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Blue Owl Capital Corporation: Business Overview, Financials & Competitive Analysis

Blue Owl Capital Corporation (NYSE: OBDC) is a specialty finance and business development company (BDC) that provides direct lending solutions to U.S. middle-market companies. As of September 30, 2025, its portfolio c...

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7/ 10Strong

Cyborg Score thesis

Stable BDC with attractive dividend yield (11.8%), conservative portfolio composition, and backing from a major alternative asset...

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Industry Specialty Finance / Business Development Company (BDC) / Direct Lending
4 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: November 2, 2026
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Blue Owl Capital Corporation Overview

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Blue Owl Capital Corporation (NYSE: OBDC) is a specialty finance and business development company (BDC) that provides direct lending solutions to U.S. middle-market companies. As of September 30, 2025, its portfolio consisted of investments in 238 portfolio companies with an aggregate fair value of $17.1 billion.

Strategic Profile

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Blue Owl's Credit platform is a New York-based direct lending platform with approximately $152.1 billion of assets under management as of September 30, 2025. The investment strategy is intended to generate favorable returns across credit cycles with an emphasis on preserving capital. The portfolio consists of 80% senior-secured investments; 74% of the portfolio is comprised of first-lien loans.

Competitive Landscape

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Key competitors in the BDC space include Hercules Capital Inc., Trinity Capital Inc., Golub Capital BDC Inc., and FS KKR Capital Corp. Blue Owl competes on the basis of its large sponsor relationships, experienced management team, and scale of its parent platform's assets under management.

Industry Context

Blue Owl Capital Corporation operates in Specialty Finance / Business Development Company (BDC) / Direct Lending.

Key facts

Founded: 2020 · Headquarters: New York, US · Revenue: $453M (Q3 2025 quarterly) · Market cap: $6.42B

What the AI analysts debated

AI-generated and not independently verified: selected findings from the multi-agent debate on Blue Owl Capital Corporation.

  • Portfolio is well-diversified by borrower, sector, sponsor, and position size with a majority of borrowers being sponsor-backed.
  • A large team of senior originators with relationships with more than 800 sponsors enables platform sourcing advantages.
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Recent developments

Material events tracked by the AskCyborg corpus.

  • November 2025Blue Owl Capital reported Q3 2025 earnings with EPS of $0.36, missing consensus estimate of $0.39
  • January 2026Consensus analyst recommendation of "Moderate Buy" with average 12-month price target of $14.56
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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

Hercules CapitalBDC focused on growth capital for emerging companies→Golub Capital BDCMiddle-market direct lending BDC→Trinity CapitalBDC specializing in specialty finance solutions→FS KKR Capital CorpDirect lending and middle-market investment BDC→

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Industry context

Blue Owl Capital Corporation operates in Specialty Finance / Business Development Company (BDC) / Direct Lending. See how the rest of the sector scores on the Cyborg framework.

Top companies in Specialty Finance by Cyborg Score

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Frequently asked questions

What does Blue Owl Capital Corporation do?+
Blue Owl Capital Corporation (NYSE: OBDC) is a specialty finance and business development company (BDC) that provides direct lending solutions to U.S. middle-market companies. As of September 30, 2025, its portfolio c...
What is Blue Owl Capital Corporation's Cyborg Score?+
Blue Owl Capital Corporation has a Cyborg Score of 7/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Blue Owl Capital Corporation's main competitors?+
Named competitors include Hercules Capital, Golub Capital BDC, Trinity Capital, FS KKR Capital Corp. The full competitive landscape is in the AskCyborg report.
How can I get the full Blue Owl Capital Corporation research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Blue Owl Capital Corporation research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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More Specialty Finance research

Companies in the same sector and named competitors, ranked by Cyborg Score.

8Hercules Capital, Inc.7BFF Bank S.p.A.7Chicago Atlantic BDC, Inc.7Runway Growth Finance Corp.7Saratoga Investment Corp7Sixth Street Specialty Lending, Inc.6Encore Capital Group, Inc.6Horizon Technology Finance Corporation6Orchid Island Capital, Inc.6Redwood Trust, Inc.6FS KKR Capital Corp.Top companies in Specialty Finance by Cyborg Score