Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

OBDC Relative to the S&P 500

OBDC Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Blue Owl Capital Corporation (NYSE:OBDC) seasonal charts above shows that a Buy Date of March 25 and a Sell Date of June 17 has resulted in a geometric average return of 1.73% above the benchmark rate of the S&P 500 Total Return Index over the past 5 years. This seasonal timeframe has shown positive results compared to the benchmark in 5 of those periods. This is an excellent rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 5 years by an average of 6.88% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

A word of caution: Only 5 years of data is available for shares of OBDC, perhaps insufficient to create a seasonal profile that accurately gauges the seasonal tendencies influencing the investment. Ideally, while 20 years is preferred, at least 10 years of data is required to perform a seasonal analysis that is considered to be reliable for future seasonal periods.

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.

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Stocks mentioned in this post: OBDC