BRK.B vs. OWL: Berkshire Hathaway vs. Blue Owl Capital Stock Comparison
How do Berkshire Hathaway (BRK.B) 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
Berkshire Hathaway (BRK.B) and Blue Owl Capital (OWL) both fall under the Financial Services industry group, but BRK.B is classified in Financial Services while OWL is classified in Capital Markets.
Berkshire Hathaway (BRK.B) has more than two decades of public-market history since May 9, 1996, whereas Blue Owl Capital (OWL) listed on December 14, 2020 and has a much shorter record to draw on.
| Profile Item | BRK.B | OWL |
|---|---|---|
| Name | Berkshire Hathaway Inc. Class B | Blue Owl Capital Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Financial Services | Capital Markets |
| GICS Sub-Industry | Multi-Sector Holdings | Asset Management & Custody Banks |
| Market Capitalization | 1,222.11 billion USD | 15.48 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 9, 1996 | December 14, 2020 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BRK.B | OWL |
|---|---|---|
| Total Return (1Y) | 14.06% | -27.51% |
| Total Return (3Y, Annualized) | 17.80% | -3.02% |
| Total Return (5Y, Annualized) | 14.73% | -4.22% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BRK.B | OWL |
|---|---|---|
| Volatility (1Y, Annualized) | 15.13% | 46.89% |
| Beta (5Y) | 0.56 | 1.28 |
| Max Drawdown (5Y) | -26.58% | -67.10% |
| Avg. Volume (3M) | 4.56M | 19.50M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BRK.B | OWL |
|---|---|---|
| Sharpe Ratio (1Y) | 0.65 | -0.68 |
| Sortino Ratio (1Y) | 0.97 | -0.99 |
Profitability
ROE (TTM)
Both Berkshire Hathaway (BRK.B) at 12.12% and Blue Owl Capital (OWL) at 6.41% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
BRK.B
Financial Services industry group
12.12%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- BRK.B
- 12.12%
- 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%
Net Margin (TTM)
Berkshire Hathaway (BRK.B) at 22.30% keeps about the industry-typical share of revenue as profit, while Blue Owl Capital (OWL) at 3.08% retains only a bottom-quartile share.
BRK.B
Financial Services industry group
22.30%
- Max
- 62.84%
- Q3
- 28.05%
- BRK.B
- 22.30%
- 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%
Operating Margin (TTM)
Both Berkshire Hathaway (BRK.B) at 32.56% and Blue Owl Capital (OWL) at 31.15% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BRK.B
Financial Services industry group
32.56%
- Max
- 107.33%
- Q3
- 55.90%
- BRK.B
- 32.56%
- Median
- 30.09%
- 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%
Profitability Metrics
| Metric | BRK.B | OWL |
|---|---|---|
| ROE (TTM) | 12.12% | 6.41% |
| ROA (TTM) | 6.01% | 4.69% |
| Net Margin (TTM) | 22.30% | 3.08% |
| Operating Margin (TTM) | 32.56% | 31.15% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Blue Owl Capital (OWL) at 25.04% is around its peer norm for revenue growth, while Berkshire Hathaway (BRK.B) at -3.23% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Both Berkshire Hathaway (BRK.B) at -24.78% and Blue Owl Capital (OWL) at -50.00% post bottom-quartile EPS growth versus peers, pointing to weaker earnings momentum than typical rivals.
Growth Metrics
| Metric | BRK.B | OWL |
|---|---|---|
| Revenue Growth (YoY) | -3.23% | 25.04% |
| Revenue Growth (3Y CAGR) | 20.59% | 27.97% |
| EPS Growth (YoY) | -24.78% | -50.00% |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.B) 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: Berkshire Hathaway (BRK.B) 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
| Metric | BRK.B | OWL |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Berkshire Hathaway (BRK.B) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Blue Owl Capital (OWL) reports a yield of 9.66%, ranking against industry peers normally.
BRK.B
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- BRK.B
- 0.00%
- 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%
Dividend Payout Ratio (TTM)
Blue Owl Capital (OWL) reports payout ratio above 100% at 650.00%, meaning dividends exceeded current-period earnings; Berkshire Hathaway (BRK.B) pays no dividend (payout 0.00%).
BRK.B
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- BRK.B
- 0.00%
- 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%
Dividend Metrics
| Metric | BRK.B | OWL |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 9.66% |
| Dividend Payout Ratio (TTM) | 0.00% | 650.00% |
Valuation
P/E Ratio (TTM)
Berkshire Hathaway (BRK.B) at 14.36 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.
BRK.B
Financial Services industry group
14.36
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- BRK.B
- 14.36
- 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
P/S Ratio (TTM)
Berkshire Hathaway (BRK.B) at 3.18 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.
BRK.B
Financial Services industry group
3.18
- Max
- 9.23
- Q3
- 4.57
- BRK.B
- 3.18
- 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
P/B Ratio (MRQ)
Berkshire Hathaway (BRK.B) at 0.00 sits in the lower P/B ratio quartile against book while Blue Owl Capital (OWL) at 3.54 is valued near its industry’s middle — BRK.B is cheaper on assets, though weigh it against ROE and asset quality.
BRK.B
Financial Services industry group
0.00
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- Q1
- 0.81
- BRK.B
- 0.00
- 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
Valuation Metrics
| Metric | BRK.B | OWL |
|---|---|---|
| P/E Ratio (TTM) | 14.36 | 70.14 |
| P/S Ratio (TTM) | 3.18 | 5.04 |
| P/B Ratio (MRQ) | 0.00 | 3.54 |
| Free Cash Flow Yield (TTM) | -- | -- |