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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
10/23/2026: OBDC (1-star) is currently NOT-A-BUY. Pass it for now.
Blue Owl Capital Corporation is a leading business development company that specializes in providing direct lending solutions to middle-market companies. Its primary strength lies in its integration with the extensive Blue Owl Capital institutional platform, which provides robust deal-sourcing capabilities and strong relationships with private equity sponsors. The core investment story is built around stable, high-yield income distribution, making it an attractive fit for dividend-focused investors. However, the company faces risks related to interest rate sensitivity, credit defaults, and competitive pressure in the private credit market. Investors should monitor credit quality, portfolio yield, and the company's ability to maintain its dividend as macroeconomic conditions evolve.
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 | Mixed fit | The company focuses more on yield generation rather than aggressive capital appreciation. |
| Momentum investor | Weak fit | The stock typically exhibits low momentum characteristics as it is primarily valued for its income distribution. |
| Value investor | Mixed fit | It can be attractive when trading at a discount to NAV, though credit quality must be carefully assessed. |
| Dividend investor | Strong fit | The company's primary objective is to generate stable, high-yield income for investors. |
| Low-risk investor | Weak fit | Exposure to middle-market credit risk and potential price volatility makes it less suitable for purely low-risk portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | BDC stocks can fluctuate based on interest rate sentiment and broader credit market conditions. |
| Valuation risk | Medium | Trading at a significant premium to NAV can limit total return potential for new investors. |
| Competition risk (Private Credit) | Medium / high | Increasing capital flows into private credit can compress yields and pressure underwriting standards. |
| Business quality | Medium | Quality depends on the performance of the underlying loan portfolio and the manager's underwriting capabilities. |
| Dividend income | Medium | Dividends are dependent on net investment income which can vary based on interest rate levels and credit defaults. |
| Execution risk | Medium | The ability to effectively deploy capital and manage credit risk across economic cycles is paramount. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -3.07% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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 5.05B USD | Price to earnings Ratio 17.53 | 1Y Target Price 13.1 |
Price to earnings Ratio 17.53 | 1Y Target Price 13.1 | ||
Volume (30-day avg) 3.9M shares | Beta 0.69 | 52 Weeks Range 9.74 - 12.00 | Updated Date 10/22/2026 |
52 Weeks Range 9.74 - 12.00 | Updated Date 10/22/2026 | ||
Dividends yield (FY) 14.37% | Basic EPS (TTM) 0.58 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Direct Lending | Interest and fee income from a diversified portfolio of senior secured middle-market loans. | The company earns money by acting as a bank for mid-sized companies, collecting interest on loans provided. |
Valuation
Trailing PE 17.53 | Forward PE 8.3 | Enterprise Value 12.70B | Price to Sales(TTM) 2.97 |
Enterprise Value 12.70B | Price to Sales(TTM) 2.97 | ||
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 56.66 |
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.
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