OBDE vs. MSDL, TRIN, CION, HTLF, TSLX, AGM, NMRK, AHR, TRMK, and EXPI
Should you be buying Blue Owl Capital Co. III stock or one of its competitors? The main competitors of Blue Owl Capital Co. III include Morgan Stanley Direct Lending (MSDL), Trinity Capital (TRIN), CION Investment (CION), Heartland Financial USA (HTLF), Sixth Street Specialty Lending (TSLX), Federal Agricultural Mortgage (AGM), Newmark Group (NMRK), American Healthcare REIT (AHR), Trustmark (TRMK), and eXp World (EXPI). These companies are all part of the "finance" sector.
Morgan Stanley Direct Lending (NYSE:MSDL) and Blue Owl Capital Co. III (NYSE:OBDE) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their media sentiment, dividends, analyst recommendations, valuation, profitability, institutional ownership, risk, community ranking and earnings.
Blue Owl Capital Co. III has a net margin of 63.33% compared to Blue Owl Capital Co. III's net margin of 62.34%. Morgan Stanley Direct Lending's return on equity of 13.62% beat Blue Owl Capital Co. III's return on equity.
Blue Owl Capital Co. III received 1 more outperform votes than Morgan Stanley Direct Lending when rated by MarketBeat users.
Morgan Stanley Direct Lending currently has a consensus target price of $21.58, indicating a potential downside of 6.36%. Blue Owl Capital Co. III has a consensus target price of $16.00, indicating a potential upside of 0.88%. Given Morgan Stanley Direct Lending's stronger consensus rating and higher possible upside, analysts clearly believe Blue Owl Capital Co. III is more favorable than Morgan Stanley Direct Lending.
Morgan Stanley Direct Lending pays an annual dividend of $2.00 per share and has a dividend yield of 8.7%. Blue Owl Capital Co. III pays an annual dividend of $1.40 per share and has a dividend yield of 8.8%. Morgan Stanley Direct Lending pays out 64.5% of its earnings in the form of a dividend. Blue Owl Capital Co. III pays out 61.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Blue Owl Capital Co. III is clearly the better dividend stock, given its higher yield and lower payout ratio.
Blue Owl Capital Co. III has higher revenue and earnings than Morgan Stanley Direct Lending. Blue Owl Capital Co. III is trading at a lower price-to-earnings ratio than Morgan Stanley Direct Lending, indicating that it is currently the more affordable of the two stocks.
In the previous week, Morgan Stanley Direct Lending had 10 more articles in the media than Blue Owl Capital Co. III. MarketBeat recorded 19 mentions for Morgan Stanley Direct Lending and 9 mentions for Blue Owl Capital Co. III. Blue Owl Capital Co. III's average media sentiment score of -0.01 beat Morgan Stanley Direct Lending's score of -0.07 indicating that Morgan Stanley Direct Lending is being referred to more favorably in the media.
Summary
Blue Owl Capital Co. III beats Morgan Stanley Direct Lending on 10 of the 16 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding OBDE and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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