BLUE OWL CAPITAL INC (OWL) Fundamental Analysis & Valuation

NYSE:OWL • US09581B1035

10.34 USD
+0.07 (+0.68%)
At close: Mar 4, 2026
10.37 USD
+0.03 (+0.29%)
After Hours: 3/4/2026, 4:32:19 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This OWL fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

4

Overall OWL gets a fundamental rating of 4 out of 10. We evaluated OWL against 238 industry peers in the Capital Markets industry. OWL has a bad profitability rating. Also its financial health evaluation is rather negative. OWL is not priced too expensively while it is growing strongly. Keep and eye on this one!


Dividend Valuation Growth Profitability Health

3

1. OWL Profitability Analysis

1.1 Basic Checks

  • In the past year OWL was profitable.
  • OWL had a positive operating cash flow in the past year.
  • In multiple years OWL reported negative net income over the last 5 years.
  • OWL had a positive operating cash flow in each of the past 5 years.
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 2025 0 500M -500M 1B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 0.63%, OWL is doing worse than 69.33% of the companies in the same industry.
  • OWL has a Return On Equity of 3.57%. This is in the lower half of the industry: OWL underperforms 64.29% of its industry peers.
  • OWL has a Return On Invested Capital (3.89%) which is in line with its industry peers.
  • OWL had an Average Return On Invested Capital over the past 3 years of 4.53%. This is below the industry average of 7.27%.
Industry RankSector Rank
ROA 0.63%
ROE 3.57%
ROIC 3.89%
ROA(3y)0.75%
ROA(5y)-0.48%
ROE(3y)4.09%
ROE(5y)-2.18%
ROIC(3y)4.53%
ROIC(5y)N/A
OWL Yearly ROA, ROE, ROICOWL Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 40 -40 -60

1.3 Margins

  • With a Profit Margin value of 2.75%, OWL is not doing good in the industry: 71.01% of the companies in the same industry are doing better.
  • Looking at the Operating Margin, with a value of 17.18%, OWL is in line with its industry, outperforming 41.18% of the companies in the same industry.
  • OWL's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 17.18%
PM (TTM) 2.75%
GM N/A
OM growth 3Y229.16%
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
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 2025 0 20 -20 -40 -60 -80 -100

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ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. OWL Health Analysis

2.1 Basic Checks

  • Compared to 1 year ago, OWL has more shares outstanding
  • OWL has more shares outstanding than it did 5 years ago.
  • Compared to 1 year ago, OWL has a worse debt to assets ratio.
OWL Yearly Shares OutstandingOWL Yearly Shares OutstandingYearly Shares Outstanding 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B
OWL Yearly Total Debt VS Total AssetsOWL Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B 10B

2.2 Solvency

  • OWL has an Altman-Z score of 1.09. This is a bad value and indicates that OWL is not financially healthy and even has some risk of bankruptcy.
  • The Altman-Z score of OWL (1.09) is comparable to the rest of the industry.
  • OWL has a debt to FCF ratio of 2.77. This is a good value and a sign of high solvency as OWL would need 2.77 years to pay back of all of its debts.
  • OWL's Debt to FCF ratio of 2.77 is fine compared to the rest of the industry. OWL outperforms 79.41% of its industry peers.
  • OWL has a Debt/Equity ratio of 1.51. This is a high value indicating a heavy dependency on external financing.
  • Looking at the Debt to Equity ratio, with a value of 1.51, OWL is doing worse than 71.85% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.51
Debt/FCF 2.77
Altman-Z 1.09
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 2025 0 1B 2B 3B

2.3 Liquidity

  • OWL has a Current Ratio of 0.75. This is a bad value and indicates that OWL is not financially healthy enough and could expect problems in meeting its short term obligations.
  • The Current ratio of OWL (0.75) is worse than 63.03% of its industry peers.
  • OWL has a Quick Ratio of 0.75. 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's Quick ratio of 0.75 is on the low side compared to the rest of the industry. OWL is outperformed by 62.60% of its industry peers.
Industry RankSector Rank
Current Ratio 0.75
Quick Ratio 0.75
OWL Yearly Current Assets VS Current LiabilitesOWL Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B

