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BLUE OWL CAPITAL INC (OWL) Stock Fundamental Analysis

NYSE:OWL - New York Stock Exchange, Inc. - US09581B1035 - Common Stock - Currency: USD

18.68  -0.07 (-0.37%)

After market: 19.0926 +0.41 (+2.21%)

Fundamental Rating

4

Taking everything into account, OWL scores 4 out of 10 in our fundamental rating. OWL was compared to 232 industry peers in the Capital Markets industry. Both the profitability and financial health of OWL have multiple concerns. OWL shows excellent growth, but is valued quite expensive already.


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.
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 0 500M -500M

1.2 Ratios

Looking at the Return On Assets, with a value of 0.75%, OWL is doing worse than 68.10% of the companies in the same industry.
OWL has a worse Return On Equity (3.94%) than 62.07% of its industry peers.
The Return On Invested Capital of OWL (4.87%) is better than 62.07% of its industry peers.
The Average Return On Invested Capital over the past 3 years for OWL is below the industry average of 7.89%.
The last Return On Invested Capital (4.87%) for OWL is above the 3 year average (3.29%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 0.75%
ROE 3.94%
ROIC 4.87%
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 Profit Margin of 3.73%. This is in the lower half of the industry: OWL underperforms 68.10% of its industry peers.
OWL's Profit Margin has declined in the last couple of years.
OWL has a Operating Margin (25.14%) which is in line with its industry peers.
OWL's Operating Margin has improved in the last couple of years.
Industry RankSector Rank
OM 25.14%
PM (TTM) 3.73%
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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3

2. Health

2.1 Basic Checks

Compared to 1 year ago, OWL has more shares outstanding
The number of shares outstanding for OWL has been increased compared to 5 years ago.
The debt/assets ratio for OWL is higher compared to a year ago.
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

An Altman-Z score of 1.96 indicates that OWL is not a great score, but indicates only limited risk for bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 1.96, OWL is in the better half of the industry, outperforming 70.26% of the companies in the same industry.
OWL has a debt to FCF ratio of 3.55. This is a good value and a sign of high solvency as OWL would need 3.55 years to pay back of all of its debts.
OWL has a Debt to FCF ratio of 3.55. This is in the better half of the industry: OWL outperforms 71.98% of its industry peers.
OWL has a Debt/Equity ratio of 1.37. This is a high value indicating a heavy dependency on external financing.
OWL has a Debt to Equity ratio of 1.37. This is in the lower half of the industry: OWL underperforms 65.95% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.37
Debt/FCF 3.55
Altman-Z 1.96
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 0.90 indicates that OWL may have some problems paying its short term obligations.
OWL has a Current ratio of 0.90. This is in the lower half of the industry: OWL underperforms 61.21% of its industry peers.
A Quick Ratio of 0.90 indicates that OWL may have some problems paying its short term obligations.
OWL's Quick ratio of 0.90 is in line compared to the rest of the industry. OWL outperforms 42.67% of its industry peers.
Industry RankSector Rank
Current Ratio 0.9
Quick Ratio 0.9
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 14.93% over the past year.
Measured over the past years, OWL shows a very strong growth in Earnings Per Share. The EPS has been growing by 26.74% on average per year.
OWL shows a strong growth in Revenue. In the last year, the Revenue has grown by 32.99%.
The Revenue has been growing by 64.44% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)14.93%
EPS 3YN/A
EPS 5Y26.74%
EPS Q2Q%0%
Revenue 1Y (TTM)32.99%
Revenue growth 3Y40.71%
Revenue growth 5Y64.44%
Sales Q2Q%23.59%

3.2 Future

The Earnings Per Share is expected to grow by 18.08% on average over the next years. This is quite good.
The Revenue is expected to grow by 21.70% on average over the next years. This is a very strong growth
EPS Next Y12.31%
EPS Next 2Y17.68%
EPS Next 3Y17.2%
EPS Next 5Y18.08%
Revenue Next Year24.75%
Revenue Next 2Y23.08%
Revenue Next 3Y20.56%
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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2

4. Valuation

4.1 Price/Earnings Ratio

A Price/Earnings ratio of 24.26 indicates a rather expensive valuation of OWL.
Based on the Price/Earnings ratio, OWL is valued a bit more expensive than 62.50% of the companies in the same industry.
OWL's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 26.25.
The Price/Forward Earnings ratio is 17.52, which indicates a rather expensive current valuation of OWL.
Compared to the rest of the industry, the Price/Forward Earnings ratio of OWL is on the same level as its industry peers.
The average S&P500 Price/Forward Earnings ratio is at 22.15. OWL is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 24.26
Fwd PE 17.52
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

62.93% of the companies in the same industry are more expensive than OWL, based on the Enterprise Value to EBITDA ratio.
OWL's Price/Free Cash Flow is on the same level as the industry average.
Industry RankSector Rank
P/FCF 32.18
EV/EBITDA 34.39
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 OWL does not grow enough to justify the current Price/Earnings ratio.
A more expensive valuation may be justified as OWL's earnings are expected to grow with 17.20% in the coming years.
PEG (NY)1.97
PEG (5Y)0.91
EPS Next 2Y17.68%
EPS Next 3Y17.2%

