COMP <GO>
AX vs OBDC // EV/EBITDA & P/E VALUATION
Axos Financial Inc. (NYSE) VS. Blue Owl Capital Corporation (NYSE) • 15-METRIC TALLY: AX 3
— OBDC 6
■ METRIC PARITY
LAST: $90.38 (-2.35%) • MKT CAP: $5.13B
valuation
—
LAST: $10.39 (-1.05%) • MKT CAP: $5.12B
valuation
8.8x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AX VS. OBDC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AX | OBDC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | 6.40% | +8.40 | AX | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 8.8x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 9.32% | 22.00% | -12.68 | OBDC | /fcf-yield <GO> |
| Operating Margin | — | 52.80% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 43.30% | +24.70 | AX | /net-margins <GO> |
| Revenue Growth (YoY) | 1.80% | 14.30% | -12.50 | OBDC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 11.50% | -11.50 | OBDC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 9/9 | -5.00 | OBDC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.1 | 51.2 | -2.10 | OBDC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.06 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.3x | 7.0x | +4.30 | OBDC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.13B | $5.12B | $2.7M | AX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AX REV | OBDC REV | AX GROSS % | OBDC GROSS % | AX FCF | OBDC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $65.8M | $2.07B | — | — | $490.3M | $1.74B |
| FY 2024 | $64.6M | $1.97B | — | — | $305.5M | $160.2M |
| FY 2023 | $65.3M | $2.62B | — | — | $196.7M | $1.14B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AX // BETA —
OBDC // BETA 1.06