private companies. |
Valuation
Trailing PE 19.3 | Forward PE 8.3 | Enterprise Value 13.02B | Price to Sales(TTM) 3.16 |
Enterprise Value 13.02B | Price to Sales(TTM) 3.16 | ||
Enterprise Value to Revenue 35.49 | Enterprise Value to EBITDA - | Shares Outstanding 496.31M | Shares Floating - |
Shares Outstanding 496.31M | Shares Floating - | ||
Percent Insiders 0.27 | Percent Institutions 56.48 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Blue Owl Capital Corporation
Exchange NYSE | Headquarters 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 Private Debt, business development company That 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 $2500 million 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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