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Upturn AI SWOT - About
Blue Owl Capital Corporation (OBDC)
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Upturn Advisory Summary
08/14/2025: 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 $15.77
1 Year Target Price $15.77
| 7 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 12.5% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.31B USD | Price to earnings Ratio 9.47 | 1Y Target Price 15.77 |
Price to earnings Ratio 9.47 | 1Y Target Price 15.77 | ||
Volume (30-day avg) 12 | Beta 0.78 | 52 Weeks Range 11.79 - 15.19 | Updated Date 08/15/2025 |
52 Weeks Range 11.79 - 15.19 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 10.29% | Basic EPS (TTM) 1.51 |
Earnings Date
Report Date 2025-08-06 | When - | Estimate 0.4 | Actual 0.4 |
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 9.47 | Forward PE 9.05 | Enterprise Value 16238022656 | Price to Sales(TTM) 4.17 |
Enterprise Value 16238022656 | Price to Sales(TTM) 4.17 | ||
Enterprise Value to Revenue 22.24 | Enterprise Value to EBITDA - | Shares Outstanding 511048000 | Shares Floating - |
Shares Outstanding 511048000 | Shares Floating - | ||
Percent Insiders 0.25 | Percent Institutions 46.32 |
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 invested in alternative asset managers. The merger created a diversified alternative asset management platform.
Core Business Areas
- Direct Lending: Provides direct lending solutions to middle-market companies, offering customized financing options.
- GP Capital Solutions: Invests in general partners of alternative asset management firms, providing capital and strategic support.
- Real Estate: Offers equity and debt financing for commercial real estate properties
Leadership and Structure
Doug Ostrover and Marc Lipschultz serve as Co-CEOs. The company operates with a functional organizational structure, with dedicated teams for each business segment (Direct Lending, GP Capital Solutions, and Real Estate). Craig Packer serves as Co-President.
Top Products and Market Share
Key Offerings
- First Lien Loans: Provides senior secured loans to middle-market companies. Market share data for specific first lien loans is fragmented, but Blue Owl is a significant player in direct lending. Competitors include Ares Capital (ARCC) and Blackstone (BX).
- GP Stakes Investments: Invests in the equity of alternative asset managers. Market share data is not readily available, as these investments are often private. Competitors include Goldman Sachs Asset Management (GS) and Blackstone Strategic Partners (BX).
- Real Estate Debt: Debt financing secured by commercial real estate assets with focus on debt origination and underwriting. Competitors include Apollo Commercial Real Estate Finance (ARI) and Starwood Property Trust (STWD).
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing growth, driven by demand for higher returns and diversification. Direct lending and GP stakes investments are particularly attractive areas.
Positioning
Blue Owl is a leading player in direct lending and GP capital solutions, with a strong reputation and extensive network. Its competitive advantage lies in its diversified platform and experienced team.
Total Addressable Market (TAM)
The TAM for alternative assets is estimated to be in the trillions of dollars. Blue Owl is positioned to capture a significant portion of this market, particularly in its core areas of direct lending and GP stakes.
Upturn SWOT Analysis
Strengths
- Diversified platform
- Experienced management team
- Strong origination capabilities
- Established relationships with private equity firms
- Significant assets under management (AUM)
Weaknesses
- Reliance on key personnel
- Exposure to credit risk in direct lending
- Complexity of GP stakes investments
- Sensitivity to interest rate changes
- Relatively short operating history as a combined entity
Opportunities
- Growing demand for alternative investments
- Expansion into new asset classes
- Increased penetration of existing markets
- Strategic acquisitions
- Partnerships with other financial institutions
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Rising interest rates
- Market volatility
Competitors and Market Share
Key Competitors
- ARCC
- BX
- APO
- KKR
- TPVG
Competitive Landscape
Blue Owl competes with larger and smaller alternative asset managers, each with different areas of expertise. Blue Owl's diversified platform provides a competitive advantage.
Major Acquisitions
Oak Street Real Estate Capital
- Year: 2021
- Acquisition Price (USD millions): 950
- Strategic Rationale: Expanded Blue Owl's real estate capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth requires accessing real-time financial data sources.
Future Projections: Future projections require accessing real-time financial data sources.
Recent Initiatives: Blue Owl continues to expand its AUM through organic growth and strategic acquisitions.
Summary
Blue Owl is a strong player in the alternative asset management industry, particularly in direct lending and GP stakes investments. Its diversified platform and experienced team are key strengths. The company needs to manage credit risk and adapt to changing market conditions. Ongoing focus on scaling it's AUM and strategic partnerships are key elements to keep growing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is based on estimates and may not be precise. Financial data requires accessing real-time financial data sources and is thus not embedded.
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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