Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
OBDC 
Blue Owl Capital Corporation (OBDC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
09/12/2025: 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 11.06% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.23B USD | Price to earnings Ratio 9.37 | 1Y Target Price 15.68 |
Price to earnings Ratio 9.37 | 1Y Target Price 15.68 | ||
Volume (30-day avg) 12 | Beta 0.8 | 52 Weeks Range 11.78 - 15.16 | Updated Date 09/14/2025 |
52 Weeks Range 11.78 - 15.16 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 10.37% | 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 9.37 | Forward PE 9.56 | Enterprise Value 16161366016 | Price to Sales(TTM) 4.13 |
Enterprise Value 16161366016 | Price to Sales(TTM) 4.13 | ||
Enterprise Value to Revenue 22.14 | Enterprise Value to EBITDA - | Shares Outstanding 511048000 | Shares Floating - |
Shares Outstanding 511048000 | Shares Floating - | ||
Percent Insiders 0.26 | Percent Institutions 47.11 |
Upturn AI SWOT
Blue Owl Capital Corporation
Company Overview
History and Background
Blue Owl Capital Corporation was formed in 2021 through the merger of Owl Rock Capital Group and Dyal Capital Partners. Owl Rock focused on direct lending to middle-market companies, while Dyal Capital Partners specialized in acquiring minority stakes in alternative asset managers. The merger created a diversified alternative asset manager.
Core Business Areas
- Direct Lending: Provides first lien, unitranche, and second lien loans to middle-market companies, often with private equity sponsors. Focuses on industries with strong fundamentals and recurring revenue.
- GP Capital Solutions: Acquires minority equity stakes in established alternative asset management firms, providing them with capital and strategic support. This provides Blue Owl with exposure to a broad range of alternative investment strategies.
- Real Estate: Originates and invests in first mortgage loans secured by commercial real estate properties.
Leadership and Structure
Doug Ostrover and Marc Lipschultz serve as co-CEOs. The company has a board of directors overseeing its operations. The organizational structure is divided into the three core business segments, each with its own investment team and management.
Top Products and Market Share
Key Offerings
- Direct Lending: First lien, unitranche, and second lien loans to middle-market companies. Market share data is difficult to pinpoint precisely as private credit markets are fragmented. Competitors include Ares Capital (ARCC), Golub Capital (GBDC), and Blackstone Private Credit Fund (BCRED). Revenue from this product contributes the largest portion of overall revenue.
- GP Capital Solutions: Minority equity stakes in alternative asset management firms. Market share is also difficult to determine precisely as this is a niche market. Competitors include Blackstone Strategic Capital Holdings (BX) and Goldman Sachs Asset Management (GS). Revenue from this segment contributes a significant portion of overall revenue.
- Real Estate: First mortgage loans secured by commercial real estate properties. Market share is competitive with many commercial mortgage REITs. Competitors include Blackstone Mortgage Trust (BXMT) and Starwood Property Trust (STWD). Revenue from this segment is smaller than the other two.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing significant growth, driven by investors seeking higher yields and diversification in a low-interest-rate environment. Private credit and GP stakes are particularly attractive segments.
Positioning
Blue Owl Capital Corporation is well-positioned as a diversified alternative asset manager with a strong focus on direct lending and GP capital solutions. Its scale and relationships provide a competitive advantage.
Total Addressable Market (TAM)
The estimated TAM for alternative investments is in the trillions of dollars. Blue Owl is well positioned to capture a greater market share in the sector due to the three core businesses.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Experienced management team
- Strong origination capabilities
- Scale and relationships in the alternative asset management industry
- Stable and recurring revenue streams
Weaknesses
- Relatively short operating history as a combined entity
- Reliance on external financing
- Potential for conflicts of interest
- Sensitivity to economic downturns
Opportunities
- Continued growth in alternative asset management industry
- Expansion into new investment strategies
- Increased demand for private credit
- Strategic acquisitions
- Further expansion into real estate lending
Threats
- Increased competition
- Economic recession
- Regulatory changes
- Rising interest rates
- Credit risk
Competitors and Market Share
Key Competitors
- ARCC
- GBDC
- BCRED
- BXMT
- STWD
Competitive Landscape
Blue Owl Capital Corporation competes with other alternative asset managers, including business development companies (BDCs) and private equity firms. It differentiates itself through its diversified business model and strong origination capabilities.
Major Acquisitions
Oak Street Real Estate Capital
- Year: 2023
- Acquisition Price (USD millions): 950
- Strategic Rationale: Expanded Blue Owl's real estate capabilities and access to institutional investors.
Growth Trajectory and Initiatives
Historical Growth: Blue Owl Capital Corporation has experienced strong growth since its inception, driven by its ability to originate and manage alternative investments.
Future Projections: Analyst estimates suggest continued growth for Blue Owl Capital Corporation, driven by the favorable industry trends and the company's competitive advantages.
Recent Initiatives: Recent initiatives include strategic acquisitions, expansion into new investment strategies, and increased focus on ESG considerations.
Summary
Blue Owl Capital Corporation is a diversified alternative asset manager with a strong focus on direct lending and GP capital solutions. Its diversified model and experienced management team are strengths. It should watch out for increased competition and economic downturns. Further strategic acquisitions are likely to enhance growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Financial News Outlets
- Company Presentations
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share percentages are estimates and may vary depending on the source.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.