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Blue Owl Capital (OWL) Stock Analysis

This is a peer-relative look at Blue Owl Capital (OWL): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Blue Owl Capital (OWL)
Profile ItemOWL
NameBlue Owl Capital Inc. Class A Common Stock
Country/RegionUnited States
GICS SectorFinancials
GICS Industry GroupFinancial Services
GICS IndustryCapital Markets
GICS Sub-IndustryAsset Management & Custody Banks
Market Capitalization15.48 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateDecember 14, 2020
Security TypeCommon Stock

Price Performance

Cumulative Growth

OWL
GSPC
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Blue Owl Capital (OWL) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Blue Owl Capital (OWL) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Blue Owl Capital (OWL) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Blue Owl Capital (OWL) metric values compared with Financial Services industry-group medians
MetricCurrent stock: OWLIndustry group median
Total Return (1Y)-27.51%1.90%
Total Return (3Y, Annualized)-3.02%12.71%
Total Return (5Y, Annualized)-4.22%2.81%

Risk Profile

Drawdown History

OWL
GSPC
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Blue Owl Capital (OWL) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Blue Owl Capital (OWL) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Blue Owl Capital (OWL) metric values compared with Financial Services industry-group medians
MetricCurrent stock: OWLIndustry group median
Volatility (1Y, Annualized)46.89%36.24%
Beta (5Y)1.281.04
Max Drawdown (5Y)-67.10%-48.56%

Risk-Adjusted Performance

Risk-Return Positioning

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Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. OWL is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Blue Owl Capital (OWL) metric values compared with Financial Services industry-group medians
MetricCurrent stock: OWLIndustry group median
Sharpe Ratio (1Y)-0.68-0.09
Sortino Ratio (1Y)-0.99-0.13

Profitability

ROE (TTM)

Blue Owl Capital (OWL) posts ROE of 6.41%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

OWL

Financial Services industry group

6.41%

Group distribution
Max
44.78%
Q3
21.85%
Median
12.91%
OWL
6.41%
Q1
4.48%
Min
-18.71%
Largest peers
MA
231.37%
V
63.51%
MS
18.04%
GS
17.71%
BRK.A
12.12%
BRK.B
12.12%
OWL
6.41%
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Where Blue Owl Capital (OWL) stands on ROE within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Blue Owl Capital (OWL) keeps 3.08% of revenue as net profit, in the lower peer quartile for net margin. More of each sales dollar is being absorbed by costs, financing, taxes, or other charges than at most peers.

OWL

Financial Services industry group

3.08%

Group distribution
Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
OWL
3.08%
Min
-28.52%
Largest peers
V
51.20%
MA
46.73%
GS
31.21%
MS
25.63%
BRK.A
22.30%
BRK.B
22.30%
OWL
3.08%
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Where Blue Owl Capital (OWL) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Blue Owl Capital (OWL) turns 31.15% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

OWL

Financial Services industry group

31.15%

Group distribution
Max
107.33%
Q3
55.90%
OWL
31.15%
Median
30.09%
Q1
14.60%
Min
-44.34%
Largest peers
V
63.73%
MA
60.53%
MS
39.00%
GS
38.37%
BRK.A
32.56%
BRK.B
32.56%
OWL
31.15%
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Where Blue Owl Capital (OWL) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Blue Owl Capital (OWL) metric values compared with Financial Services industry-group medians
MetricCurrent stock: OWLIndustry group median
ROE (TTM)6.41%12.91%
ROA (TTM)4.69%3.60%
Net Margin (TTM)3.08%15.36%
Operating Margin (TTM)31.15%30.09%
Gross Margin (TTM)----

Growth

Revenue Growth

Blue Owl Capital (OWL) grew revenue 25.04%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

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Blue Owl Capital (OWL): Revenue Growth across different time periods, set against Financial Services industry-group medians.

EPS Growth

Blue Owl Capital (OWL) grew earnings per share -50.00%, in the lower peer quartile. Per-share profits are advancing more slowly than at most peers, so margins, costs, or share count deserve a closer look.

