OBDC (Blue Owl Capital) 5-Year Yield-on-Cost %: 18.40 (As of Jul. 27, 2026) — 28% Above Median

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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

OBDC Blue Owl Capital Corp OBDC
60 GF Score
Price $10.77
GF Value $14.53
Valuation Modestly Undervalued
! 6 Warning Signs
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What is Blue Owl Capital 5-Year Yield-on-Cost %?

Blue Owl Capital OBDC +0.65% 60 5-Year Yield-on-Cost % is 18.40 as of Jul. 27, 2026, which is 28% above its 10-year median of 14.38. GuruFocus rates OBDC with a GF Score™ of 60/100 and a GF Value™ of $14.53 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 1,113 Asset Management companies, Blue Owl Capital ranks better than 92% on this metric.

Blue Owl Capital's yield on cost for the quarter that ended in Mar. 2026 was 18.40.


The historical rank and industry rank for Blue Owl Capital's 5-Year Yield-on-Cost % or its related term are showing as below:

OBDC' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 3.64   Med: 14.38   Max: 20.1
Current: 18.4


During the past 10 years, Blue Owl Capital's highest Yield on Cost was 20.10. The lowest was 3.64. And the median was 14.38.


OBDC's 5-Year Yield-on-Cost % is ranked better than
92% of 1113 companies
in the Asset Management industry
Industry Median: 6.5 vs OBDC: 18.40

Blue Owl Capital  (NYSE:OBDC) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Blue Owl Capital 5-Year Yield-on-Cost % Related Terms


OBDC vs BXSL, MAIN, HASI: 5-Year Yield-on-Cost % Comparison

For the Asset Management subindustry, Blue Owl Capital's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 Capital 5-Year Yield-on-Cost % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Blue Owl Capital's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Blue Owl Capital's 5-Year Yield-on-Cost % falls into.


OBDC
60GF Score
Blue Owl Capital Corp OBDC
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Blue Owl Capital 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Blue Owl Capital is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 18.40 mean?
Blue Owl Capital (OBDC) has a 5-Year Yield-on-Cost % of 18.40 as of Jul. 27, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Blue Owl Capital and its competitors. This is 28% above median its historical median of 14.38. Over the past decade, Blue Owl Capital's 5-Year Yield-on-Cost % has ranged from 3.64 to 20.10. According to the industry distribution chart, Blue Owl Capital ranks #89 out of 1113 companies in the Asset Management industry, placing it in the top 8%.
Is Blue Owl Capital's 5-Year Yield-on-Cost % too high?
Blue Owl Capital's current 5-Year Yield-on-Cost % of 18.40 is 28% above median its 10-year median of 14.38. Over the past 10 years, this metric has ranged from a low of 3.64 to a high of 20.10. The Asset Management industry median 5-Year Yield-on-Cost % is 6.50. Blue Owl Capital's value of 18.40 is 183.1% above this industry median. Based on the distribution chart, Blue Owl Capital ranks #89 out of 1113 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Blue Owl Capital has a GF Score™ of 60/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Blue Owl Capital's 5-Year Yield-on-Cost % compare to BXSL and MAIN?
According to the Asset Management industry distribution chart, Blue Owl Capital ranks #89 out of 1113 companies for 5-Year Yield-on-Cost %. This places Blue Owl Capital in the top 8% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.50. Blue Owl Capital's value of 18.40 is 183.1% above this benchmark. Historically, Blue Owl Capital's own 5-Year Yield-on-Cost % has ranged from 3.64 to 20.10 over the past decade. While the company's 10-year median is 14.38 vs. the industry median of 6.50, Blue Owl Capital 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 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.50, based on 1,113 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Blue Owl Capital's current 5-Year Yield-on-Cost % of 18.40 is 183.1% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Blue Owl Capital and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Blue Owl Capital's current 5-Year Yield-on-Cost % is 18.40, which is 28% above median its own 10-year median of 14.38. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Blue Owl Capital stock overvalued right now?
Based on GuruFocus' analysis, Blue Owl Capital (OBDC) is currently considered Modestly Undervalued. The stock's GF Value™ is $14.53, compared to a current price of $10.77 — trading 25.9% below its estimated fair value. The current 5-Year Yield-on-Cost % is 18.40, which is 28% above median its 10-year median of 14.38 and 183.1% above the Asset Management industry median of 6.50. Blue Owl Capital's overall GF Score™ is 60/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Blue Owl Capital (OBDC), the current 5-Year Yield-on-Cost % is 18.40 as of Jul. 27, 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.

Is Blue Owl Capital (OBDC) Overvalued in 2026?

Based on GuruFocus' analysis, Blue Owl Capital stock appears to be undervalued. The current stock price of $10.77 is trading 25.9% below its estimated GF Value™ of $14.53. GuruFocus considers Blue Owl Capital to be Modestly Undervalued.

Key valuation signals for OBDC:

  • 5-Year Yield-on-Cost %: 18.40 (28% above median its 10-year median of 14.38)
  • GF Value™: $14.53 vs. price of $10.77 (25.9% below fair value)
  • GF Score™: 60/100 with 6 warning signs
  • Industry Position: 183.1% above the Asset Management median (#89 of 1113)

No single metric tells the full story. See the OBDC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Blue Owl Capital Business Description

Other Exchanges 1D6:Germany
Address 399 Park Avenue, New York, NY, USA, 10022
Blue Owl Capital Corp is a specialty finance company and business development company (BDC) focused on providing direct lending solutions to U.S. middle-market companies. The company seeks to generate current income and, to a lesser extent, capital appreciation by targeting investment opportunities with favorable risk-adjusted returns, including senior secured, subordinated, or mezzanine loans and equity-related instruments. Its investment strategies are intended to generate favorable returns across credit cycles with an emphasis on preserving capital.
60GF Score

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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$10.77
Price
$14.53
GF Value