FDS vs. OWL: FactSet Research Systems vs. Blue Owl Capital Stock Comparison

Company Profile

FactSet Research Systems (FDS) and Blue Owl Capital (OWL) both belong to the Capital Markets industry, though FDS is classified under Financial Exchanges & Data while OWL falls under Asset Management & Custody Banks.

FactSet Research Systems (FDS) has more than two decades of public-market history since June 28, 1996, whereas Blue Owl Capital (OWL) listed on December 14, 2020 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Blue Owl Capital (OWL) is heavily traded at around 19.50M shares per day, whereas FactSet Research Systems (FDS) sees a more moderate 803.71K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

FactSet Research Systems (FDS) at 25.48% sits in the top ROE quartile, while Blue Owl Capital (OWL) at 6.41% is closer to the peer norm — stronger capital efficiency for FDS.

FactSet Research Systems (FDS) at 21.54% keeps about the industry-typical share of revenue as profit, while Blue Owl Capital (OWL) at 3.08% retains only a bottom-quartile share.

Both FactSet Research Systems (FDS) at 22.22% and Blue Owl Capital (OWL) at 31.15% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Both FactSet Research Systems (FDS) at 6.65% 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.

FactSet Research Systems (FDS) at -6.30% 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.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: FactSet Research Systems (FDS) 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-to-equity ratio is set aside for both: FactSet Research Systems (FDS) 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

Dividends

Blue Owl Capital (OWL) at 9.66% delivers top-quartile income for its industry, while FactSet Research Systems (FDS) at 1.33% pays a more typical yield — both are credible income propositions, OWL the richer one.

Blue Owl Capital (OWL) reports payout ratio above 100% at 650.00%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile FactSet Research Systems (FDS) reports 31.02%, ranking against industry peers normally.

Dividend Metrics

Valuation

FactSet Research Systems (FDS) at 22.50 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.

Both FactSet Research Systems (FDS) at 4.67 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.

Blue Owl Capital (OWL) at 3.54 is valued about in line with its industry on P/B ratio, while FactSet Research Systems (FDS) at 5.77 carries an above-peer premium to book — FDS is pricier on assets.

Valuation Metrics