TEX vs OBDC

Comparison between Terex Corp (TEX, Company) and Blue Owl Capital Corp (OBDC, Company).

TEX is from the Industrials sector, while OBDC is from the Financial Services sector.

5-Year PerformanceOBDC has outperformed TEX, delivering a return of +5.9% compared to +4.1%

TEX vs OBDC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TEX(COMPANY)	OBDC(COMPANY)
Market Cap	$5.54B	$5.52B
Max Drawdown	91.96%	56.87%
Sharpe Ratio	0.56	-0.77
5Y Beta	1.58	0.77
Industry	Farm & Heavy Construction Machinery	Asset Management
P/E Ratio	38.95	15.68
Forward P/E	13.95	8.60
Dividend Yield	1.17%	12.40%
5Y Dividends CAGR	47.93%	4.90%
5Y EPS CAGR	1.09%	N/A
Debt to Equity	57.01%	118.18%
Free Cash Flow Yield	7.77%	48.38%

Market Cap

Winner

TEX

$5.54B

OBDC

$5.52B

Max Drawdown

TEX

91.96%

Winner

OBDC

56.87%

Sharpe Ratio

Winner

TEX

0.56

OBDC

-0.77

5Y Beta

TEX

1.58

Winner

OBDC

0.77

Industry

TEX

Farm & Heavy Construction Machinery

OBDC

Asset Management

P/E Ratio

TEX

38.95

Winner

OBDC

15.68

Forward P/E

TEX

13.95

Winner

OBDC

8.60

Dividend Yield

TEX

1.17%

Winner

OBDC

12.40%

5Y Dividends CAGR

Winner

TEX

47.93%

OBDC

4.90%

5Y EPS CAGR

TEX

1.09%

OBDC

N/A

Debt to Equity

Winner

TEX

57.01%

OBDC

118.18%

Free Cash Flow Yield

TEX

7.77%

Winner

OBDC

48.38%

TEX vs OBDC - Historical Returns

Returns include dividend reinvestment.

Period	TEX	OBDC
1 month	-7.22%	-5.60%
3 months	-15.26%	+0.19%
6 months	+38.27%	-1.63%
1 year	+21.09%	-14.56%
5 years(CAGR)	+4.09%	+5.92%
10 years(CAGR)	+10.11%	N/A
Max(CAGR)	+6.24%	+6.05%

TEX

-7.22%

Winner

OBDC

-5.60%

TEX

-15.26%

Winner

OBDC

+0.19%

Winner

TEX

+38.27%

OBDC

-1.63%

Winner

TEX

+21.09%

OBDC

-14.56%

5Y(CAGR)

TEX

+4.09%

Winner

OBDC

+5.92%

10Y(CAGR)

TEX

+10.11%

OBDC

N/A

Max(CAGR)

Winner

TEX

+6.24%

OBDC

+6.05%

TEX vs OBDC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TEX	OBDC
2026	+4.98%	-8.50%
2025	+21.72%	-8.81%
2024	-19.15%	+15.02%
2023	+38.57%	+39.62%
2022	-2.19%	-9.92%
2021	+28.93%	+25.48%
2020	+16.35%	-19.05%
2019	+10.20%	+20.16%
2018	-42.65%	N/A
2017	+52.29%	N/A
2016	+71.91%	N/A
2015	-34.37%	N/A
2014	-31.81%	N/A
2013	+41.81%	N/A
2012	+94.80%	N/A
2011	-57.04%	N/A
2010	+48.02%	N/A
2009	+5.71%	N/A
2008	-72.36%	N/A
2007	+11.02%	N/A
2006	+112.29%	N/A
2005	+29.75%	N/A
2004	+64.71%	N/A
2003	+152.48%	N/A
2002	-36.42%	N/A
2001	+12.29%	N/A
2000	-38.91%	N/A
1999	+4.95%	N/A

TEX vs OBDC Drawdown Comparison

The maximum drawdown for TEX was -91.96%, occurring on Feb 23, 2009. This drawdown has not yet recovered.

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

The current TEX drawdown is -29.92%. The current OBDC drawdown is -19.25%.

Rank	TEX	OBDC
#1	-91.96% Jul 16, 2007 - Feb 23, 2009	-56.04% Dec 27, 2019 - Apr 1, 2022
#2	-66.55% Nov 18, 1999 - Dec 19, 2003	-28.12% Apr 14, 2022 - Jun 1, 2023
#3	-27.50% Apr 5, 2004 - Jul 29, 2004	-23.90% Jul 17, 2025 - Mar 27, 2026
#4	-25.40% Mar 4, 2005 - Aug 1, 2005	-17.93% Feb 19, 2025 - Jul 16, 2025
#5	-23.94% May 5, 2006 - Oct 10, 2006	-13.20% May 31, 2024 - Feb 18, 2025
#6	-16.39% Dec 31, 2004 - Mar 4, 2005	-11.00% Sep 19, 2019 - Nov 8, 2019
#7	-15.67% Oct 6, 2004 - Nov 22, 2004	-6.12% Sep 28, 2023 - Nov 3, 2023
#8	-14.60% Dec 27, 2006 - Feb 16, 2007	-5.72% Jul 31, 2023 - Sep 28, 2023
#9	-13.59% Mar 1, 2006 - Apr 3, 2006	-3.97% Jan 22, 2024 - Feb 22, 2024
#10	-12.74% Feb 21, 2007 - Mar 21, 2007	-3.85% Jun 16, 2023 - Jul 3, 2023
#11	-12.56% Jan 14, 2004 - Feb 5, 2004	-3.30% Nov 14, 2019 - Dec 19, 2019
#12	-11.11% Aug 10, 2005 - Oct 3, 2005	-2.09% Sep 6, 2019 - Sep 13, 2019
#13	-10.06% Mar 4, 2004 - Apr 2, 2004	-2.05% Jun 7, 2023 - Jun 16, 2023
#14	-9.24% Oct 16, 2006 - Nov 15, 2006	-1.94% Aug 13, 2019 - Sep 4, 2019
#15	-8.79% Aug 2, 2004 - Sep 10, 2004	-1.73% Apr 8, 2024 - Apr 22, 2024

Correlation

Correlation between TEX and OBDC is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2013 - 2026)

TEX vs OBDC dividend yield comparison.

Year	TEX	OBDC
2026	0.30%	3.33%
2025	1.27%	12.55%
2024	1.47%	11.38%
2023	1.11%	10.77%
2022	1.22%	11.17%
2021	1.09%	8.76%
2020	0.34%	12.32%
2019	1.48%	3.80%
2018	1.45%	0.00%
2017	0.66%	0.00%
2016	0.89%	0.00%
2015	1.30%	0.00%
2014	0.72%	0.00%
2013	0.12%	0.00%