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OBDC 
Blue Owl Capital Corporation (OBDC)
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Upturn Advisory Summary
12/03/2025: 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 $14.5
1 Year Target Price $14.5
| 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 12/03/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.76B USD | Price to earnings Ratio 9.38 | 1Y Target Price 14.5 |
Price to earnings Ratio 9.38 | 1Y Target Price 14.5 | ||
Volume (30-day avg) 12 | Beta 0.68 | 52 Weeks Range 11.45 - 14.74 | Updated Date 12/3/2025 |
52 Weeks Range 11.45 - 14.74 | Updated Date 12/3/2025 | ||
Dividends yield (FY) 11.18% | Basic EPS (TTM) 1.41 |
Earnings Date
Report Date 2025-11-05 | When After Market | Estimate 0.4 | Actual 0.3719 |
Profitability
Profit Margin 36.89% | Operating Margin (TTM) 75.97% |
Management Effectiveness
Return on Assets (TTM) 5.4% | Return on Equity (TTM) 9.77% |
Valuation
Trailing PE 9.38 | Forward PE 9.41 | Enterprise Value 16010283008 | Price to Sales(TTM) 3.76 |
Enterprise Value 16010283008 | Price to Sales(TTM) 3.76 | ||
Enterprise Value to Revenue 21.9 | Enterprise Value to EBITDA - | Shares Outstanding 511048237 | Shares Floating - |
Shares Outstanding 511048237 | Shares Floating - | ||
Percent Insiders 0.27 | Percent Institutions 50.18 |
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, while Dyal specialized in acquiring minority stakes in alternative asset managers. The merger created a diversified alternative asset manager.
Core Business Areas
- Direct Lending: Provides direct lending solutions to middle-market companies, offering senior secured loans, unitranche loans, and other debt financing.
- GP Capital Solutions: Acquires minority equity stakes in established alternative asset managers, providing them with capital and strategic support.
- Real Estate: Focuses on originating and investing in commercial real estate debt, with an emphasis on senior secured loans.
Leadership and Structure
Doug Ostrover and Marc Lipschultz serve as Co-CEOs. The company operates with a team of experienced investment professionals across its various business segments. The board of directors includes representatives from both Owl Rock and Dyal Capital.
Top Products and Market Share
Key Offerings
- Competitors: Ares Capital,Golub Capital,HPS Investment Partners
- Direct Lending Solutions: Provides a variety of financing options, including senior secured loans and unitranche loans, to middle-market companies. Market share is substantial but fragmented; competitors include Ares Capital, Golub Capital, and HPS Investment Partners. Revenue is primarily driven by interest income and fees on loans.
- Competitors: Blackstone Strategic Capital,Goldman Sachs Petershill
- GP Stakes Investments: Acquires minority stakes in established alternative asset managers. Competitors include Blackstone's Strategic Capital Holdings Fund and Goldman Sachs' Petershill program. Revenue from these investments is derived from a share of the asset manager's fee income and carried interest.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing continued growth, driven by increasing demand for private credit, private equity, and real estate investments. Low interest rates and regulatory changes have fueled the growth of direct lending. As interest rates rise, this could impact the cost of capital and therefore the attractiveness.
Positioning
Blue Owl is a leading alternative asset manager with a diversified platform across direct lending, GP capital solutions, and real estate. Its scale and relationships provide a competitive advantage in sourcing and executing investments.
Total Addressable Market (TAM)
The total addressable market for alternative assets is estimated to be several trillion dollars. Blue Owl is positioned to capture a significant portion of this market through its diversified platform and strong investment capabilities.
Upturn SWOT Analysis
Strengths
- Diversified platform across multiple alternative asset classes
- Strong origination capabilities in direct lending
- Established relationships with leading alternative asset managers
- Experienced management team
- Significant scale and capital base
Weaknesses
- Reliance on economic conditions and credit cycles
- Potential for conflicts of interest in managing multiple strategies
- Dependence on key personnel
- Relatively new public company
Opportunities
- Further expansion into new alternative asset classes
- Increasing demand for private credit and other alternative investments
- Consolidation in the alternative asset management industry
- Growth in institutional investor allocations to alternatives
Threats
- Increased competition from other alternative asset managers
- Economic downturns and credit market disruptions
- Changes in regulations affecting alternative investments
- Rising interest rates impacting the cost of capital
Competitors and Market Share
Key Competitors
- ARES
- BX
- KKR
- APO
- TPG
Competitive Landscape
Blue Owl benefits from its diversified platform and strong relationships. However, it faces intense competition from larger and more established alternative asset managers. Blue Owl's relative advantages include its focus on underserved segments of the market, such as middle-market lending, and its GP stakes business.
Major Acquisitions
Oak Street Real Estate Capital
- Year: 2021
- Acquisition Price (USD millions): 1600
- Strategic Rationale: Expanded Blue Owl's real estate capabilities and diversified its investment platform. Provides increased exposure to net lease real estate.
Growth Trajectory and Initiatives
Historical Growth: Blue Owl has experienced rapid growth in AUM and revenue since its founding, driven by its strong origination capabilities and strategic acquisitions.
Future Projections: Analysts project continued growth for Blue Owl, driven by increasing demand for alternative investments and the company's diversified platform.
Recent Initiatives: Recent initiatives include expanding into new alternative asset classes, such as real estate credit, and forming strategic partnerships to enhance its origination capabilities.
Summary
Blue Owl Capital Corporation is a strong player in the alternative asset management industry, boasting a diversified platform and experienced leadership. Its direct lending and GP stakes businesses are key strengths, driving growth and generating returns. However, the company faces risks from economic cycles and increasing competition. Maintaining its origination capabilities and managing conflicts of interest will be crucial for future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Blue Owl Capital Corporation Investor Relations Website
- SEC Filings (10-K, 10-Q)
- Analyst Reports
- Company Press Releases
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market data is subject to 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 $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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