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MSCI vs. OWL: MSCI vs. Blue Owl Capital Stock Comparison

How do MSCI (MSCI) 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

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

Company profile comparison for MSCI (MSCI) and Blue Owl Capital (OWL)
Profile ItemMSCIOWL
NameMSCI 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-IndustryFinancial Exchanges & DataAsset Management & Custody Banks
Market Capitalization46.60 billion USD15.48 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateNovember 15, 2007December 14, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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Calendar-year total returns for MSCI (MSCI) 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 MSCI (MSCI) and Blue Owl Capital (OWL)
MetricMSCIOWL
Total Return (1Y)12.76%-27.51%
Total Return (3Y, Annualized)9.86%-3.02%
Total Return (5Y, Annualized)1.00%-4.22%

Risk Profile

Drawdown History

MSCI
OWL
GSPC
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MSCI (MSCI) 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 MSCI (MSCI) and Blue Owl Capital (OWL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Blue Owl Capital (OWL) is heavily traded at around 19.50M shares per day, whereas MSCI (MSCI) sees a more moderate 590.34K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk profile metrics for MSCI (MSCI) and Blue Owl Capital (OWL)
MetricMSCIOWL
Volatility (1Y, Annualized)29.82%46.89%
Beta (5Y)1.171.28
Max Drawdown (5Y)-43.74%-67.10%
Avg. Volume (3M)590.34K19.50M

Risk-Adjusted Performance

Risk-Return Positioning

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MSCI 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 MSCI (MSCI) and Blue Owl Capital (OWL)
MetricMSCIOWL
Sharpe Ratio (1Y)0.28-0.68
Sortino Ratio (1Y)0.40-0.99

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Blue Owl Capital (OWL) earns 6.41% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

MSCI

Financial Services industry group

--

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

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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MSCI (MSCI) vs. Blue Owl Capital (OWL): MSCI does not report ROE, so it has no value marker; OWL is benchmarked against the Financial Services industry group.

Net Margin (TTM)

MSCI (MSCI) at 40.31% keeps a top-quartile share of each sales dollar as profit, while Blue Owl Capital (OWL) at 3.08% keeps a bottom-quartile share.

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
28.05%
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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MSCI (MSCI) vs. Blue Owl Capital (OWL): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% operates in the top operating margin quartile, ahead of Blue Owl Capital (OWL) at 31.15%, which runs around its industry’s norm.

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
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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MSCI (MSCI) vs. Blue Owl Capital (OWL): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for MSCI (MSCI) and Blue Owl Capital (OWL)
MetricMSCIOWL
ROE (TTM)--6.41%
ROA (TTM)21.75%4.69%
Net Margin (TTM)40.31%3.08%
Operating Margin (TTM)56.41%31.15%
Gross Margin (TTM)----

Growth

Revenue Growth

Both MSCI (MSCI) at 9.75% 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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MSCI (MSCI) vs. Blue Owl Capital (OWL): A comparison of their Revenue Growth across different time periods.

EPS Growth

MSCI (MSCI) at 11.67% 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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MSCI (MSCI) vs. Blue Owl Capital (OWL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for MSCI (MSCI) and Blue Owl Capital (OWL)
MetricMSCIOWL
Revenue Growth (YoY)9.75%25.04%
Revenue Growth (3Y CAGR)11.71%27.97%
EPS Growth (YoY)11.67%-50.00%
EPS Growth (3Y CAGR)13.54%--

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: MSCI (MSCI) 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: MSCI (MSCI) 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 MSCI (MSCI) and Blue Owl Capital (OWL)
MetricMSCIOWL
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 MSCI (MSCI) at 1.21% pays a more typical yield — both are credible income propositions, OWL the richer one.

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
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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MSCI (MSCI) 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 MSCI (MSCI) reports 42.04%, ranking against industry peers normally.

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
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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MSCI (MSCI) vs. Blue Owl Capital (OWL): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for MSCI (MSCI) and Blue Owl Capital (OWL)
MetricMSCIOWL
Dividend Yield (TTM)1.21%9.66%
Dividend Payout Ratio (TTM)42.04%650.00%

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: MSCI (MSCI) at 33.90 sits in the richer P/E ratio quartile, and Blue Owl Capital (OWL) at 70.14 is richer still, above its industry range.

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
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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MSCI (MSCI) vs. Blue Owl Capital (OWL): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Blue Owl Capital (OWL) at 5.04 sits in the upper P/S ratio quartile, and MSCI (MSCI) at 13.58 prices even higher, above its industry range.

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
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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MSCI (MSCI) vs. Blue Owl Capital (OWL): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

MSCI (MSCI) reports a negative P/B ratio of -15.24, 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.

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24

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

Valuation Metrics

Valuation metrics for MSCI (MSCI) and Blue Owl Capital (OWL)
MetricMSCIOWL
P/E Ratio (TTM)33.9070.14
P/S Ratio (TTM)13.585.04
P/B Ratio (MRQ)-15.243.54
Free Cash Flow Yield (TTM)----