OBDC 📈 Blue Owl Capital - Overview
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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
OBDC Stock Overview
Market Cap in USD | 5,912m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 2019-07-18 |
OBDC Stock Ratings
Growth 5y | 49.5% |
Fundamental | 39.3% |
Dividend | 89.1% |
Rel. Strength Industry | -61.1 |
Analysts | 3.8/5 |
Fair Price Momentum | 16.83 USD |
Fair Price DCF | 75.29 USD |
OBDC Dividends
Dividend Yield 12m | 13.63% |
Yield on Cost 5y | 18.80% |
Annual Growth 5y | 20.73% |
Payout Consistency | 100.0% |
OBDC Growth Ratios
Growth Correlation 3m | 68.8% |
Growth Correlation 12m | 57.2% |
Growth Correlation 5y | 87% |
CAGR 5y | 6.62% |
CAGR/Mean DD 5y | 0.49 |
Sharpe Ratio 12m | 0.65 |
Alpha | -9.66 |
Beta | 0.84 |
Volatility | 18.18% |
Current Volume | 8363.9k |
Average Volume 20d | 2295.7k |
As of December 21, 2024, the stock is trading at USD 15.19 with a total of 8,363,893 shares traded.
Over the past week, the price has changed by -0.65%, over one month by +1.20%, over three months by +4.52% and over the past year by +12.83%.
Partly, yes. Based on ValueRay Fundamental Analyses, Blue Owl Capital (NYSE:OBDC) is currently (December 2024) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 39.30 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of OBDC as of December 2024 is 16.83. This means that OBDC is currently undervalued and has a potential upside of +10.8% (Margin of Safety).
Blue Owl Capital has received a consensus analysts rating of 3.80. Therefor, it is recommend to hold OBDC.
- Strong Buy: 4
- Buy: 2
- Hold: 3
- Sell: 0
- Strong Sell: 1
According to ValueRays Forecast Model, OBDC Blue Owl Capital will be worth about 18.2 in December 2025. The stock is currently trading at 15.19. This means that the stock has a potential upside of +19.68%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 15.9 | 4.4% |
Analysts Target Price | 15.3 | 0.9% |
ValueRay Target Price | 18.2 | 19.7% |