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Blue Owl Capital (OWL): EPS Growth across different time periods, set against Financial Services industry-group medians.

Growth Metrics

Blue Owl Capital (OWL) metric values compared with Financial Services industry-group medians
MetricCurrent stock: OWLIndustry group median
Revenue Growth (YoY)25.04%9.46%
Revenue Growth (3Y CAGR)27.97%10.90%
EPS Growth (YoY)-50.00%7.46%
EPS Growth (3Y CAGR)--13.04%

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for Blue Owl Capital (OWL) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for Blue Owl Capital (OWL) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength Metrics

Blue Owl Capital (OWL) metric values compared with Financial Services industry-group medians
MetricCurrent stock: OWLIndustry group median
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Blue Owl Capital (OWL) has dividend yield of 9.66%, in the upper peer-yield quartile while still inside the industry range. The dividend offers more cash income per dollar of share price than most peers, though payout coverage still matters.

OWL

Financial Services industry group

9.66%

Group distribution
Max
9.77%
OWL
9.66%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
Largest peers
OWL
9.66%
MS
2.40%
GS
2.07%
V
0.66%
MA
0.53%
BRK.A
0.00%
BRK.B
0.00%
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Where Blue Owl Capital (OWL) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Blue Owl Capital (OWL) has payout ratio of 650.00%, meaning dividends exceeded current-period earnings. The gap would need to be covered by cash, retained earnings, financing, or other sources, so earnings alone do not support the payout.

OWL

Financial Services industry group

650.00%

Group distribution
OWL
650.00%
Max
241.07%
Q3
97.36%
Median
25.77%
Q1
0.00%
Min
0.00%
Largest peers
OWL
650.00%
MS
32.91%
GS
25.88%
V
21.75%
MA
17.63%
BRK.A
0.00%
BRK.B
0.00%
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Where Blue Owl Capital (OWL) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Blue Owl Capital (OWL) metric values compared with Financial Services industry-group medians
MetricCurrent stock: OWLIndustry group median
Dividend Yield (TTM)9.66%1.09%
Dividend Payout Ratio (TTM)650.00%25.77%

Valuation

P/E Ratio (TTM)

Blue Owl Capital (OWL) trades at P/E ratio of 70.14, above the peer range for its industry. The market is paying unusually heavily for TTM earnings relative to comparable companies.

OWL

Financial Services industry group

70.14

Group distribution
OWL
70.14
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
Largest peers
OWL
70.14
V
34.31
MA
34.15
MS
14.39
BRK.A
14.36
BRK.B
14.36
GS
12.45
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Where Blue Owl Capital (OWL) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Blue Owl Capital (OWL) trades at 5.04 on P/S ratio, in the higher sales-valuation quartile. Investors are paying up for each dollar of revenue, so stronger margins, growth, or revenue quality need to carry that price.

OWL

Financial Services industry group

5.04

Group distribution
Max
9.23
OWL
5.04
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
Largest peers
V
17.18
MA
15.67
OWL
5.04
MS
3.55
GS
3.52
BRK.A
3.18
BRK.B
3.18
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Where Blue Owl Capital (OWL) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Blue Owl Capital (OWL) trades at 3.54 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

OWL

Financial Services industry group

3.54

Group distribution
Max
7.79
Q3
3.63
OWL
3.54
Median
1.57
Q1
0.81
Min
-0.39
Largest peers
MA
84.30
V
22.05
OWL
3.54
MS
2.65
GS
2.36
BRK.A
1.72
BRK.B
0.00
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Where Blue Owl Capital (OWL) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Blue Owl Capital (OWL) metric values compared with Financial Services industry-group medians
MetricCurrent stock: OWLIndustry group median
P/E Ratio (TTM)70.1415.37
P/S Ratio (TTM)5.042.72
P/B Ratio (MRQ)3.541.57
Free Cash Flow Yield (TTM)----