OWL vs. SPGI: Blue Owl Capital vs. S&P Global Stock Comparison

Company Profile

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

S&P Global (SPGI) has more than two decades of public-market history since February 21, 1973, 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

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both Blue Owl Capital (OWL) at 6.41% and S&P Global (SPGI) at 17.88% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

S&P Global (SPGI) at 30.60% keeps a top-quartile share of each sales dollar as profit, while Blue Owl Capital (OWL) at 3.08% keeps a bottom-quartile share.

Both Blue Owl Capital (OWL) at 31.15% and S&P Global (SPGI) at 48.21% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Both Blue Owl Capital (OWL) at 25.04% and S&P Global (SPGI) at 7.94% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

S&P Global (SPGI) at 18.70% 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: Blue Owl Capital (OWL) in Financial Services and S&P Global (SPGI) 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: Blue Owl Capital (OWL) in Financial Services and S&P Global (SPGI) 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 S&P Global (SPGI) at 0.82% 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 S&P Global (SPGI) reports 22.06%, ranking against industry peers normally.

Dividend Metrics

Valuation

Both look expensive on trailing earnings: S&P Global (SPGI) at 27.95 sits in the richer P/E ratio quartile, and Blue Owl Capital (OWL) at 70.14 is richer still, above its industry range.

Both Blue Owl Capital (OWL) at 5.04 and S&P Global (SPGI) at 8.32 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 S&P Global (SPGI) at 6.88 carries an above-peer premium to book — SPGI is pricier on assets.

Valuation Metrics