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OBDC vs M

Comparison between Blue Owl Capital Corp (OBDC, Company) and Macy`s Inc (M, Company).

OBDC is from the Financial Services sector, while M is from the Consumer Cyclical sector.

5-Year PerformanceM has outperformed OBDC, delivering a return of +8.2% compared to +5.4%

OBDC vs M - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
OBDC
$5.54B
M
$5.54B
Max Drawdown
Winner
OBDC
56.87%
M
93.91%
Sharpe Ratio
OBDC
-0.74
Winner
M
1.69
5Y Beta
Winner
OBDC
0.78
M
1.34
Industry
OBDC
Asset Management
M
Department Stores
P/E Ratio
OBDC
15.75
Winner
M
8.70
Forward P/E
Winner
OBDC
8.83
M
10.45
PEG Ratio
OBDC
N/A
M
0.06
Dividend Yield
Winner
OBDC
13.10%
M
3.21%
5Y Dividends CAGR
OBDC
4.90%
M
N/A
5Y EPS CAGR
OBDC
N/A
M
10.68%
Debt to Equity
OBDC
118.18%
Winner
M
0.00%
Free Cash Flow Yield
Winner
OBDC
48.16%
M
19.08%
P/S Ratio
OBDC
3.13
Winner
M
0.25
P/B Ratio
Winner
OBDC
0.77
M
1.18

OBDC vs M - Historical Returns

Returns include dividend reinvestment.

1M
OBDC
-7.47%
Winner
M
+14.89%
3M
OBDC
-1.48%
Winner
M
+16.72%
6M
OBDC
-13.00%
Winner
M
-1.22%
1Y
OBDC
-14.69%
Winner
M
+94.43%
5Y(CAGR)
OBDC
+5.41%
Winner
M
+8.21%
10Y(CAGR)
OBDC
N/A
M
+0.14%
Max(CAGR)
Winner
OBDC
+5.87%
M
+2.73%

OBDC vs M - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOBDCM
2026-9.33%-1.54%
2025-8.81%+39.70%
2024+15.02%-10.88%
2023+39.62%+4.24%
2022-9.92%-22.25%
2021+25.48%+136.37%
2020-19.05%-28.42%
2019+20.16%-40.21%
2018N/A+18.46%
2017N/A-23.99%
2016N/A+4.14%
2015N/A-45.34%
2014N/A+25.63%
2013N/A+42.26%
2012N/A+21.93%
2011N/A+28.15%
2010N/A+49.66%
2009N/A+55.19%
2008N/A-57.15%
2007N/A-29.97%
2006N/A+13.31%
2005N/A+16.60%
2004N/A+26.62%
2003N/A+58.78%
2002N/A-28.92%
2001N/A+18.96%
2000N/A-30.53%
1999N/A+18.60%

OBDC vs M Drawdown Comparison

The maximum drawdown for OBDC was -56.04%, occurring on Mar 23, 2020. Recovery took 570 trading sessions.

The maximum drawdown for M was -91.86%, occurring on Apr 1, 2020. This drawdown has not yet recovered.

The current OBDC drawdown is -19.97%. The current M drawdown is -51.07%.

RankOBDCM
#1-56.04%
Dec 27, 2019 - Apr 1, 2022
-91.86%
Jul 16, 2015 - Apr 1, 2020
#2-28.12%
Apr 14, 2022 - Jun 1, 2023
-87.41%
Mar 23, 2007 - Mar 12, 2013
#3-23.90%
Jul 17, 2025 - Mar 27, 2026
-55.14%
Jan 10, 2000 - Feb 25, 2004
#4-17.93%
Feb 19, 2025 - Jul 16, 2025
-24.68%
Aug 1, 2005 - Apr 5, 2006
#5-13.20%
May 31, 2024 - Feb 18, 2025
-21.47%
Apr 5, 2004 - Nov 15, 2004
#6-11.00%
Sep 19, 2019 - Nov 8, 2019
-17.66%
Oct 26, 2006 - Mar 8, 2007
#7-6.12%
Sep 28, 2023 - Nov 3, 2023
-15.52%
May 8, 2006 - Sep 8, 2006
#8-5.72%
Jul 31, 2023 - Sep 28, 2023
-15.43%
Jul 9, 2013 - Nov 13, 2013
#9-3.97%
Jan 22, 2024 - Feb 22, 2024
-11.68%
Aug 26, 2014 - Nov 20, 2014
#10-3.85%
Jun 16, 2023 - Jul 3, 2023
-11.20%
Apr 5, 2005 - May 16, 2005
#11-3.30%
Nov 14, 2019 - Dec 19, 2019
-9.91%
Mar 4, 2004 - Apr 5, 2004
#12-2.09%
Sep 6, 2019 - Sep 13, 2019
-9.46%
Jan 17, 2014 - Feb 25, 2014
#13-2.05%
Jun 7, 2023 - Jun 16, 2023
-9.43%
Apr 8, 2015 - Jun 12, 2015
#14-1.94%
Aug 13, 2019 - Sep 4, 2019
-9.14%
Apr 2, 2014 - Aug 21, 2014
#15-1.73%
Apr 8, 2024 - Apr 22, 2024
-8.42%
Jan 8, 2015 - Apr 2, 2015

Correlation

Correlation between OBDC and M is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38
-101

Dividend Comparison (2003 - 2026)

OBDC vs M dividend yield comparison.

YearOBDCM
20263.36%0.86%
202512.55%3.31%
202411.38%4.10%
202310.77%3.29%
202211.17%3.05%
20218.76%1.15%
202012.32%3.36%
20193.80%8.88%
20180.00%5.07%
20170.00%5.99%
20160.00%4.17%
20150.00%3.98%
20140.00%1.81%
20130.00%1.78%
20120.00%2.05%
20110.00%1.09%
20100.00%0.79%
20090.00%1.19%
20080.00%5.10%
20070.00%2.00%
20060.00%1.33%
20050.00%1.16%
20040.00%0.92%
20030.00%0.80%

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