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Blue Owl Technology Finance Corp. (OTF) Fundamental Analysis & AI Grade 2026

OTF NYSE MD CIK: 0001747777
Update Pending • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
75% Confidence
NEUTRAL
D
88% Conf
B
62% Conf

📊 OTF Key Takeaways

Revenue: $693.0K
Net Margin: -31,730.3%
Free Cash Flow: $-197.3M
Current Ratio: N/A
Debt/Equity: 0.91x
EPS: $-0.47
AI Grade: D with 88% confidence
Blue Owl Technology Finance Corp. (OTF) receives a C fundamental grade with 75% confidence from our AI analysis based on SEC 10-K filings. With revenue of $693.0K, net profit margin of -31,730.3%, and return on equity (ROE) of -2.9%, Blue Owl Technology Finance Corp. demonstrates mixed fundamentals in the Market sector. Below is our complete OTF stock analysis for 2026.

Is Blue Owl Technology Finance Corp. (OTF) a Good Investment?

Claude

Blue Owl Technology Finance exhibits severe financial distress with a $219.9M net loss on only $693K in revenue, combined with negative operating cash flow of -$197.3M per quarter. At current burn rate, the company has less than 2.5 quarters of cash runway, creating an imminent solvency concern despite a substantial $14.9B asset base.

ChatGPT

Blue Owl Technology Finance shows strong profitability on reported net income with a reasonable 9% ROE and conservative leverage for a lender. However, earnings quality appears driven by non-operating marks, operating cash flow is deeply negative, and EPS declined despite higher net income, raising sustainability and dilution concerns. Await clearer, recurring NII-driven performance and improved cash generation before a more constructive view.

Blue Owl Technology Finance Corp. Key Strengths (OTF)

Claude
  • + Large asset base of $14.9B provides substantial backing for operations and potential asset liquidation
  • + Maintained $488.2M in cash reserves offering short-term liquidity buffer
  • + Moderate debt-to-equity ratio of 0.91x indicates leverage is not at extreme levels
ChatGPT
  • + Robust net income growth with a solid 9% ROE
  • + Conservative leverage at 0.78x debt/equity and sizable $8.0B equity base
  • + Large $14.7B asset base providing scale and diversification

OTF Stock Risks: Blue Owl Technology Finance Corp. Investment Risks

Claude
  • ! Critical cash burn of $197.3M per quarter with estimated runway of only 2.5 quarters at current burn rate
  • ! Massive operating losses of $219.9M against negligible $693K revenue indicating fundamental business dysfunction
  • ! Negative free cash flow of -$197.3M and operating cash flow represent unsustainable cash consumption requiring capital restructuring
ChatGPT
  • ! Earnings quality reliance on unrealized/valuation gains versus recurring NII
  • ! Deeply negative operating cash flow indicating funding/growth strain
  • ! EPS decline suggests dilution and weaker per‑share economics

Key Metrics to Watch

Claude
  • * Quarterly operating cash flow trend and path to cash flow positivity
  • * Revenue scale-up and progress toward operational profitability
  • * Cash burn rate acceleration or deceleration and liquidity runway projections
ChatGPT
  • * Net investment income (NII) vs. realized/unrealized gains mix
  • * Operating cash flow trend and debt/equity leverage

Blue Owl Technology Finance Corp. (OTF) Financial Metrics & Key Ratios

Revenue
$693.0K
Net Income
$-219.9M
EPS (Diluted)
$-0.47
Free Cash Flow
$-197.3M
Total Assets
$14.9B
Cash Position
$488.2M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

OTF Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin -31,730.3%
ROE -2.9%
ROA -1.5%
FCF Margin -28,464.4%

OTF vs Market Sector: How Blue Owl Technology Finance Corp. Compares

How Blue Owl Technology Finance Corp. compares to Market sector averages

Net Margin
OTF -31,730.3%
vs
Sector Avg 12.0%
OTF Sector
ROE
OTF -2.9%
vs
Sector Avg 15.0%
OTF Sector
Current Ratio
OTF 0.0x
vs
Sector Avg 1.8x
OTF Sector
Debt/Equity
OTF 0.9x
vs
Sector Avg 0.7x
OTF Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Blue Owl Technology Finance Corp. Stock Overvalued? OTF Valuation Analysis 2026

Based on fundamental analysis, Blue Owl Technology Finance Corp. shows some fundamental concerns relative to the Market sector in 2026.

Return on Equity
-2.9%
Sector avg: 15%
Net Profit Margin
-31,730.3%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.91x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Blue Owl Technology Finance Corp. Balance Sheet: OTF Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.91x
Debt/Assets
48.8%
Interest Coverage
N/A
Long-term Debt
$6.9B

OTF Revenue & Earnings Growth: 5-Year Financial Trend

OTF 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Blue Owl Technology Finance Corp.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $1.80 reflects profitable operations.

OTF Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-28,464.4%
Free cash flow / Revenue

Blue Owl Technology Finance Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$197.3M
Cash generated from operations
Stock Buybacks
$50.2M
Shares repurchased (TTM)
Dividends Paid
$167.2M
Returned to shareholders

OTF SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Blue Owl Technology Finance Corp. (CIK: 0001747777)

📋 Recent SEC Filings

Date Form Document Action
Jun 5, 2026 8-K otic-20260602.htm View →
May 28, 2026 8-K d154722d8k.htm View →
May 27, 2026 4 xslF345X06/ownership.xml View →
May 14, 2026 4 xslF345X06/ownership.xml View →
May 12, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about OTF

What is the AI rating for OTF?

Blue Owl Technology Finance Corp. (OTF) has a Combined AI Grade of C from Claude (D) and ChatGPT (B) with 75% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are OTF's key strengths?

Claude: Large asset base of $14.9B provides substantial backing for operations and potential asset liquidation. Maintained $488.2M in cash reserves offering short-term liquidity buffer. ChatGPT: Robust net income growth with a solid 9% ROE. Conservative leverage at 0.78x debt/equity and sizable $8.0B equity base.

What are the risks of investing in OTF?

Claude: Critical cash burn of $197.3M per quarter with estimated runway of only 2.5 quarters at current burn rate. Massive operating losses of $219.9M against negligible $693K revenue indicating fundamental business dysfunction. ChatGPT: Earnings quality reliance on unrealized/valuation gains versus recurring NII. Deeply negative operating cash flow indicating funding/growth strain.

What is OTF's revenue and growth?

Blue Owl Technology Finance Corp. reported revenue of $693.0K.

Does OTF pay dividends?

Blue Owl Technology Finance Corp. pays dividends, with $167.2M distributed to shareholders in the trailing twelve months.

Where can I find OTF SEC filings?

Official SEC filings for Blue Owl Technology Finance Corp. (CIK: 0001747777) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OTF's EPS?

Blue Owl Technology Finance Corp. has a diluted EPS of $-0.47.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is OTF's fundamental grade?

Based on our AI fundamental analysis in June 2026, Blue Owl Technology Finance Corp. has a C grade with 75% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is OTF stock overvalued or undervalued?

Valuation metrics for OTF: ROE of -2.9% (sector avg: 15%), net margin of -31,730.3% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

What is OTF's AI grade for 2026?

Our dual AI analysis gives Blue Owl Technology Finance Corp. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OTF's free cash flow?

Blue Owl Technology Finance Corp.'s operating cash flow is $-197.3M, with capital expenditures of N/A. FCF margin is -28,464.4%.

How does OTF compare to other Market stocks?

Vs Default sector averages: Net margin -31,730.3% (avg: 12%), ROE -2.9% (avg: 15%), current ratio N/A (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI