COMP <GO>
IX vs OBDC // EV/EBITDA & P/E VALUATION
ORIX Corporation (NYSE) VS. Blue Owl Capital Corporation (NYSE) • 15-METRIC TALLY: IX 3
— OBDC 9
▲ EV/EBITDA & P/E VALUATION LEADER: OBDC
LAST: $36.83 (-1.39%) • MKT CAP: $40.70B
valuation
21.0x
LAST: $10.39 (-1.05%) • MKT CAP: $5.18B
valuation
8.8x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IX VS. OBDC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IX | OBDC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 6.40% | +3.50 | IX | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 21.0x | 8.8x | +12.20 | OBDC | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 22.00% | -19.79 | OBDC | /fcf-yield <GO> |
| Operating Margin | 13.90% | 52.80% | -38.90 | OBDC | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 43.30% | -32.40 | OBDC | /net-margins <GO> |
| Revenue Growth (YoY) | 15.40% | 14.30% | +1.10 | IX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 11.50% | -11.50 | OBDC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | OBDC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.5 | 54.8 | -4.30 | OBDC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 1.06 | -0.13 | OBDC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | 7.0x | +20.60 | OBDC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $40.70B | $5.18B | $35.52B | IX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IX REV | OBDC REV | IX GROSS % | OBDC GROSS % | IX FCF | OBDC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $0 | — | — | — | $1.74B |
| FY 2024 | — | $0 | — | — | — | $160.2M |
| FY 2023 | — | $0 | — | — | — | $1.14B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IX // BETA 0.93
OBDC // BETA 1.06