NNI vs OTF

Comparison between Nelnet Inc - Class A (NNI, Company) and Blue Owl Technology Finance Corp (OTF, Company).

Both NNI and OTF are from the Financial Services sector.

NNI vs OTF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NNI(COMPANY)	OTF(COMPANY)
Market Cap	$4.75B	$4.79B
Max Drawdown	90.16%	39.13%
Sharpe Ratio	0.45	-0.93
5Y Beta	0.61	0.70
Industry	Credit Services	Asset Management
P/E Ratio	10.84	11.49
Forward P/E	16.42	8.18
PEG Ratio	0.06	N/A
Dividend Yield	0.92%	14.40%
5Y Dividends CAGR	12.79%	N/A
5Y EPS CAGR	27.91%	N/A
Debt to Equity	206.35%	90.78%
Free Cash Flow Yield	7.80%	-34.59%
P/S Ratio	2.88	3.73
P/B Ratio	1.27	0.63

Market Cap

NNI

$4.75B

Winner

OTF

$4.79B

Max Drawdown

NNI

90.16%

Winner

OTF

39.13%

Sharpe Ratio

Winner

NNI

0.45

OTF

-0.93

5Y Beta

Winner

NNI

0.61

OTF

0.70

Industry

NNI

Credit Services

OTF

Asset Management

P/E Ratio

Winner

NNI

10.84

OTF

11.49

Forward P/E

NNI

16.42

Winner

OTF

8.18

PEG Ratio

NNI

0.06

OTF

N/A

Dividend Yield

NNI

0.92%

Winner

OTF

14.40%

5Y Dividends CAGR

NNI

12.79%

OTF

N/A

5Y EPS CAGR

NNI

27.91%

OTF

N/A

Debt to Equity

NNI

206.35%

Winner

OTF

90.78%

Free Cash Flow Yield

Winner

NNI

7.80%

OTF

-34.59%

P/S Ratio

Winner

NNI

2.88

OTF

3.73

P/B Ratio

NNI

1.27

Winner

OTF

0.63

NNI vs OTF - Historical Returns

Returns include dividend reinvestment.

Period	NNI	OTF
1 month	+2.65%	-0.56%
3 months	-2.95%	-9.27%
6 months	+1.53%	-21.89%
1 year	+12.24%	-25.68%
5 years(CAGR)	+13.64%	N/A
10 years(CAGR)	+14.25%	N/A
Max(CAGR)	+9.74%	-26.99%

Winner

NNI

+2.65%

OTF

-0.56%

Winner

NNI

-2.95%

OTF

-9.27%

Winner

NNI

+1.53%

OTF

-21.89%

Winner

NNI

+12.24%

OTF

-25.68%

5Y(CAGR)

NNI

+13.64%

OTF

N/A

10Y(CAGR)

NNI

+14.25%

OTF

N/A

Max(CAGR)

Winner

NNI

+9.74%

OTF

-26.99%

NNI vs OTF - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	NNI	OTF
2026	+3.77%	-23.87%
2025	+27.01%	-5.02%
2024	+22.85%	N/A
2023	-0.75%	N/A
2022	-5.64%	N/A
2021	+42.49%	N/A
2020	+23.22%	N/A
2019	+10.71%	N/A
2018	-3.17%	N/A
2017	+7.62%	N/A
2016	+55.47%	N/A
2015	-26.03%	N/A
2014	+14.26%	N/A
2013	+40.86%	N/A
2012	+27.05%	N/A
2011	+3.78%	N/A
2010	+38.45%	N/A
2009	+25.92%	N/A
2008	+19.46%	N/A
2007	-52.21%	N/A
2006	-32.64%	N/A
2005	+52.70%	N/A
2004	+22.41%	N/A
2003	+3.46%	N/A

NNI vs OTF Drawdown Comparison

The maximum drawdown for NNI was -89.95%, occurring on Mar 2, 2009. Recovery took 1845 trading sessions.

The maximum drawdown for OTF was -30.75%, occurring on Jun 24, 2026. This drawdown has not yet recovered.

The current NNI drawdown is -7.43%. The current OTF drawdown is -29.39%.

Rank	NNI	OTF
#1	-89.95% Jan 20, 2006 - May 21, 2013	-30.75% Jun 12, 2025 - Jun 24, 2026
#2	-44.04% Sep 17, 2019 - Nov 10, 2020	N/A
#3	-40.12% Mar 24, 2015 - Nov 14, 2016	N/A
#4	-34.06% Apr 2, 2004 - Dec 10, 2004	N/A
#5	-28.53% Dec 8, 2016 - Oct 19, 2017	N/A
#6	-25.06% Dec 14, 2021 - Nov 16, 2022	N/A
#7	-23.70% Jun 6, 2018 - May 9, 2019	N/A
#8	-21.02% Nov 29, 2013 - Aug 11, 2014	N/A
#9	-18.68% May 23, 2005 - Oct 3, 2005	N/A
#10	-18.54% Nov 6, 2024 - Jul 9, 2025	N/A
#11	-17.92% Jun 15, 2023 - May 10, 2024	N/A
#12	-16.64% Oct 20, 2017 - May 9, 2018	N/A
#13	-15.27% Apr 28, 2026 - May 12, 2026	N/A
#14	-11.37% May 15, 2024 - Jul 16, 2024	N/A
#15	-10.71% Mar 8, 2005 - May 5, 2005	N/A

Correlation

Correlation between NNI and OTF is -0.59 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.59

-101

Dividend Comparison (2007 - 2026)

NNI vs OTF dividend yield comparison.

Year	NNI	OTF
2026	0.50%	7.94%
2025	0.90%	7.91%
2024	1.05%	0.00%
2023	1.20%	0.00%
2022	1.08%	0.00%
2021	0.92%	0.00%
2020	1.15%	0.00%
2019	1.27%	0.00%
2018	1.26%	0.00%
2017	1.06%	0.00%
2016	0.99%	0.00%
2015	1.25%	0.00%
2014	0.86%	0.00%
2013	0.95%	0.00%
2012	4.70%	0.00%
2011	1.51%	0.00%
2010	2.95%	0.00%
2009	0.41%	0.00%
2008	0.49%	0.00%
2007	2.20%	0.00%