COMP <GO>
OBDC vs BAC // ALTMAN Z-SCORE & DEBT/EQUITY
Blue Owl Capital Corporation (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: OBDC 12
— BAC 2
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: OBDC
LAST: $10.39 (-1.05%) • MKT CAP: $5.18B
balance-sheet
0.77
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
balance-sheet
0.45
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OBDC VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OBDC | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.40% | 2.50% | +3.90 | OBDC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.8x | 30.2x | -21.40 | OBDC | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 2.10% | +19.90 | OBDC | /fcf-yield <GO> |
| Operating Margin | 52.80% | 32.90% | +19.90 | OBDC | /operating-margins <GO> |
| Net Profit Margin | 43.30% | 27.00% | +16.30 | OBDC | /net-margins <GO> |
| Revenue Growth (YoY) | 14.30% | 6.80% | +7.50 | OBDC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.50% | 0.00% | +11.50 | OBDC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 0.77 | 0.45 | +0.32 | OBDC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | OBDC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 6.60% | +0.50 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.9 | 27.7 | +24.21 | OBDC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 0.90 | +0.16 | OBDC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 7.0x | 10.9x | -3.90 | OBDC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.18B | $357.61B | -$352.43B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OBDC REV | BAC REV | OBDC GROSS % | BAC GROSS % | OBDC FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $113.10B | — | 44.0% | $1.74B | $7.52B |
| FY 2024 | $0 | $105.86B | — | 44.0% | $160.2M | -$13.57B |
| FY 2023 | $0 | $102.77B | — | 44.0% | $1.14B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OBDC // BETA 1.06
BAC // BETA 0.90