OWL vs. SF: Blue Owl Capital vs. Stifel Financial Stock Comparison
How do Blue Owl Capital (OWL) and Stifel Financial (SF) 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
Blue Owl Capital (OWL) and Stifel Financial (SF) both belong to the Capital Markets industry, though OWL is classified under Asset Management & Custody Banks while SF falls under Investment Banking & Brokerage.
Stifel Financial (SF) has more than two decades of public-market history since July 19, 1983, whereas Blue Owl Capital (OWL) listed on December 14, 2020 and has a much shorter record to draw on.
| Profile Item | OWL | SF |
|---|---|---|
| Name | Blue Owl Capital Inc. Class A Common Stock | Stifel Financial Corp. |
| Country/Region | United States | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Capital Markets | Capital Markets |
| GICS Sub-Industry | Asset Management & Custody Banks | Investment Banking & Brokerage |
| Market Capitalization | 15.48 billion USD | 10.65 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | December 14, 2020 | July 19, 1983 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | OWL | SF |
|---|---|---|
| Total Return (1Y) | -27.51% | -8.12% |
| Total Return (3Y, Annualized) | -3.02% | 24.91% |
| Total Return (5Y, Annualized) | -4.22% | 9.74% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | OWL | SF |
|---|---|---|
| Volatility (1Y, Annualized) | 46.89% | 27.41% |
| Beta (5Y) | 1.28 | 0.98 |
| Max Drawdown (5Y) | -67.10% | -36.25% |
| Avg. Volume (3M) | 19.50M | 1.29M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | OWL | SF |
|---|---|---|
| Sharpe Ratio (1Y) | -0.68 | -0.45 |
| Sortino Ratio (1Y) | -0.99 | -0.62 |
Profitability
ROE (TTM)
Both Blue Owl Capital (OWL) at 6.41% and Stifel Financial (SF) at 16.55% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
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%
SF
Financial Services industry group
16.55%
- Max
- 44.78%
- Q3
- 21.85%
- SF
- 16.55%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Stifel Financial (SF) at 16.73% keeps about the industry-typical share of revenue as profit, while Blue Owl Capital (OWL) at 3.08% retains only a bottom-quartile share.
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%
SF
Financial Services industry group
16.73%
- Max
- 62.84%
- Q3
- 28.05%
- SF
- 16.73%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both Blue Owl Capital (OWL) at 31.15% and Stifel Financial (SF) at 22.49% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
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%
SF
Financial Services industry group
22.49%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- SF
- 22.49%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | OWL | SF |
|---|---|---|
| ROE (TTM) | 6.41% | 16.55% |
| ROA (TTM) | 4.69% | 2.25% |
| Net Margin (TTM) | 3.08% | 16.73% |
| Operating Margin (TTM) | 31.15% | 22.49% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Blue Owl Capital (OWL) at 25.04% and Stifel Financial (SF) at 11.33% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Stifel Financial (SF) at -6.08% 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
| Metric | OWL | SF |
|---|---|---|
| Revenue Growth (YoY) | 25.04% | 11.33% |
| Revenue Growth (3Y CAGR) | 27.97% | 8.03% |
| EPS Growth (YoY) | -50.00% | -6.08% |
| EPS Growth (3Y CAGR) | -- | 3.33% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Blue Owl Capital (OWL) in Financial Services and Stifel Financial (SF) 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: Blue Owl Capital (OWL) in Financial Services and Stifel Financial (SF) 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 | OWL | SF |
|---|---|---|
| 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 Stifel Financial (SF) at 1.83% pays a more typical yield — both are credible income propositions, OWL the richer one.
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%
SF
Financial Services industry group
1.83%
- Max
- 9.77%
- Q3
- 3.92%
- SF
- 1.83%
- 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 and sustainability needs extra context. Meanwhile Stifel Financial (SF) reports 22.98%, ranking against industry peers normally.
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%
SF
Financial Services industry group
22.98%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- SF
- 22.98%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | OWL | SF |
|---|---|---|
| Dividend Yield (TTM) | 9.66% | 1.83% |
| Dividend Payout Ratio (TTM) | 650.00% | 22.98% |
Valuation
P/E Ratio (TTM)
Stifel Financial (SF) at 12.37 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.
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
SF
Financial Services industry group
12.37
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- SF
- 12.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
Stifel Financial (SF) at 1.82 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.
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
SF
Financial Services industry group
1.82
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- SF
- 1.82
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both Blue Owl Capital (OWL) at 3.54 and Stifel Financial (SF) at 2.00 are valued close to their industries’ norm against book — neither stands out from peers.
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
SF
Financial Services industry group
2.00
- Max
- 7.79
- Q3
- 3.63
- SF
- 2.00
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | OWL | SF |
|---|---|---|
| P/E Ratio (TTM) | 70.14 | 12.37 |
| P/S Ratio (TTM) | 5.04 | 1.82 |
| P/B Ratio (MRQ) | 3.54 | 2.00 |
| Free Cash Flow Yield (TTM) | -- | -- |