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GBDC compared with OBDC: revenue, margins and what each company keeps, and the suppliers and customers both name
GBDC
Golub Capital BDC, Inc.
Change
Mkt cap
Revenue
Revenue
OBDC
Blue Owl Capital Corp
Change
Mkt cap
Revenue
Revenue
vs
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GBDC
Golub Capital BDC, Inc.
vs
OBDC
Blue Owl Capital Corp
Price
Mkt cap
Revenue
Revenue
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Supply chain
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
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direct ties · both sides
No disclosed counterparties: GBDC, OBDC.
Role chip = supplier or customer
Source: SEC EDGAR
GBDC
Golub Capital BDC, Inc.
Change
12.72
▼
−1.55%
· post 12.72
Mkt cap
$3.3B
Revenue
$149M
Q3 FY26
Revenue
$743M
FY25
OBDC
Blue Owl Capital Corp
Change
10.93
▲
+1.09%
· post 10.93
Closed
Nov 6 '26
Mkt cap
$5.4B
Revenue
$443M
Q3 FY26
Revenue
$1.5B
FY25
vs
Compare
Closed
Nov 6 '26
GBDC
Golub Capital BDC, Inc.
vs
OBDC
Blue Owl Capital Corp
12.72
▼
−1.55%
post 12.72
Price
10.93
▲
+1.09%
post 10.93
$3.3B
Mkt cap
$5.4B
Q3 FY26
$149M
Revenue
$443M
Q3 FY26
FY25
$743M
Revenue
$1.5B
FY25
Change
Change
GBDC
12.72
▼
−1.55%
vs
OBDC
10.93
▲
+1.09%
Closed
Nov 6 '26