OBDC vs. NSRGY
OBDC (Blue Owl Capital Corporation) and NSRGY (Nestlé S.A.) are both stocks. OBDC operates in Asset Management (Financial Services), while NSRGY operates in Packaged Foods (Consumer Defensive). Over the past 5 years, OBDC returned 5.43%/yr vs -1.61%/yr for NSRGY. At a 0.17 correlation, their price movements are largely independent.
Performance
OBDC vs. NSRGY - Performance Comparison
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Returns By Period
In the year-to-date period, OBDC achieves a -6.89% return, which is significantly lower than NSRGY's 5.66% return.
OBDC
- 1D
- 0.09%
- 1M
- -0.71%
- YTD
- -6.89%
- 6M
- -8.67%
- 1Y
- -13.64%
- 3Y*
- 5.28%
- 5Y*
- 5.43%
- 10Y*
- —
NSRGY
- 1D
- -0.20%
- 1M
- 2.30%
- YTD
- 5.66%
- 6M
- 6.71%
- 1Y
- 1.15%
- 3Y*
- -1.88%
- 5Y*
- -1.61%
- 10Y*
- 6.67%
OBDC vs. NSRGY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
OBDC Blue Owl Capital Corporation | -6.89% | -7.87% | 14.69% | 43.51% | -9.48% | 21.99% | -19.52% | 20.00% |
NSRGY Nestlé S.A. | 5.66% | 24.80% | -27.05% | 2.88% | -15.94% | 22.32% | 11.63% | 3.50% |
Correlation
The correlation between OBDC and NSRGY is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2019 | 0.17 |
Fundamentals
OBDC:
$5.58B
NSRGY:
$258.63B
OBDC:
$1.07
NSRGY:
CHF 7.72
OBDC:
10.42
NSRGY:
10.34
OBDC:
4.23
NSRGY:
1.14
OBDC:
0.78
NSRGY:
6.27
OBDC:
$1.34B
NSRGY:
CHF 181.02B
OBDC:
$616.29M
NSRGY:
CHF 83.86B
OBDC:
$539.15M
NSRGY:
CHF 36.34B
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Return for Risk
OBDC vs. NSRGY — Risk / Return Rank
OBDC
NSRGY
OBDC vs. NSRGY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blue Owl Capital Corporation (OBDC) and Nestlé S.A. (NSRGY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OBDC | NSRGY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -0.90 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.01 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.61 | -0.05 | -0.56 |
| Martin ratioReturn relative to average drawdown | -1.03 | -0.10 | -0.93 |
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Drawdowns
OBDC vs. NSRGY - Drawdown Comparison
The maximum OBDC drawdown since its inception was -56.07%, smaller than the maximum NSRGY drawdown of -75.68%. Use the drawdown chart below to compare losses from any high point for OBDC and NSRGY.
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Drawdown Indicators
| OBDC | NSRGY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.07% | -75.68% | +19.61% |
Max Drawdown (1Y)Largest decline over 1 year | -23.90% | -15.71% | -8.19% |
Max Drawdown (3Y)Largest decline over 3 years | -23.90% | -32.79% | +8.89% |
Max Drawdown (5Y)Largest decline over 5 years | -28.26% | -38.24% | +9.98% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.24% | — |
Current DrawdownCurrent decline from peak | -18.68% | -17.25% | -1.43% |
Average DrawdownAverage peak-to-trough decline | -10.67% | -24.16% | +13.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.20% | 9.31% | +4.89% |
Volatility
OBDC vs. NSRGY - Volatility Comparison
Blue Owl Capital Corporation (OBDC) has a higher volatility of 6.58% compared to Nestlé S.A. (NSRGY) at 5.46%. This indicates that OBDC's price experiences larger fluctuations and is considered to be riskier than NSRGY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBDC | NSRGY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 5.46% | +1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 18.87% | 15.05% | +3.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.15% | 22.89% | +0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.77% | 19.90% | +0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.06% | 18.44% | +8.62% |
Dividends
OBDC vs. NSRGY - Dividend Comparison
OBDC's dividend yield for the trailing twelve months is around 13.42%, more than NSRGY's 4.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSRGY Nestlé S.A. | 4.00% | 3.44% | 4.01% | 2.86% | 2.57% | 2.18% | 2.34% | 2.28% | 3.12% | 5.64% | 6.54% | 3.13% |
OBDC Blue Owl Capital Corporation | 13.42% | 12.55% | 11.38% | 10.77% | 11.17% | 8.76% | 12.32% | 3.80% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
OBDC vs. NSRGY - Financials Comparison
This section allows you to compare key financial metrics between Blue Owl Capital Corporation and Nestlé S.A.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
OBDC vs. NSRGY - Profitability Comparison
OBDC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Blue Owl Capital Corporation reported a gross profit of 0.00 and revenue of 342.53M. Therefore, the gross margin over that period was 0.0%.
NSRGY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported a gross profit of 20.01B and revenue of 44.89B. Therefore, the gross margin over that period was 44.6%.
OBDC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Blue Owl Capital Corporation reported an operating income of 0.00 and revenue of 342.53M, resulting in an operating margin of 0.0%.
NSRGY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported an operating income of 6.93B and revenue of 44.89B, resulting in an operating margin of 15.4%.
OBDC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Blue Owl Capital Corporation reported a net income of 159.17M and revenue of 342.53M, resulting in a net margin of 46.5%.
NSRGY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Nestlé S.A. reported a net income of 3.94B and revenue of 44.89B, resulting in a net margin of 8.8%.
Frequently Asked Questions
OBDC and NSRGY have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OBDC has higher volatility (6.58%) compared to NSRGY (5.46%). In terms of maximum drawdown, OBDC dropped -56.07% vs NSRGY's -75.68%.
NSRGY currently has the higher Sharpe Ratio (-0.04 vs -0.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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