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Blue Owl Technology FinanceOTF +0.51%33 ROE % is 8.15% as of Jun. 2026, which is 17% below its 10-year median of 9.80. GuruFocus rates OTF with a GF Score™ of 33/100. The stock has 9 warning signs investors should review. Among 1,596 Asset Management companies, Blue Owl Technology Finance ranks worse than 58.46% on this metric.
Blue Owl Technology Finance (NYSE:OTF) ROE % Explanation
ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.
The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:
Note:
The net income data used here is four times the quarterly (Jun. 2026) net income data. The Revenue data used here is four times the quarterly (Jun. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Be Aware
Net Income is used.
Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.
Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Blue Owl Technology Finance's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Blue Owl Technology Finance ROE % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Blue Owl Technology Finance's ROE % distribution charts can be found below:
* The bar in red indicates where Blue Owl Technology Finance's ROE % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data,
the net income data used here is four times the quarterly (Jun. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Blue Owl Technology Finance (OTF) has a ROE % of 8.15% as of Jun. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Blue Owl Technology Finance and its competitors. This is 17% below median its historical median of 9.80. According to the industry distribution chart, Blue Owl Technology Finance ranks #933 out of 1596 companies in the Asset Management industry, placing it in the top 58.5%.
Is Blue Owl Technology Finance's ROE % too high?
Blue Owl Technology Finance's current ROE % of 8.15% is 17% below median its 10-year median of 9.80. The Asset Management industry median ROE % is 6.85. Blue Owl Technology Finance's value of 8.15% is 19.1% above this industry median. Based on the distribution chart, Blue Owl Technology Finance ranks #933 out of 1596 companies in the Asset Management industry, which is below the industry midpoint. Overall, Blue Owl Technology Finance has a GF Score™ of 33/100, reflecting its overall financial health beyond just this single metric.
How does Blue Owl Technology Finance's ROE % compare to HASI and MAIN?
According to the Asset Management industry distribution chart, Blue Owl Technology Finance ranks #933 out of 1596 companies for ROE %. This places Blue Owl Technology Finance in the lower half of its industry. The industry median ROE % is 6.85. Blue Owl Technology Finance's value of 8.15% is 19.1% above this benchmark. While the company's 10-year median is 9.80 vs. the industry median of 6.85, Blue Owl Technology Finance has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for an Asset Management company?
The median ROE % among Asset Management companies is 6.85, based on 1,596 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Blue Owl Technology Finance's current ROE % of 8.15% is 19.1% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Blue Owl Technology Finance and its competitors. For the Asset Management industry, the median ROE % is 6.85 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Blue Owl Technology Finance's current ROE % is 8.15%, which is 17% below median its own 10-year median of 9.80. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Blue Owl Technology Finance stock overvalued right now?
Blue Owl Technology Finance (OTF) has a current ROE % of 8.15%. The current ROE % is 8.15%, which is 17% below median its 10-year median of 9.80 and 19.1% above the Asset Management industry median of 6.85. Blue Owl Technology Finance's overall GF Score™ is 33/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For Blue Owl Technology Finance (OTF), the current ROE % is 8.15% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Blue Owl Technology Finance Corp is an externally managed business development company mainly formed to originate and make debt and equity investments in a broad range of established and high-growth technology-related companies based mainly in the United States. Its investment objective is to maximize total return by generating current income from debt investments and other income-producing securities, and capital appreciation from its equity and equity-linked investments. The company originates and invests in senior secured or unsecured loans; subordinated loans or mezzanine loans; and equity-related securities, including common equity, warrants,preferred stock, and similar forms of senior equity, which may or may not be convertible into a portfolio company's common equity.
33GF Score
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