(OWL) Blue Owl Capital - Overview
Sector: Financial Services | Industry: Asset Management | Exchange: NYSE (USA) | Market Cap: 12.842m USD | Total Return: -40.3% in 12m
Private Credit, GP Capital, Real Estate
Total Rating 35
Safety 45
Buy Signal 0.02
Asset Management
Industry Rotation: +3.7
Industry Rotation: +3.7
Market Cap:
12.8B
Avg Turnover: 219M USD
Avg Turnover: 219M USD
ATR:
5.35%
Peers RS (IBD): 1.1
Peers RS (IBD): 1.1
Risk 5d forecast
Volatility38.0%
Rel. Tail Risk-2.05%
Reward TTM
Sharpe Ratio-1.26
Alpha-96.97
Character TTM
Beta1.659
Beta Downside2.243
Drawdowns 3y
Max DD67.10%
CAGR/Max DD-0.02
EPS (Earnings per Share)
EPS CAGR: 23.13%
EPS Trend: -6.0%
EPS Trend: -6.0%
Last SUE: 0.25
Qual. Beats: 0
Qual. Beats: 0
Revenue
Rev. CAGR: 30.81%
Rev. Trend: 98.7%
Rev. Trend: 98.7%
Last SUE: 4.00
Qual. Beats: 7
Qual. Beats: 7
Warnings
P/E ratio 82.3
Share dilution 19.0% YoY - potential capital distress
Volatile
Tailwinds
No distinct edge detected
Description: OWL Blue Owl Capital
Blue Owl Capital Inc. is a U.S.-based alternative asset manager.
The company provides permanent capital solutions across various asset classes. These include direct lending to middle-market companies, a sector characterized by less liquid financing options compared to large corporations.
Blue Owl also offers GP strategic capital, which involves providing capital to general partners of private equity firms, a growing trend in the alternative asset management industry.
Additionally, the company operates in real estate, focusing on triple net lease acquisitions and real estate debt finance. Triple net leases place most property expenses on the tenant.
Its offerings are delivered through permanent capital vehicles and long-dated private funds, common structures for alternative investments.
For more detailed financial analysis, consider exploring ValueRay.
- Middle market lending demand drives revenue growth
- Alternative credit product performance impacts AUM
- Regulatory changes in private credit sector pose risk
- Interest rate fluctuations affect lending profitability
- Real estate investment performance influences capital deployment
Piotroski VR‑10 (Strict)
4.5
| Net Income: 78.8m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.10 > 0.02 and ΔFCF/TA 1.10 > 1.0 |
| NWC/Revenue: -17.21% < 20% (prev 19.57%; Δ -36.79% < -1%) |
| CFO/TA 0.10 > 3% & CFO 1.26b > Net Income 78.8m |
| Net Debt (3.67b) to EBITDA (941.1m): 3.90 < 3 |
| Current Ratio: 0.28 > 1.5 & < 3 |
| Outstanding Shares: last quarter (664.8m) vs 12m ago 19.05% < -2% |
| Gross Margin: 55.38% > 18% (prev 0.56%; Δ 5.48k% > 0.5%) |
| Asset Turnover: 24.47% > 50% (prev 20.88%; Δ 3.59% > 0%) |
| Interest Coverage Ratio: 3.38 > 6 (EBITDA TTM 941.1m / Interest Expense TTM 163.8m) |
Altman Z''
-0.63
| A: -0.04 (Total Current Assets 194.5m - Total Current Liabilities 688.5m) / Total Assets 12.47b |
| B: -0.13 (Retained Earnings -1.61b / Total Assets 12.47b) |
| C: 0.05 (EBIT TTM 553.6m / Avg Total Assets 11.73b) |
| D: -0.25 (Book Value of Equity -1.61b / Total Liabilities 6.41b) |
| Altman-Z'' Score: -0.63 = B |
Beneish M
-2.87
| DSRI: 1.03 (Receivables 741.5m/575.4m, Revenue 2.87b/2.30b) |
| GMI: 1.01 (GM 55.38% / 55.67%) |
| AQI: 1.07 (AQ_t 0.95 / AQ_t-1 0.89) |
| SGI: 1.25 (Revenue 2.87b / 2.30b) |
| TATA: -0.09 (NI 78.8m - CFO 1.26b) / TA 12.47b) |
| Beneish M-Score: -2.87 (Cap -4..+1) = A |
What is the price of OWL shares?
As of April 16, 2026, the stock is trading at USD 9.17 with a total of 37,037,370 shares traded.
Over the past week, the price has changed by +19.23%, over one month by +13.24%, over three months by -35.93% and over the past year by -40.27%.
