Blue Owl Capital Corporation Overview
Pro stress-test →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
Pro stress-test →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
Pro stress-test →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