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AXP vs. OWL: American Express vs. Blue Owl Capital Stock Comparison

How do American Express (AXP) and Blue Owl Capital (OWL) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

American Express (AXP) and Blue Owl Capital (OWL) both fall under the Financial Services industry group, but AXP is classified in Consumer Finance while OWL is classified in Capital Markets.

American Express (AXP) has more than two decades of public-market history since June 1, 1972, whereas Blue Owl Capital (OWL) listed on December 14, 2020 and has a much shorter record to draw on.

Company profile comparison for American Express (AXP) and Blue Owl Capital (OWL)
Profile ItemAXPOWL
NameAmerican Express CompanyBlue Owl Capital Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryConsumer FinanceCapital Markets
GICS Sub-IndustryConsumer FinanceAsset Management & Custody Banks
Market Capitalization215.24 billion USD15.48 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 1, 1972December 14, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

AXP
OWL
GSPC
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American Express (AXP) vs. Blue Owl Capital (OWL), with S&P 500 (GSPC) for reference: 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 American Express (AXP) and Blue Owl Capital (OWL). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for American Express (AXP) and Blue Owl Capital (OWL). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for American Express (AXP) and Blue Owl Capital (OWL)
MetricAXPOWL
Total Return (1Y)-10.80%-27.51%
Total Return (3Y, Annualized)30.19%-3.02%
Total Return (5Y, Annualized)13.96%-4.22%

Risk Profile

Drawdown History

AXP
OWL
GSPC
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American Express (AXP) vs. Blue Owl Capital (OWL), with S&P 500 (GSPC) for reference: 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 American Express (AXP) and Blue Owl Capital (OWL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for American Express (AXP) and Blue Owl Capital (OWL)
MetricAXPOWL
Volatility (1Y, Annualized)26.18%46.89%
Beta (5Y)1.061.28
Max Drawdown (5Y)-31.55%-67.10%
Avg. Volume (3M)2.91M19.50M

Risk-Adjusted Performance

Risk-Return Positioning

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AXP and OWL are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for American Express (AXP) and Blue Owl Capital (OWL)
MetricAXPOWL
Sharpe Ratio (1Y)-0.58-0.68
Sortino Ratio (1Y)-0.74-0.99

Profitability

ROE (TTM)

American Express (AXP) at 35.93% sits in the top ROE quartile, while Blue Owl Capital (OWL) at 6.41% is closer to the peer norm — stronger capital efficiency for AXP.

AXP

Financial Services industry group

35.93%

Max
44.78%
AXP
35.93%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%

OWL

Financial Services industry group

6.41%

Max
44.78%
Q3
21.85%
Median
12.91%
OWL
6.41%
Q1
4.48%
Min
-18.71%
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American Express (AXP) vs. Blue Owl Capital (OWL): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

American Express (AXP) at 16.82% keeps about the industry-typical share of revenue as profit, while Blue Owl Capital (OWL) at 3.08% retains only a bottom-quartile share.

AXP

Financial Services industry group

16.82%

Max
62.84%
Q3
28.05%
AXP
16.82%
Median
15.36%
Q1
4.82%
Min
-28.52%

OWL

Financial Services industry group

3.08%

Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
OWL
3.08%
Min
-28.52%
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American Express (AXP) vs. Blue Owl Capital (OWL): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both American Express (AXP) at 18.43% and Blue Owl Capital (OWL) at 31.15% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

AXP

Financial Services industry group

18.43%

Max
107.33%
Q3
55.90%
Median
30.09%
AXP
18.43%
Q1
14.60%
Min
-44.34%

OWL

Financial Services industry group

31.15%

Max
107.33%
Q3
55.90%
OWL
31.15%
Median
30.09%
Q1
14.60%
Min
-44.34%
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American Express (AXP) vs. Blue Owl Capital (OWL): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for American Express (AXP) and Blue Owl Capital (OWL)
MetricAXPOWL
ROE (TTM)35.93%6.41%
ROA (TTM)4.03%4.69%
Net Margin (TTM)16.82%3.08%
Operating Margin (TTM)18.43%31.15%
Gross Margin (TTM)----

Growth

Revenue Growth

Both American Express (AXP) at 9.52% and Blue Owl Capital (OWL) at 25.04% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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American Express (AXP) vs. Blue Owl Capital (OWL): A comparison of their Revenue Growth across different time periods.

