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Upturn AI SWOT - About
Blue Owl Capital Corporation (OBDC)
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Upturn Advisory Summary
02/26/2025: OBDC (3-star) is a STRONG-BUY. BUY since 96 days. Profits (4.91%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit -3.33% | Avg. Invested days 45 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/26/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.68B USD | Price to earnings Ratio 9.58 | 1Y Target Price 16 |
Price to earnings Ratio 9.58 | 1Y Target Price 16 | ||
Volume (30-day avg) 3308783 | Beta 0.9 | 52 Weeks Range 12.85 - 15.29 | Updated Date 04/1/2025 |
52 Weeks Range 12.85 - 15.29 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 11.53% | Basic EPS (TTM) 1.53 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 37.26% | Operating Margin (TTM) 76.08% |
Management Effectiveness
Return on Assets (TTM) 5.56% | Return on Equity (TTM) 9.94% |
Valuation
Trailing PE 9.58 | Forward PE 8.99 | Enterprise Value 14514959360 | Price to Sales(TTM) 4.81 |
Enterprise Value 14514959360 | Price to Sales(TTM) 4.81 | ||
Enterprise Value to Revenue 22.45 | Enterprise Value to EBITDA - | Shares Outstanding 510848000 | Shares Floating - |
Shares Outstanding 510848000 | Shares Floating - | ||
Percent Insiders 0.24 | Percent Institutions 32.54 |
Analyst Ratings
Rating 3.7 | Target Price 15.69 | Buy 2 | Strong Buy 4 |
Buy 2 | Strong Buy 4 | ||
Hold 2 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Blue Owl Capital Corporation
Company Overview
History and Background
Blue Owl Capital Corporation was formed in 2021 through the merger of Owl Rock Capital Group and Dyal Capital Partners. Owl Rock focused on direct lending to middle-market companies, while Dyal invested in alternative asset managers. The merger created a diversified alternative asset management platform.
Core Business Areas
- Direct Lending: Provides direct lending solutions to middle-market companies, including first lien, unitranche, and second lien loans.
- GP Capital Solutions: Invests in general partners (GPs) of alternative asset management firms, providing them with capital and strategic support.
- Real Estate Finance: Originates and manages first mortgage loans on high-quality, institutional real estate.
Leadership and Structure
Doug Ostrover and Marc Lipschultz serve as Co-CEOs. The company has a board of directors and operates with a divisional structure aligned with its core business areas.
Top Products and Market Share
Key Offerings
- Direct Lending: Provides financing to middle-market companies. Competitors include Ares Capital Corporation, Golub Capital BDC, and Blackstone Private Credit. Market share is estimated to be around 5-7% based on total assets under management within the BDC market, but difficult to quantify precisely.
- Market Share (%): 5,7
- GP Stakes Investments: Invests in the equity of alternative asset managers. Competitors include Blackstone Strategic Partners and Goldman Sachs Asset Management Petershill. Market share estimates are difficult to obtain.
- Market Share (%): 15,20
- Market Share (%): 3,5
- Real Estate Lending: Provides real estate backed financing. Competitors include Blackstone Mortgage Trust and Starwood Property Trust. Market share is difficult to estimate.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing significant growth driven by increased demand for higher returns and diversification. Private credit and private equity are key growth areas.
Positioning
Blue Owl is positioned as a leading alternative asset manager with a diversified platform and a focus on long-term partnerships.
Total Addressable Market (TAM)
The total addressable market for alternative assets is estimated to be in the trillions of dollars. Blue Owl is well-positioned to capture a significant share of this market through its diversified platform and strong relationships with institutional investors.
Upturn SWOT Analysis
Strengths
- Diversified platform
- Strong relationships with institutional investors
- Experienced management team
- Disciplined underwriting process
- Significant assets under management
Weaknesses
- Dependence on macroeconomic conditions
- Exposure to credit risk
- Complexity of alternative investments
- High management fees can deter investment
Opportunities
- Growing demand for alternative investments
- Expansion into new asset classes
- Strategic acquisitions
- Increasing investor allocations to private markets
- Further development of existing platform offerings
Threats
- Increased competition
- Economic downturns
- Changes in regulations
- Rising interest rates
- Market volatility
Competitors and Market Share
Key Competitors
- ARES
- BX
- KKR
Competitive Landscape
Blue Owl has a competitive advantage through its diversified platform and strong relationships with institutional investors. However, it faces competition from larger and more established players.
Major Acquisitions
Oak Street Real Estate Capital
- Year: 2021
- Acquisition Price (USD millions): 1600
- Strategic Rationale: Expanded Blue Owl's real estate capabilities and AUM.
Growth Trajectory and Initiatives
Historical Growth: Historically, Blue Owl has grown rapidly through organic growth and acquisitions.
Future Projections: Analysts project continued growth in AUM and earnings per share (EPS) driven by demand for alternative investments.
Recent Initiatives: Recent initiatives include expanding into new asset classes such as real estate lending and GP stakes investments.
Summary
Blue Owl Capital is a strong alternative asset manager with a diversified platform and experienced management team, and good relationships with investors. The company benefits from the increasing demand for alternative investments and has a growth strategy driven by organic growth and acquisitions. However, they must be wary of the external competitive market and macroeconomic environment. Overall, they need to stay abreast of the changes and remain vigilant.
Similar Companies
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
ARES
Ares Management LP
ARES
Ares Management LP
BX
Blackstone Group Inc
BX
Blackstone Group Inc
KKR
KKR & Co LP
KKR
KKR & Co LP
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Market Research Reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share and TAM data are estimates.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Blue Owl Capital Corporation
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2019-07-18 | CEO & Director Mr. Craig William Packer | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Blue Owl Capital Corporation is a business development company. It specializes in direct and fund of fund investments. The fund makes investments in senior secured, direct lending or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments, first lien, unitranche, and second lien term loans and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market and upper middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2.5 billion at the time of investment. It seeks to invest in investments with maturities typically between three and ten years. It seeks to make investments generally ranging in size between $20 million and $250 million.
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