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4

5. Dividend

5.1 Amount

OWL has a Yearly Dividend Yield of 4.80%, which is a nice return.
Compared to an average industry Dividend Yield of 8.15, OWL has a dividend in line with its industry peers.
OWL's Dividend Yield is rather good when compared to the S&P500 average which is at 2.38.
Industry RankSector Rank
Dividend Yield 4.8%

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

449.45% of the earnings are spent on dividend by OWL. This is not a sustainable payout ratio.
DP449.45%
EPS Next 2Y17.68%
EPS Next 3Y17.2%
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 (5/30/2025, 8:24:50 PM)

After market: 19.0926 +0.41 (+2.21%)

18.68

-0.07 (-0.37%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)05-01 2025-05-01/bmo
Earnings (Next)N/A N/A
Inst Owners100.87%
Inst Owner Change4.01%
Ins Owners0.09%
Ins Owner Change0.05%
Market Cap28.92B
Analysts80
Price Target23 (23.13%)
Short Float %4.25%
Short Ratio2.75
Dividend
Industry RankSector Rank
Dividend Yield 4.8%
Yearly Dividend0.25
Dividend Growth(5Y)N/A
DP449.45%
Div Incr Years3
Div Non Decr Years3
Ex-Date05-14 2025-05-14 (0.225)
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-6.38%
Min EPS beat(2)-9.47%
Max EPS beat(2)-3.29%
EPS beat(4)0
Avg EPS beat(4)-4.34%
Min EPS beat(4)-9.47%
Max EPS beat(4)-2.06%
EPS beat(8)3
Avg EPS beat(8)-1.67%
EPS beat(12)6
Avg EPS beat(12)0.73%
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)1
Avg Revenue beat(2)-0.72%
Min Revenue beat(2)-2.66%
Max Revenue beat(2)1.22%
Revenue beat(4)3
Avg Revenue beat(4)0.14%
Min Revenue beat(4)-2.66%
Max Revenue beat(4)1.78%
Revenue beat(8)7
Avg Revenue beat(8)3.4%
Revenue beat(12)11
Avg Revenue beat(12)4.08%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)-3.89%
PT rev (3m)-17.99%
EPS NQ rev (1m)-4.61%
EPS NQ rev (3m)-5.67%
EPS NY rev (1m)-4.6%
EPS NY rev (3m)-6.5%
Revenue NQ rev (1m)-2.26%
Revenue NQ rev (3m)-3.74%
Revenue NY rev (1m)-1.47%
Revenue NY rev (3m)-3.02%
Valuation
Industry RankSector Rank
PE 24.26
Fwd PE 17.52
P/S 11.73
P/FCF 32.18
P/OCF 29.81
P/B 12.38
P/tB N/A
EV/EBITDA 34.39
EPS(TTM)0.77
EY4.12%
EPS(NY)1.07
Fwd EY5.71%
FCF(TTM)0.58
FCFY3.11%
OCF(TTM)0.63
OCFY3.35%
SpS1.59
BVpS1.51
TBVpS-4.16
PEG (NY)1.97
PEG (5Y)0.91
Profitability
Industry RankSector Rank
ROA 0.75%
ROE 3.94%
ROCE 5.43%
ROIC 4.87%
ROICexc 4.91%
ROICexgc 26.26%
OM 25.14%
PM (TTM) 3.73%
GM N/A
FCFM 36.44%
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 Turnover0.2
Health
Industry RankSector Rank
Debt/Equity 1.37
Debt/FCF 3.55
Debt/EBITDA 3.43
Cap/Depr 22.96%
Cap/Sales 2.9%
Interest Coverage 5.99
Cash Conversion 104.2%
Profit Quality 977.46%
Current Ratio 0.9
Quick Ratio 0.9
Altman-Z 1.96
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)14.93%
EPS 3YN/A
EPS 5Y26.74%
EPS Q2Q%0%
EPS Next Y12.31%
EPS Next 2Y17.68%
EPS Next 3Y17.2%
EPS Next 5Y18.08%
Revenue 1Y (TTM)32.99%
Revenue growth 3Y40.71%
Revenue growth 5Y64.44%
Sales Q2Q%23.59%
Revenue Next Year24.75%
Revenue Next 2Y23.08%
Revenue Next 3Y20.56%
Revenue Next 5Y21.7%
EBIT growth 1Y44.64%
EBIT growth 3YN/A
EBIT growth 5Y90.16%
EBIT Next Year21.62%
EBIT Next 3Y20.94%
EBIT Next 5YN/A
FCF growth 1Y27.74%
FCF growth 3Y50.13%
FCF growth 5Y85.23%
OCF growth 1Y28.26%
OCF growth 3Y52.52%
OCF growth 5Y86.67%