BLUE OWL CAPITAL INC (OWL) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:OWL • US09581B1035
13.64 USD
-0.35 (-2.5%)
At close: Jan 30, 2026
13.6 USD
-0.04 (-0.29%)
After Hours: 1/30/2026, 8:12:01 PM
OWL gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 237 industry peers in the Capital Markets industry. OWL may be in some trouble as it scores bad on both profitability and health. OWL is not priced too expensively while it is growing strongly. Keep and eye on this one!
1. Profitability
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.
- In the past 5 years OWL always reported a positive cash flow from operatings.
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 75.11% of its industry peers.
- Looking at the Return On Equity, with a value of 2.26%, OWL is doing worse than 70.04% of the companies in the same industry.
- Looking at the Return On Invested Capital, with a value of 3.76%, OWL is in line with its industry, outperforming 53.16% of the companies in the same industry.
- Measured over the past 3 years, the Average Return On Invested Capital for OWL is below the industry average of 7.28%.
- The last Return On Invested Capital (3.76%) for OWL is above the 3 year average (3.29%), which is a sign of increasing profitability.
| Industry Rank | Sector 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
1.3 Margins
- Looking at the Profit Margin, with a value of 1.89%, OWL is doing worse than 73.42% of the companies in the same industry.
- OWL's Profit Margin has declined in the last couple of years.
- Looking at the Operating Margin, with a value of 17.27%, OWL is in line with its industry, outperforming 41.77% of the companies in the same industry.
- In the last couple of years the Operating Margin of OWL has grown nicely.
| Industry Rank | Sector 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
2. Health
2.1 Basic Checks
- Compared to 1 year ago, OWL has more shares outstanding
- Compared to 5 years ago, OWL has more shares outstanding
- The debt/assets ratio for OWL is higher compared to a year ago.
2.2 Solvency
- OWL has an Altman-Z score of 1.40. This is a bad value and indicates that OWL is not financially healthy and even has some risk of bankruptcy.
- With a decent Altman-Z score value of 1.40, OWL is doing good in the industry, outperforming 62.87% of the companies in the same industry.
- 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.
- With a decent Debt to FCF ratio value of 2.81, OWL is doing good in the industry, outperforming 79.75% of the companies in the same industry.
- A Debt/Equity ratio of 1.41 is on the high side and indicates that OWL has dependencies on debt financing.
- OWL has a Debt to Equity ratio of 1.41. This is in the lower half of the industry: OWL underperforms 69.20% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.41 | ||
| Debt/FCF | 2.81 | ||
| Altman-Z | 1.4 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 0.71 indicates that OWL may have some problems paying its short term obligations.
- With a Current ratio value of 0.71, OWL is not doing good in the industry: 64.98% of the companies in the same industry are doing better.
- A Quick Ratio of 0.71 indicates that OWL may have some problems paying its short term obligations.
- The Quick ratio of OWL (0.71) is worse than 64.56% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.71 | ||
| Quick Ratio | 0.71 |
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.
- The Earnings Per Share has been growing by 26.74% on average over the past years. This is a very strong growth
- Looking at the last year, OWL shows a very strong growth in Revenue. The Revenue has grown by 27.24%.
- The Revenue has been growing by 64.44% on average over the past years. This is a very strong growth!
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
- The Earnings Per Share is expected to grow by 14.17% on average over the next years. This is quite good.
- The Revenue is expected to grow by 16.06% on average over the next years. This is quite good.
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
- The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
- 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.
4. Valuation
4.1 Price/Earnings Ratio
- OWL is valuated correctly with a Price/Earnings ratio of 16.84.
- OWL's Price/Earnings is on the same level as the industry average.
- Compared to an average S&P500 Price/Earnings ratio of 28.32, OWL is valued a bit cheaper.
- With a Price/Forward Earnings ratio of 13.83, OWL is valued correctly.
- OWL's Price/Forward Earnings is on the same level as the industry average.
- OWL's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 25.57.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 16.84 | ||
| Fwd PE | 13.83 |
4.2 Price Multiples
- Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of OWL indicates a somewhat cheap valuation: OWL is cheaper than 65.40% of the companies listed in the same industry.
- Based on the Price/Free Cash Flow ratio, OWL is valued a bit cheaper than 64.14% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 18.51 | ||
| EV/EBITDA | 28.85 |
4.3 Compensation for Growth
- The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive 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)2.11
PEG (5Y)0.63
EPS Next 2Y13.16%
EPS Next 3Y14.71%
5. Dividend
5.1 Amount
- With a Yearly Dividend Yield of 6.43%, OWL is a good candidate for dividend investing.
- OWL's Dividend Yield is a higher than the industry average which is at 6.00.
- Compared to an average S&P500 Dividend Yield of 1.83, OWL pays a better dividend.
| Industry Rank | Sector 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
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%
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 4 / 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%.