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OTF vs. OWL
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

OTF vs. OWL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Blue Owl Technology Finance Corp (OTF) and Blue Owl Capital Inc. (OWL). The values are adjusted to include any dividend payments, if applicable.

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OTF vs. OWL - Yearly Performance Comparison


2026 (YTD)2025
OTF
Blue Owl Technology Finance Corp
-11.99%-4.96%
OWL
Blue Owl Capital Inc.
-37.68%-20.22%

Fundamentals

EPS

OTF:

$3.28

OWL:

$0.08

PE Ratio

OTF:

3.78

OWL:

112.00

PEG Ratio

OTF:

0.01

OWL:

0.40

PS Ratio

OTF:

1.77

OWL:

3.08

Total Revenue (TTM)

OTF:

$1.10B

OWL:

$2.87B

Gross Profit (TTM)

OTF:

$529.09M

OWL:

$1.56B

EBITDA (TTM)

OTF:

$725.61M

OWL:

$841.70M

Returns By Period

In the year-to-date period, OTF achieves a -11.99% return, which is significantly higher than OWL's -37.68% return.


OTF

1D
1.64%
1M
14.77%
YTD
-11.99%
6M
-4.80%
1Y
3Y*
5Y*
10Y*

OWL

1D
0.66%
1M
-13.46%
YTD
-37.68%
6M
-44.19%
1Y
-51.77%
3Y*
-1.86%
5Y*
2.25%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

OTF vs. OWL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OTF

OWL
OWL Risk / Return Rank: 44
Overall Rank
OWL Sharpe Ratio Rank: 33
Sharpe Ratio Rank
OWL Sortino Ratio Rank: 44
Sortino Ratio Rank
OWL Omega Ratio Rank: 55
Omega Ratio Rank
OWL Calmar Ratio Rank: 77
Calmar Ratio Rank
OWL Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OTF vs. OWL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blue Owl Technology Finance Corp (OTF) and Blue Owl Capital Inc. (OWL). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

OTF vs. OWL - Sharpe Ratio Comparison


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Sharpe Ratios by Period


OTFOWLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.67

0.04

-0.70

Correlation

The correlation between OTF and OWL is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

OTF vs. OWL - Dividend Comparison

OTF's dividend yield for the trailing twelve months is around 12.51%, more than OWL's 9.86% yield.


TTM20252024202320222021
OTF
Blue Owl Technology Finance Corp
12.51%7.91%0.00%0.00%0.00%0.00%
OWL
Blue Owl Capital Inc.
9.86%5.72%2.92%3.69%4.06%0.87%

Drawdowns

OTF vs. OWL - Drawdown Comparison

The maximum OTF drawdown since its inception was -27.12%, smaller than the maximum OWL drawdown of -65.58%. Use the drawdown chart below to compare losses from any high point for OTF and OWL.


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Drawdown Indicators


OTFOWLDifference

Max Drawdown

Largest peak-to-trough decline

-27.12%

-65.58%

+38.46%

Max Drawdown (1Y)

Largest decline over 1 year

-56.93%

Max Drawdown (5Y)

Largest decline over 5 years

-65.58%

Current Drawdown

Current decline from peak

-16.35%

-63.50%

+47.15%

Average Drawdown

Average peak-to-trough decline

-11.10%

-22.71%

+11.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

25.30%

Volatility

OTF vs. OWL - Volatility Comparison


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Volatility by Period


OTFOWLDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.49%

Volatility (6M)

Calculated over the trailing 6-month period

32.40%

Volatility (1Y)

Calculated over the trailing 1-year period

30.36%

47.08%

-16.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.36%

42.88%

-12.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.36%

42.29%

-11.93%

Financials

OTF vs. OWL - Financials Comparison

This section allows you to compare key financial metrics between Blue Owl Technology Finance Corp and Blue Owl Capital Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00M400.00M600.00M800.00MJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
344.93M
755.60M
(OTF) Total Revenue
(OWL) Total Revenue
Values in USD except per share items

OTF vs. OWL - Profitability Comparison

The chart below illustrates the profitability comparison between Blue Owl Technology Finance Corp and Blue Owl Capital Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober0
58.5%
Portfolio components
OTF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Blue Owl Technology Finance Corp reported a gross profit of 0.00 and revenue of 344.93M. Therefore, the gross margin over that period was 0.0%.

OWL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Blue Owl Capital Inc. reported a gross profit of 442.17M and revenue of 755.60M. Therefore, the gross margin over that period was 58.5%.

OTF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Blue Owl Technology Finance Corp reported an operating income of 0.00 and revenue of 344.93M, resulting in an operating margin of 0.0%.

OWL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Blue Owl Capital Inc. reported an operating income of 203.96M and revenue of 755.60M, resulting in an operating margin of 27.0%.

OTF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Blue Owl Technology Finance Corp reported a net income of 0.00 and revenue of 344.93M, resulting in a net margin of 0.0%.

OWL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Blue Owl Capital Inc. reported a net income of 47.67M and revenue of 755.60M, resulting in a net margin of 6.3%.