EPS Growth

American Express (AXP) at 9.78% is around its peer norm for EPS growth, while Blue Owl Capital (OWL) at -50.00% drops into the bottom quartile, signaling weaker earnings momentum.

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American Express (AXP) vs. Blue Owl Capital (OWL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for American Express (AXP) and Blue Owl Capital (OWL)
MetricAXPOWL
Revenue Growth (YoY)9.52%25.04%
Revenue Growth (3Y CAGR)10.97%27.97%
EPS Growth (YoY)9.78%-50.00%
EPS Growth (3Y CAGR)16.01%--

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: American Express (AXP) in Financial Services and Blue Owl Capital (OWL) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: American Express (AXP) in Financial Services and Blue Owl Capital (OWL) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for American Express (AXP) and Blue Owl Capital (OWL)
MetricAXPOWL
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Blue Owl Capital (OWL) at 9.66% delivers top-quartile income for its industry, while American Express (AXP) at 1.13% pays a more typical yield — both are credible income propositions, OWL the richer one.

AXP

Financial Services industry group

1.13%

Max
9.77%
Q3
3.92%
AXP
1.13%
Median
1.09%
Q1
0.00%
Min
0.00%

OWL

Financial Services industry group

9.66%

Max
9.77%
OWL
9.66%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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American Express (AXP) vs. Blue Owl Capital (OWL): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Blue Owl Capital (OWL) reports payout ratio above 100% at 650.00%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile American Express (AXP) reports 15.32%, ranking against industry peers normally.

AXP

Financial Services industry group

15.32%

Max
241.07%
Q3
97.36%
Median
25.77%
AXP
15.32%
Q1
0.00%
Min
0.00%

OWL

Financial Services industry group

650.00%

OWL
650.00%
Max
241.07%
Q3
97.36%
Median
25.77%
Q1
0.00%
Min
0.00%
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American Express (AXP) vs. Blue Owl Capital (OWL): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for American Express (AXP) and Blue Owl Capital (OWL)
MetricAXPOWL
Dividend Yield (TTM)1.13%9.66%
Dividend Payout Ratio (TTM)15.32%650.00%

Valuation

P/E Ratio (TTM)

American Express (AXP) at 18.08 is near its industry’s usual P/E ratio, while Blue Owl Capital (OWL) at 70.14 sits above its peer range — an unusually expensive price for OWL’s trailing earnings.

AXP

Financial Services industry group

18.08

Max
45.85
Q3
24.64
AXP
18.08
Median
15.37
Q1
9.68
Min
0.16

OWL

Financial Services industry group

70.14

OWL
70.14
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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American Express (AXP) vs. Blue Owl Capital (OWL): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

American Express (AXP) at 2.95 is priced about in line with its industry on P/S ratio, while Blue Owl Capital (OWL) at 5.04 sits in the pricier quartile — OWL costs more per dollar of sales.

AXP

Financial Services industry group

2.95

Max
9.23
Q3
4.57
AXP
2.95
Median
2.72
Q1
1.28
Min
-0.55

OWL

Financial Services industry group

5.04

Max
9.23
OWL
5.04
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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American Express (AXP) vs. Blue Owl Capital (OWL): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Blue Owl Capital (OWL) at 3.54 is valued about in line with its industry on P/B ratio, while American Express (AXP) at 6.02 carries an above-peer premium to book — AXP is pricier on assets.

AXP

Financial Services industry group

6.02

Max
7.79
AXP
6.02
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39

OWL

Financial Services industry group

3.54

Max
7.79
Q3
3.63
OWL
3.54
Median
1.57
Q1
0.81
Min
-0.39
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American Express (AXP) vs. Blue Owl Capital (OWL): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for American Express (AXP) and Blue Owl Capital (OWL)
MetricAXPOWL
P/E Ratio (TTM)18.0870.14
P/S Ratio (TTM)2.955.04
P/B Ratio (MRQ)6.023.54
Free Cash Flow Yield (TTM)----