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

How do Blue Owl Capital (OWL) and UBS (UBS) 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 UBS (UBS) both belong to the Capital Markets industry, though OWL is classified under Asset Management & Custody Banks while UBS falls under Diversified Capital Markets.

UBS (UBS) has more than two decades of public-market history since May 16, 2000, 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 UBS (UBS)
Profile ItemOWLUBS
NameBlue Owl Capital Inc. Class A Common StockUBS Group AG
Country/RegionUnited StatesSwitzerland
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksDiversified Capital Markets
Market Capitalization15.48 billion USD144.79 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateDecember 14, 2020May 16, 2000
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

OWL
UBS
GSPC
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Blue Owl Capital (OWL) vs. UBS (UBS), 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 UBS (UBS). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Blue Owl Capital (OWL) and UBS (UBS). 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 UBS (UBS)
MetricOWLUBS
Total Return (1Y)-27.51%30.78%
Total Return (3Y, Annualized)-3.02%29.39%
Total Return (5Y, Annualized)-4.22%25.00%

Risk Profile

Drawdown History

OWL
UBS
GSPC
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Blue Owl Capital (OWL) vs. UBS (UBS), 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 UBS (UBS). 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 UBS (UBS)
MetricOWLUBS
Volatility (1Y, Annualized)46.89%27.78%
Beta (5Y)1.281.15
Max Drawdown (5Y)-67.10%-32.48%
Avg. Volume (3M)19.50M1.93M

Risk-Adjusted Performance

Risk-Return Positioning

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OWL and UBS 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 UBS (UBS)
MetricOWLUBS
Sharpe Ratio (1Y)-0.680.95
Sortino Ratio (1Y)-0.991.44

Profitability

ROE (TTM)

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

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%

UBS

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
UBS
--
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Blue Owl Capital (OWL) vs. UBS (UBS): UBS does not report ROE, so it has no value marker; OWL is benchmarked against the Financial Services industry group.

Net Margin (TTM)

UBS (UBS) at 18.18% 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%

UBS

Financial Services industry group

18.18%

Max
62.84%
Q3
28.05%
UBS
18.18%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Blue Owl Capital (OWL) vs. UBS (UBS): 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 UBS (UBS) at 27.10% 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%

UBS

Financial Services industry group

27.10%

Max
107.33%
Q3
55.90%
Median
30.09%
UBS
27.10%
Q1
14.60%
Min
-44.34%
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Blue Owl Capital (OWL) vs. UBS (UBS): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Blue Owl Capital (OWL) and UBS (UBS)
MetricOWLUBS
ROE (TTM)6.41%--
ROA (TTM)4.69%--
Net Margin (TTM)3.08%18.18%
Operating Margin (TTM)31.15%27.10%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Blue Owl Capital (OWL) at 25.04% and UBS (UBS) at 4.30% 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. UBS (UBS): A comparison of their Revenue Growth across different time periods.

EPS Growth

UBS (UBS) at 55.26% sits in the top EPS growth quartile, while Blue Owl Capital (OWL) at -50.00% is in the bottom quartile, showing a clear gap in earnings momentum.

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Blue Owl Capital (OWL) vs. UBS (UBS): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Blue Owl Capital (OWL) and UBS (UBS)
MetricOWLUBS
Revenue Growth (YoY)25.04%4.30%
Revenue Growth (3Y CAGR)27.97%12.44%
EPS Growth (YoY)-50.00%55.26%
EPS Growth (3Y CAGR)--1.60%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Blue Owl Capital (OWL) in Financial Services and UBS (UBS) 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 UBS (UBS) 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 UBS (UBS)
MetricOWLUBS
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

UBS (UBS) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Blue Owl Capital (OWL) reports a yield of 9.66%, ranking against industry peers normally.

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%

UBS

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
UBS
0.00%
Q1
0.00%
Min
0.00%
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Blue Owl Capital (OWL) vs. UBS (UBS): 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 UBS (UBS) reports 36.30%, 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%

UBS

Financial Services industry group

36.30%

Max
241.07%
Q3
97.36%
UBS
36.30%
Median
25.77%
Q1
0.00%
Min
0.00%
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Blue Owl Capital (OWL) vs. UBS (UBS): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Blue Owl Capital (OWL) and UBS (UBS)
MetricOWLUBS
Dividend Yield (TTM)9.66%0.00%
Dividend Payout Ratio (TTM)650.00%36.30%

Valuation

P/E Ratio (TTM)

UBS (UBS) at 15.77 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

UBS

Financial Services industry group

15.77

Max
45.85
Q3
24.64
UBS
15.77
Median
15.37
Q1
9.68
Min
0.16
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Blue Owl Capital (OWL) vs. UBS (UBS): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

UBS (UBS) at 2.71 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

UBS

Financial Services industry group

2.71

Max
9.23
Q3
4.57
Median
2.72
UBS
2.71
Q1
1.28
Min
-0.55
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Blue Owl Capital (OWL) vs. UBS (UBS): 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 UBS (UBS) at 1.64 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

UBS

Financial Services industry group

1.64

Max
7.79
Q3
3.63
UBS
1.64
Median
1.57
Q1
0.81
Min
-0.39
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Blue Owl Capital (OWL) vs. UBS (UBS): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Blue Owl Capital (OWL) and UBS (UBS)
MetricOWLUBS
P/E Ratio (TTM)70.1415.77
P/S Ratio (TTM)5.042.71
P/B Ratio (MRQ)3.541.64
Free Cash Flow Yield (TTM)----