Advertisement
OBDC vs UHAL
Which Stock Would AI Choose? Blue Owl Capital Corporation (OBDC) vs. U-Haul Holding Company (UHAL) Stock Comparison
Key Takeaways
- Blue Owl Capital Corporation (OBDC) operates as a business development company (BDC) focused on direct lending to U.S. middle-market firms, generating income primarily through interest on senior secured loans.
- U-Haul Holding Company (UHAL) provides do-it-yourself moving, storage, and related services, with performance tied to consumer migration trends and seasonal demand for rentals.
- In recent market activity, OBDC has faced pressure from lower base rates and spread compression affecting net investment income (NII), while UHAL has encountered earnings variability linked to fleet costs and operational margins.
- OBDC offers higher dividend yields typical of BDCs, supported by share repurchase programs, whereas UHAL exhibits cyclical exposure with potential upside from favorable migration patterns in key states.
- Sector positioning differs sharply: OBDC benefits from private credit demand in a higher-for-longer rate environment, while UHAL reflects broader consumer spending and housing mobility trends.
- Relative momentum shows OBDC with more stable income generation despite recent adjustments, contrasted with UHAL’s sensitivity to macroeconomic shifts in transportation and logistics.
Introduction
Blue Owl Capital Corporation (OBDC) and U-Haul Holding Company (UHAL) represent distinct segments of the market, with one focused on specialty finance and the other on consumer-facing services. This comparison examines their business models, recent performance, and market positioning to assist investors and traders evaluating exposure across financial services and industrials. The analysis draws on observable trends in earnings, sector dynamics, and relative stability, providing context for those assessing income-oriented versus cyclical opportunities in the current environment.
OBDC Overview and Recent Performance
Blue Owl Capital Corporation (OBDC) functions as a business development company (BDC) that extends direct loans, predominantly senior secured, to middle-market companies. Its portfolio emphasizes credit quality and generates returns through interest income and fees. In recent market activity, the stock has reflected broader pressures in the private credit space, including adjustments to base rates and spread compression that influenced net investment income (NII) results. Developments such as quarterly earnings releases and dividend declarations have shaped sentiment, with the company maintaining liquidity through asset management and selective repurchases. Performance has shown resilience in income generation but sensitivity to macroeconomic rate expectations.
UHAL Overview and Recent Performance
U-Haul Holding Company (UHAL) operates in the moving and storage sector, offering truck and trailer rentals, self-storage facilities, and related products across North America. Revenue streams depend on one-way migration volumes and seasonal rental demand. Recent market activity has highlighted variability tied to fleet operating costs and margin pressures, alongside positive signals from annual growth index data showing strong in-migration to states such as Texas and Florida. Earnings reports have illustrated both revenue consistency and challenges in profitability, with stock behavior influenced by broader consumer and housing market conditions.
Trending AI Robots
Tickeron’s Trending AI Robots page curates a selection of high-performing AI trading bots from a platform that includes hundreds of bots trading thousands of different tickers. Only those demonstrating the strongest alignment with prevailing market conditions earn placement in this section. Available bots span a wide range of trading styles, strategies, timeframes, performance metrics, and ticker universes, with many showing win rates between 60% and 80% or annualized returns varying by risk parameters. Users can review detailed statistics on each bot’s historical results and suitability. Explore the full selection on the Trending AI Robots page for additional insights.
Head-to-Head Comparison
Blue Owl Capital Corporation (OBDC) and U-Haul Holding Company (UHAL) differ fundamentally in business models, with OBDC centered on private credit origination and UHAL on asset-light rental services. Growth drivers for OBDC include sustained demand for middle-market financing and portfolio yield management, while UHAL responds to population shifts and moving activity. Recent momentum for OBDC has centered on income stability amid rate volatility, whereas UHAL has navigated cyclical headwinds with occasional offsets from favorable regional trends. Risk factors for OBDC involve credit defaults and interest rate sensitivity, contrasted with UHAL’s exposure to fuel costs, maintenance, and economic cycles affecting consumer mobility. Sector exposure places OBDC in financials and UHAL in industrials, leading to divergent sentiment patterns influenced by credit markets versus transportation demand.
Tickeron AI Verdict
Based on factors including trend consistency in income generation, relative stability in core operations, and positioning within current market conditions, Tickeron’s AI would likely assign a modest probabilistic preference to Blue Owl Capital Corporation (OBDC) over U-Haul Holding Company (UHAL) at present. This assessment reflects observable elements such as steadier yield support and lower cyclical volatility, though outcomes remain subject to evolving economic data and sector-specific catalysts.
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.
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 OBDC is a Hold and UHAL is a Buy.
