BLUE OWL CAPITAL INC (OWL) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:OWL • US09581B1035

11.435 USD
-0.62 (-5.18%)
Last: Feb 5, 2026, 10:04 AM
Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to OWL. OWL was compared to 238 industry peers in the Capital Markets industry. Both the profitability and financial health of OWL have multiple concerns. OWL is showing excellent growth while it is valued at reasonable prices. Keep and eye on this one!


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • OWL had positive earnings in the past year.
  • In the past year OWL had a positive cash flow from operations.
  • In multiple years OWL reported negative net income over the last 5 years.
  • Each year in the past 5 years OWL had a positive operating cash flow.
OWL Yearly Net Income VS EBIT VS OCF VS FCFOWL Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2018 2019 2020 2021 2022 2023 2024 0 500M -500M

1.2 Ratios

  • OWL's Return On Assets of 0.42% is on the low side compared to the rest of the industry. OWL is outperformed by 75.21% of its industry peers.
  • The Return On Equity of OWL (2.26%) is worse than 69.75% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 3.76%, OWL is in line with its industry, outperforming 52.94% of the companies in the same industry.
  • OWL had an Average Return On Invested Capital over the past 3 years of 3.29%. This is below the industry average of 7.28%.
  • The 3 year average ROIC (3.29%) for OWL is below the current ROIC(3.76%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 0.42%
ROE 2.26%
ROIC 3.76%
ROA(3y)0.5%
ROA(5y)-13.4%
ROE(3y)2.71%
ROE(5y)N/A
ROIC(3y)3.29%
ROIC(5y)N/A
OWL Yearly ROA, ROE, ROICOWL Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 2024 0 20 -20 40 -40 -60

1.3 Margins

  • OWL's Profit Margin of 1.89% is on the low side compared to the rest of the industry. OWL is outperformed by 73.11% of its industry peers.
  • In the last couple of years the Profit Margin of OWL has declined.
  • OWL has a Operating Margin (17.27%) which is comparable to the rest of the industry.
  • In the last couple of years the Operating Margin of OWL has grown nicely.
Industry RankSector Rank
OM 17.27%
PM (TTM) 1.89%
GM N/A
OM growth 3YN/A
OM growth 5Y15.64%
PM growth 3YN/A
PM growth 5Y-16.9%
GM growth 3YN/A
GM growth 5YN/A
OWL Yearly Profit, Operating, Gross MarginsOWL Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 2024 0 20 -20 -40 -60 -80 -100

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. Health

2.1 Basic Checks

  • The number of shares outstanding for OWL has been increased compared to 1 year ago.
  • The number of shares outstanding for OWL has been increased compared to 5 years ago.
  • OWL has a worse debt/assets ratio than last year.
OWL Yearly Shares OutstandingOWL Yearly Shares OutstandingYearly Shares Outstanding 2019 2020 2021 2022 2023 2024 500M 1B
OWL Yearly Total Debt VS Total AssetsOWL Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B 10B

2.2 Solvency

  • OWL has an Altman-Z score of 1.25. This is a bad value and indicates that OWL is not financially healthy and even has some risk of bankruptcy.
  • OWL has a better Altman-Z score (1.25) than 62.18% of its industry peers.
  • OWL has a debt to FCF ratio of 2.81. This is a good value and a sign of high solvency as OWL would need 2.81 years to pay back of all of its debts.
  • OWL has a Debt to FCF ratio of 2.81. This is in the better half of the industry: OWL outperforms 79.83% of its industry peers.
  • A Debt/Equity ratio of 1.41 is on the high side and indicates that OWL has dependencies on debt financing.
  • OWL's Debt to Equity ratio of 1.41 is on the low side compared to the rest of the industry. OWL is outperformed by 69.33% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.41
Debt/FCF 2.81
Altman-Z 1.25
ROIC/WACCN/A
WACCN/A
OWL Yearly LT Debt VS Equity VS FCFOWL Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2018 2019 2020 2021 2022 2023 2024 0 1B 2B

2.3 Liquidity

  • OWL has a Current Ratio of 0.71. This is a bad value and indicates that OWL is not financially healthy enough and could expect problems in meeting its short term obligations.
  • OWL has a Current ratio of 0.71. This is in the lower half of the industry: OWL underperforms 65.13% of its industry peers.
  • OWL has a Quick Ratio of 0.71. This is a bad value and indicates that OWL is not financially healthy enough and could expect problems in meeting its short term obligations.
  • With a Quick ratio value of 0.71, OWL is not doing good in the industry: 64.71% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 0.71
Quick Ratio 0.71
OWL Yearly Current Assets VS Current LiabilitesOWL Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

