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CG vs. OWL: Carlyle vs. Blue Owl Capital Stock Comparison

How do Carlyle (CG) 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

Carlyle (CG) and Blue Owl Capital (OWL) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

Company profile comparison for Carlyle (CG) and Blue Owl Capital (OWL)
Profile ItemCGOWL
NameThe Carlyle Group Inc.Blue Owl Capital Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksAsset Management & Custody Banks
Market Capitalization14.04 billion USD15.48 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateMay 3, 2012December 14, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CG
OWL
GSPC
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Carlyle (CG) 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 Carlyle (CG) and Blue Owl Capital (OWL). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Carlyle (CG) 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 Carlyle (CG) and Blue Owl Capital (OWL)
MetricCGOWL
Total Return (1Y)-17.79%-27.51%
Total Return (3Y, Annualized)15.29%-3.02%
Total Return (5Y, Annualized)-3.77%-4.22%

Risk Profile

Drawdown History

CG
OWL
GSPC
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Carlyle (CG) 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 Carlyle (CG) 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 Carlyle (CG) and Blue Owl Capital (OWL)
MetricCGOWL
Volatility (1Y, Annualized)37.89%46.89%
Beta (5Y)1.821.28
Max Drawdown (5Y)-56.75%-67.10%
Avg. Volume (3M)3.48M19.50M

Risk-Adjusted Performance

Risk-Return Positioning

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CG 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 Carlyle (CG) and Blue Owl Capital (OWL)
MetricCGOWL
Sharpe Ratio (1Y)-0.58-0.68
Sortino Ratio (1Y)-0.81-0.99

Profitability

ROE (TTM)

Both Carlyle (CG) at 5.23% 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.

CG

Financial Services industry group

5.23%

Max
44.78%
Q3
21.85%
Median
12.91%
CG
5.23%
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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Carlyle (CG) vs. Blue Owl Capital (OWL): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Carlyle (CG) at 12.81% keeps about the industry-typical share of revenue as profit, while Blue Owl Capital (OWL) at 3.08% retains only a bottom-quartile share.

CG

Financial Services industry group

12.81%

Max
62.84%
Q3
28.05%
Median
15.36%
CG
12.81%
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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Carlyle (CG) vs. Blue Owl Capital (OWL): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Carlyle (CG) reports a negative operating margin of -52.93%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Blue Owl Capital (OWL) reports 31.15%, ranking against industry peers normally.

CG

Financial Services industry group

-52.93%

Max
107.33%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
CG
-52.93%

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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Carlyle (CG) vs. Blue Owl Capital (OWL): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Carlyle (CG) and Blue Owl Capital (OWL)
MetricCGOWL
ROE (TTM)5.23%6.41%
ROA (TTM)1.27%4.69%
Net Margin (TTM)12.81%3.08%
Operating Margin (TTM)-52.93%31.15%
Gross Margin (TTM)----

Growth

Revenue Growth

Blue Owl Capital (OWL) at 25.04% is around its peer norm for revenue growth, while Carlyle (CG) at -5.56% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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Carlyle (CG) vs. Blue Owl Capital (OWL): A comparison of their Revenue Growth across different time periods.

EPS Growth

Carlyle (CG) at -21.30% 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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Carlyle (CG) vs. Blue Owl Capital (OWL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carlyle (CG) and Blue Owl Capital (OWL)
MetricCGOWL
Revenue Growth (YoY)-5.56%25.04%
Revenue Growth (3Y CAGR)-1.43%27.97%
EPS Growth (YoY)-21.30%-50.00%
EPS Growth (3Y CAGR)-13.34%--

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Carlyle (CG) 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: Carlyle (CG) 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 Carlyle (CG) and Blue Owl Capital (OWL)
MetricCGOWL
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 Carlyle (CG) at 3.50% pays a more typical yield — both are credible income propositions, OWL the richer one.

CG

Financial Services industry group

3.50%

Max
9.77%
Q3
3.92%
CG
3.50%
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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Carlyle (CG) vs. Blue Owl Capital (OWL): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Carlyle (CG) at 147.37% and Blue Owl Capital (OWL) at 650.00% report payout ratio above 100%, meaning dividends exceeded current-period earnings on both sides.

CG

Financial Services industry group

147.37%

Max
241.07%
CG
147.37%
Q3
97.36%
Median
25.77%
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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Carlyle (CG) vs. Blue Owl Capital (OWL): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Carlyle (CG) and Blue Owl Capital (OWL)
MetricCGOWL
Dividend Yield (TTM)3.50%9.66%
Dividend Payout Ratio (TTM)147.37%650.00%

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: Carlyle (CG) at 40.93 sits in the richer P/E ratio quartile, and Blue Owl Capital (OWL) at 70.14 is richer still, above its industry range.

CG

Financial Services industry group

40.93

Max
45.85
CG
40.93
Q3
24.64
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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Carlyle (CG) vs. Blue Owl Capital (OWL): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both Carlyle (CG) at 5.06 and Blue Owl Capital (OWL) at 5.04 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

CG

Financial Services industry group

5.06

Max
9.23
CG
5.06
Q3
4.57
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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Carlyle (CG) vs. Blue Owl Capital (OWL): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Carlyle (CG) at 2.81 and Blue Owl Capital (OWL) at 3.54 are valued close to their industries’ norm against book — neither stands out from peers.

CG

Financial Services industry group

2.81

Max
7.79
Q3
3.63
CG
2.81
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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Carlyle (CG) vs. Blue Owl Capital (OWL): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Carlyle (CG) and Blue Owl Capital (OWL)
MetricCGOWL
P/E Ratio (TTM)40.9370.14
P/S Ratio (TTM)5.065.04
P/B Ratio (MRQ)2.813.54
Free Cash Flow Yield (TTM)----