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OWL vs. STT: Blue Owl Capital vs. State Street Stock Comparison

How do Blue Owl Capital (OWL) and State Street (STT) 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 State Street (STT) are both classified in the Asset Management & Custody Banks sub-industry within the broader Capital Markets industry, placing them in the closest GICS peer bucket.

State Street (STT) has more than two decades of public-market history since March 17, 1980, whereas Blue Owl Capital (OWL) listed on December 14, 2020 and has a much shorter record to draw on.

Company profile comparison for Blue Owl Capital (OWL) and State Street (STT)
Profile ItemOWLSTT
NameBlue Owl Capital Inc. Class A Common StockState Street Corporation Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksAsset Management & Custody Banks
Market Capitalization15.48 billion USD45.05 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateDecember 14, 2020March 17, 1980
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

OWL
STT
GSPC
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Blue Owl Capital (OWL) vs. State Street (STT), 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 Blue Owl Capital (OWL) and State Street (STT). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Blue Owl Capital (OWL) and State Street (STT). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Blue Owl Capital (OWL) and State Street (STT)
MetricOWLSTT
Total Return (1Y)-27.51%49.16%
Total Return (3Y, Annualized)-3.02%41.54%
Total Return (5Y, Annualized)-4.22%16.00%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Blue Owl Capital (OWL) and State Street (STT)
MetricOWLSTT
Volatility (1Y, Annualized)46.89%25.01%
Beta (5Y)1.281.36
Max Drawdown (5Y)-67.10%-41.45%
Avg. Volume (3M)19.50M1.85M

Risk-Adjusted Performance

Risk-Return Positioning

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OWL and STT 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 Blue Owl Capital (OWL) and State Street (STT)
MetricOWLSTT
Sharpe Ratio (1Y)-0.681.79
Sortino Ratio (1Y)-0.992.61

Profitability

ROE (TTM)

Both Blue Owl Capital (OWL) at 6.41% and State Street (STT) at 13.08% 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%

STT

Financial Services industry group

13.08%

Max
44.78%
Q3
21.85%
STT
13.08%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Blue Owl Capital (OWL) vs. State Street (STT): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

State Street (STT) at 23.78% 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%

STT

Financial Services industry group

23.78%

Max
62.84%
Q3
28.05%
STT
23.78%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Blue Owl Capital (OWL) vs. State Street (STT): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Blue Owl Capital (OWL) at 31.15% and State Street (STT) at 34.63% 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%

STT

Financial Services industry group

34.63%

Max
107.33%
Q3
55.90%
STT
34.63%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Blue Owl Capital (OWL) vs. State Street (STT): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Blue Owl Capital (OWL) and State Street (STT)
MetricOWLSTT
ROE (TTM)6.41%13.08%
ROA (TTM)4.69%0.95%
Net Margin (TTM)3.08%23.78%
Operating Margin (TTM)31.15%34.63%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Blue Owl Capital (OWL) at 25.04% and State Street (STT) at 8.10% 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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Blue Owl Capital (OWL) vs. State Street (STT): A comparison of their Revenue Growth across different time periods.

EPS Growth

State Street (STT) at 14.49% 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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Blue Owl Capital (OWL) vs. State Street (STT): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Blue Owl Capital (OWL) and State Street (STT)
MetricOWLSTT
Revenue Growth (YoY)25.04%8.10%
Revenue Growth (3Y CAGR)27.97%4.82%
EPS Growth (YoY)-50.00%14.49%
EPS Growth (3Y CAGR)--9.35%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Blue Owl Capital (OWL) in Financial Services and State Street (STT) 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 State Street (STT) 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 Blue Owl Capital (OWL) and State Street (STT)
MetricOWLSTT
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 State Street (STT) at 2.08% 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%

STT

Financial Services industry group

2.08%

Max
9.77%
Q3
3.92%
STT
2.08%
Median
1.09%
Q1
0.00%
Min
0.00%
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Blue Owl Capital (OWL) vs. State Street (STT): 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 State Street (STT) reports 28.10%, 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%

STT

Financial Services industry group

28.10%

Max
241.07%
Q3
97.36%
STT
28.10%
Median
25.77%
Q1
0.00%
Min
0.00%
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Blue Owl Capital (OWL) vs. State Street (STT): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Blue Owl Capital (OWL) and State Street (STT)
MetricOWLSTT
Dividend Yield (TTM)9.66%2.08%
Dividend Payout Ratio (TTM)650.00%28.10%

Valuation

P/E Ratio (TTM)

State Street (STT) at 13.53 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

STT

Financial Services industry group

13.53

Max
45.85
Q3
24.64
Median
15.37
STT
13.53
Q1
9.68
Min
0.16
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Blue Owl Capital (OWL) vs. State Street (STT): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

State Street (STT) at 2.91 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

STT

Financial Services industry group

2.91

Max
9.23
Q3
4.57
STT
2.91
Median
2.72
Q1
1.28
Min
-0.55
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Blue Owl Capital (OWL) vs. State Street (STT): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Blue Owl Capital (OWL) at 3.54 and State Street (STT) at 1.83 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

STT

Financial Services industry group

1.83

Max
7.79
Q3
3.63
STT
1.83
Median
1.57
Q1
0.81
Min
-0.39
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Blue Owl Capital (OWL) vs. State Street (STT): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Blue Owl Capital (OWL) and State Street (STT)
MetricOWLSTT
P/E Ratio (TTM)70.1413.53
P/S Ratio (TTM)5.042.91
P/B Ratio (MRQ)3.541.83
Free Cash Flow Yield (TTM)----