` Comparison: OBDE vs SOFI - Alpha Spread

B
OBDE
vs
SOFI

Over the past 12 months, OBDE has underperformed SOFI, delivering a return of 0% compared to the SOFI's +17% growth.

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OBDE
SOFI
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Valuation Comparison

OBDE Intrinsic Value
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SOFI Intrinsic Value
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Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
B
Blue Owl Capital Corporation III
NYSE:OBDE
14.14 USD
SoFi Technologies Inc
NASDAQ:SOFI
19.61 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
OBDE, SOFI

OBDE
SOFI
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
B
Blue Owl Capital Corporation III
Revenue
SoFi Technologies Inc
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
OBDE, SOFI

OBDE
SOFI
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
B
Blue Owl Capital Corporation III
NYSE:OBDE
SoFi Technologies Inc
NASDAQ:SOFI
FCF is not applicable for financial companies
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What is Free Cash Flow?

Gross Margin

OBDE
47.9%
SOFI
LTM 3Y Avg 5Y Avg 10Y Avg
B
Blue Owl Capital Corporation III
SoFi Technologies Inc
Not applicable for financial companies

Operating Margin

OBDE
46.3%
SOFI
LTM 3Y Avg 5Y Avg 10Y Avg
B
Blue Owl Capital Corporation III
SoFi Technologies Inc
Not applicable for financial companies

Net Margin

OBDE
45.3%
SOFI
13.3%

FCF Margin

OBDE
-96.7%
SOFI
LTM 3Y Avg 5Y Avg 10Y Avg
B
Blue Owl Capital Corporation III
SoFi Technologies Inc
Not applicable for financial companies

ROE

OBDE
11.4%
SOFI
5.7%

ROA

OBDE
5.3%
SOFI
1.1%

ROIC

OBDE
5.6%
SOFI
LTM 3Y Avg 5Y Avg 10Y Avg
B
Blue Owl Capital Corporation III
SoFi Technologies Inc
Not applicable for financial companies

ROCE

OBDE
5.6%
SOFI
LTM 3Y Avg 5Y Avg 10Y Avg
B
Blue Owl Capital Corporation III
SoFi Technologies Inc
Not applicable for financial companies

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
OBDE, SOFI

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Performance Gap
OBDE, SOFI

Performance Gap Between OBDE and SOFI
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Performance By Year
OBDE, SOFI

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OBDE
SOFI
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