OTF vs PECO

Comparison between Blue Owl Technology Finance Corp (OTF, Company) and Phillips Edison & Company Inc - New (PECO, Company).

OTF is from the Financial Services sector, while PECO is from the Real Estate sector.

OTF vs PECO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OTF(COMPANY)	PECO(COMPANY)
Market Cap	$5.04B	$5.03B
Max Drawdown	35.27%	24.17%
Sharpe Ratio	-0.99	0.71
5Y Beta	0.77	0.37
Industry	Asset Management	Reit - Retail
P/E Ratio	12.09	22.54
Forward P/E	8.25	72.46
PEG Ratio	N/A	0.11
Dividend Yield	12.40%	3.21%
Debt to Equity	90.78%	109.24%
Free Cash Flow Yield	-32.88%	6.82%

Market Cap

Winner

OTF

$5.04B

PECO

$5.03B

Max Drawdown

OTF

35.27%

Winner

PECO

24.17%

Sharpe Ratio

OTF

-0.99

Winner

PECO

0.71

5Y Beta

OTF

0.77

Winner

PECO

0.37

Industry

OTF

Asset Management

PECO

Reit - Retail

P/E Ratio

Winner

OTF

12.09

PECO

22.54

Forward P/E

Winner

OTF

8.25

PECO

72.46

PEG Ratio

OTF

N/A

PECO

0.11

Dividend Yield

Winner

OTF

12.40%

PECO

3.21%

Debt to Equity

Winner

OTF

90.78%

PECO

109.24%

Free Cash Flow Yield

OTF

-32.88%

Winner

PECO

6.82%

OTF vs PECO - Historical Returns

Returns include dividend reinvestment.

Period	OTF	PECO
1 month	-10.20%	+1.96%
3 months	-2.98%	+2.74%
6 months	-11.82%	+17.27%
1 year	-26.36%	+16.93%
5 years(CAGR)	N/A	+11.51%
Max(CAGR)	-27.87%	+11.51%

OTF

-10.20%

Winner

PECO

+1.96%

OTF

-2.98%

Winner

PECO

+2.74%

OTF

-11.82%

Winner

PECO

+17.27%

OTF

-26.36%

Winner

PECO

+16.93%

5Y(CAGR)

OTF

N/A

PECO

+11.51%

Max(CAGR)

OTF

-27.87%

Winner

PECO

+11.51%

OTF vs PECO - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	OTF	PECO
2026	-20.60%	+15.01%
2025	-5.02%	-0.23%
2024	N/A	+5.73%
2023	N/A	+18.90%
2022	N/A	-2.16%
2021	N/A	+20.41%

OTF vs PECO Drawdown Comparison

The maximum drawdown for OTF was -27.70%, occurring on May 12, 2026. This drawdown has not yet recovered.

The maximum drawdown for PECO was -23.13%, occurring on Sep 29, 2022. Recovery took 311 trading sessions.

The current OTF drawdown is -26.36%. The current PECO drawdown is -0.62%.

Rank	OTF	PECO
#1	-27.70% Jun 12, 2025 - May 12, 2026	-23.13% Apr 21, 2022 - Jul 19, 2023
#2	N/A	-15.77% Dec 14, 2023 - Aug 23, 2024
#3	N/A	-15.06% Nov 27, 2024 - Feb 13, 2026
#4	N/A	-12.31% Jan 13, 2022 - Mar 7, 2022
#5	N/A	-9.82% Aug 10, 2023 - Dec 4, 2023
#6	N/A	-9.23% Nov 18, 2021 - Jan 5, 2022
#7	N/A	-7.96% Mar 8, 2022 - Mar 29, 2022
#8	N/A	-7.51% Sep 16, 2024 - Nov 6, 2024
#9	N/A	-7.18% Mar 2, 2026 - Apr 17, 2026
#10	N/A	-5.81% Oct 12, 2021 - Nov 3, 2021
#11	N/A	-5.17% Aug 11, 2021 - Sep 28, 2021
#12	N/A	-3.41% Apr 17, 2026 - Apr 27, 2026
#13	N/A	-2.99% Dec 4, 2023 - Dec 13, 2023
#14	N/A	-2.88% Nov 5, 2021 - Nov 10, 2021
#15	N/A	-2.86% Jul 16, 2021 - Jul 20, 2021

Correlation

Correlation between OTF and PECO is -0.91 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.91

-101