COMP <GO>
OBDC vs MS // RETURN ON INVESTED CAPITAL (ROIC)
Blue Owl Capital Corporation (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: OBDC 12
— MS 2
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: OBDC
LAST: $10.39 (-1.05%) • MKT CAP: $5.18B
roic
6.40%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OBDC VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OBDC | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 6.40% | 3.00% | +3.40 | OBDC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.8x | 31.0x | -22.20 | OBDC | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | -7.25% | +29.25 | OBDC | /fcf-yield <GO> |
| Operating Margin | 52.80% | 24.60% | +28.20 | OBDC | /operating-margins <GO> |
| Net Profit Margin | 43.30% | 20.20% | +23.10 | OBDC | /net-margins <GO> |
| Revenue Growth (YoY) | 14.30% | 5.50% | +8.80 | OBDC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.50% | 2.21% | +9.29 | OBDC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.77 | 0.46 | +0.31 | OBDC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | OBDC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 7.00% | +0.10 | MS | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.9 | 43.3 | +8.59 | OBDC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 1.04 | +0.02 | OBDC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 7.0x | 16.5x | -9.50 | OBDC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.18B | $298.41B | -$293.23B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OBDC REV | MS REV | OBDC GROSS % | MS GROSS % | OBDC FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | $1.74B | -$17.89B |
| FY 2024 | $0 | $0 | — | — | $160.2M | $1.36B |
| FY 2023 | $0 | $0 | — | — | $1.14B | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OBDC // BETA 1.06
MS // BETA 1.04