8

3. Growth

3.1 Past

  • OWL shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 9.46%, which is quite good.
  • OWL shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 26.74% yearly.
  • Looking at the last year, OWL shows a very strong growth in Revenue. The Revenue has grown by 27.24%.
  • Measured over the past years, OWL shows a very strong growth in Revenue. The Revenue has been growing by 64.44% on average per year.
EPS 1Y (TTM)9.46%
EPS 3YN/A
EPS 5Y26.74%
EPS Q2Q%10%
Revenue 1Y (TTM)27.24%
Revenue growth 3Y40.71%
Revenue growth 5Y64.44%
Sales Q2Q%20.88%

3.2 Future

  • OWL is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 14.17% yearly.
  • OWL is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 16.06% yearly.
EPS Next Y7.98%
EPS Next 2Y13.16%
EPS Next 3Y14.71%
EPS Next 5Y14.17%
Revenue Next Year22.62%
Revenue Next 2Y20.69%
Revenue Next 3Y18.96%
Revenue Next 5Y16.06%

3.3 Evolution

  • Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of the past years.
  • The estimated forward Revenue growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
OWL Yearly Revenue VS EstimatesOWL Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2B 4B 6B
OWL Yearly EPS VS EstimatesOWL Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 0.5 1 1.5

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Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • OWL is valuated correctly with a Price/Earnings ratio of 14.12.
  • OWL's Price/Earnings is on the same level as the industry average.
  • When comparing the Price/Earnings ratio of OWL to the average of the S&P500 Index (28.25), we can say OWL is valued rather cheaply.
  • The Price/Forward Earnings ratio is 11.60, which indicates a very decent valuation of OWL.
  • Based on the Price/Forward Earnings ratio, OWL is valued a bit cheaper than 60.92% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of OWL to the average of the S&P500 Index (27.50), we can say OWL is valued rather cheaply.
Industry RankSector Rank
PE 14.12
Fwd PE 11.6
OWL Price Earnings VS Forward Price EarningsOWL Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • 67.23% of the companies in the same industry are more expensive than OWL, based on the Enterprise Value to EBITDA ratio.
  • OWL's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. OWL is cheaper than 68.49% of the companies in the same industry.
Industry RankSector Rank
P/FCF 15.52
EV/EBITDA 25.93
OWL Per share dataOWL EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 1 -1 -2 -3 -4

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • OWL's earnings are expected to grow with 14.71% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.77
PEG (5Y)0.53
EPS Next 2Y13.16%
EPS Next 3Y14.71%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

5

5. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 6.43%, OWL is a good candidate for dividend investing.
  • In the last 3 months the price of OWL has falen by -21.84%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
  • Compared to an average industry Dividend Yield of 6.02, OWL pays a bit more dividend than its industry peers.
  • OWL's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 6.43%

5.2 History

  • OWL has been paying a dividend for over 5 years, so it has already some track record.
  • OWL has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)N/A
Div Incr Years3
Div Non Decr Years3
OWL Yearly Dividends per shareOWL Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 2025 0.2 0.4 0.6 0.8

5.3 Sustainability

  • 973.75% of the earnings are spent on dividend by OWL. This is not a sustainable payout ratio.
DP973.75%
EPS Next 2Y13.16%
EPS Next 3Y14.71%
OWL Yearly Income VS Free CF VS DividendOWL Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2018 2019 2020 2021 2022 2023 2024 0 200M -200M 400M 600M 800M
OWL Dividend Payout.OWL Dividend Payout, showing the Payout Ratio.OWL Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

BLUE OWL CAPITAL INC

NYSE:OWL (2/5/2026, 10:04:10 AM)

