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MA vs OBDC
Which Stock Would AI Choose? Mastercard (MA) vs. Blue Owl Capital Corporation (OBDC) Stock Comparison
Key Takeaways
- MA boasts a market cap exceeding $438 billion with a P/E ratio (price-to-earnings ratio) of approximately 28.7, highlighting its growth-oriented profile in payments processing.
- OBDC, a business development company (BDC), offers a compelling dividend yield of around 12.7%, appealing to income-focused investors amid its $5.9 billion market cap and P/E of 9.6.
- Recent quarters show MA delivering strong Q1 revenue of $8.4 billion despite stock pressure from geopolitical factors, while OBDC maintained solid net investment income (NII) in Q4 but faced private credit market jitters.
- Both stocks trade near 52-week lows—MA at ~$495 (low $480.50) and OBDC at ~$11.86 (low $10.52)—reflecting broader market caution but differing sector exposures.
- MA exhibits lower beta (0.83) for relative stability, contrasting OBDC's higher yield but elevated credit risks in lending.
Introduction
This stock comparison pits MA, a global leader in payment processing, against OBDC, a BDC specializing in direct lending to middle-market firms. Traders seeking growth in fintech may eye MA's scalability, while income investors might favor OBDC's high dividends. In today's environment of interest rate shifts and economic uncertainty, understanding their relative performance, valuations, and risks aids portfolio diversification. Recent market activity underscores contrasts in momentum and sentiment, helping investors weigh trade-offs between stability and yield.
MA Overview and Recent Performance
Mastercard (MA) operates a vast payment network facilitating trillions in transactions annually, benefiting from rising digital payments and cross-border volumes. In recent market activity, shares have hovered around $495, down from a 52-week high of $601.77 amid a roughly 10% yearly decline. Q1 results showed $8.4 billion in revenue and $4.60 EPS, beating estimates, yet the stock dipped on geopolitical tensions curbing travel spending and cautious forward guidance. Sentiment reflects broader concerns over competition and regulatory scrutiny, though long-term tailwinds from e-commerce persist.
OBDC Overview and Recent Performance
Blue Owl Capital Corporation (OBDC) is a BDC providing senior secured loans to U.S. middle-market companies, generating income through interest and fees. Shares trade near $11.86, off a 52-week high of $15.19 but above the low of $10.52, with modest YTD gains around 1%. Recent quarters featured strong Q4 NII and credit quality, supporting a 12.7% dividend yield, though shares faced pressure from halted redemptions in a related fund and private credit anxieties. Performance has stabilized, buoyed by defensive portfolio positioning amid rate cuts.
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Head-to-Head Comparison
MA and OBDC diverge sharply in business models: MA's asset-light network scales with transaction volumes, driving growth via consumer trends, while OBDC's lending model yields high income but exposes it to non-accrual risks and rate sensitivity. Valuation gaps—MA's 28.7 P/E versus OBDC's 9.6—highlight growth premium against value. Recent momentum shows both off highs, but MA faces tech competition while OBDC navigates credit cycles. Risks include regulatory hurdles for MA and portfolio defaults for OBDC; sentiment tilts toward MA's stability in payments versus OBDC's sector-specific yield.
Tickeron AI Verdict
Tickeron's AI currently leans toward MA, given its consistent earnings beats, lower beta for reduced volatility, and positioning in resilient global payments amid digital shifts. While OBDC offers superior yield, MA shows stronger trend stability and catalysts like spending recovery, suggesting higher probability of relative outperformance in the near term.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is MA is a StrongBuy and OBDC is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
MA’s FA Score shows that 1 FA rating(s) are green whileOBDC’s FA Score has 3 green FA rating(s).
- MA’s FA Score: 1 green, 4 red.
- OBDC’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
MA’s TA Score shows that 4 TA indicator(s) are bullish while OBDC’s TA Score has 3 bullish TA indicator(s).
- MA’s TA Score: 4 bullish, 5 bearish.
- OBDC’s TA Score: 3 bullish, 6 bearish.
Price Growth
MA (@Savings Banks) experienced а -1.33% price change this week, while OBDC (@Investment Managers) price change was -2.62% for the same time period.
The average weekly price growth across all stocks in the @Savings Banks industry was -0.17%. For the same industry, the average monthly price growth was +3.44%, and the average quarterly price growth was -4.05%.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.28%. For the same industry, the average monthly price growth was -2.46%, and the average quarterly price growth was -8.13%.