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

8

3. OWL Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 9.09% over the past year.
  • The Earnings Per Share has been growing by 16.59% on average over the past years. This is quite good.
  • Looking at the last year, OWL shows a very strong growth in Revenue. The Revenue has grown by 25.04%.
  • OWL shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 62.95% yearly.
EPS 1Y (TTM)9.09%
EPS 3Y16.59%
EPS 5YN/A
EPS Q2Q%14.29%
Revenue 1Y (TTM)25.04%
Revenue growth 3Y27.97%
Revenue growth 5Y62.95%
Sales Q2Q%19.68%

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 14.26% yearly.
  • Based on estimates for the next years, OWL will show a quite strong growth in Revenue. The Revenue will grow by 14.62% on average per year.
EPS Next Y16.78%
EPS Next 2Y17.33%
EPS Next 3Y18.67%
EPS Next 5Y14.26%
Revenue Next Year16.42%
Revenue Next 2Y15.58%
Revenue Next 3Y15.12%
Revenue Next 5Y14.62%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
  • Although the future Revenue growth is still strong, it is not able to hold up the even more excellent growth rate of 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

6

4. OWL Valuation Analysis

4.1 Price/Earnings Ratio

  • OWL is valuated correctly with a Price/Earnings ratio of 12.31.
  • OWL's Price/Earnings is on the same level as the industry average.
  • OWL's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.83.
  • The Price/Forward Earnings ratio is 10.54, which indicates a very decent valuation of OWL.
  • 66.39% of the companies in the same industry are more expensive than OWL, based on the Price/Forward Earnings ratio.
  • When comparing the Price/Forward Earnings ratio of OWL to the average of the S&P500 Index (24.95), we can say OWL is valued rather cheaply.
Industry RankSector Rank
PE 12.31
Fwd PE 10.54
OWL Price Earnings VS Forward Price EarningsOWL Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

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.
  • 71.85% of the companies in the same industry are more expensive than OWL, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 13.46
EV/EBITDA 21.87
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 low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • OWL's earnings are expected to grow with 18.67% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.73
PEG (5Y)N/A
EPS Next 2Y17.33%
EPS Next 3Y18.67%

More info and screens

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

5

5. OWL Dividend Analysis

5.1 Amount

  • OWL has a Yearly Dividend Yield of 8.02%, which is a nice return.
  • The stock price of OWL dropped by -36.33% in the last 3 months. With lower prices the dividend yield is higher, but it may be a sign investors do not trust the long term dividend.
  • OWL's Dividend Yield is a higher than the industry average which is at 6.44.
  • Compared to an average S&P500 Dividend Yield of 1.82, OWL pays a better dividend.
Industry RankSector Rank
Dividend Yield 8.02%

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 2026 0.2 0.4 0.6 0.8

5.3 Sustainability

  • OWL pays out 693.44% of its income as dividend. This is not a sustainable payout ratio.
DP693.44%
EPS Next 2Y17.33%
EPS Next 3Y18.67%
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 2025 0 500M 1B
OWL Dividend Payout.OWL Dividend Payout, showing the Payout Ratio.OWL Dividend Payout.PayoutRetained Earnings

More info and screens

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OWL Fundamentals: All Metrics, Ratios and Statistics

BLUE OWL CAPITAL INC

NYSE:OWL (3/4/2026, 4:32:19 PM)

After market: 10.37 +0.03 (+0.29%)

