BLUE OWL CAPITAL INC (OWL) Stock Fundamental Analysis

NYSE:OWL • US09581B1035

10.64 USD
+0.09 (+0.85%)
Last: Mar 2, 2026, 01:08 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. Both the profitability and financial health of OWL have multiple concerns. OWL is not overvalued while it is showing excellent growth. This is an interesting combination.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • OWL had positive earnings in the past year.
  • OWL had a positive operating cash flow in the past year.
  • The reported net income has been mixed in the past 5 years: OWL reported negative net income in multiple 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 2025 0 500M -500M 1B

1.2 Ratios

  • OWL has a worse Return On Assets (0.63%) than 69.75% of its industry peers.
  • OWL's Return On Equity of 3.57% is on the low side compared to the rest of the industry. OWL is outperformed by 64.71% of its industry peers.
  • OWL has a Return On Invested Capital (3.89%) which is comparable to the rest of the industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for OWL 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

  • OWL's Profit Margin of 2.75% is on the low side compared to the rest of the industry. OWL is outperformed by 71.01% of its industry peers.
  • OWL's Operating Margin of 17.18% is in line compared to the rest of the industry. OWL outperforms 41.60% of its industry peers.
  • In the last couple of years the Operating Margin of OWL has grown nicely.
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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2

2. Health

2.1 Basic Checks

  • The number of shares outstanding for OWL has been increased compared to 1 year ago.
  • OWL has more shares outstanding than it did 5 years ago.
  • 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

  • Based on the Altman-Z score of 1.11, we must say that OWL is in the distress zone and has some risk of bankruptcy.
  • OWL's Altman-Z score of 1.11 is fine compared to the rest of the industry. OWL outperforms 60.08% 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.
  • OWL has a better Debt to FCF ratio (2.77) than 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.
  • OWL's Debt to Equity ratio of 1.51 is on the low side compared to the rest of the industry. OWL is outperformed by 71.85% of its industry peers.
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.
  • With a Current ratio value of 0.75, OWL is not doing good in the industry: 63.03% of the companies in the same industry are doing better.
  • A Quick Ratio of 0.75 indicates that OWL may have some problems paying its short term obligations.
  • With a Quick ratio value of 0.75, OWL is not doing good in the industry: 62.60% of the companies in the same industry are doing better.
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. Growth

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.
  • OWL shows a strong growth in Revenue. In the last year, 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

  • The Earnings Per Share is expected to grow by 14.26% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 14.62% on average over the next years. This is quite good.
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.
  • 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

  • The Price/Earnings ratio is 12.67, which indicates a correct valuation of OWL.
  • OWL's Price/Earnings ratio is in line with the industry average.
  • When comparing the Price/Earnings ratio of OWL to the average of the S&P500 Index (27.07), we can say OWL is valued rather cheaply.
  • A Price/Forward Earnings ratio of 10.85 indicates a reasonable valuation of OWL.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of OWL indicates a somewhat cheap valuation: OWL is cheaper than 66.81% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.05, OWL is valued rather cheaply.
Industry RankSector Rank
PE 12.67
Fwd PE 10.85
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 66.81% of the companies in the same industry.
  • OWL's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. OWL is cheaper than 70.59% of the companies in the same industry.
Industry RankSector Rank
P/FCF 13.85
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

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BLUE OWL CAPITAL INC

NYSE:OWL (3/2/2026, 1:08:09 PM)

10.64

+0.09 (+0.85%)

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 Cap16.59B
Revenue(TTM)2.87B
Net Income(TTM)78.83M
Analysts81
Price Target18 (69.17%)
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 12.67
Fwd PE 10.85
P/S 5.78
P/FCF 13.85
P/OCF 13.21
P/B 7.52
P/tB N/A
EV/EBITDA 22.37
EPS(TTM)0.84
EY7.89%
EPS(NY)0.98
Fwd EY9.22%
FCF(TTM)0.77
FCFY7.22%
OCF(TTM)0.81
OCFY7.57%
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 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%.