NYSE · OBDC

Blue Owl Capital Corporation

Financial Services · Asset Management

$10.39▼ 1.05% ($0.11)at close

As of 4:00 PM ET

52-week

$9.81$13.58

Market cap

$5.16B

P/E

17.83

EPS (TTM)

$0.58

Next earnings

Nov 4, 2026

Valuation

P/E Valuation

Estimated value / share · Base

$5.41

−48%

−48%vs price used $10.39

USD · Trailing earnings · Price Oct 30, 8:00 PM UTC

Price vs. estimate range

Assumption scenarios, not confidence intervals

P/E multiple: 9.3×
Earnings basis: Trailing EPS

USD · Trailing earnings · Price Oct 30, 8:00 PM UTC

P/E scenarios apply a multiple to trailing EPS. They are not editable; choose Bear, Base or Bull above.

Current P/E

17.8×

Market multiple

Fair-value P/E

9.3×

5-Year Avg P/E

Fair value / share

$5.41

P/E based estimate

Price vs Fundamentals

Why The Stock Is Moving

Likely multiple compressionModerate confidence

1Y Price: -18.89%Income (TTM): 28.41%P/E: 93rd pct

What changed

The stock fell 18.89% over the last year. Income grew 28.41% over the trailing twelve months. Operating margin moved from 91.86% to 72.06%.

What the market seems to be pricing

Visible fundamentals weakened far less than the stock price. The market appears to be discounting durability, risk, or trust rather than just the latest reported numbers.

What would invalidate this read

This read changes if operating margin (currently 72.06%) continues to decline, or if income growth turns negative. The bull case requires the business to hold its current trajectory.

Return analysis

Company profile

Blue Owl Capital Corporation operates as a business development company (BDC).

CEOCraig William Packer

SectorFinancial Services

IndustryAsset Management

Employees—

IPO dateJul 18, 2019

https://www.blueowlcapitalcorporation.com

Market multiples

Forward P/E—

EV/EBITDA (FY2025 year-end)12.17

Enterprise value (FY2025 year-end)$15.58B

Price / Book (Jun 2026 quarter-end)0.73

Stock splits

No stock splits recorded for this ticker.

Profitability & growth

Standard profitability metrics can be misleading for financial/insurance companies. GAAP requires unrealized investment gains/losses in net income (affecting ROE), and margins are blended across diverse business segments.

Income growth (Q2 FY26 YoY)75.25%

Gross margin (TTM)N/A

Operating margin (FY2025)97.22%▲6.0ppvs FY2024

ROE (TTM to Jun 2026)3.92%▼5.5ppvs FY2025

Analyst consensus

RatingBuy

Target price$12.33▲18.67%

Buy

Hold

Sell

Analyst ratings tend to be lagging indicators. Use as one signal among many.

Earnings

Actuals vs estimates by quarter, or any quarter against the same one a year earlier.

Next report

Nov 4, 2026

Q3 FY26 · EPS est $0.32 · Revenue est $383.8M

Same quarter, year over year

FY26 YTD -17.7%

Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $0.65 vs $0.79 · 0 of 2 quarters up

FY total

FY26

—

FY25

$1.51-20.1%

FY24

$1.89—

FY23

—

Fiscal year totals

FY25: $1.51; -20.1%
FY24: $1.89; —

SlowerFaster growth(darkest from 25%)

BeatMissIn lineYear-ago cell

Q2 FY26

Reported Aug 5, 2026 · Latest

HoverTap a cell to inspect

Actual

$0.34

Beat by 6.7%

Estimate

$0.32

Street consensus

Year over year

-15.0%

vs Q2 FY25 · $0.40

Vs prior quarter

+9.7%

vs Q1 FY26 · $0.31

Price range $10.68-$11.91 · daily closes Apr 1-Jun 30

Implied at 7.6x street P/E $10.39 · street TTM EPS × current multiple

Institutional Sentiment

Blue Owl Capital Corporation · OBDC

From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.

