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BLUE OWL CAPITAL INC (OWL) Stock Fundamental Analysis

USA - NYSE:OWL - US09581B1035 - Common Stock

15.945 USD
-0.2 (-1.21%)
Last: 10/2/2025, 2:55:08 PM
Fundamental Rating

4

OWL gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 237 industry peers in the Capital Markets industry. Both the profitability and financial health of OWL have multiple concerns. OWL is valued quite expensive, but it does show an excellent growth.


Dividend Valuation Growth Profitability Health

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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.
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 0 500M -500M

1.2 Ratios

Looking at the Return On Assets, with a value of 0.61%, OWL is doing worse than 69.20% of the companies in the same industry.
OWL has a Return On Equity of 3.21%. This is in the lower half of the industry: OWL underperforms 67.51% of its industry peers.
Looking at the Return On Invested Capital, with a value of 4.28%, OWL is in line with its industry, outperforming 57.81% 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 7.59%.
The 3 year average ROIC (3.29%) for OWL is below the current ROIC(4.28%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 0.61%
ROE 3.21%
ROIC 4.28%
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

OWL has a worse Profit Margin (2.88%) than 70.04% of its industry peers.
In the last couple of years the Profit Margin of OWL has declined.
The Operating Margin of OWL (20.79%) is comparable to the rest of the industry.
OWL's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 20.79%
PM (TTM) 2.88%
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

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2

2. Health

2.1 Basic Checks

OWL has more shares outstanding than it did 1 year ago.
OWL has more shares outstanding than it did 5 years ago.
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

Based on the Altman-Z score of 1.70, we must say that OWL is in the distress zone and has some risk of bankruptcy.
The Altman-Z score of OWL (1.70) is better than 69.20% of its industry peers.
The Debt to FCF ratio of OWL is 3.11, which is a good value as it means it would take OWL, 3.11 years of fcf income to pay off all of its debts.
OWL's Debt to FCF ratio of 3.11 is amongst the best of the industry. OWL outperforms 80.17% of its industry peers.
A Debt/Equity ratio of 1.38 is on the high side and indicates that OWL has dependencies on debt financing.
Looking at the Debt to Equity ratio, with a value of 1.38, OWL is doing worse than 65.82% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 1.38
Debt/FCF 3.11
Altman-Z 1.7
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 0.88 indicates that OWL may have some problems paying its short term obligations.
Looking at the Current ratio, with a value of 0.88, OWL is doing worse than 61.18% of the companies in the same industry.
OWL has a Quick Ratio of 0.88. This is a bad value and indicates that OWL is not financially healthy enough and could expect problems in meeting its short term obligations.
The Quick ratio of OWL (0.88) is worse than 60.76% of its industry peers.
Industry RankSector Rank
Current Ratio 0.88
Quick Ratio 0.88
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

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9

3. Growth

3.1 Past

The Earnings Per Share has grown by an nice 12.86% over the past year.
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 31.80%.
OWL shows a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 64.44% yearly.
EPS 1Y (TTM)12.86%
EPS 3YN/A
EPS 5Y26.74%
EPS Q2Q%10.53%
Revenue 1Y (TTM)31.8%
Revenue growth 3Y40.71%
Revenue growth 5Y64.44%
Sales Q2Q%24.24%

3.2 Future

OWL is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 18.08% yearly.
Based on estimates for the next years, OWL will show a very strong growth in Revenue. The Revenue will grow by 21.70% on average per year.
EPS Next Y9.52%
EPS Next 2Y16.28%
EPS Next 3Y16.66%
EPS Next 5Y18.08%
Revenue Next Year21.9%
Revenue Next 2Y22.12%
Revenue Next 3Y20.41%
Revenue Next 5Y21.7%

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.
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 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 0.5 1 1.5

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3

4. Valuation

4.1 Price/Earnings Ratio

OWL is valuated rather expensively with a Price/Earnings ratio of 20.18.
OWL's Price/Earnings ratio is in line with the industry average.
OWL's Price/Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 27.79.
With a Price/Forward Earnings ratio of 15.31, OWL is valued correctly.
OWL's Price/Forward Earnings is on the same level as the industry average.
The average S&P500 Price/Forward Earnings ratio is at 23.21. OWL is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 20.18
Fwd PE 15.31
OWL Price Earnings VS Forward Price EarningsOWL Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

OWL's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. OWL is cheaper than 63.71% of the companies in the same industry.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of OWL is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 23.72
EV/EBITDA 31.6
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 high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
A more expensive valuation may be justified as OWL's earnings are expected to grow with 16.66% in the coming years.
PEG (NY)2.12
PEG (5Y)0.75
EPS Next 2Y16.28%
EPS Next 3Y16.66%

