COMP <GO>
OBDC vs JPM // EV/EBITDA & P/E VALUATION
Blue Owl Capital Corporation (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: OBDC 11
— JPM 3
▲ EV/EBITDA & P/E VALUATION LEADER: OBDC
LAST: $10.39 (-1.05%) • MKT CAP: $5.18B
valuation
8.8x
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OBDC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OBDC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.40% | 17.37% | -10.97 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 8.8x | 9.7x | -0.87 | OBDC | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | -18.14% | +40.14 | OBDC | /fcf-yield <GO> |
| Operating Margin | 52.80% | 42.07% | +10.73 | OBDC | /operating-margins <GO> |
| Net Profit Margin | 43.30% | 32.63% | +10.67 | OBDC | /net-margins <GO> |
| Revenue Growth (YoY) | 14.30% | 13.53% | +0.77 | OBDC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.50% | 1.96% | +9.54 | OBDC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.77 | 0.37 | +0.40 | OBDC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | OBDC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 4.84% | +2.26 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.9 | 49.0 | +2.83 | OBDC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 1.00 | +0.06 | OBDC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 7.0x | 13.6x | -6.57 | OBDC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.18B | $895.92B | -$890.74B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OBDC REV | JPM REV | OBDC GROSS % | JPM GROSS % | OBDC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $182.45B | — | — | $1.74B | -$147.78B |
| FY 2024 | $0 | $177.56B | — | — | $160.2M | -$42.01B |
| FY 2023 | $0 | $158.10B | — | — | $1.14B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OBDC // BETA 1.06
JPM // BETA 1.00