NYSE · OBDC

Blue Owl Capital Corporation

Financial Services · Asset Management

$10.39▼ 1.05% ($0.11)at close

As of 4:00 PM ET

52-week

$9.81$13.58

Market cap

$5.16B

P/E

17.83

EPS (TTM)

$0.58

Next earnings

Nov 4, 2026

Valuation

P/E Valuation

Estimated value / share · Base

$5.41

−48%

−48%vs price used $10.39

USD · Trailing earnings · Price Oct 30, 8:00 PM UTC

Price vs. estimate range

Assumption scenarios, not confidence intervals

P/E multiple: 9.3×
Earnings basis: Trailing EPS

USD · Trailing earnings · Price Oct 30, 8:00 PM UTC

P/E scenarios apply a multiple to trailing EPS. They are not editable; choose Bear, Base or Bull above.

Current P/E

17.8×

Market multiple

Fair-value P/E

9.3×

5-Year Avg P/E

Fair value / share

$5.41

P/E based estimate

Price vs Fundamentals

Why The Stock Is Moving

Likely multiple compressionModerate confidence

1Y Price: -18.89%Income (TTM): 28.41%P/E: 93rd pct

What changed

The stock fell 18.89% over the last year. Income grew 28.41% over the trailing twelve months. Operating margin moved from 91.86% to 72.06%.

What the market seems to be pricing

Visible fundamentals weakened far less than the stock price. The market appears to be discounting durability, risk, or trust rather than just the latest reported numbers.

What would invalidate this read

This read changes if operating margin (currently 72.06%) continues to decline, or if income growth turns negative. The bull case requires the business to hold its current trajectory.

Return analysis

Company profile

Blue Owl Capital Corporation operates as a business development company (BDC).

CEOCraig William Packer

SectorFinancial Services

IndustryAsset Management

Employees—

IPO dateJul 18, 2019

https://www.blueowlcapitalcorporation.com

Market multiples

Forward P/E—

EV/EBITDA (FY2025 year-end)12.17

Enterprise value (FY2025 year-end)$15.58B

Price / Book (Jun 2026 quarter-end)0.73

Stock splits

No stock splits recorded for this ticker.

Profitability & growth

Income growth (Q2 FY26 YoY)75.25%

Gross margin (TTM)N/A

Operating margin (FY2025)97.22%▲6.0ppvs FY2024

ROE (TTM to Jun 2026)3.92%▼5.5ppvs FY2025

Analyst consensus

RatingBuy

Target price$12.33▲18.67%

Buy

Hold

Sell

Analyst ratings tend to be lagging indicators. Use as one signal among many.

Earnings

Actuals vs estimates by quarter, or any quarter against the same one a year earlier.

Next report

Nov 4, 2026

Q3 FY26 · EPS est $0.32 · Revenue est $383.8M

Same quarter, year over year

FY26 YTD -17.7%

Each cell vs the same quarter a year earlier (the cell below) · Q1–Q2 combined $0.65 vs $0.79 · 0 of 2 quarters up

FY total

FY26

—

FY25

$1.51-20.1%

FY24

$1.89—

FY23

—

Fiscal year totals

FY25: $1.51; -20.1%
FY24: $1.89; —

SlowerFaster growth(darkest from 25%)

BeatMissIn lineYear-ago cell

Q2 FY26

Reported Aug 5, 2026 · Latest

HoverTap a cell to inspect

Actual

$0.34

Beat by 6.7%

Estimate

$0.32

Street consensus

Year over year

-15.0%

vs Q2 FY25 · $0.40

Vs prior quarter

+9.7%

vs Q1 FY26 · $0.31

Price range $10.68-$11.91 · daily closes Apr 1-Jun 30

Implied at 7.6x street P/E $10.39 · street TTM EPS × current multiple

Institutional Sentiment

Blue Owl Capital Corporation · OBDC

From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.