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OBDC vs V
Which Stock Would AI Choose? Blue Owl Capital Corporation (OBDC) vs. Visa Inc. (V) Stock Comparison
Key Takeaways
- OBDC is a business development company (BDC) focused on direct lending to U.S. middle-market firms, while V operates as a global leader in digital payments processing.
- In recent market activity, OBDC reported first-quarter 2026 net asset value (NAV) per share of $14.41, down from prior levels amid credit spread widening, with a $300 million stock repurchase program in place.
- V delivered solid second-quarter 2026 results with revenue growth exceeding 17% year-over-year, supported by higher payment volumes, though year-to-date stock performance has lagged broader indices.
- OBDC offers higher dividend yields tied to net investment income (NII), whereas V provides exposure to secular growth in electronic payments across more than 200 countries and territories.
- Sector exposure differs sharply: OBDC faces private credit and interest-rate sensitivity, while V benefits from transaction-volume stability and network effects.
- Analyst sentiment remains constructive for both, with upcoming quarterly results (OBDC on August 5, 2026; V on July 28, 2026) likely to influence near-term relative performance.
Introduction
Blue Owl Capital Corporation (OBDC) and Visa Inc. (V) represent distinct segments of the financial sector, making their comparison relevant for investors seeking diversification between private credit and global payments infrastructure. Income-focused traders may examine OBDC for its BDC structure and distributions, while growth-oriented participants often consider V for its scalable network and recurring revenue. This analysis highlights observable differences in business models, recent performance drivers, and market positioning to support informed evaluation in the current environment.
OBDC Overview and Recent Performance
Blue Owl Capital Corporation (OBDC) operates as a specialty finance company and BDC, originating senior secured loans primarily to U.S. middle-market businesses. Its portfolio emphasizes first-lien debt, with total investments at fair value reaching approximately $15.3 billion as of March 31, 2026. In recent weeks, the company reported first-quarter GAAP net investment income (NII) per share of $0.32 and adjusted NII of $0.31, accompanied by a decline in NAV per share to $14.41 from $14.81 at year-end 2025, influenced by credit spread widening. Management has maintained a $300 million share repurchase authorization, with $35 million executed by quarter-end, supporting NAV accretion. Upcoming second-quarter results scheduled for August 5, 2026, will provide further insight into portfolio activity and dividend sustainability amid prevailing interest-rate conditions.
V Overview and Recent Performance
Visa Inc. (V) functions as a payments technology company operating the VisaNet network for authorization, clearing, and settlement of transactions worldwide. The firm does not extend credit but enables processing for financial institutions across more than 200 countries and territories. In recent market activity, V posted second-quarter 2026 revenue of $11.23 billion, up over 17% year-over-year, driven by payment volume growth. Year-to-date returns have trailed the S&P 500, reflecting broader market dynamics. Analysts maintain positive ratings, with consensus price targets notably above current levels. The company is scheduled to report third-quarter results on July 28, 2026, with expectations centered on continued transaction momentum and expense discipline.
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Head-to-Head Comparison
OBDC and V differ fundamentally in revenue generation: OBDC derives income from interest on a diversified loan portfolio subject to credit and rate risk, while V earns fees from transaction processing volumes with high operating leverage and limited credit exposure. Recent momentum shows OBDC contending with NAV pressure and earnings variability, contrasted with V’s volume-driven growth and analyst support. Risk factors include OBDC’s sensitivity to middle-market defaults and spread changes versus V’s exposure to consumer spending and regulatory shifts in payments. Sector positioning places OBDC in private credit and V in financial technology infrastructure, creating trade-offs between yield potential and defensive growth characteristics.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings stability, and relative market positioning, Tickeron’s AI currently assigns higher probabilistic favorability to V for its demonstrated volume resilience and broader growth catalysts in the payments sector. OBDC offers attractive income characteristics but exhibits greater near-term sensitivity to credit conditions. This assessment reflects data-driven pattern recognition rather than forward guarantees.
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 StrongBuy and V 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).
