Blue Owl Capital Corporation
OBDC|BDC|CIK: 1544206
AGENCY SAYS
Moody'sBBB
S&PBBB-
FitchBBB-
OutlookStable
NICK SAYS
Nick's Mark0.82
FCF Conv.55%
LTV Est.68%
"Portfolio concentration risk in middle market direct lending"
CROWD SAYS
Upgrade
0.0%
Hold
65.0%
Downgrade 1
24.0%
Downgrade 2+
8.0%
Default
3.0%
Implied RatingBBB-
Implied Spread+240bps
PER-AGENCY DOWNGRADE ODDS — Q4 2026
Moody's
15.0%
S&P
12.0%
Fitch
18.0%
WHO DOWNGRADES FIRST?
Moody's
25.0%
25¢
S&P
25.0%
25¢
Fitch
30.0%
30¢
None
20.0%
20¢
MARKETS (3) — click to expand