BLUE OWL CAPITAL INC (OWL) Stock Fundamental Analysis

NYSE:OWL • US09581B1035

11.22 USD
-0.13 (-1.15%)
At close: Feb 26, 2026
11.14 USD
-0.08 (-0.71%)
Pre-Market: 2/27/2026, 5:04:56 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Taking everything into account, OWL scores 4 out of 10 in our fundamental rating. OWL was compared to 238 industry peers in the Capital Markets industry. OWL has a bad profitability rating. Also its financial health evaluation is rather negative. OWL is not overvalued while it is showing excellent growth. This is an interesting combination.


Dividend Valuation Growth Profitability Health

2

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.
  • OWL had a positive operating cash flow in 4 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

1.2 Ratios

  • OWL has a worse Return On Assets (0.42%) than 74.37% of its industry peers.
  • OWL has a worse Return On Equity (2.26%) than 68.91% of its industry peers.
  • The Return On Invested Capital of OWL (3.73%) is comparable to the rest of the industry.
Industry RankSector Rank
ROA 0.42%
ROE 2.26%
ROIC 3.73%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
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

  • The Profit Margin of OWL (1.89%) is worse than 72.69% of its industry peers.
  • OWL has a Operating Margin of 17.27%. This is comparable 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 3Y220.72%
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

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

2

2. Health

2.1 Basic Checks

  • OWL has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
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 1.18, we must say that OWL is in the distress zone and has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 1.18, OWL is in the better half of the industry, outperforming 60.92% 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.
  • The Debt to FCF ratio of OWL (2.81) is better than 78.99% of its industry peers.
  • OWL has a Debt/Equity ratio of 1.41. This is a high value indicating a heavy dependency on external financing.
  • With a Debt to Equity ratio value of 1.41, OWL is not doing good in the industry: 69.33% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 1.41
Debt/FCF 2.81
Altman-Z 1.18
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.
  • Looking at the Current ratio, with a value of 0.71, OWL is doing worse than 64.29% of the companies in the same industry.
  • 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 has a worse Quick ratio (0.71) than 63.87% 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 9.09%, 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)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.
  • The Revenue is expected to grow by 14.62% on average over the next years. This is quite good.
EPS Next Y16.78%
EPS Next 2Y17.33%
EPS Next 3Y18.67%
EPS Next 5Y14.26%
Revenue Next Year16.42%
Revenue Next 2Y15.58%
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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Find the best growth stocksShow best growing peers

6

4. Valuation

4.1 Price/Earnings Ratio

  • OWL is valuated correctly with a Price/Earnings ratio of 13.36.
  • Compared to the rest of the industry, the Price/Earnings ratio of OWL is on the same level as its industry peers.
  • Compared to an average S&P500 Price/Earnings ratio of 27.11, OWL is valued rather cheaply.
  • A Price/Forward Earnings ratio of 11.44 indicates a reasonable valuation of OWL.
  • Based on the Price/Forward Earnings ratio, OWL is valued a bit cheaper than the industry average as 63.03% of the companies are valued more expensively.
  • OWL is valuated cheaply when we compare the Price/Forward Earnings ratio to 28.13, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 13.36
Fwd PE 11.44
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

  • 67.23% of the companies in the same industry are more expensive than OWL, based on the Enterprise Value to EBITDA ratio.
  • 70.17% of the companies in the same industry are more expensive than OWL, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 15.23
EV/EBITDA 24.38
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 low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • OWL's earnings are expected to grow with 18.67% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.8
PEG (5Y)N/A
EPS Next 2Y17.33%
EPS Next 3Y18.67%

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 7.77%, OWL is a good candidate for dividend investing.
  • In the last 3 months the price of OWL has falen by -25.20%. A price decline artificially increases the dividend yield. It may be a sign investors do not expect the dividend to last.
  • OWL's Dividend Yield is a higher than the industry average which is at 6.37.
  • OWL's Dividend Yield is rather good when compared to the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 7.77%

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

  • 973.75% of the earnings are spent on dividend by OWL. This is not a sustainable payout ratio.
DP973.75%
EPS Next 2Y17.33%
EPS Next 3Y18.67%
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 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 (2/26/2026, 9:51:50 PM)

Premarket: 11.14 -0.08 (-0.71%)

11.22

-0.13 (-1.15%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-05
Earnings (Next)N/A
Inst Owners97.55%
Inst Owner Change5.12%
Ins Owners0.13%
Ins Owner Change0.16%
Market Cap17.50B
Revenue(TTM)2.87B
Net Income(TTM)51.91M
Analysts81
Price Target21.11 (88.15%)
Short Float %11.99%
Short Ratio4.47
Dividend
Industry RankSector Rank
Dividend Yield 7.77%
Yearly Dividend0.25
Dividend Growth(5Y)N/A
DP973.75%
Div Incr Years3
Div Non Decr Years3
Ex-Date02-20
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)-1.21%
PT rev (3m)-4.33%
EPS NQ rev (1m)-1.43%
EPS NQ rev (3m)-2.15%
EPS NY rev (1m)-0.51%
EPS NY rev (3m)-3.06%
Revenue NQ rev (1m)-0.14%
Revenue NQ rev (3m)0.64%
Revenue NY rev (1m)-1.99%
Revenue NY rev (3m)-3.13%
Valuation
Industry RankSector Rank
PE 13.36
Fwd PE 11.44
P/S 6.37
P/FCF 15.23
P/OCF 14.62
P/B 7.62
P/tB N/A
EV/EBITDA 24.38
EPS(TTM)0.84
EY7.49%
EPS(NY)0.98
Fwd EY8.74%
FCF(TTM)0.74
FCFY6.57%
OCF(TTM)0.77
OCFY6.84%
SpS1.76
BVpS1.47
TBVpS-4.04
PEG (NY)0.8
PEG (5Y)N/A
Graham Number5.27
Profitability
Industry RankSector Rank
ROA 0.42%
ROE 2.26%
ROCE 4.2%
ROIC 3.73%
ROICexc 3.77%
ROICexgc 19.66%
OM 17.27%
PM (TTM) 1.89%
GM N/A
FCFM 41.85%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3Y220.72%
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
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 1.18
F-Score4
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
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 Y16.78%
EPS Next 2Y17.33%
EPS Next 3Y18.67%
EPS Next 5Y14.26%
Revenue 1Y (TTM)25.04%
Revenue growth 3Y27.97%
Revenue growth 5Y62.95%
Sales Q2Q%19.68%
Revenue Next Year16.42%
Revenue Next 2Y15.58%
Revenue Next 3Y15.12%
Revenue Next 5Y14.62%
EBIT growth 1Y-26.97%
EBIT growth 3Y310.41%
EBIT growth 5YN/A
EBIT Next Year13.41%
EBIT Next 3Y2.37%
EBIT Next 5Y6.51%
FCF growth 1Y27.68%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y21.68%
OCF growth 3YN/A
OCF growth 5YN/A

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 6 / 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 2 / 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%.