(OBDC) Blue Owl Capital - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US69121K1043

OBDC: Loans, Equity, Securities, Investments

Blue Owl Capital Corporation, listed on the New York Stock Exchange under the ticker symbol OBDC, operates as a business development company, focusing on a diverse range of investment strategies. This includes direct investments and fund of fund investments, which enable the company to tap into a broad spectrum of opportunities. The company's investment portfolio is comprised of senior secured loans, direct lending, unsecured loans, subordinated loans, and mezzanine loans, providing a layered approach to managing risk and potential returns. Additionally, it considers equity-related securities such as warrants and preferred stocks, further diversifying its investment base.

Within the realm of private equity, Blue Owl Capital Corporation targets investments that align with specific growth strategies, including acquisitions, market or product expansion, refinancings, and recapitalizations. This strategic approach allows the company to support businesses at various stages of their development, from expansion to restructuring. The company's investment scope is primarily directed towards middle market and upper middle market companies based in the United States. These companies typically have an EBITDA ranging from $10 million to $250 million annually and/or annual revenue between $50 million and $2.5 billion at the time of investment, positioning them for potential growth and stability.

The investment horizon for Blue Owl Capital Corporation typically spans between three and ten years, allowing for a medium to long-term approach to investment maturity. The size of investments generally ranges from $20 million to $250 million, enabling the company to make significant commitments to its portfolio companies. This scale of investment supports substantial growth initiatives and strategic moves by the companies in which it invests. With its detailed investment criteria and strategic approach, Blue Owl Capital Corporation navigates the complex landscape of private equity and direct lending with a focus on generating value for its stakeholders.

As a publicly traded company, Blue Owl Capital Corporation's common stock is listed under the ISIN US69121K1043, and it is classified under the GICS Sub Industry of Asset Management & Custody Banks. This classification reflects the company's role in managing investments and providing financial services to its clients. For more information, investors and interested parties can visit the company's website at https://www.blueowlcapitalcorporation.com. Through its website and public disclosures, Blue Owl Capital Corporation provides insights into its investment strategies, portfolio composition, and performance, offering transparency to its stakeholders.

Additional Sources for OBDC Stock

OBDC Stock Overview

Market Cap in USD 6,021m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 2019-07-18

OBDC Stock Ratings

Growth 5y 59.9%
Fundamental 21.9%
Dividend 89.2%
Rel. Strength Industry -71
Analysts 3.7/5
Fair Price Momentum 16.36 USD
Fair Price DCF 8.49 USD

OBDC Dividends

Dividend Yield 12m 11.59%
Yield on Cost 5y 17.77%
Annual Growth 5y 11.23%
Payout Consistency 100.0%

OBDC Growth Ratios

Growth Correlation 3m 59.7%
Growth Correlation 12m 52.9%
Growth Correlation 5y 90.2%
CAGR 5y 8.92%
CAGR/Mean DD 5y 1.15
Sharpe Ratio 12m 0.47
Alpha -12.01
Beta 0.85
Volatility 18.70%
Current Volume 2832.7k
Average Volume 20d 2423.8k
What is the price of OBDC stocks?
As of January 22, 2025, the stock is trading at USD 14.84 with a total of 2,832,677 shares traded.
Over the past week, the price has changed by +0.00%, over one month by +0.09%, over three months by +0.15% and over the past year by +9.81%.
Is Blue Owl Capital a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Blue Owl Capital is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 21.85 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OBDC as of January 2025 is 16.36. This means that OBDC is currently undervalued and has a potential upside of +10.24% (Margin of Safety).
Is OBDC a buy, sell or hold?
Blue Owl Capital has received a consensus analysts rating of 3.70. Therefor, it is recommend to hold OBDC.
  • Strong Buy: 4
  • Buy: 2
  • Hold: 2
  • Sell: 1
  • Strong Sell: 1
What are the forecast for OBDC stock price target?
According to ValueRays Forecast Model, OBDC Blue Owl Capital will be worth about 17.7 in January 2026. The stock is currently trading at 14.84. This means that the stock has a potential upside of +19.07%.
Issuer Forecast Upside
Wallstreet Target Price 15.7 5.7%
Analysts Target Price 15.3 3.3%
ValueRay Target Price 17.7 19.1%