BLUE OWL CAPITAL INC (OWL) Stock Fundamental Analysis

NYSE:OWL • US09581B1035

10.55 USD
-0.67 (-5.97%)
At close: Feb 27, 2026
10.5876 USD
+0.04 (+0.36%)
After Hours: 2/27/2026, 8:25:45 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

OWL gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals 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 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

  • In the past year OWL was profitable.
  • In the past year OWL had a positive cash flow from operations.
  • The reported net income has been mixed in the past 5 years: OWL reported negative net income in multiple 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

  • With a Return On Assets value of 0.63%, OWL is not doing good in the industry: 70.42% of the companies in the same industry are doing better.
  • Looking at the Return On Equity, with a value of 3.57%, OWL is doing worse than 64.58% of the companies in the same industry.
  • OWL's Return On Invested Capital of 3.89% is in line compared to the rest of the industry. OWL outperforms 56.25% of 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 7.32%.
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

  • The Profit Margin of OWL (2.75%) is worse than 71.67% of its industry peers.
  • OWL has a Operating Margin of 17.18%. This is comparable to the rest of the industry: OWL outperforms 41.25% of its industry peers.
  • 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

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.
  • Compared to 5 years ago, OWL has more shares outstanding
  • The debt/assets ratio for OWL is higher compared to a year ago.
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 1.11. 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 (1.11) than 60.42% of its industry peers.
  • The Debt to FCF ratio of OWL is 2.77, which is a good value as it means it would take OWL, 2.77 years of fcf income to pay off all of its debts.
  • With a decent Debt to FCF ratio value of 2.77, OWL is doing good in the industry, outperforming 79.58% of the companies in the same industry.
  • OWL has a Debt/Equity ratio of 1.51. This is a high value indicating a heavy dependency on external financing.
  • With a Debt to Equity ratio value of 1.51, OWL is not doing good in the industry: 71.67% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 1.51
Debt/FCF 2.77
Altman-Z 1.11
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

  • A Current Ratio of 0.75 indicates that OWL may have some problems paying its short term obligations.
  • OWL has a worse Current ratio (0.75) than 63.33% of its industry peers.
  • A Quick Ratio of 0.75 indicates that OWL may have some problems paying 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 62.92% 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

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

  • The Earnings Per Share has grown by an nice 9.09% over the past year.
  • OWL shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 16.59% yearly.
  • Looking at the last year, OWL shows a very strong growth in Revenue. The Revenue has grown by 25.04%.
  • Measured over the past years, OWL shows a very strong growth in Revenue. The Revenue has been growing by 62.95% on average per year.
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

  • Based on estimates for the next years, OWL will show a quite strong growth in Earnings Per Share. The EPS will grow by 14.26% on average per year.
  • OWL is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 14.62% yearly.
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

  • The EPS growth rate is stable: in the next years the growth will be about the same than in the last 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

6

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 12.56, the valuation of OWL can be described as correct.
  • Compared to the rest of the industry, the Price/Earnings ratio of OWL is on the same level as its industry peers.
  • OWL is valuated cheaply when we compare the Price/Earnings ratio to 27.07, which is the current average of the S&P500 Index.
  • A Price/Forward Earnings ratio of 10.75 indicates a reasonable valuation of OWL.
  • Based on the Price/Forward Earnings ratio, OWL is valued a bit cheaper than the industry average as 67.08% of the companies are valued more expensively.
  • When comparing the Price/Forward Earnings ratio of OWL to the average of the S&P500 Index (28.05), we can say OWL is valued rather cheaply.
Industry RankSector Rank
PE 12.56
Fwd PE 10.75
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

  • Based on the Enterprise Value to EBITDA ratio, OWL is valued a bit cheaper than 67.08% of the companies in the same industry.
  • 70.00% 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 13.73
EV/EBITDA 22.37
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)0.75
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. Dividend

5.1 Amount

  • With a Yearly Dividend Yield of 8.02%, OWL is a good candidate for dividend investing.
  • In the last 3 months the price of OWL has falen by -29.67%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
  • OWL's Dividend Yield is a higher than the industry average which is at 6.42.
  • 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

  • 693.44% of the earnings are spent on dividend by OWL. 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

Find the best dividend stocksShow peers with best dividend

BLUE OWL CAPITAL INC

NYSE:OWL (2/27/2026, 8:25:45 PM)

After market: 10.5876 +0.04 (+0.36%)

10.55

-0.67 (-5.97%)

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 Cap16.45B
Revenue(TTM)2.87B
Net Income(TTM)78.83M
Analysts81
Price Target18 (70.62%)
Short Float %11.99%
Short Ratio4.47
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 12.56
Fwd PE 10.75
P/S 5.73
P/FCF 13.73
P/OCF 13.1
P/B 7.46
P/tB N/A
EV/EBITDA 22.37
EPS(TTM)0.84
EY7.96%
EPS(NY)0.98
Fwd EY9.3%
FCF(TTM)0.77
FCFY7.28%
OCF(TTM)0.81
OCFY7.63%
SpS1.84
BVpS1.41
TBVpS-4.04
PEG (NY)0.75
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 1.11
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 2 / 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%.