Reported Earning Dates
MA is expected to report earnings on Jul 23, 2026.
OBDC is expected to report earnings on Aug 12, 2026.
Industries' Descriptions
@Savings Banks (-0.17% weekly)A savings bank primary function is to take deposits and paying interest on those deposits. Originating in Europe during the 18th century, these banks were generally introduced to incentivize people of all stripes to save money and park them with banks. By the 1990s, the internet ushered in online savings banks that allowed savers to deposit/transact with banks digitally, without requiring to visit a branch office. Savings banks have potentially encouraged lower-income population to save and have access to a financial institution to earn interest on their money. New York Community Bancorp, Inc, Webster Financial Corporation, Washington Federal, Inc. are examples of savings banks.
@Investment Managers (-2.28% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| MA | OBDC | MA / OBDC | |
| Capitalization | 428B | 5.36B | 7,993% |
| EBITDA | 21.3B | N/A | - |
| Gain YTD | -14.929 | -10.141 | 147% |
| P/E Ratio | 28.01 | 15.41 | 182% |
| Revenue | 33.9B | 445M | 7,618% |
| Total Cash | 8.22B | 521M | 1,578% |
| Total Debt | 19B | 8.46B | 225% |
MA | OBDC | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 11 | 15 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 100 Overvalued | 4 Undervalued | |
PROFIT vs RISK RATING 1..100 | 49 | 58 | |
SMR RATING 1..100 | 8 | 31 | |
PRICE GROWTH RATING 1..100 | 60 | 60 | |
P/E GROWTH RATING 1..100 | 77 | 14 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
OBDC's Valuation (4) in the null industry is significantly better than the same rating for MA (100) in the Finance Or Rental Or Leasing industry. This means that OBDC’s stock grew significantly faster than MA’s over the last 12 months.
MA's Profit vs Risk Rating (49) in the Finance Or Rental Or Leasing industry is in the same range as OBDC (58) in the null industry. This means that MA’s stock grew similarly to OBDC’s over the last 12 months.
MA's SMR Rating (8) in the Finance Or Rental Or Leasing industry is in the same range as OBDC (31) in the null industry. This means that MA’s stock grew similarly to OBDC’s over the last 12 months.
MA's Price Growth Rating (60) in the Finance Or Rental Or Leasing industry is in the same range as OBDC (60) in the null industry. This means that MA’s stock grew similarly to OBDC’s over the last 12 months.
OBDC's P/E Growth Rating (14) in the null industry is somewhat better than the same rating for MA (77) in the Finance Or Rental Or Leasing industry. This means that OBDC’s stock grew somewhat faster than MA’s over the last 12 months.
| MA | OBDC | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 54% | N/A |
| Stochastic ODDS (%) | 2 days ago 60% | 2 days ago 51% |
| Momentum ODDS (%) | 2 days ago 49% | 2 days ago 36% |
| MACD ODDS (%) | 2 days ago 72% | 2 days ago 46% |
| TrendWeek ODDS (%) | 2 days ago 52% | 2 days ago 40% |
| TrendMonth ODDS (%) | 2 days ago 50% | 2 days ago 40% |
| Advances ODDS (%) | 8 days ago 47% | 12 days ago 43% |
| Declines ODDS (%) | 2 days ago 57% | 16 days ago 41% |
| BollingerBands ODDS (%) | 2 days ago 58% | 2 days ago 56% |
| Aroon ODDS (%) | 2 days ago 38% | 2 days ago 57% |
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MA and
Correlation & Price change
A.I.dvisor indicates that over the last year, MA has been closely correlated with V. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if MA jumps, then V could also see price increases.
OBDC and
Correlation & Price change
A.I.dvisor indicates that over the last year, OBDC has been closely correlated with ARCC. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if OBDC jumps, then ARCC could also see price increases.
| Ticker / NAME | Correlation To OBDC | 1D Price Change % | ||
|---|---|---|---|---|
| OBDC | 100% | -0.74% | ||
| ARCC - OBDC | 80% Closely correlated | -1.05% | ||
| BXSL - OBDC | 78% Closely correlated | -1.65% | ||
| MSDL - OBDC | 74% Closely correlated | -2.67% | ||
| GBDC - OBDC | 73% Closely correlated | -0.49% | ||
| NCDL - OBDC | 70% Closely correlated | -1.23% | ||
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