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OTF vs SR

Comparison between Blue Owl Technology Finance Corp (OTF, Company) and Spire Inc (SR, Company).

OTF is from the Financial Services sector, while SR is from the Utilities sector.

OTF vs SR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
OTF
$4.76B
Winner
SR
$4.78B
Max Drawdown
Winner
OTF
40.40%
SR
46.00%
Sharpe Ratio
OTF
-0.29
Winner
SR
0.58
5Y Beta
OTF
0.73
Winner
SR
0.13
Industry
OTF
Asset Management
SR
Utilities - Regulated Gas
P/E Ratio
Winner
OTF
12.89
SR
13.34
Forward P/E
Winner
OTF
8.02
SR
14.31
PEG Ratio
OTF
N/A
SR
0.32
Dividend Yield
Winner
OTF
12.30%
SR
4.03%
5Y Dividends CAGR
OTF
N/A
SR
9.47%
5Y EPS CAGR
OTF
N/A
SR
41.43%
Debt to Equity
Winner
OTF
94.93%
SR
225.79%
Free Cash Flow Yield
OTF
-32.79%
Winner
SR
-4.66%
P/S Ratio
OTF
3.74
Winner
SR
1.81
P/B Ratio
Winner
OTF
0.60
SR
1.38

OTF vs SR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
OTF
+14.04%
SR
+1.15%
3M
Winner
OTF
+10.18%
SR
-3.14%
6M
Winner
OTF
+2.60%
SR
-2.88%
1Y
OTF
-10.71%
Winner
SR
+12.69%
5Y(CAGR)
OTF
N/A
SR
+6.95%
10Y(CAGR)
OTF
N/A
SR
+5.81%
Max(CAGR)
OTF
-15.85%
Winner
SR
+9.72%

OTF vs SR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearOTFSR
2026-11.64%+0.47%
2025-5.02%+26.00%
2024N/A+11.62%
2023N/A-6.07%
2022N/A+9.79%
2021N/A+6.88%
2020N/A-19.39%
2019N/A+18.47%
2018N/A+3.18%
2017N/A+20.26%
2016N/A+13.51%
2015N/A+15.50%
2014N/A+23.01%
2013N/A+21.41%
2012N/A-1.00%
2011N/A+13.89%
2010N/A+11.23%
2009N/A-24.50%
2008N/A+42.32%
2007N/A+0.83%
2006N/A+22.70%
2005N/A+0.56%
2004N/A+13.31%
2003N/A+23.02%
2002N/A+2.79%
2001N/A+7.56%
2000N/A+16.58%
1999N/A+2.69%

OTF vs SR Drawdown Comparison

The maximum drawdown for OTF was -30.86%, occurring on Jul 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for SR was -44.98%, occurring on May 27, 2009. Recovery took 1122 trading sessions.

The current OTF drawdown is -18.04%. The current SR drawdown is -12.98%.

RankOTFSR
#1-30.86%
Jun 12, 2025 - Jul 30, 2026
-44.98%
Nov 3, 2008 - Apr 22, 2013
#2N/A-39.52%
Feb 18, 2020 - Nov 22, 2024
#3N/A-24.95%
Nov 30, 2017 - Nov 19, 2018
#4N/A-23.79%
Oct 1, 2008 - Oct 30, 2008
#5N/A-20.54%
Nov 18, 1999 - Aug 30, 2000
#6N/A-20.30%
May 3, 2002 - Aug 19, 2002
#7N/A-19.38%
Apr 9, 2026 - Jun 22, 2026
#8N/A-19.06%
Nov 15, 2006 - Dec 6, 2007
#9N/A-16.24%
Apr 2, 2004 - Nov 3, 2004
#10N/A-15.59%
Sep 12, 2005 - Feb 22, 2006
#11N/A-15.10%
Mar 7, 2005 - Jun 28, 2005
#12N/A-14.72%
Jun 30, 2016 - Apr 12, 2017
#13N/A-14.14%
Dec 27, 2000 - Mar 13, 2001
#14N/A-13.66%
Jun 28, 2001 - Jan 2, 2002
#15N/A-13.41%
Sep 30, 2019 - Feb 5, 2020

Correlation

Correlation between OTF and SR is -0.44 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.44
-101

Dividend Comparison (1999 - 2026)

OTF vs SR dividend yield comparison.

YearOTFSR
20266.84%2.01%
20257.91%3.85%
20240.00%4.50%
20230.00%4.68%
20220.00%4.03%
20210.00%4.04%
20200.00%3.93%
20190.00%2.88%
20180.00%3.08%
20170.00%2.84%
20160.00%3.09%
20150.00%3.15%
20140.00%3.35%
20130.00%3.77%
20120.00%4.33%
20110.00%4.03%
20100.00%4.35%
20090.00%4.59%
20080.00%3.22%
20070.00%4.29%
20060.00%4.08%
20050.00%4.72%
20040.00%4.37%
20030.00%4.69%
20020.00%5.54%
20010.00%5.61%
20000.00%5.73%
19990.00%1.55%

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