BLUE OWL CAPITAL INC (OWL) Stock Fundamental Analysis

USA • New York Stock Exchange • NYSE:OWL • US09581B1035

11.555 USD
-0.51 (-4.19%)
Last: Feb 5, 2026, 03:28 PM
Fundamental Rating

4

We assign a fundamental rating of 4 out of 10 to OWL. OWL was compared to 238 industry peers in the Capital Markets industry. Both the profitability and financial health of OWL have multiple concerns. OWL is growing strongly while it is still valued neutral. This is a good 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 0 500M -500M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 0.42%, OWL is doing worse than 75.21% of the companies in the same industry.
  • OWL's Return On Equity of 2.26% is on the low side compared to the rest of the industry. OWL is outperformed by 69.75% of its industry peers.
  • The Return On Invested Capital of OWL (3.76%) is comparable to the rest of the industry.
  • OWL had an Average Return On Invested Capital over the past 3 years of 3.29%. This 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 RankSector 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
OWL Yearly ROA, ROE, ROICOWL Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 2024 0 20 -20 40 -40 -60

1.3 Margins

  • With a Profit Margin value of 1.89%, OWL is not doing good in the industry: 73.11% of the companies in the same industry are doing better.
  • In the last couple of years the Profit Margin of OWL has declined.
  • OWL's Operating Margin of 17.27% is in line compared to the rest of the industry. OWL outperforms 42.02% of its industry peers.
  • In the last couple of years the Operating Margin of OWL has grown nicely.
Industry RankSector 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
OWL Yearly Profit, Operating, Gross MarginsOWL Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 2024 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

  • OWL has more shares outstanding than it did 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 500M 1B
OWL Yearly Total Debt VS Total AssetsOWL Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B 10B

2.2 Solvency

  • OWL has an Altman-Z score of 1.25. This is a bad value and indicates that OWL is not financially healthy and even has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 1.25, OWL is in the better half of the industry, outperforming 62.18% 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 79.83% of the companies in the same industry.
  • OWL has a Debt/Equity ratio of 1.41. This is a high value indicating a heavy dependency on external financing.
  • The Debt to Equity ratio of OWL (1.41) is worse than 69.33% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.41
Debt/FCF 2.81
Altman-Z 1.25
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 0 1B 2B

2.3 Liquidity

  • A Current Ratio of 0.71 indicates that OWL may have some problems paying its short term obligations.
  • The Current ratio of OWL (0.71) is worse than 65.13% of its industry peers.
  • OWL has a Quick Ratio of 0.71. 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 0.71 is on the low side compared to the rest of the industry. OWL is outperformed by 64.71% of its industry peers.
Industry RankSector Rank
Current Ratio 0.71
Quick Ratio 0.71
OWL Yearly Current Assets VS Current LiabilitesOWL Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M

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

  • 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.
  • OWL shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 26.74% yearly.
  • Looking at the last year, OWL shows a very strong growth in Revenue. The Revenue has grown by 27.24%.
  • Measured over the past years, OWL shows a very strong growth in Revenue. The Revenue has been growing by 64.44% on average per year.
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

  • Based on estimates for the next years, OWL will show a quite strong growth in Earnings Per Share. The EPS will grow by 14.17% on average per year.
  • Based on estimates for the next years, OWL will show a quite strong growth in Revenue. The Revenue will grow by 16.06% on average per year.
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

  • Although the future EPS growth is still strong, it is not able to hold up the even more excellent growth rate of 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.
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

More info and screens

Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • OWL is valuated correctly with a Price/Earnings ratio of 14.27.
  • 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 (28.25), we can say OWL is valued slightly cheaper.
  • With a Price/Forward Earnings ratio of 11.72, the valuation of OWL can be described as very reasonable.
  • OWL's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. OWL is cheaper than 60.92% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of OWL to the average of the S&P500 Index (27.50), we can say OWL is valued rather cheaply.
Industry RankSector Rank
PE 14.27
Fwd PE 11.72
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

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of OWL indicates a somewhat cheap valuation: OWL is cheaper than 67.23% of the companies listed in the same industry.
  • Based on the Price/Free Cash Flow ratio, OWL is valued a bit cheaper than 68.49% of the companies in the same industry.
Industry RankSector Rank
P/FCF 15.68
EV/EBITDA 25.93
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 14.71% in the coming years.
PEG (NY)1.79
PEG (5Y)0.53
EPS Next 2Y13.16%
EPS Next 3Y14.71%

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 6.43%, OWL is a good candidate for dividend investing.
  • The stock price of OWL dropped by -21.84% 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 6.02.
  • OWL's Dividend Yield is rather good when compared to the S&P500 average which is at 1.82.
Industry RankSector 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
OWL Yearly Dividends per shareOWL Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 2025 0.2 0.4 0.6 0.8