11.435

-0.62 (-5.18%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)10-30
Earnings (Next)02-05
Inst Owners97.55%
Inst Owner Change-1.7%
Ins Owners0.13%
Ins Owner Change0.16%
Market Cap17.83B
Revenue(TTM)2.75B
Net Income(TTM)51.91M
Analysts81
Price Target21.37 (86.88%)
Short Float %12%
Short Ratio6.04
Dividend
Industry RankSector Rank
Dividend Yield 6.43%
Yearly Dividend0.25
Dividend Growth(5Y)N/A
DP973.75%
Div Incr Years3
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-0.66%
Min EPS beat(2)-1.91%
Max EPS beat(2)0.59%
EPS beat(4)1
Avg EPS beat(4)-3.52%
Min EPS beat(4)-9.47%
Max EPS beat(4)0.59%
EPS beat(8)3
Avg EPS beat(8)-1.8%
EPS beat(12)5
Avg EPS beat(12)-1.35%
EPS beat(16)8
Avg EPS beat(16)0.35%
Revenue beat(2)1
Avg Revenue beat(2)-0.23%
Min Revenue beat(2)-0.76%
Max Revenue beat(2)0.3%
Revenue beat(4)2
Avg Revenue beat(4)-0.48%
Min Revenue beat(4)-2.66%
Max Revenue beat(4)1.22%
Revenue beat(8)6
Avg Revenue beat(8)2.28%
Revenue beat(12)10
Avg Revenue beat(12)2.62%
Revenue beat(16)13
Avg Revenue beat(16)2.88%
PT rev (1m)-0.95%
PT rev (3m)-5.99%
EPS NQ rev (1m)-1.45%
EPS NQ rev (3m)-3.5%
EPS NY rev (1m)-0.28%
EPS NY rev (3m)-0.71%
Revenue NQ rev (1m)-0.21%
Revenue NQ rev (3m)-0.46%
Revenue NY rev (1m)-0.18%
Revenue NY rev (3m)0.71%
Valuation
Industry RankSector Rank
PE 14.12
Fwd PE 11.6
P/S 6.49
P/FCF 15.52
P/OCF 14.9
P/B 7.77
P/tB N/A
EV/EBITDA 25.93
EPS(TTM)0.81
EY7.08%
EPS(NY)0.99
Fwd EY8.62%
FCF(TTM)0.74
FCFY6.44%
OCF(TTM)0.77
OCFY6.71%
SpS1.76
BVpS1.47
TBVpS-4.04
PEG (NY)1.77
PEG (5Y)0.53
Graham Number5.18
Profitability
Industry RankSector Rank
ROA 0.42%
ROE 2.26%
ROCE 4.2%
ROIC 3.76%
ROICexc 3.81%
ROICexgc 19.86%
OM 17.27%
PM (TTM) 1.89%
GM N/A
FCFM 41.85%
ROA(3y)0.5%
ROA(5y)-13.4%
ROE(3y)2.71%
ROE(5y)N/A
ROIC(3y)3.29%
ROIC(5y)N/A
ROICexc(3y)3.34%
ROICexc(5y)N/A
ROICexgc(3y)20.1%
ROICexgc(5y)N/A
ROCE(3y)3.68%
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5Y15.64%
PM growth 3YN/A
PM growth 5Y-16.9%
GM growth 3YN/A
GM growth 5YN/A
F-Score4
Asset Turnover0.22
Health
Industry RankSector Rank
Debt/Equity 1.41
Debt/FCF 2.81
Debt/EBITDA 3.83
Cap/Depr 12.93%
Cap/Sales 1.75%
Interest Coverage 3.28
Cash Conversion 141.72%
Profit Quality 2214%
Current Ratio 0.71
Quick Ratio 0.71
Altman-Z 1.25
F-Score4
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)23.49%
Cap/Depr(5y)35.02%
Cap/Sales(3y)3.83%
Cap/Sales(5y)2.48%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)9.46%
EPS 3YN/A
EPS 5Y26.74%
EPS Q2Q%10%
EPS Next Y7.98%
EPS Next 2Y13.16%
EPS Next 3Y14.71%
EPS Next 5Y14.17%
Revenue 1Y (TTM)27.24%
Revenue growth 3Y40.71%
Revenue growth 5Y64.44%
Sales Q2Q%20.88%
Revenue Next Year22.62%
Revenue Next 2Y20.69%
Revenue Next 3Y18.96%
Revenue Next 5Y16.06%
EBIT growth 1Y-26.97%
EBIT growth 3YN/A
EBIT growth 5Y90.16%
EBIT Next Year10.22%
EBIT Next 3Y15.84%
EBIT Next 5Y7.31%
FCF growth 1Y33.87%
FCF growth 3Y50.13%
FCF growth 5Y85.23%
OCF growth 1Y30.58%
OCF growth 3Y52.52%
OCF growth 5Y86.67%

BLUE OWL CAPITAL INC / OWL FAQ

What is the fundamental rating for OWL stock?

ChartMill assigns a fundamental rating of 4 / 10 to OWL.


Can you provide the valuation status for BLUE OWL CAPITAL INC?

ChartMill assigns a valuation rating of 5 / 10 to BLUE OWL CAPITAL INC (OWL). This can be considered as Fairly Valued.


Can you provide the profitability details for BLUE OWL CAPITAL INC?

BLUE OWL CAPITAL INC (OWL) has a profitability rating of 3 / 10.


What is the financial health of BLUE OWL CAPITAL INC (OWL) stock?

The financial health rating of BLUE OWL CAPITAL INC (OWL) is 2 / 10.


Can you provide the dividend sustainability for OWL stock?

The dividend rating of BLUE OWL CAPITAL INC (OWL) is 5 / 10 and the dividend payout ratio is 973.75%.