BLUE OWL CAPITAL INC (OWL) Fundamental Analysis & Valuation

NYSE:OWL • US09581B1035

Current stock price

9.98 USD
+0.23 (+2.36%)
At close:
10 USD
+0.02 (+0.2%)
After Hours:

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

2

1. OWL Profitability Analysis

1.1 Basic Checks

  • In the past year OWL was profitable.
  • 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 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 67.36% of the companies in the same industry.
  • With a Return On Equity value of 3.57%, OWL is not doing good in the industry: 63.18% of the companies in the same industry are doing better.
  • The Return On Invested Capital of OWL (3.89%) is comparable to the rest of the industry.
  • OWL had an Average Return On Invested Capital over the past 3 years of 4.53%. This is below the industry average of 7.31%.
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 has a Profit Margin of 2.75%. This is in the lower half of the industry: OWL underperforms 68.20% of its industry peers.
  • OWL's Operating Margin of 17.18% is on the low side compared to the rest of the industry. OWL is outperformed by 62.34% 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

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2

2. OWL Health Analysis

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
  • 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 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 1.04, we must say that OWL is in the distress zone and has some risk of bankruptcy.
  • OWL has a Altman-Z score (1.04) which is comparable to the rest of the industry.
  • 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 76.57% of its industry peers.
  • A Debt/Equity ratio of 1.51 is on the high side and indicates that OWL has dependencies on debt financing.
  • With a Debt to Equity ratio value of 1.51, OWL is not doing good in the industry: 69.46% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 1.51
Debt/FCF 2.77
Altman-Z 1.04
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 Current ratio of 0.75. This is in the lower half of the industry: OWL underperforms 64.85% 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 64.44% 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

6

3. OWL Growth Analysis

3.1 Past

  • OWL shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 11.69%, which is quite good.
  • Measured over the past years, OWL shows a quite strong growth in Earnings Per Share. The EPS has been growing by 16.59% on average per year.
  • OWL shows a strong growth in Revenue. In the last year, the Revenue has grown by 25.04%.
  • The Revenue has been growing by 62.95% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)11.69%
EPS 3Y16.59%
EPS 5YN/A
EPS Q2Q%11.76%
Revenue 1Y (TTM)25.04%
Revenue growth 3Y27.97%
Revenue growth 5Y62.95%
Sales Q2Q%12.85%

3.2 Future

  • The Earnings Per Share is expected to grow by 7.43% on average over the next years.
  • The Revenue is expected to grow by 9.64% on average over the next years. This is quite good.
EPS Next Y11.43%
EPS Next 2Y13.89%
EPS Next 3Y13.87%
EPS Next 5Y7.43%
Revenue Next Year11.66%
Revenue Next 2Y12.75%
Revenue Next 3Y11.27%
Revenue Next 5Y9.64%

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 decreasing.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last 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 2033 1B 2B 3B 4B 5B
OWL Yearly EPS VS EstimatesOWL Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 0.5 1 1.5

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6

4. OWL Valuation Analysis

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 11.60, which indicates a very decent valuation of OWL.
  • OWL's Price/Earnings ratio is a bit cheaper when compared to the industry. OWL is cheaper than 61.51% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 26.64. OWL is valued rather cheaply when compared to this.
  • With a Price/Forward Earnings ratio of 9.16, the valuation of OWL can be described as very reasonable.
  • 76.57% of the companies in the same industry are more expensive than OWL, based on the Price/Forward Earnings ratio.
  • OWL is valuated cheaply when we compare the Price/Forward Earnings ratio to 21.36, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 11.6
Fwd PE 9.16
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

  • OWL's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. OWL is cheaper than 65.69% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, OWL is valued a bit cheaper than 68.20% of the companies in the same industry.
Industry RankSector Rank
P/FCF 12.95
EV/EBITDA 20.88
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

  • OWL's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • A more expensive valuation may be justified as OWL's earnings are expected to grow with 13.87% in the coming years.
PEG (NY)1.02
PEG (5Y)N/A
EPS Next 2Y13.89%
EPS Next 3Y13.87%