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).
OBDC’s FA Score shows that 3 FA rating(s) are green whileUHAL’s FA Score has 1 green FA rating(s).
- OBDC’s FA Score: 3 green, 2 red.
- UHAL’s FA Score: 1 green, 4 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.
OBDC’s TA Score shows that 3 TA indicator(s) are bullish while UHAL’s TA Score has 6 bullish TA indicator(s).
- OBDC’s TA Score: 3 bullish, 6 bearish.
- UHAL’s TA Score: 6 bullish, 4 bearish.
Price Growth
OBDC (@Investment Managers) experienced а -2.62% price change this week, while UHAL (@Finance/Rental/Leasing) price change was +0.48% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.14%. For the same industry, the average monthly price growth was -2.31%, and the average quarterly price growth was -7.88%.
The average weekly price growth across all stocks in the @Finance/Rental/Leasing industry was +0.45%. For the same industry, the average monthly price growth was +11.61%, and the average quarterly price growth was +26.77%.
Reported Earning Dates
OBDC is expected to report earnings on Aug 12, 2026.
UHAL is expected to report earnings on Aug 12, 2026.
Industries' Descriptions
@Investment Managers (-2.14% 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.
@Finance/Rental/Leasing (+0.45% weekly)A leasing company (e.g. United Rentals, Inc. ) is typically the legal owner of the asset for the duration of the lease, while the lessee has operating control over the asset while also having some share of the economic risks and returns from the change in the valuation of the underlying asset. Per capita disposable income and corporate earnings or cash flow could be some of the critical metrics for this business – the higher the values of these metrics, the potentially greater ability of consumers/businesses to afford apartments/office spaces for rent. Other finance companies include credit/debit card payment processing companies (e.g. Visa Inc. and Mastercard), private label credit cards providers (e.g. Synchrony Financial) and automobile finance companies (e.g. Credit Acceptance Corporation).
| OBDC | UHAL | OBDC / UHAL | |
| Capitalization | 5.36B | 10.7B | 50% |
| EBITDA | N/A | 1.76B | - |
| Gain YTD | -10.141 | 23.745 | -43% |
| P/E Ratio | 15.41 | 259.92 | 6% |
| Revenue | 445M | 6.04B | 7% |
| Total Cash | 521M | 1.79B | 29% |
| Total Debt | 8.46B | 8.12B | 104% |
OBDC | UHAL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 15 | 30 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 4 Undervalued | 96 Overvalued | |
PROFIT vs RISK RATING 1..100 | 58 | 90 | |
SMR RATING 1..100 | 31 | 91 | |
PRICE GROWTH RATING 1..100 | 60 | 40 | |
P/E GROWTH RATING 1..100 | 14 | 2 | |
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 UHAL (96) in the Finance Or Rental Or Leasing industry. This means that OBDC’s stock grew significantly faster than UHAL’s over the last 12 months.
OBDC's Profit vs Risk Rating (58) in the null industry is in the same range as UHAL (90) in the Finance Or Rental Or Leasing industry. This means that OBDC’s stock grew similarly to UHAL’s over the last 12 months.
OBDC's SMR Rating (31) in the null industry is somewhat better than the same rating for UHAL (91) in the Finance Or Rental Or Leasing industry. This means that OBDC’s stock grew somewhat faster than UHAL’s over the last 12 months.
UHAL's Price Growth Rating (40) in the Finance Or Rental Or Leasing industry is in the same range as OBDC (60) in the null industry. This means that UHAL’s stock grew similarly to OBDC’s over the last 12 months.
UHAL's P/E Growth Rating (2) in the Finance Or Rental Or Leasing industry is in the same range as OBDC (14) in the null industry. This means that UHAL’s stock grew similarly to OBDC’s over the last 12 months.
| OBDC | UHAL | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 78% |
| Stochastic ODDS (%) | 2 days ago 51% | 2 days ago 58% |
| Momentum ODDS (%) | 2 days ago 36% | 2 days ago 60% |
| MACD ODDS (%) | 2 days ago 46% | 2 days ago 58% |
| TrendWeek ODDS (%) | 2 days ago 40% | 2 days ago 55% |
| TrendMonth ODDS (%) | 2 days ago 40% | 2 days ago 56% |
| Advances ODDS (%) | 12 days ago 43% | 2 days ago 57% |
| Declines ODDS (%) | 16 days ago 41% | 21 days ago 64% |
| BollingerBands ODDS (%) | 2 days ago 56% | 2 days ago 84% |
| Aroon ODDS (%) | 2 days ago 57% | 2 days ago 49% |
Advertisement
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% | ||
More | ||||