Blue Owl Capital Corporation (OBDC) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$10.50 +3.55% NYSE • Public Delayed / 60s Snapshot

Blue Owl Capital Corporation (OBDC) carries a Roarable Rating of C+ (Hold) with 68/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $5.18B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510068
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C- · Rk B+
Cash (14)Whales (10)SEC (16)Macro (16)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+4.5% Base Target
$14 Bull$11 Base$9 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:61% Call Buyers ($2.8M)
39% PutsMax Pain: $10.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How OBDC Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$1.74B (43.5% FCF Margin)
Revenue$4.00BGross Profit $0 (0%)Cost of Sales $4.00BOp Profit $0 (0%)OpEx (R&D/SG&A) $0Net Profit$627.4M (15.7%)Tax/Other $0

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $4.00B
FY24
Rev $4.00B
FY25
Rev $4.00B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$4.00B0%18.5%$627.4M$1.74B5.9%
FY 2024$4.00B0%17.6%$595.0M$160.2M6.9%
FY 2023$4.00B0%23.4%$793.3M$1.14B43%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring OBDC)

  • ✓Live walkthrough of OBDC's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
Want Plain-English AI Custom Indicators, Daily Pro Trader Video Clips & SMS Crash Alerts?
OBDC // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -11.35%📐 HORIZONTAL RANGE
2026-10-30O $10.49H $10.49L $10.34C $10.39VOL 3.69M
RES: $11.98SUP: $9.62SMA50: $10.70SMA200: $11.16
$12.86$12.03$11.21$10.38$9.55RES $11.98SUP $9.62$10.392026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

OBDC Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
-4.8%/yr Implied 5Y Growth

vs. +14.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on OBDC today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for OBDC. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for OBDC today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

OBDC Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Blue Owl Capital Corporation (OBDC)?

In FY 2025 (10-K), OBDC converted $4.0B of revenue into a 0% gross margin, 0% operating margin, and $1.7B in free cash flow (43.5% FCF margin).