OTF vs NNI

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

Both OTF and NNI are from the Financial Services sector.

OTF vs NNI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OTF(COMPANY)	NNI(COMPANY)
Market Cap	$4.59B	$4.78B
Max Drawdown	40.04%	90.16%
Sharpe Ratio	-0.93	0.38
5Y Beta	0.70	0.61
Industry	Asset Management	Credit Services
P/E Ratio	11.01	10.92
Forward P/E	8.13	16.29
PEG Ratio	N/A	0.06
Dividend Yield	14.40%	0.93%
5Y Dividends CAGR	N/A	12.79%
5Y EPS CAGR	N/A	27.91%
Debt to Equity	90.78%	206.35%
Free Cash Flow Yield	-36.08%	7.75%
P/S Ratio	3.57	2.90
P/B Ratio	0.61	1.28

Market Cap

OTF

$4.59B

Winner

NNI

$4.78B

Max Drawdown

Winner

OTF

40.04%

NNI

90.16%

Sharpe Ratio

OTF

-0.93

Winner

NNI

0.38

5Y Beta

OTF

0.70

Winner

NNI

0.61

Industry

OTF

Asset Management

NNI

Credit Services

P/E Ratio

OTF

11.01

Winner

NNI

10.92

Forward P/E

Winner

OTF

8.13

NNI

16.29

PEG Ratio

OTF

N/A

NNI

0.06

Dividend Yield

Winner

OTF

14.40%

NNI

0.93%

5Y Dividends CAGR

OTF

N/A

NNI

12.79%

5Y EPS CAGR

OTF

N/A

NNI

27.91%

Debt to Equity

Winner

OTF

90.78%

NNI

206.35%

Free Cash Flow Yield

OTF

-36.08%

Winner

NNI

7.75%

P/S Ratio

OTF

3.57

Winner

NNI

2.90

P/B Ratio

Winner

OTF

0.61

NNI

1.28

OTF vs NNI - Historical Returns

Returns include dividend reinvestment.

Period	OTF	NNI
1 month	-2.14%	+1.58%
3 months	-7.07%	-6.49%
6 months	-22.83%	+1.03%
1 year	-27.63%	+8.72%
5 years(CAGR)	N/A	+13.65%
10 years(CAGR)	N/A	+14.06%
Max(CAGR)	-27.86%	+9.68%

OTF

-2.14%

Winner

NNI

+1.58%

OTF

-7.07%

Winner

NNI

-6.49%

OTF

-22.83%

Winner

NNI

+1.03%

OTF

-27.63%

Winner

NNI

+8.72%

5Y(CAGR)

OTF

N/A

NNI

+13.65%

10Y(CAGR)

OTF

N/A

NNI

+14.06%

Max(CAGR)

OTF

-27.86%

Winner

NNI

+9.68%

OTF vs NNI - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	OTF	NNI
2026	-25.00%	+2.54%
2025	-5.02%	+27.01%
2024	N/A	+22.85%
2023	N/A	-0.75%
2022	N/A	-5.64%
2021	N/A	+42.49%
2020	N/A	+23.22%
2019	N/A	+10.71%
2018	N/A	-3.17%
2017	N/A	+7.62%
2016	N/A	+55.47%
2015	N/A	-26.03%
2014	N/A	+14.26%
2013	N/A	+40.86%
2012	N/A	+27.05%
2011	N/A	+3.78%
2010	N/A	+38.45%
2009	N/A	+25.92%
2008	N/A	+19.46%
2007	N/A	-52.21%
2006	N/A	-32.64%
2005	N/A	+52.70%
2004	N/A	+22.41%
2003	N/A	+3.46%

OTF vs NNI Drawdown Comparison

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

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

The current OTF drawdown is -30.44%. The current NNI drawdown is -8.52%.

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

Correlation

Correlation between OTF and NNI is -0.55 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.55

-101

Dividend Comparison (2007 - 2026)

OTF vs NNI dividend yield comparison.

Year	OTF	NNI
2026	8.06%	0.50%
2025	7.91%	0.90%
2024	0.00%	1.05%
2023	0.00%	1.20%
2022	0.00%	1.08%
2021	0.00%	0.92%
2020	0.00%	1.15%
2019	0.00%	1.27%
2018	0.00%	1.26%
2017	0.00%	1.06%
2016	0.00%	0.99%
2015	0.00%	1.25%
2014	0.00%	0.86%
2013	0.00%	0.95%
2012	0.00%	4.70%
2011	0.00%	1.51%
2010	0.00%	2.95%
2009	0.00%	0.41%
2008	0.00%	0.49%
2007	0.00%	2.20%