BLUE OWL CAPITAL INC (OWL) Fundamental Analysis & Valuation

NYSE:OWL • US09581B1035

Current stock price

8.75 USD
+0.14 (+1.63%)
At close:
8.75 USD
0 (0%)
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.
  • 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.
  • 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

  • The Return On Assets of OWL (0.63%) is worse than 68.18% of its industry peers.
  • With a Return On Equity value of 3.57%, OWL is not doing good in the industry: 62.40% of the companies in the same industry are doing better.
  • OWL has a Return On Invested Capital (3.89%) which is in line with its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for OWL is below the industry average of 7.06%.
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 worse Profit Margin (2.75%) than 70.25% 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 60.33% 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. OWL Health Analysis

2.1 Basic Checks

  • Compared to 1 year ago, OWL has more shares outstanding
  • Compared to 5 years ago, OWL has more shares outstanding
  • Compared to 1 year ago, OWL has a worse debt to assets ratio.
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 0.95. This is a bad value and indicates that OWL is not financially healthy and even has some risk of bankruptcy.
  • With a Altman-Z score value of 0.95, OWL perfoms like the industry average, outperforming 55.37% of the companies in the same 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's Debt to FCF ratio of 2.77 is fine compared to the rest of the industry. OWL outperforms 78.10% 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.
  • OWL has a Debt to Equity ratio of 1.51. This is in the lower half of the industry: OWL underperforms 70.25% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.51
Debt/FCF 2.77
Altman-Z 0.95
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 64.05% of its industry peers.
  • 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: 63.64% 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. OWL Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 9.09% over the past year.
  • 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.
  • The Revenue has grown by 25.04% in the past year. This is a very strong growth!
  • 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 Y13.49%
EPS Next 2Y15.17%
EPS Next 3Y15.22%
EPS Next 5Y14.26%
Revenue Next Year15.28%
Revenue Next 2Y15.18%
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.
  • 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

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7

4. OWL Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 10.42, the valuation of OWL can be described as very reasonable.
  • Based on the Price/Earnings ratio, OWL is valued a bit cheaper than 61.98% of the companies in the same industry.
  • OWL is valuated cheaply when we compare the Price/Earnings ratio to 25.70, which is the current average of the S&P500 Index.
  • With a Price/Forward Earnings ratio of 9.18, 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 71.07% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 23.84. OWL is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 10.42
Fwd PE 9.18
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 the industry average as 69.42% of the companies are valued more expensively.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of OWL indicates a somewhat cheap valuation: OWL is cheaper than 72.73% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 11.35
EV/EBITDA 19.11
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.
  • A more expensive valuation may be justified as OWL's earnings are expected to grow with 15.22% in the coming years.
PEG (NY)0.77
PEG (5Y)N/A
EPS Next 2Y15.17%
EPS Next 3Y15.22%

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5

5. OWL Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 10.45%, OWL is a good candidate for dividend investing.
  • In the last 3 months the price of OWL has falen by -44.09%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
  • Compared to an average industry Dividend Yield of 6.83, OWL pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.89, OWL pays a better dividend.
Industry RankSector Rank
Dividend Yield 10.45%

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

  • OWL pays out 693.44% of its income as dividend. This is not a sustainable payout ratio.
DP693.44%
EPS Next 2Y15.17%
EPS Next 3Y15.22%
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 (3/13/2026, 8:04:00 PM)

After market: 8.75 0 (0%)

8.75

+0.14 (+1.63%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-05
Earnings (Next)N/A
Inst Owners104.99%
Inst Owner Change5.15%
Ins Owners0.12%
Ins Owner Change0.16%
Market Cap13.60B
Revenue(TTM)2.87B
Net Income(TTM)78.83M
Analysts80
Price Target18 (105.71%)
Short Float %12.14%
Short Ratio3.33
Dividend
Industry RankSector Rank
Dividend Yield 10.45%
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)-14.75%
PT rev (3m)-19.08%
EPS NQ rev (1m)-4.58%
EPS NQ rev (3m)-7.01%
EPS NY rev (1m)-2.82%
EPS NY rev (3m)-5.08%
Revenue NQ rev (1m)-1.4%
Revenue NQ rev (3m)-3.89%
Revenue NY rev (1m)-2.83%
Revenue NY rev (3m)-3.64%
Valuation
Industry RankSector Rank
PE 10.42
Fwd PE 9.18
P/S 4.74
P/FCF 11.35
P/OCF 10.83
P/B 6.17
P/tB N/A
EV/EBITDA 19.11
EPS(TTM)0.84
EY9.6%
EPS(NY)0.95
Fwd EY10.89%
FCF(TTM)0.77
FCFY8.81%
OCF(TTM)0.81
OCFY9.23%
SpS1.85
BVpS1.42
TBVpS-4.06
PEG (NY)0.77
PEG (5Y)N/A
Graham Number5.18
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 0.95
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 Y13.49%
EPS Next 2Y15.17%
EPS Next 3Y15.22%
EPS Next 5Y14.26%
Revenue 1Y (TTM)25.04%
Revenue growth 3Y27.97%
Revenue growth 5Y62.95%
Sales Q2Q%19.68%
Revenue Next Year15.28%
Revenue Next 2Y15.18%
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 Fundamental Analysis FAQ

What is the fundamental rating for OWL stock?

ChartMill assigns a fundamental rating of 5 / 10 to OWL.


Can you provide the valuation status for BLUE OWL CAPITAL INC?

ChartMill assigns a valuation rating of 7 / 10 to BLUE OWL CAPITAL INC (OWL). This can be considered as Undervalued.


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%.