No connection

Search Results

OTF

NEUTRAL
$11.38 Live
Blue Owl Technology Finance Corp. · NYSE
Target $14.72 (+29.4%)
$10.67 52W Range $21.62
Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 01, 2026
Market cap
$5.3B
P/E
6.47
ROE
12.3%
Profit margin
62.9%
Debt/Equity
0.78
Dividend yield
12.3%

AI Analysis

AI-powered fundamental assessment

Confidence
80%
OTF presents a classic 'value trap' profile, characterized by a very weak Piotroski F-Score of 2/9 and severe liquidity concerns (Current Ratio 0.19). While the stock is significantly undervalued relative to its Graham Number ($26.2) and trades at a low P/E of 6.47, the technical trend is completely bearish (0/100). Explosive revenue growth (92.3% YoY) is currently decoupled from bottom-line earnings growth (-7.6% YoY), suggesting operational inefficiency or rising costs of capital. The high dividend yield is attractive but risky given the poor financial health scores.

Key Strengths

Deep value valuation with P/B of 0.66 and P/E of 6.47
Exceptional revenue growth (92.3% YoY)
High dividend yield of 12.3% with a sustainable payout ratio (59.66%)
Strong quarterly earnings surprise track record (3/4 beats)
Significant margin profile (Profit Margin 62.89%)

Key Risks

Critical financial health weakness indicated by Piotroski F-Score of 2/9
Severe short-term liquidity risk (Current Ratio 0.19)
Strongly bearish technical trend (0/100)
Negative YoY earnings growth despite massive revenue expansion
Consistent long-term price depreciation (-23.2% over 1Y, 3Y, and 5Y)
AI Fair Value Estimate
Based on comprehensive analysis
$13.5
+18.6% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
54
Moderate
Value
90
Future
60
Past
20
Health
15
Dividend
85
AI Verdict
Speculative Value
Key drivers: Extreme valuation discount, Poor operational health (F-Score), High yield attraction, Bearish price action
Confidence
85%
Value
90/100

Ref P/E 6.47, P/B 0.66, Graham Number $26.2

Positives
  • P/E well below sector average
  • Trading below book value
  • Current price below Graham Number and Intrinsic Value
Watchpoints
  • Low price suggests market skepticism of asset quality
Future
60/100

Ref Revenue Growth 92.3%, Earnings Growth -7.6%

Positives
  • Massive YoY revenue growth
  • Strong Q/Q earnings growth (104.4%)
Watchpoints
  • Negative YoY earnings growth
  • Lack of PEG ratio data
Past
20/100

Ref 5Y Change -23.2%

Positives
  • Consistent earnings beats
Watchpoints
  • Persistent negative returns over 1Y, 3Y, and 5Y periods
Health
15/100

Ref Piotroski F-Score 2/9, Current Ratio 0.19

Positives
  • Debt/Equity (0.78) is lower than sector average (1.32)
Watchpoints
  • Piotroski F-Score 2/9 is critically weak
  • Current Ratio 0.19 indicates severe liquidity constraints
Dividend
85/100

Ref Yield 12.3%, Payout 59.66%

Positives
  • Very high yield (12.3%)
  • Payout ratio is moderate for the industry
Watchpoints
  • Dividend sustainability is questioned by poor health scores

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$11.38
Analyst Target
$14.72
Upside/Downside
+29.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for OTF and closest competitors.

Updated 2026-04-30
OTF
Blue Owl Technology Finance Corp.
Primary
5Y
-23.2%
3Y
-23.2%
1Y
-23.2%
6M
-14.6%
1M
-8.2%
1W
+2.5%
MCY
Mercury General Corporation
Peer
5Y
+80.8%
3Y
+239.3%
1Y
+73.0%
6M
+25.1%
1M
+8.9%
1W
-0.6%
AUB
Atlantic Union Bankshares Corporation
Peer
5Y
+14.1%
3Y
+29.3%
1Y
+52.3%
6M
+11.7%
1M
+7.3%
1W
-2.1%
HAS
HA Sustainable Infrastructure Capital, Inc.
Peer
5Y
-3.9%
3Y
+75.4%
1Y
+72.5%
6M
+49.0%
1M
+16.3%
1W
+2.7%
ASB
Associated Banc-Corp
Peer
5Y
+58.3%
3Y
+79.1%
1Y
+38.4%
6M
+12.5%
1M
+12.5%
1W
+0.9%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
6.47
Forward P/E
8.2
PEG Ratio
N/A
P/B Ratio
0.66
P/S Ratio
4.62
EV/Revenue
9.87
EV/EBITDA
N/A
Market Cap
$5.3B

Profitability

Profit margins and return metrics

Profit Margin 62.89%
Operating Margin 69.38%
Gross Margin 100.0%
ROE 12.35%
ROA 4.9%

