Gores Holdings IX (NASDAQ:GHIX) and Blue Owl Capital Co. III (NYSE:OBDE) Financial Review

Gores Holdings IX (NASDAQ:GHIX) and Blue Owl Capital Co. III (NYSE:OBDE) are both small-cap unclassified companies, but which is the superior investment? We will compare the two companies based on the strength of their earnings, risk, valuation, dividends, profitability, analyst recommendations and institutional ownership.

Profitability

This table compares Gores Holdings IX and Blue Owl Capital Co. III’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Gores Holdings IX	N/A	-59.88%	3.41%
Blue Owl Capital Co. III	54.40%	12.53%	5.94%

Analyst Recommendations

This is a breakdown of current ratings and price targets for Gores Holdings IX and Blue Owl Capital Co. III, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Gores Holdings IX	0	0	0	0	N/A
Blue Owl Capital Co. III	0	0	1	0	3.00

Blue Owl Capital Co. III has a consensus price target of $16.00, indicating a potential upside of 10.42%. Given Blue Owl Capital Co. III’s higher possible upside, analysts plainly believe Blue Owl Capital Co. III is more favorable than Gores Holdings IX.

Institutional & Insider Ownership

75.1% of Gores Holdings IX shares are owned by institutional investors. 20.0% of Gores Holdings IX shares are owned by insiders. Comparatively, 90.8% of Blue Owl Capital Co. III shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Valuation & Earnings

This table compares Gores Holdings IX and Blue Owl Capital Co. III”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Gores Holdings IX	N/A	N/A	$23.25 million	N/A	N/A
Blue Owl Capital Co. III	$273.87 million	6.53	$271.96 million	$2.27	6.38

Blue Owl Capital Co. III has higher revenue and earnings than Gores Holdings IX.

Summary

Blue Owl Capital Co. III beats Gores Holdings IX on 8 of the 9 factors compared between the two stocks.

About Gores Holdings IX

Gores Holdings IX, Inc. does not have significant operations. It intends to effect on a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was incorporated in 2021 and is based in Boulder, Colorado.

About Blue Owl Capital Co. III

Blue Owl Capital Corporation is a specialty finance company focused on lending to U.S. middle-market companies. Blue Owl Capital Corporation is based in NEW YORK.