SR vs OTF

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

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

SR vs OTF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

$4.78B

OTF

$4.76B

Max Drawdown

46.00%

Winner

OTF

40.40%

Sharpe Ratio

Winner

0.58

OTF

-0.29

5Y Beta

Winner

0.13

OTF

0.73

Industry

Utilities - Regulated Gas

OTF

Asset Management

P/E Ratio

13.34

Winner

OTF

12.89

Forward P/E

14.31

Winner

OTF

8.02

PEG Ratio

0.32

OTF

N/A

Dividend Yield

4.03%

Winner

OTF

12.30%

5Y Dividends CAGR

9.47%

OTF

N/A

5Y EPS CAGR

41.43%

OTF

N/A

Debt to Equity

225.79%

Winner

OTF

94.93%

Free Cash Flow Yield

Winner

-4.66%

OTF

-32.79%

P/S Ratio

Winner

1.81

OTF

3.74

P/B Ratio

1.38

Winner

OTF

0.60

SR vs OTF - Historical Returns

Returns include dividend reinvestment.

Period	SR	OTF
1 month	+1.15%	+14.04%
3 months	-3.14%	+10.18%
6 months	-2.88%	+2.60%
1 year	+12.69%	-10.71%
5 years(CAGR)	+6.95%	N/A
10 years(CAGR)	+5.81%	N/A
Max(CAGR)	+9.72%	-15.85%

+1.15%

Winner

OTF

+14.04%

-3.14%

Winner

OTF

+10.18%

-2.88%

Winner

OTF

+2.60%

Winner

+12.69%

OTF

-10.71%

5Y(CAGR)

+6.95%

OTF

N/A

10Y(CAGR)

+5.81%

OTF

N/A

Max(CAGR)

Winner

+9.72%

OTF

-15.85%

SR vs OTF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

SR vs OTF Drawdown Comparison

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

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

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

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

Correlation

Correlation between SR and OTF 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)

SR vs OTF dividend yield comparison.

Year	SR	OTF
2026	2.01%	6.84%
2025	3.85%	7.91%
2024	4.50%	0.00%
2023	4.68%	0.00%
2022	4.03%	0.00%
2021	4.04%	0.00%
2020	3.93%	0.00%
2019	2.88%	0.00%
2018	3.08%	0.00%
2017	2.84%	0.00%
2016	3.09%	0.00%
2015	3.15%	0.00%
2014	3.35%	0.00%
2013	3.77%	0.00%
2012	4.33%	0.00%
2011	4.03%	0.00%
2010	4.35%	0.00%
2009	4.59%	0.00%
2008	3.22%	0.00%
2007	4.29%	0.00%
2006	4.08%	0.00%
2005	4.72%	0.00%
2004	4.37%	0.00%
2003	4.69%	0.00%
2002	5.54%	0.00%
2001	5.61%	0.00%
2000	5.73%	0.00%
1999	1.55%	0.00%