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OBDCBlue Owl Capital Corporation
$10.95$5.4B
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  2. Financial Ratios

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  3. OBDC
  4. Financial Ratios

Blue Owl Capital Corporation (OBDC) Financial Ratios

Latest Ratios: P/E Ratio 8.8x · EV/EBITDA 11.9x · ROE 9.4%. (2016–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

OBDC Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$5.4B$6.3B$5.9B$5.8B$4.6B$5.6B$4.9B$5.8B———
Enterprise Value$14.7B$15.6B$12.9B$12.3B$11.5B$12.2B$9.9B$8.5B———
P/E Ratio →8.8310.029.887.279.798.9112.6611.69———
P/S Ratio5.035.828.866.668.508.0516.2612.72———
P/B Ratio0.750.850.990.960.770.940.860.97———
P/FCF3.123.6136.8111.1910.74——13.25———
P/OCF3.123.6136.8111.1910.74——13.25———

P/E links to full P/E history page with 30-year chart

OBDC EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—14.4119.4114.1921.4417.7032.6018.69———
EV / EBITDA11.8712.5621.2815.1324.1218.4124.0217.07———
EV / EBIT11.9812.5621.2815.1324.1219.1525.0717.07———
EV / FCF—8.9580.6723.8427.10——19.48———

OBDC Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin75.3%75.3%60.5%67.8%66.2%78.2%68.9%78.5%75.7%84.2%91.4%
Operating Margin73.2%73.2%55.2%63.6%58.9%72.3%89.6%85.9%69.3%74.9%62.5%
Net Profit Margin37.4%37.4%54.1%62.2%57.7%70.8%88.3%85.6%68.9%74.8%61.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE9.4%9.4%9.9%13.3%7.9%10.7%6.6%10.8%8.5%9.6%2.4%
ROA4.0%4.0%4.3%5.9%3.5%5.1%3.8%6.6%4.8%5.7%1.4%
ROIC6.1%6.1%3.4%4.6%2.7%4.0%2.9%5.1%3.7%4.4%1.1%
ROCE7.9%7.9%4.5%6.0%3.6%5.2%3.9%6.7%4.9%5.8%—

OBDC Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity1.261.261.251.181.241.190.920.510.790.620.72
Debt / EBITDA7.507.5012.288.7315.2910.6712.896.0812.638.8528.95
Net Debt / Equity—1.261.181.081.181.120.860.460.750.610.42
Net Debt / EBITDA7.497.4911.578.0214.5610.0312.045.4612.038.6816.63
Debt / FCF—5.3343.8512.6516.36——6.23———
Interest Coverage2.082.081.401.971.743.312.883.992.854.737.25

OBDC Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio——4.085.213.694.382.982.891.971.52—
Quick Ratio——4.085.213.694.382.982.891.971.52—
Cash Ratio——2.994.202.693.492.302.261.490.52—
Asset Turnover—0.100.080.090.060.070.040.060.050.060.02
Inventory Turnover———————————
Days Sales Outstanding———————————

OBDC Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield13.6%12.0%11.1%10.7%10.7%7.8%7.5%3.8%———
Payout Ratio119.9%119.9%110.2%77.3%104.7%69.3%94.9%44.4%44.5%27.1%9.9%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield11.3%10.0%10.1%13.8%10.2%11.2%7.9%8.6%———
FCF Yield32.0%27.7%2.7%8.9%9.3%——7.5%———
Buyback Yield2.7%2.4%0.0%0.6%0.6%0.0%3.1%0.0%———
Total Shareholder Yield16.3%14.3%11.1%11.2%11.3%7.8%10.5%3.8%———
Shares Outstanding—$506M$390M$390M$394M$392M$389M$325M$136M$259M$285M

Key Metrics

Growth RegimeDecelerating
ProfitabilityStrained
Balance SheetAdequate
Cash FlowMixed
Top Statement Risk

NII volatility and negative fee income

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Discount Deepens as Earnings Falter

OBDC trades at 0.79x book value, a steep discount to peers like ARCC at 0.98x, reflecting market skepticism about earnings sustainability. According to the latest quarterly data, the P/B has compressed from 14.19x in 2026Q2, indicating a re-rating.

The P/B of 0.79x implies the market prices OBDC as a commodity balance sheet rather than a premium franchise, consistent with its declining ROE and NIM compression. The forward P/E of 9.07x suggests investors expect earnings to stabilize, but the 12.9% dividend yield may be unsustainable if NII continues to deteriorate. The discount to tangible book value (P/TBV of 0.79x) may indicate concerns about asset quality or the sustainability of the dividend.