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%
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 0 200M -200M 400M 600M 800M
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 (2/5/2026, 3:28:10 PM)

11.555

-0.51 (-4.19%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)10-30
Earnings (Next)02-05
Inst Owners97.55%
Inst Owner Change-1.7%
Ins Owners0.13%
Ins Owner Change0.16%
Market Cap18.02B
Revenue(TTM)2.75B
Net Income(TTM)51.91M
Analysts81
Price Target21.37 (84.94%)
Short Float %12%
Short Ratio6.04
Dividend
Industry RankSector Rank
Dividend Yield 6.43%
Yearly Dividend0.25
Dividend Growth(5Y)N/A
DP973.75%
Div Incr Years3
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-0.66%
Min EPS beat(2)-1.91%
Max EPS beat(2)0.59%
EPS beat(4)1
Avg EPS beat(4)-3.52%
Min EPS beat(4)-9.47%
Max EPS beat(4)0.59%
EPS beat(8)3
Avg EPS beat(8)-1.8%
EPS beat(12)5
Avg EPS beat(12)-1.35%
EPS beat(16)8
Avg EPS beat(16)0.35%
Revenue beat(2)1
Avg Revenue beat(2)-0.23%
Min Revenue beat(2)-0.76%
Max Revenue beat(2)0.3%
Revenue beat(4)2
Avg Revenue beat(4)-0.48%
Min Revenue beat(4)-2.66%
Max Revenue beat(4)1.22%
Revenue beat(8)6
Avg Revenue beat(8)2.28%
Revenue beat(12)10
Avg Revenue beat(12)2.62%
Revenue beat(16)13
Avg Revenue beat(16)2.88%
PT rev (1m)-0.95%
PT rev (3m)-5.99%
EPS NQ rev (1m)-1.45%
EPS NQ rev (3m)-3.5%
EPS NY rev (1m)-0.28%
EPS NY rev (3m)-0.71%
Revenue NQ rev (1m)-0.21%
Revenue NQ rev (3m)-0.46%
Revenue NY rev (1m)-0.18%
Revenue NY rev (3m)0.71%
Valuation
Industry RankSector Rank
PE 14.27
Fwd PE 11.72
P/S 6.56
P/FCF 15.68
P/OCF 15.05
P/B 7.85
P/tB N/A
EV/EBITDA 25.93
EPS(TTM)0.81
EY7.01%
EPS(NY)0.99
Fwd EY8.53%
FCF(TTM)0.74
FCFY6.38%
OCF(TTM)0.77
OCFY6.64%
SpS1.76
BVpS1.47
TBVpS-4.04
PEG (NY)1.79
PEG (5Y)0.53
Graham Number5.18
Profitability
Industry RankSector Rank
ROA 0.42%
ROE 2.26%
ROCE 4.2%
ROIC 3.76%
ROICexc 3.81%
ROICexgc 19.86%
OM 17.27%
PM (TTM) 1.89%
GM N/A
FCFM 41.85%
ROA(3y)0.5%
ROA(5y)-13.4%
ROE(3y)2.71%
ROE(5y)N/A
ROIC(3y)3.29%
ROIC(5y)N/A
ROICexc(3y)3.34%
ROICexc(5y)N/A
ROICexgc(3y)20.1%
ROICexgc(5y)N/A
ROCE(3y)3.68%
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/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
F-Score4
Asset Turnover0.22
Health
Industry RankSector Rank
Debt/Equity 1.41
Debt/FCF 2.81
Debt/EBITDA 3.83
Cap/Depr 12.93%
Cap/Sales 1.75%
Interest Coverage 3.28
Cash Conversion 141.72%
Profit Quality 2214%
Current Ratio 0.71
Quick Ratio 0.71
Altman-Z 1.25
F-Score4
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)23.49%
Cap/Depr(5y)35.02%
Cap/Sales(3y)3.83%
Cap/Sales(5y)2.48%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)9.46%
EPS 3YN/A
EPS 5Y26.74%
EPS Q2Q%10%
EPS Next Y7.98%
EPS Next 2Y13.16%
EPS Next 3Y14.71%
EPS Next 5Y14.17%
Revenue 1Y (TTM)27.24%
Revenue growth 3Y40.71%
Revenue growth 5Y64.44%
Sales Q2Q%20.88%
Revenue Next Year22.62%
Revenue Next 2Y20.69%
Revenue Next 3Y18.96%
Revenue Next 5Y16.06%
EBIT growth 1Y-26.97%
EBIT growth 3YN/A
EBIT growth 5Y90.16%
EBIT Next Year10.22%
EBIT Next 3Y15.84%
EBIT Next 5Y7.31%
FCF growth 1Y33.87%
FCF growth 3Y50.13%
FCF growth 5Y85.23%
OCF growth 1Y30.58%
OCF growth 3Y52.52%
OCF growth 5Y86.67%

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 5 / 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%.