COMP <GO>
OTF vs BELFB // EV/EBITDA & P/E VALUATION
Blue Owl Technology Finance Corp. (NYSE) VS. Bel Fuse Inc. (NASDAQ) • 15-METRIC TALLY: OTF 3
— BELFB 4
■ METRIC PARITY
LAST: $9.51 (-1.14%) • MKT CAP: $4.36B
valuation
—
LAST: $236.15 (+0.18%) • MKT CAP: $3.41B
valuation
29.2x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OTF VS. BELFB)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OTF | BELFB | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 39.10% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.00% | 15.50% | -6.50 | BELFB | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 29.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -20.78% | 2.02% | -22.80 | BELFB | /fcf-yield <GO> |
| Operating Margin | — | 16.40% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 11.00% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 26.30% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 8.93% | 0.10% | +8.83 | OTF | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 6.95 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 9/9 | -7.00 | BELFB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.3 | 53.3 | -4.00 | BELFB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.89 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.7x | 38.6x | -32.90 | OTF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.36B | $3.41B | $947.5M | OTF | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OTF REV | BELFB REV | OTF GROSS % | BELFB GROSS % | OTF FCF | BELFB FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.18B | $675.5M | — | 39.1% | -$916.0M | $68.6M |
| FY 2024 | $2.82B | $534.8M | — | 37.8% | $64.2M | $60.0M |
| FY 2023 | $0 | $639.8M | — | — | $708.4M | $79.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OTF // BETA —
BELFB // BETA 0.89