Over the past week, the price has changed by +19.23%, over one month by +13.24%, over three months by -35.93% and over the past year by -40.27%.
Is OWL a buy, sell or hold?
Blue Owl Capital has received a consensus analysts rating of 4.33.
Therefore, it is recommended to buy OWL.
- StrongBuy: 8
- Buy: 4
- Hold: 3
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the OWL price?
| Analysts Target Price | 14.2 | 55.2% |
Blue Owl Capital (OWL) - Fundamental Data Overview
as of 14 April 2026
P/E Trailing = 82.3 P/E Forward = 9.0416
P/S = 4.4743
P/B = 2.4838
P/EG = 0.1281
Revenue TTM = 2.87b USD
EBIT TTM = 553.6m USD
EBITDA TTM = 941.1m USD
Long Term Debt = 3.32b USD (from longTermDebt, last quarter)
Short Term Debt = 860.0m USD (from shortTermDebt, last quarter)
Debt = 3.86b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 3.67b USD (from netDebt column, last quarter)
Enterprise Value = 16.51b USD (12.84b + Debt 3.86b - CCE 194.5m)
Interest Coverage Ratio = 3.38 (Ebit TTM 553.6m / Interest Expense TTM 163.8m)
EV/FCF = 13.78x (Enterprise Value 16.51b / FCF TTM 1.20b)
FCF Yield = 7.26% (FCF TTM 1.20b / Enterprise Value 16.51b)
FCF Margin = 41.75% (FCF TTM 1.20b / Revenue TTM 2.87b)
Net Margin = 2.75% (Net Income TTM 78.8m / Revenue TTM 2.87b)
Gross Margin = 55.38% ((Revenue TTM 2.87b - Cost of Revenue TTM 1.28b) / Revenue TTM)
Gross Margin QoQ = 62.00% (prev 53.11%)
Tobins Q-Ratio = 1.32 (Enterprise Value 16.51b / Total Assets 12.47b)
Interest Expense / Debt = 1.06% (Interest Expense 40.9m / Debt 3.86b)
Taxrate = 10.14% (17.0m / 167.8m)
NOPAT = 497.4m (EBIT 553.6m * (1 - 10.14%))
Current Ratio = 0.28 (Total Current Assets 194.5m / Total Current Liabilities 688.5m)
Debt / Equity = 1.75 (Debt 3.86b / totalStockholderEquity, last quarter 2.21b)
Debt / EBITDA = 3.90 (Net Debt 3.67b / EBITDA 941.1m)
Debt / FCF = 3.06 (Net Debt 3.67b / FCF TTM 1.20b)
Total Stockholder Equity = 2.30b (last 4 quarters mean from totalStockholderEquity)
RoA = 0.67% (Net Income 78.8m / Total Assets 12.47b)
RoE = 3.43% (Net Income TTM 78.8m / Total Stockholder Equity 2.30b)
RoCE = 9.85% (EBIT 553.6m / Capital Employed (Equity 2.30b + L.T.Debt 3.32b))
RoIC = 8.97% (NOPAT 497.4m / Invested Capital 5.54b)
WACC = 9.31% (E(12.84b)/V(16.70b) * Re(11.82%) + D(3.86b)/V(16.70b) * Rd(1.06%) * (1-Tc(0.10)))
Discount Rate = 11.82% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 16.68%
[DCF] Terminal Value 77.45% ; FCFF base≈1.09b ; Y1≈1.35b ; Y5≈2.30b
[DCF] Fair Price = 41.21 (EV 31.09b - Net Debt 3.67b = Equity 27.42b / Shares 665.6m; r=9.31% [WACC]; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: -5.95 | EPS CAGR: 23.13% | SUE: 0.25 | # QB: 0
Revenue Correlation: 98.73 | Revenue CAGR: 30.81% | SUE: 4.0 | # QB: 7
EPS next Quarter (2026-06-30): EPS=0.23 | Chg7d=-0.003 | Chg30d=-0.006 | Revisions Net=-3 | Analysts=11
EPS current Year (2026-12-31): EPS=0.91 | Chg7d=-0.012 | Chg30d=-0.033 | Revisions Net=-8 | Growth EPS=+7.9% | Growth Revenue=+11.7%
EPS next Year (2027-12-31): EPS=1.05 | Chg7d=-0.014 | Chg30d=-0.050 | Revisions Net=-8 | Growth EPS=+15.4% | Growth Revenue=+15.7%
[Analyst] Revisions Ratio: -1.00 (0 Up / 3 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 10.6% (Discount Rate 11.8% - Earnings Yield 1.2%)
[Growth] Growth Spread = +1.2% (Analyst 11.8% - Implied 10.6%)
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