Blackstone Secured Lending Fund (BXSL) vs Blue Owl Technology Finance Corp. (OTF)

Blackstone Secured Lending Fund and Blue Owl Technology Finance Corp. are both Asset Management companies. Blackstone Secured Lending Fund is the larger, with a market value of $5.8B against $4.7B — 1.2× the size. Blue Owl Technology Finance Corp. trades at the lower P/E: 12.9× against 19.4×. Blue Owl Technology Finance Corp. grew revenue faster over the last twelve months: 55.6% against −2.58%. Blue Owl Technology Finance Corp. has the higher net margin (28.7% vs 21.5%) and the higher return on invested capital (2.94% vs 0.00%). Across the 19 metrics below, Blue Owl Technology Finance Corp. leads on 13 and Blackstone Secured Lending Fund on 6.

Valuation

Metric BXSL OTF Asset Management median
P/E 19.42 12.89 14.62
P/S 4.21 3.64 2.97
P/B 0.97 0.63 0.94
Price to free cash flow 38.76 n/m 8.93
EV/EBITDA n/m 11.08 10.32
EV/Sales (0.26) 8.95 5.72
Earnings yield 5.15% 7.76% 4.53%
Free cash flow yield 2.58% (32.87%) 4.65%

Profitability

Metric BXSL OTF Asset Management median
Gross margin 100.00% 100.00% 100.00%
Operating margin 82.62% 82.41% 33.03%
Net margin 21.53% 28.70% 13.53%
Free cash flow margin 10.86% (119.50%) 12.44%
Return on equity 4.80% 4.83% 4.83%
Return on assets 2.13% 2.67% 1.57%
Return on invested capital 0.00% 2.94% 3.04%

Growth

Metric BXSL OTF Asset Management median
Revenue growth (TTM) (2.58%) 55.63% 6.97%
EPS growth (last fiscal year) (28.70%) 15.79% —
Revenue growth, 5-year CAGR 29.50% 45.91% 12.13%
Net income growth, 5-year CAGR 20.84% 42.61% 0.00%

Health

Metric BXSL OTF Asset Management median
Debt to equity 1.27 0.95 0.42
Current ratio 1.74 0.05 1.28
Net debt to EBITDA (5.17) 6.31 1.06

Dividend

Metric BXSL OTF Asset Management median
Dividend yield 10.34% — 6.92%
Payout ratio 0.84 — 0.77

Size

Metric BXSL OTF Asset Management median
Market cap 5.77b 4.70b 721.34m

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