10.34

+0.07 (+0.68%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-05
Earnings (Next)N/A
Inst Owners97.55%
Inst Owner Change5.13%
Ins Owners0.13%
Ins Owner Change0.16%
Market Cap16.13B
Revenue(TTM)2.87B
Net Income(TTM)78.83M
Analysts81
Price Target18 (74.08%)
Short Float %12.14%
Short Ratio3.33
Dividend
Industry RankSector Rank
Dividend Yield 8.02%
Yearly Dividend0.36
Dividend Growth(5Y)N/A
DP693.44%
Div Incr Years3
Div Non Decr Years3
Ex-Date02-20
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)2.07%
Min EPS beat(2)-1.91%
Max EPS beat(2)6.05%
EPS beat(4)2
Avg EPS beat(4)-1.19%
Min EPS beat(4)-9.47%
Max EPS beat(4)6.05%
EPS beat(8)3
Avg EPS beat(8)-1.33%
EPS beat(12)5
Avg EPS beat(12)-0.89%
EPS beat(16)8
Avg EPS beat(16)0.42%
Revenue beat(2)1
Avg Revenue beat(2)1.94%
Min Revenue beat(2)-0.76%
Max Revenue beat(2)4.64%
Revenue beat(4)2
Avg Revenue beat(4)0.38%
Min Revenue beat(4)-2.66%
Max Revenue beat(4)4.64%
Revenue beat(8)6
Avg Revenue beat(8)1.1%
Revenue beat(12)10
Avg Revenue beat(12)2.64%
Revenue beat(16)13
Avg Revenue beat(16)2.85%
PT rev (1m)-15.79%
PT rev (3m)-18.45%
EPS NQ rev (1m)-6.64%
EPS NQ rev (3m)-6.94%
EPS NY rev (1m)-0.51%
EPS NY rev (3m)-3.06%
Revenue NQ rev (1m)-3.46%
Revenue NQ rev (3m)-2.66%
Revenue NY rev (1m)-1.99%
Revenue NY rev (3m)-3.13%
Valuation
Industry RankSector Rank
PE 12.31
Fwd PE 10.54
P/S 5.62
P/FCF 13.46
P/OCF 12.84
P/B 7.31
P/tB N/A
EV/EBITDA 21.87
EPS(TTM)0.84
EY8.12%
EPS(NY)0.98
Fwd EY9.49%
FCF(TTM)0.77
FCFY7.43%
OCF(TTM)0.81
OCFY7.79%
SpS1.84
BVpS1.41
TBVpS-4.04
PEG (NY)0.73
PEG (5Y)N/A
Graham Number5.17
Profitability
Industry RankSector Rank
ROA 0.63%
ROE 3.57%
ROCE 4.39%
ROIC 3.89%
ROICexc 3.96%
ROICexgc 20.62%
OM 17.18%
PM (TTM) 2.75%
GM N/A
FCFM 41.75%
ROA(3y)0.75%
ROA(5y)-0.48%
ROE(3y)4.09%
ROE(5y)-2.18%
ROIC(3y)4.53%
ROIC(5y)N/A
ROICexc(3y)4.6%
ROICexc(5y)N/A
ROICexgc(3y)26.59%
ROICexgc(5y)N/A
ROCE(3y)5.11%
ROCE(5y)N/A
ROICexgc growth 3Y235.28%
ROICexgc growth 5YN/A
ROICexc growth 3Y280.59%
ROICexc growth 5YN/A
OM growth 3Y229.16%
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.23
Health
Industry RankSector Rank
Debt/Equity 1.51
Debt/FCF 2.77
Debt/EBITDA 3.8
Cap/Depr 15.1%
Cap/Sales 2.01%
Interest Coverage 3.17
Cash Conversion 143.45%
Profit Quality 1520.03%
Current Ratio 0.75
Quick Ratio 0.75
Altman-Z 1.09
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)20.1%
Cap/Depr(5y)18.04%
Cap/Sales(3y)2.91%
Cap/Sales(5y)2.83%
Profit Quality(3y)1331.74%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)9.09%
EPS 3Y16.59%
EPS 5YN/A
EPS Q2Q%14.29%
EPS Next Y16.78%
EPS Next 2Y17.33%
EPS Next 3Y18.67%
EPS Next 5Y14.26%
Revenue 1Y (TTM)25.04%
Revenue growth 3Y27.97%
Revenue growth 5Y62.95%
Sales Q2Q%19.68%
Revenue Next Year16.42%
Revenue Next 2Y15.58%
Revenue Next 3Y15.12%
Revenue Next 5Y14.62%
EBIT growth 1Y-27.6%
EBIT growth 3Y321.21%
EBIT growth 5YN/A
EBIT Next Year5.33%
EBIT Next 3Y9.73%
EBIT Next 5Y6.54%
FCF growth 1Y28.11%
FCF growth 3Y21.82%
FCF growth 5Y205.54%
OCF growth 1Y25.66%
OCF growth 3Y19.92%
OCF growth 5Y199.64%

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 6 / 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 693.44%.