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4

5. Dividend

5.1 Amount

With a Yearly Dividend Yield of 5.21%, OWL is a good candidate for dividend investing.
OWL's Dividend Yield is comparable with the industry average which is at 8.30.
Compared to an average S&P500 Dividend Yield of 2.41, OWL pays a better dividend.
Industry RankSector Rank
Dividend Yield 5.21%

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

610.34% of the earnings are spent on dividend by OWL. This is not a sustainable payout ratio.
DP610.34%
EPS Next 2Y16.28%
EPS Next 3Y16.66%
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

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BLUE OWL CAPITAL INC

NYSE:OWL (10/2/2025, 2:55:08 PM)

15.945

-0.2 (-1.21%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)07-31 2025-07-31/bmo
Earnings (Next)N/A N/A
Inst Owners94.72%
Inst Owner Change2.76%
Ins Owners0.04%
Ins Owner Change0.01%
Market Cap24.71B
Analysts81
Price Target24.32 (52.52%)
Short Float %6.27%
Short Ratio5.37
Dividend
Industry RankSector Rank
Dividend Yield 5.21%
Yearly Dividend0.25
Dividend Growth(5Y)N/A
DP610.34%
Div Incr Years3
Div Non Decr Years3
Ex-Date08-14 2025-08-14 (0.225)
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-4.44%
Min EPS beat(2)-9.47%
Max EPS beat(2)0.59%
EPS beat(4)1
Avg EPS beat(4)-3.68%
Min EPS beat(4)-9.47%
Max EPS beat(4)0.59%
EPS beat(8)3
Avg EPS beat(8)-1.72%
EPS beat(12)6
Avg EPS beat(12)-0.53%
EPS beat(16)9
Avg EPS beat(16)2.73%
Revenue beat(2)1
Avg Revenue beat(2)-1.18%
Min Revenue beat(2)-2.66%
Max Revenue beat(2)0.3%
Revenue beat(4)3
Avg Revenue beat(4)-0.23%
Min Revenue beat(4)-2.66%
Max Revenue beat(4)1.22%
Revenue beat(8)7
Avg Revenue beat(8)2.93%
Revenue beat(12)11
Avg Revenue beat(12)3.53%
Revenue beat(16)14
Avg Revenue beat(16)3.41%
PT rev (1m)0%
PT rev (3m)2.96%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-1.39%
EPS NY rev (1m)0%
EPS NY rev (3m)-1.42%
Revenue NQ rev (1m)0.04%
Revenue NQ rev (3m)-1.73%
Revenue NY rev (1m)-0.22%
Revenue NY rev (3m)-1.35%
Valuation
Industry RankSector Rank
PE 20.18
Fwd PE 15.31
P/S 9.43
P/FCF 23.72
P/OCF 22.66
P/B 10.51
P/tB N/A
EV/EBITDA 31.6
EPS(TTM)0.79
EY4.95%
EPS(NY)1.04
Fwd EY6.53%
FCF(TTM)0.67
FCFY4.22%
OCF(TTM)0.7
OCFY4.41%
SpS1.69
BVpS1.52
TBVpS-4.09
PEG (NY)2.12
PEG (5Y)0.75
Profitability
Industry RankSector Rank
ROA 0.61%
ROE 3.21%
ROCE 4.78%
ROIC 4.28%
ROICexc 4.33%
ROICexgc 22.29%
OM 20.79%
PM (TTM) 2.88%
GM N/A
FCFM 39.77%
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
ROICexcg growth 3YN/A
ROICexcg 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 Turnover0.21
Health
Industry RankSector Rank
Debt/Equity 1.38
Debt/FCF 3.11
Debt/EBITDA 3.64
Cap/Depr 14.04%
Cap/Sales 1.85%
Interest Coverage 4.02
Cash Conversion 122.46%
Profit Quality 1381.32%
Current Ratio 0.88
Quick Ratio 0.88
Altman-Z 1.7
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)12.86%
EPS 3YN/A
EPS 5Y26.74%
EPS Q2Q%10.53%
EPS Next Y9.52%
EPS Next 2Y16.28%
EPS Next 3Y16.66%
EPS Next 5Y18.08%
Revenue 1Y (TTM)31.8%
Revenue growth 3Y40.71%
Revenue growth 5Y64.44%
Sales Q2Q%24.24%
Revenue Next Year21.9%
Revenue Next 2Y22.12%
Revenue Next 3Y20.41%
Revenue Next 5Y21.7%
EBIT growth 1Y-4.12%
EBIT growth 3YN/A
EBIT growth 5Y90.16%
EBIT Next Year21.07%
EBIT Next 3Y21.15%
EBIT Next 5YN/A
FCF growth 1Y32.11%
FCF growth 3Y50.13%
FCF growth 5Y85.23%
OCF growth 1Y29.47%
OCF growth 3Y52.52%
OCF growth 5Y86.67%