Price (90d)
$11.70Signal Score (90d)
100Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $1.07B | $720.37M | $1.76 |
| 2024 | $536.94M | $319.23M | $1.52 |
| 2023 | $587.43M | $369.14M | $1.80 |
| 2022 | $176.15M | $19.00M | $0.09 |
| 2021 | $537.05M | $424.81M | $3.05 |
Social Signal Score
Earnings
Wed, Nov 4(in 3 months)
Consensus estimate $0.33 per share
Typical surprise -6.3% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$0.30 vs $0.30beat
- Wed, May 6$0.29 vs $0.31miss
- Wed, Feb 18$0.30 vs $0.32miss
- Wed, Nov 5$0.32 vs $0.35miss
- Wed, Aug 6$0.36 vs $0.35beat
Estimates and results for OTF via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from OTF's reported EPS growth of -12.8% a year over 4 years.
- EPS in 5 years
- $0.89
- Implied price
- $7.10
- Return from $11.46
- -9.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $3.53 — -69.2% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 4 | 6 | 8 | 10 | 12 |
|---|---|---|---|---|---|
| -22.8% | -30.0% | -24.1% | -19.6% | -15.9% | -12.8% |
| -17.8% | -25.4% | -19.1% | -14.3% | -10.4% | -7.1% |
| -12.8% | -20.9% | -14.2% | -9.1% | -5.0% | -1.5% |
| -7.8% | -16.4% | -9.3% | -3.9% | 0.5% | 4.2% |
| -2.8% | -11.8% | -4.4% | 1.3% | 5.9% | 9.8% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (3)
- Newsglobenewswire.com·3d ago·Neutral
INVESTIGATION NOTICE: Girard Sharp Law Firm Encourages Former Investors of Blue Owl Technology Finance Corp. II Who Received Shares of Blue Owl Technology Finance Corp. (NYSE: OTF), to Contact the Firm SAN FRANCISCO, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Girard Sharp, LLP, a national investment, securities, and class action firm, announces an investigation of potential securities claims on behalf of former Blue Owl Technology Finance Corp. II (“Blue Owl Technology II”) investors who received shares
View source ↗ - Newsseekingalpha.com·5d ago·Positive
Blue Owl Technology Finance Corp. (OTF) Q2 2026 Earnings Call Transcript Blue Owl Technology Finance Corp. (OTF) Q2 2026 Earnings Call Transcript
View source ↗ - Newsmarketbeat.com·6d ago·Neutral
Blue Owl Technology Finance Q2 Earnings Call Highlights Blue Owl Technology Finance NYSE: OTF reported second-quarter adjusted net investment income of $0.30 per share and net asset value of $16.48 per share, as the business development company continued to expand its portfolio, increase leverage and repurchase shares.
View source ↗