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EQH vs. OWL: Equitable vs. Blue Owl Capital Stock Comparison

How do Equitable (EQH) 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

Equitable (EQH) and Blue Owl Capital (OWL) both fall under the Financial Services industry group, but EQH is classified in Financial Services while OWL is classified in Capital Markets.

Company profile comparison for Equitable (EQH) and Blue Owl Capital (OWL)
Profile ItemEQHOWL
NameEquitable Holdings Inc.Blue Owl Capital Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesCapital Markets
GICS Sub-IndustryDiversified Financial ServicesAsset Management & Custody Banks
Market Capitalization14.04 billion USD15.48 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 10, 2018December 14, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EQH
OWL
GSPC
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Equitable (EQH) 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 Equitable (EQH) and Blue Owl Capital (OWL). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Equitable (EQH) 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 Equitable (EQH) and Blue Owl Capital (OWL)
MetricEQHOWL
Total Return (1Y)26.35%-27.51%
Total Return (3Y, Annualized)32.07%-3.02%
Total Return (5Y, Annualized)12.88%-4.22%

Risk Profile

Drawdown History

EQH
OWL
GSPC
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Equitable (EQH) 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 Equitable (EQH) 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 Equitable (EQH) and Blue Owl Capital (OWL)
MetricEQHOWL
Volatility (1Y, Annualized)33.44%46.89%
Beta (5Y)1.041.28
Max Drawdown (5Y)-35.85%-67.10%
Avg. Volume (3M)2.71M19.50M

Risk-Adjusted Performance

Risk-Return Positioning

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EQH 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 Equitable (EQH) and Blue Owl Capital (OWL)
MetricEQHOWL
Sharpe Ratio (1Y)0.66-0.68
Sortino Ratio (1Y)0.94-0.99

Profitability

ROE (TTM)

Equitable (EQH) at 171.08% clears its industry range for ROE, a sharper capital-efficiency signal than Blue Owl Capital (OWL) at 6.41%, which is closer to a typical peer reading.

EQH

Financial Services industry group

171.08%

EQH
171.08%
Max
44.78%
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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Equitable (EQH) vs. Blue Owl Capital (OWL): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Equitable (EQH) at 11.52% keeps about the industry-typical share of revenue as profit, while Blue Owl Capital (OWL) at 3.08% retains only a bottom-quartile share.

EQH

Financial Services industry group

11.52%

Max
62.84%
Q3
28.05%
Median
15.36%
EQH
11.52%
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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Equitable (EQH) vs. Blue Owl Capital (OWL): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Equitable (EQH) at 37.18% and Blue Owl Capital (OWL) at 31.15% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

EQH

Financial Services industry group

37.18%

Max
107.33%
Q3
55.90%
EQH
37.18%
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%
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Equitable (EQH) vs. Blue Owl Capital (OWL): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Equitable (EQH) and Blue Owl Capital (OWL)
MetricEQHOWL
ROE (TTM)171.08%6.41%
ROA (TTM)0.45%4.69%
Net Margin (TTM)11.52%3.08%
Operating Margin (TTM)37.18%31.15%
Gross Margin (TTM)----

Growth

Revenue Growth

Blue Owl Capital (OWL) at 25.04% is around its peer norm for revenue growth, while Equitable (EQH) at -6.12% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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

EPS Growth

Neither side shows strong earnings momentum: Blue Owl Capital (OWL) at -50.00% sits in the bottom EPS growth quartile, and Equitable (EQH) at -227.78% is weaker still, below its industry range.

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Equitable (EQH) vs. Blue Owl Capital (OWL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Equitable (EQH) and Blue Owl Capital (OWL)
MetricEQHOWL
Revenue Growth (YoY)-6.12%25.04%
Revenue Growth (3Y CAGR)-2.65%27.97%
EPS Growth (YoY)-227.78%-50.00%
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Equitable (EQH) 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: Equitable (EQH) 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 Equitable (EQH) and Blue Owl Capital (OWL)
MetricEQHOWL
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 Equitable (EQH) at 0.51% pays a more typical yield — both are credible income propositions, OWL the richer one.

EQH

Financial Services industry group

0.51%

Max
9.77%
Q3
3.92%
Median
1.09%
EQH
0.51%
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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Equitable (EQH) 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 Equitable (EQH) reports 22.49%, ranking against industry peers normally.

EQH

Financial Services industry group

22.49%

Max
241.07%
Q3
97.36%
Median
25.77%
EQH
22.49%
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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Equitable (EQH) vs. Blue Owl Capital (OWL): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Equitable (EQH) and Blue Owl Capital (OWL)
MetricEQHOWL
Dividend Yield (TTM)0.51%9.66%
Dividend Payout Ratio (TTM)22.49%650.00%

Valuation

P/E Ratio (TTM)

Equitable (EQH) at 10.39 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.

EQH

Financial Services industry group

10.39

Max
45.85
Q3
24.64
Median
15.37
EQH
10.39
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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Equitable (EQH) vs. Blue Owl Capital (OWL): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Equitable (EQH) at 1.08 looks cheap on sales in the lower P/S ratio quartile, while Blue Owl Capital (OWL) at 5.04 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

EQH

Financial Services industry group

1.08

Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
EQH
1.08
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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Equitable (EQH) vs. Blue Owl Capital (OWL): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Blue Owl Capital (OWL) reports 3.54, ranking against industry peers normally.

EQH

Financial Services industry group

-4.92

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
EQH
-4.92

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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Equitable (EQH) vs. Blue Owl Capital (OWL): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Equitable (EQH) and Blue Owl Capital (OWL)
MetricEQHOWL
P/E Ratio (TTM)10.3970.14
P/S Ratio (TTM)1.085.04
P/B Ratio (MRQ)-4.923.54
Free Cash Flow Yield (TTM)----