ROE Collapses on Margin and Fee Pressures

ROE fell to 0.9% in 2026Q2 from 3.5% in 2025Q1, as per reported figures, driven by a NIM of just 1.0% and negative fee income. The DuPont decomposition shows leverage (equity/assets of 0.46) is not the issue; profitability is.

The DuPont analysis reveals that OBDC's ROE is being crushed by a combination of thin net interest margins and negative non-interest income, which offset the benefits of high leverage. The efficiency ratio spiked to 25.3% in 2026Q2, but this is misleading because it is driven by a revenue drop, not cost control. The negative fee income in five of the last six quarters suggests a structural reliance on NII, which is vulnerable to rate cuts.

NIM Compression Signals Rate Sensitivity

Net interest margin contracted to 1.0% in 2026Q2 from 1.6% in the prior quarter, as reported in financial statements, indicating a deteriorating spread environment. The efficiency ratio jumped to 25.3% from 9.8% in 2025Q4, reflecting revenue decline rather than cost growth.

The NIM compression is likely driven by falling asset yields as interest rates decline, while funding costs remain sticky. The efficiency ratio spike is a red flag because it indicates that operating expenses are not adjusting to the shrinking revenue base. Investors should monitor whether management can reduce expenses or reposition the portfolio to stabilize NIM.

Leverage Stable but Capital Return at Risk

Equity-to-assets ratio held steady at 0.46 in 2026Q2, as per reported figures, indicating a stable capital base despite asset shrinkage. However, the 12.9% dividend yield may be unsustainable if earnings continue to decline.

The stable leverage ratio suggests OBDC is not over-leveraged, but the capital adequacy is not the binding constraint; earnings are. The dividend payout appears to be funded by operating cash flow, which was $1.5B in 2026Q2, but this is not a reliable source if cash flow normalizes. The lack of provisioning in most quarters may indicate that reserves are being drawn down, which could threaten future capital.

Provision Reversals Mask Credit Trends

OBDC recorded a $40.8M provision benefit in 2026Q1, but no provisions in other quarters, according to SEC filings, suggesting possible reserve releases that may not be repeatable. This may indicate that credit quality is deteriorating but is being masked by accounting adjustments.

The absence of provisions in most quarters is unusual for a BDC, especially given the NII decline. The $40.8M benefit in 2026Q1 could be a one-time release of reserves, which would not be available to offset future losses. Investors should scrutinize the allowance for loan losses and charge-off trends to assess whether the current reserve levels are adequate.

P/E Misleads on Provision Volatility

The P/E ratio of 9.31x is misleading for OBDC because earnings are volatile due to provision reversals and negative fee income, as reported in financial statements. A more appropriate metric is P/B, which at 0.79x reflects the market's view of asset quality.

For BDCs, P/E can be distorted by non-recurring items such as provision reversals and realized gains/losses on investments. OBDC's P/E appears low, but this is not a sign of undervaluation; it is a reflection of depressed earnings. The P/B ratio is more meaningful because it captures the net asset value, which is the primary driver of BDC valuations. Investors should also consider the dividend yield, which at 12.9% may be unsustainable if earnings do not recover.

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Includes 30+ ratios · 10 years · Updated daily

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OBDC — Frequently Asked Questions

Quick answers to the most common questions about buying OBDC stock.

What is Blue Owl Capital Corporation's P/E ratio?

Blue Owl Capital Corporation's current P/E ratio is 8.8x. The historical average is 10.0x. This places it at the 14th percentile of its historical range.

What is Blue Owl Capital Corporation's EV/EBITDA?

Blue Owl Capital Corporation's current EV/EBITDA is 11.9x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 18.9x.

What is Blue Owl Capital Corporation's ROE?

Blue Owl Capital Corporation's return on equity (ROE) is 9.4%. The historical average is 8.9%.

Is OBDC stock overvalued?

Based on historical data, Blue Owl Capital Corporation is trading at a P/E of 8.8x. This is at the 14th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Blue Owl Capital Corporation's dividend yield?

Blue Owl Capital Corporation's current dividend yield is 13.58% with a payout ratio of 119.9%.

What are Blue Owl Capital Corporation's profit margins?

Blue Owl Capital Corporation has 75.3% gross margin and 73.2% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does Blue Owl Capital Corporation have?

Blue Owl Capital Corporation's Debt/EBITDA ratio is 7.5x, indicating high leverage. A ratio above 4x may signal elevated financial risk.