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Blue Owl Capital Inc. (OWL) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Blue Owl Capital Inc.

OWLMarket cap $6.23BPrice $9.1

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Manages private credit, real estate, and GP stakes for institutions and high-net-worth investors, controlling over $170 billion in assets. It lends directly to mid-sized companies banks won't touch, collecting steady fees while skipping the boom-bust drama of traditional private equity.

In Bastion Portfolios?

52W Return-40%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+28%10

Revenue Forecast

Rev CAGR (1y)-1%2

Rev CAGR (3y)+7%5

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+920%10

EPS Growth Y+2+10%7

EPS Growth Y+3+15%8

Quality

Margins

EBIT Margin29%9

Net Income Margin3%3

Free Cash Flow Margin44%10

Debt

Net Debt/EBITDA3.23

Efficiency

ROE4%3

ROA3%4

Earnings Stability66

GEAR+AVERAGE44

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)410

P/E Ratio (Forward 3y)410

P/BV7.12

EV Multiples

EV/EBITDA Fwd810

EV/EBIT Fwd810

Yield

Free Cash Flow Yieldna1

Dividend Yield10.1%10

Momentum

Short term

1 month return-19%1

3 month return+0%6

YTD return-35%1

Mid term

Price vs 52wHigh57%2

1 year return-40%1

Long term

3 year return-22%2

5 year return-25%2

Risk Shield

Price Risk

Beta1.91

Volatility46%3

Free Cash Flow

Free Cash Flow Margin44%10

Free Cash Flow Yieldna1

Quality

ROCE8%4

Earnings Stability66

Net Debt/EBITDA3.23

02Growth

Is it actually growing, and how fast?

OWLBlue Owl Capital

Revenue FY25$2.3B

GROWTH RATING↗

AVERAGE51 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+28%10

Revenue, next 1Y-1%2

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+920%10

EPS growth, FY27E+10%7

EPS growth, FY28E+15%8

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 28%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Earnings are set to grow faster than sales (EPS about 15%/yr vs revenue 7%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 51% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 28%/yr over the last 3 years; forecasts see it cooling to 7%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK8 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-19%1

3-month return+0%6

YTD return-35%1

MID & LONG-TERM▾SCORE

% of 52-week high57%2

1-year return-40%1

3-year return-22%2

5-year return-25%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over three months (+0%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-22% over three years and -25% over five), behind 80% of the market.

It's down 40% over the past year, now 43% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-19%) and so far this year (-35%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Blue Owl. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

OWLBlue Owl Capital

Revenue FY25$2.3B

GROWTH RATING↗

AVERAGE51 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+28%10

Revenue, next 1Y-1%2

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+920%10

EPS growth, FY27E+10%7

EPS growth, FY28E+15%8

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 28%/yr over the last 3 years, ahead of 90% of companies worldwide.10/10

Earnings are set to grow faster than sales (EPS about 15%/yr vs revenue 7%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 51% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 28%/yr over the last 3 years; forecasts see it cooling to 7%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY WEAK8 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-19%1

3-month return+0%6

YTD return-35%1

MID & LONG-TERM▾SCORE

% of 52-week high57%2

1-year return-40%1

3-year return-22%2

5-year return-25%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Returns sit at the market level over three months (+0%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-22% over three years and -25% over five), behind 80% of the market.

It's down 40% over the past year, now 43% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-19%) and so far this year (-35%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Blue Owl. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community