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Blue Owl Capital Corporation (OBDC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US69121K1043

Sector

Financial Services

IPO Date

Jul 18, 2019

Highlights

Market Cap

$5.89B

EPS (TTM)

$1.61

PE Ratio

9.37

Total Revenue (TTM)

$1.36B

Gross Profit (TTM)

$1.10B

EBITDA (TTM)

$1.08B

Year Range

$13.22 - $15.98

Target Price

$15.69

Short %

1.74%

Short Ratio

3.81

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
OBDC vs. OWL OBDC vs. ARCC OBDC vs. ORI OBDC vs. BXSL OBDC vs. O OBDC vs. MAIN OBDC vs. FSK OBDC vs. CSWC OBDC vs. SPY OBDC vs. VOO
Popular comparisons:
OBDC vs. OWL OBDC vs. ARCC OBDC vs. ORI OBDC vs. BXSL OBDC vs. O OBDC vs. MAIN OBDC vs. FSK OBDC vs. CSWC OBDC vs. SPY OBDC vs. VOO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Blue Owl Capital Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


50.00%60.00%70.00%80.00%90.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
63.73%
98.02%
OBDC (Blue Owl Capital Corporation)
Benchmark (^GSPC)

Returns By Period

Blue Owl Capital Corporation had a return of 12.46% year-to-date (YTD) and 13.28% in the last 12 months.


OBDC

YTD

12.46%

1M

1.20%

6M

2.49%

1Y

13.28%

5Y*

6.40%

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of OBDC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.41%2.30%4.48%3.38%6.36%-6.68%1.04%-1.93%-1.46%3.23%1.53%12.46%
202313.16%4.82%-5.22%2.93%3.93%2.41%5.51%-1.20%1.89%-4.40%11.33%3.06%43.50%
20223.67%2.52%0.28%-3.18%-5.24%-6.79%4.54%1.94%-18.86%14.46%9.02%-7.96%-9.48%
20211.90%8.37%0.69%4.94%-0.35%1.23%0.84%1.46%-1.15%1.84%-3.06%3.80%21.98%
2020-11.91%-3.36%-23.70%11.79%-4.34%2.46%-0.65%0.73%0.23%-5.64%18.80%-4.07%-23.22%
20192.32%0.31%1.11%8.43%5.91%0.41%19.67%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of OBDC is 74, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of OBDC is 7474
Overall Rank
The Sharpe Ratio Rank of OBDC is 7878
Sharpe Ratio Rank
The Sortino Ratio Rank of OBDC is 7171
Sortino Ratio Rank
The Omega Ratio Rank of OBDC is 6969
Omega Ratio Rank
The Calmar Ratio Rank of OBDC is 8080
Calmar Ratio Rank
The Martin Ratio Rank of OBDC is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Blue Owl Capital Corporation (OBDC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for OBDC, currently valued at 0.97, compared to the broader market-4.00-2.000.002.000.972.10
The chart of Sortino ratio for OBDC, currently valued at 1.41, compared to the broader market-4.00-2.000.002.004.001.412.80
The chart of Omega ratio for OBDC, currently valued at 1.18, compared to the broader market0.501.001.502.001.181.39
The chart of Calmar ratio for OBDC, currently valued at 0.97, compared to the broader market0.002.004.006.000.973.09
The chart of Martin ratio for OBDC, currently valued at 2.29, compared to the broader market-5.000.005.0010.0015.0020.0025.002.2913.49
OBDC
^GSPC

The current Blue Owl Capital Corporation Sharpe ratio is 0.97. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Blue Owl Capital Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.97
2.10
OBDC (Blue Owl Capital Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Blue Owl Capital Corporation provided a 11.19% dividend yield over the last twelve months, with an annual payout of $1.70 per share. The company has been increasing its dividends for 4 consecutive years.


4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.5020192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019
Dividend$1.70$1.59$1.29$1.24$1.01$0.62

Dividend yield

11.19%10.77%11.17%8.76%7.98%3.47%

Monthly Dividends

The table displays the monthly dividend distributions for Blue Owl Capital Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.08$0.37$0.00$0.05$0.37$0.00$0.06$0.37$0.00$0.05$0.00$1.35
2023$0.00$0.00$0.37$0.00$0.06$0.33$0.00$0.07$0.33$0.00$0.08$0.35$1.59
2022$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.03$0.33$1.29
2021$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$1.24
2020$0.00$0.00$0.08$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$1.01
2019$0.31$0.00$0.00$0.31$0.62

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%11.2%
Blue Owl Capital Corporation has a dividend yield of 11.19%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%43.8%
Blue Owl Capital Corporation has a payout ratio of 43.81%, which is quite average when compared to the overall market. This suggests that Blue Owl Capital Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-4.69%
-2.62%
OBDC (Blue Owl Capital Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Blue Owl Capital Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Blue Owl Capital Corporation was 56.16%, occurring on Mar 23, 2020. Recovery took 827 trading sessions.

The current Blue Owl Capital Corporation drawdown is 4.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.16%Dec 30, 201958Mar 23, 2020827Jul 6, 2023885
-13.18%Jun 3, 202451Aug 14, 2024
-11.11%Sep 20, 20198Oct 1, 201928Nov 8, 201936
-6.12%Sep 29, 202321Oct 27, 20235Nov 3, 202326
-5.72%Aug 1, 202313Aug 17, 202329Sep 28, 202342

Volatility

Volatility Chart

The current Blue Owl Capital Corporation volatility is 3.35%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.35%
3.79%
OBDC (Blue Owl Capital Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Blue Owl Capital Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Blue Owl Capital Corporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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