Ares Capital And Blue Owl Capital Trade At A Discount To NAV - Which Is The Better Buy? [Seeking Alpha]
Blue Owl Capital Inc. Class A (OWL)
Company Research
Source: Seeking Alpha
OBDC trades at a 24% discount to NAV, presenting a compelling total return opportunity, though its dividend coverage is thin and income risk is higher. ARCC maintains robust first-lien exposure, low non-accruals, and prudent software lending, mitigating sector-specific risks despite macro headwinds. OBDC's software exposure is limited, and management's proactive approach and buybacks support potential re-rating as market fears subside. J Studios/DigitalVision via Getty Images In November of last year, I wrote an article titled Ares Capital Vs. Blue Owl Capital: Which 10%+ Yield Is The Better Buy For Income Investors? In it, I detailed the macro forces driving down top BDC share prices, and dove deep This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of OBDC, ARCC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation fo
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OWL
News
- NYSE: OWL Lawsuit Notice: Investors in shares of Blue Owl Capital Inc. (NYSE: OWL) should contact the Shareholders FoundationPR Newswire
- Meta's $27 billion AI data center is causing chaos in small town Louisiana [Fortune]Fortune
- Blue Owl Capital (OWL) had its price target lowered by BMO Capital Markets from $15.00 to $11.00. They now have an "outperform" rating on the stock.MarketBeat
- After the Blue Owl Disaster, Is There Value in This High-Yield BDC Exchange-Traded Fund? [Yahoo! Finance]Yahoo! Finance
- Blue Owl Capital: 10% Investment-Grade Dividend Yield On AI Panic [Seeking Alpha]Seeking Alpha
OWL
Earnings
- 2/6/26 - Beat
OWL
Sec Filings
- 3/26/26 - Form SCHEDULE
- 3/19/26 - Form 4
- 3/2/26 - Form 4
- OWL's page on the SEC website