Growth

Revenue and earnings growth rates

Revenue Growth +92.3%
Earnings Growth -7.6%
Q/Q Revenue Growth +75.22%
Q/Q Earnings Growth +104.4%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.78
Moderate
Current Ratio
0.19
Weak
Quick Ratio
0.17
Poor
Cash/Share
$0.61

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.2B
Net Margin
92.0%
Total Assets
$14.7B
Liabilities
$6.7B
Equity
$8.0B
Debt/Equity
0.83x
Operating CF
$-1.2B
Free Cash Flow
$-1.2B
FCF Yield
100%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-06
$N/A
2026-02-18
$0.47
+37.2% surprise
2025-11-05
$0.54
+55.0% surprise
2025-08-06
$0.34
+1.8% surprise

Financial Services Sector Comparison

Comparing OTF against 975 companies in the Financial Services sector (156 bullish, 425 neutral, 394 bearish)
P/E Ratio
6.47
This Stock
vs
34.86
Sector Avg
-81.5% (Discount)
Return on Equity (ROE)
12.35%
This Stock
vs
0.29%
Sector Avg
+4125.3% (Excellent)
Profit Margin
62.89%
This Stock
vs
88.25%
Sector Avg
-28.7% (Weaker)
Debt to Equity
0.78
This Stock
vs
1.32
Sector Avg
-40.7% (Less Debt)
Revenue Growth
92.3%
This Stock
vs
33.02%
Sector Avg
+179.5% (Fast Growth)
Current Ratio
0.19
This Stock
vs
3.69
Sector Avg
-94.7% (Weaker)

Similar Companies

Peer comparison within the same industry

OTF Blue Owl...
NEUTRAL
Mkt Cap
$5.3B
P/E
6.5
ROE
12.3%
Price
$11.38
MCY Mercury...
BULLISH
Mkt Cap
$5.3B
P/E
9.8
ROE
24.8%
Price
$95.65
 Compare with OTF
AUB Atlantic Union...
BULLISH
Mkt Cap
$5.3B
P/E
15.9
ROE
6.7%
Price
$37.22
 Compare with OTF
HASI HA Sustainable...
BEARISH
Mkt Cap
$5.3B
P/E
29.6
ROE
7.4%
Price
$41.77
 Compare with OTF
ASB Associated Banc-Corp
BULLISH
Mkt Cap
$5.2B
P/E
10.1
ROE
9.9%
Price
$27.85
 Compare with OTF

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

TEMPLE CHRISTOPHER M
Director
Buy
2026-02-25
5,000 shares · $57,450
KAYE ERIC A
Director
Buy
2026-02-25
1,000 shares · $11,441
BISSONNETTE ERIK
President
Buy
2025-11-20
12,500 shares · $165,824
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
8-K
2026-04-01

OTF filed an 8-K on April 1, 2026, likely reporting its financial results for the first quarter ended March 31, 2026.

DEF 14A
DEF 14A
2026-04-01

OTF filed a definitive proxy statement on April 1, 2026, providing shareholders with necessary information to vote on corporate matters.

10-K
10-K
2026-02-18

OTF filed its annual 10-K on February 18, 2026, which includes standard disclosures regarding its business operations, risk factors, and management's discussion and analysis of financial condition. Specific financial highlights and risk details were not provided in the available excerpts.

8-K
8-K
2026-02-18

OTF filed an 8-K on February 18, 2026, likely to announce its annual financial results.

8-K
8-K
2026-01-23

OTF filed an 8-K on January 23, 2026, likely to announce its quarterly financial results or a material corporate development.

8-K
8-K
2026-01-07
8-K
8-K
2025-12-22
8-K
8-K
2025-12-22
8-K
8-K
2025-12-16
8-K
8-K
2025-12-02
10-Q
10-Q
2025-11-05
8-K
8-K
2025-11-05
8-K
8-K
2025-11-03
8-K
8-K
2025-10-14
8-K
8-K
2025-10-01
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
9 analysts
Citizens
2026-04-22
Maintains
Market Outperform Market Outperform
Keefe, Bruyette & Woods
2026-02-23
Maintains
Market Perform Market Perform
Truist Securities
2026-02-23
Maintains
Buy Buy
Wells Fargo
2026-02-20
Maintains
Overweight Overweight
B. Riley Securities
2025-12-16
init
Buy
Citizens
2025-12-08
init
Market Outperform

Past News Coverage

Recent headlines mentioning OTF from our newsroom.

Newest → oldest
Back to All Stocks
TradingGPT V2 Copilot
Fundamentals • Valuation • Risk
Hi! I'm your fundamentals copilot.

Ask me to:
• Summarize the business quality
• Review valuation and multiples
• Highlight risks and red flags
• Explain growth and margin trends
Features Terminal AI Assistant Analysis Market News Pricing
Start Trading with AI Already have an account? Sign In
Home
Terminal
AI Chat
Markets
Profile