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

4

5. OWL Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 9.44%, OWL is a good candidate for dividend investing.
  • The stock price of OWL dropped by -26.83% 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 6.53.
  • Compared to an average S&P500 Dividend Yield of 1.82, OWL pays a better dividend.
Industry RankSector Rank
Dividend Yield 9.44%

5.2 History

  • OWL has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years0
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 2Y13.89%
EPS Next 3Y13.87%
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

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OWL Fundamentals: All Metrics, Ratios and Statistics

BLUE OWL CAPITAL INC

NYSE:OWL (5/1/2026, 8:04:00 PM)

After market: 10 +0.02 (+0.2%)

9.98

+0.23 (+2.36%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Industry Strength31.68
Industry Growth53.42
Earnings (Last)04-30
Earnings (Next)N/A
Inst Owners104.96%
Inst Owner Change0.25%
Ins Owners0.12%
Ins Owner Change0.16%
Market Cap15.51B
Revenue(TTM)2.87B
Net Income(TTM)78.83M
Analysts80
Price Target14.46 (44.89%)
Short Float %18.49%
Short Ratio3.6
Dividend
Industry RankSector Rank
Dividend Yield 9.44%
Yearly Dividend0.36
Dividend Growth(5Y)N/A
DP693.44%
Div Incr Years0
Div Non Decr Years0
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)-13.97%
PT rev (3m)-27.55%
EPS NQ rev (1m)-4.01%
EPS NQ rev (3m)-10.46%
EPS NY rev (1m)-1.82%
EPS NY rev (3m)-5.07%
Revenue NQ rev (1m)-0.7%
Revenue NQ rev (3m)-4.46%
Revenue NY rev (1m)-2.42%
Revenue NY rev (3m)-6%
Valuation
Industry RankSector Rank
PE 11.6
Fwd PE 9.16
P/S 5.41
P/FCF 12.95
P/OCF 12.35
P/B 7.03
P/tB N/A
EV/EBITDA 20.88
EPS(TTM)0.86
EY8.62%
EPS(NY)1.09
Fwd EY10.92%
FCF(TTM)0.77
FCFY7.72%
OCF(TTM)0.81
OCFY8.1%
SpS1.85
BVpS1.42
TBVpS-4.06
PEG (NY)1.02
PEG (5Y)N/A
Graham Number5.23932 (-47.5%)
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 1.04
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)11.69%
EPS 3Y16.59%
EPS 5YN/A
EPS Q2Q%11.76%
EPS Next Y11.43%
EPS Next 2Y13.89%
EPS Next 3Y13.87%
EPS Next 5Y7.43%
Revenue 1Y (TTM)25.04%
Revenue growth 3Y27.97%
Revenue growth 5Y62.95%
Sales Q2Q%12.85%
Revenue Next Year11.66%
Revenue Next 2Y12.75%
Revenue Next 3Y11.27%
Revenue Next 5Y9.64%
EBIT growth 1Y-27.6%
EBIT growth 3Y321.21%
EBIT growth 5YN/A
EBIT Next Year7.62%
EBIT Next 3Y12.94%
EBIT Next 5Y-2.93%
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 Fundamental Analysis FAQ

What is the fundamental rating for OWL stock?

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


What is the valuation status of BLUE OWL CAPITAL INC (OWL) stock?

ChartMill assigns a valuation rating of 6 / 10 to BLUE OWL CAPITAL INC (OWL). This can be considered as Fairly Valued.


How profitable is BLUE OWL CAPITAL INC (OWL) stock?

BLUE OWL CAPITAL INC (OWL) has a profitability rating of 2 / 10.


Can you provide the PE and PB ratios for OWL stock?

The Price/Earnings (PE) ratio for BLUE OWL CAPITAL INC (OWL) is 11.6 and the Price/Book (PB) ratio is 7.03.


Can you provide the financial health for OWL stock?

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