OBDC’s FA Score shows that 3 FA rating(s) are green whileV’s FA Score has 2 green FA rating(s).
- OBDC’s FA Score: 3 green, 2 red.
- V’s FA Score: 2 green, 3 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 5 TA indicator(s) are bullish while V’s TA Score has 6 bullish TA indicator(s).
- OBDC’s TA Score: 5 bullish, 3 bearish.
- V’s TA Score: 6 bullish, 4 bearish.
Price Growth
OBDC (@Investment Managers) experienced а -0.55% price change this week, while V (@Savings Banks) price change was +0.14% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -2.61%. For the same industry, the average monthly price growth was -2.43%, and the average quarterly price growth was -11.98%.
The average weekly price growth across all stocks in the @Savings Banks industry was -3.70%. For the same industry, the average monthly price growth was +3.37%, and the average quarterly price growth was -1.47%.
Reported Earning Dates
OBDC is expected to report earnings on Aug 05, 2026.
V is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Investment Managers (-2.61% 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.
@Savings Banks (-3.70% 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.
| OBDC | V | OBDC / V | |
| Capitalization | 5.39B | 680B | 1% |
| EBITDA | N/A | 28.4B | - |
| Gain YTD | -6.971 | 2.430 | -287% |
| P/E Ratio | 15.51 | 31.19 | 50% |
| Revenue | 445M | 43B | 1% |
| Total Cash | 442M | 13.9B | 3% |
| Total Debt | 8.46B | 24B | 35% |
OBDC | V | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 20 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 4 Undervalued | 100 Overvalued | |
PROFIT vs RISK RATING 1..100 | 56 | 27 | |
SMR RATING 1..100 | 32 | 18 | |
PRICE GROWTH RATING 1..100 | 58 | 48 | |
P/E GROWTH RATING 1..100 | 14 | 64 | |
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 V (100) in the Finance Or Rental Or Leasing industry. This means that OBDC’s stock grew significantly faster than V’s over the last 12 months.
V's Profit vs Risk Rating (27) in the Finance Or Rental Or Leasing industry is in the same range as OBDC (56) in the null industry. This means that V’s stock grew similarly to OBDC’s over the last 12 months.
V's SMR Rating (18) in the Finance Or Rental Or Leasing industry is in the same range as OBDC (32) in the null industry. This means that V’s stock grew similarly to OBDC’s over the last 12 months.
V's Price Growth Rating (48) in the Finance Or Rental Or Leasing industry is in the same range as OBDC (58) in the null industry. This means that V’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 V (64) in the Finance Or Rental Or Leasing industry. This means that OBDC’s stock grew somewhat faster than V’s over the last 12 months.
| OBDC | V | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 53% |
| Stochastic ODDS (%) | 1 day ago 46% | 1 day ago 48% |
| Momentum ODDS (%) | 1 day ago 42% | 1 day ago 51% |
| MACD ODDS (%) | 1 day ago 42% | 1 day ago 42% |
| TrendWeek ODDS (%) | 1 day ago 40% | 1 day ago 46% |
| TrendMonth ODDS (%) | 1 day ago 40% | 1 day ago 46% |
| Advances ODDS (%) | 8 days ago 43% | 1 day ago 46% |
| Declines ODDS (%) | 5 days ago 42% | 6 days ago 53% |
| BollingerBands ODDS (%) | 1 day ago 52% | 1 day ago 43% |
| Aroon ODDS (%) | 1 day ago 57% | 1 day ago 39% |
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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% | -0.91% | ||
| ARCC - OBDC | 80% Closely correlated | -0.75% | ||
| BXSL - OBDC | 77% Closely correlated | -0.30% | ||
| GBDC - OBDC | 73% Closely correlated | N/A | ||
| MSDL - OBDC | 73% Closely correlated | -0.77% | ||
| NCDL - OBDC | 70% Closely correlated | -1.01% | ||
More | ||||
V and
Correlation & Price change
A.I.dvisor indicates that over the last year, V has been closely correlated with MA. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if V jumps, then MA could also see price increases.