OBDC: Blue Owl Capital Corp.

Stock

About

Blue Owl Capital Cor seeks investment opportunities in middle market companies located in the United States with an EBITDA of USD 10 - 250 million and revenues of USD 50 - 2500 million . The fund focuses on broad range of sectors and industrials. It provides financing in the form of senior secured,unsecured loans, subordinated loans, mezzanine loans & a lesser extent, equity-related securities & warrants for growth, acquisitions, market, product expansion, re-financings and recapitalizations with an investment size of USD 20 - 250 million. It also acts as a lead investor.

Year Founded
2015
Employees
N/A
Sector
Financials
HQ Location
New York City, NY

Current Value

$15.09

1 Year Return

$0.70
4.85%

Key Details

Market Cap

$5.86B

P/E Ratio

9.32

1Y Stock Return

4.58%

1Y Revenue Growth

5.70%

Dividend Yield

9.08%

Price to Book

1.0

Strategies that include
OBDC

High risk

$1,200

Growth at a Fair Price

speculation
maximum growth

These stocks above $1B in Market Cap are modestly valued (PE below 15) but are in the the top 20% of stocks for revenue growth over the past 5 years. We weight them by market cap.

Top Sector

Health Care

Top Holdings

Return

+24.56%

Expense Ratio

0.00%

Holdings

229

High risk

$1,000

Dividend Kings with Cash

speculation
maximum growth

These stocks have a strong dividend yield 5% yearly, and also are in the top 40% of all stocks with regards to cash on hand, meaning they have a strong balance sheet to finance those future dividend payments. We weight these stocks equally.

Top Sector

Financials

Top Holdings

Return

+6.83%

Expense Ratio

0.00%

Holdings

72

Create your own
strategy with

OBDC
Three dimensional double logo

Stock's related to
OBDC

Correlated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
ARCC67.17%$13.45B-8.81%
HTGC65.13%--8.42%
MAIN62.20%$4.69B+33.11%5.45%
BCSF61.00%$1.09B+11.63%9.96%
FSK60.67%--11.89%
CCAP60.23%--8.70%
GBDC59.69%--10.14%
TSLX56.74%--9.30%
PRU56.60%$44.36B+32.25%5.15%
GSBD56.36%$1.53B-13.99%
MET55.19%$57.21B+32.74%2.60%
CSWC54.58%$1.10B+4.09%9.96%
TRIN53.77%$842.35M-3.18%14.19%
PFLT52.92%--11.07%
GLAD51.70%--5.62%
FDUS51.53%--8.29%
BXSL51.49%--9.81%
PNNT51.27%--12.79%
LNC51.10%$5.82B+45.21%5.25%
AMP51.00%$54.58B+61.67%1.03%

Uncorrelated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
PCVX-0.06%$10.85B+71.55%0.00%
CVM-0.09%$41.17M-73.98%0.00%
RVNC-0.09%$394.43M-47.99%0.00%
SOC-0.09%$1.93B+74.70%0.00%
IMRN-0.10%$10.31M-5.04%0.00%
MIST0.11%$92.79M-32.56%0.00%
VIRT0.12%$3.17B+110.38%2.60%
FIZZ0.12%$4.43B+4.83%0.00%
VRCA-0.14%$40.58M-75.88%0.00%
ALKS-0.20%$4.45B+15.66%0.00%
AMLX0.20%$357.82M-58.70%0.00%
CIG.C0.21%$2.48B-3.55%0.00%
BPT-0.21%$24.61M-66.18%0.00%
KLG0.23%$1.48B+45.15%3.71%
GAN0.24%$83.39M+21.19%0.00%
SYPR-0.24%$32.23M-26.32%0.00%
IGMS0.25%$567.29M+67.37%0.00%
AGIO-0.29%$3.10B+148.79%0.00%
LUMO0.31%$37.45M+41.97%0.00%
BTCT-0.31%$42.61M+353.33%0.00%

Inversely Correlated Stocks

NameCorrelationMarket CapReturn % (1 Year)Div Yield %
HUSA-13.00%$16.69M-11.56%0.00%
STG-10.17%$35.67M+7.92%0.00%
MNOV-8.51%$93.19M+2.15%0.00%
MGNX-8.40%$218.42M-53.04%0.00%
FAT-8.04%$89.30M-11.53%10.73%
FATBB-7.72%$81.94M-12.91%11.69%
K-7.25%$27.77B+52.50%2.79%
TCS-6.68%$14.81M-84.46%0.00%
ASPS-6.64%$22.36M-80.26%0.00%
XBIO-6.21%$6.01M+21.36%0.00%
NOVA-5.49%$429.84M-67.33%0.00%
COR-4.59%$47.48B+21.20%0.86%
DAO-4.38%$159.28M+25.62%0.00%
RUN-4.13%$2.18B-16.08%0.00%
MNR-3.87%$1.66B-10.71%15.90%
CBOE-3.79%$21.46B+15.84%1.11%
RLMD-3.76%$89.92M+1.36%0.00%
XOS-3.28%$30.51M-57.24%0.00%
PLUG-2.80%$1.75B-46.14%0.00%
NARI-2.76%$2.98B-11.66%0.00%

ETF's related to
OBDC

Disclaimer

Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

Design your own stock index

© Double Finance, 2024

Double is a registered investment adviser with the US Securities and Exchange Commission (SEC). While such registration does not imply a certain level of skill, it does require us to follow federal regulations that protect you, the investor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Double's Form CRS for important additional information.

The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including double.finance) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training.

Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.

The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

⁴ This analysis calculator tool is for illustrative purposes only and is not financial advice. We do not guarantee the accuracy of the results or their relevance to your particular circumstances. This calculator uses hypothetical historical data and does not take into account the effect of taxes on a taxable account. Hypothetical historical data is no guarantee of future performance and this calculator is not intended to predict actual performance. The input of different time periods, amounts, and fees will vary calculator results. Average ETF fee is based on the AUM weighted average of US ETFs as of September 2024, see more information. Note that you can purchase ETFs through Double, which may incur additional fees.

Full pricing details along with an FAQ can be found here

Data displayed in charts and graphics above are for illustrative purposes only and do not reflect actual investment results and are not a guarantee of future results.

By using double.finance, you accept our and . Double is only available to US residents.

See Double Finance Form ADV Part IIA for additional information. Double does not guarantee that the results of its advice, recommendations, or the objectives of its direct index or cash management strategies will be achieved. We make no assurance that the investment process will consistently lead to successful investing. Before you invest, you should carefully review and consider your investment objectives as well as the risks, charges, and expenses of the underlying securities. There is at least a $1,000 account minimum required to participate in Double's strategies, although some strategies may have higher minimums.

Double does not provide tax, or legal advice. Double's website, brokerage, and advisory services are not intended for persons of any jurisdiction where Double is not authorized to do business. Tax savings will vary from client to client due to many factors including market conditions, tax characteristics of securities, client-imposed investment restrictions, client tax rate or status, and changes in tax regulations.