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Upturn AI SWOT - About
OWL 
Blue Owl Capital Inc (OWL)
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Upturn Advisory Summary
10/17/2025: OWL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $22.04
1 Year Target Price $22.04
| 8 | Strong Buy |
| 4 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.46% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 24.62B USD | Price to earnings Ratio 147.09 | 1Y Target Price 22.04 |
Price to earnings Ratio 147.09 | 1Y Target Price 22.04 | ||
Volume (30-day avg) 15 | Beta 1.12 | 52 Weeks Range 14.22 - 25.93 | Updated Date 10/18/2025 |
52 Weeks Range 14.22 - 25.93 | Updated Date 10/18/2025 | ||
Dividends yield (FY) 5.10% | Basic EPS (TTM) 0.11 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.88% | Operating Margin (TTM) 28.94% |
Management Effectiveness
Return on Assets (TTM) 4.52% | Return on Equity (TTM) 4.8% |
Valuation
Trailing PE 147.09 | Forward PE 15.43 | Enterprise Value 13980095758 | Price to Sales(TTM) 9.4 |
Enterprise Value 13980095758 | Price to Sales(TTM) 9.4 | ||
Enterprise Value to Revenue 5.34 | Enterprise Value to EBITDA 17.39 | Shares Outstanding 651092446 | Shares Floating 617131464 |
Shares Outstanding 651092446 | Shares Floating 617131464 | ||
Percent Insiders 0.04 | Percent Institutions 95.81 |
Upturn AI SWOT
Blue Owl Capital Inc
Company Overview
History and Background
Blue Owl Capital Inc. was formed through the merger of Owl Rock Capital Group and Dyal Capital Partners in May 2021. Owl Rock focused on direct lending, while Dyal specialized in GP stakes investing. The merger created a diversified alternative asset manager.
Core Business Areas
- Direct Lending: Provides directly originated, first lien senior secured loans to middle-market companies. It's their largest segment, offering financing solutions to companies often underserved by traditional banks.
- GP Stakes: Invests in the equity of established alternative asset management firms (General Partners or GPs). It provides capital to these firms to support growth and succession planning.
- Real Estate: Invests in net lease real estate, focusing on mission-critical properties leased to creditworthy tenants on a long-term basis.
Leadership and Structure
Doug Ostrover and Marc Lipschultz serve as Co-CEOs. The company operates with a structured approach, dividing its business into distinct investment platforms managed by experienced teams.
Top Products and Market Share
Key Offerings
- First Lien Loans: Directly originated loans to middle-market companies. Market share in direct lending is fragmented, with many players. Competitors include Ares Capital, Blackstone, and Golub Capital. Difficult to define precise market share for the product itself.
- GP Stakes Investments: Equity investments in alternative asset managers. The market is relatively concentrated. Competitors include Blackstone Strategic Partners and Goldman Sachs Asset Management's Petershill. Market share data varies depending on the specific segment within GP stakes.
- Net Lease Real Estate: Investments in properties leased to tenants under long-term agreements where the tenant pays for most expenses. Competitors include Realty Income and W. P. Carey. Market share information for the overall net lease market is widely available. Market share in relation to other investments is not clearly defined.
Market Dynamics
Industry Overview
The alternative asset management industry is growing, driven by demand for higher returns and diversification. Direct lending benefits from banks retrenching, and GP stakes from GPs seeking capital. Rising interest rates affect deal flow.
Positioning
Blue Owl is a diversified alternative asset manager with a strong position in direct lending and GP stakes. Its diversified platform offers stability and growth potential. They are expanding into real estate.
Total Addressable Market (TAM)
The total addressable market for alternative assets is estimated in the trillions of dollars. Blue Owl is positioning itself to capture a significant share, leveraging its diversified platform and established relationships.
Upturn SWOT Analysis
Strengths
- Diversified platform (Direct Lending, GP Stakes, Real Estate)
- Strong origination capabilities
- Experienced management team
- Established relationships with GPs and middle-market companies
- Scale provides competitive advantage
Weaknesses
- Exposure to credit risk in direct lending
- Reliance on external capital markets
- Relatively young company history
- Integration risks from mergers and acquisitions
Opportunities
- Continued growth in alternative asset management
- Expansion into new asset classes
- Acquisitions of complementary businesses
- Increasing demand for private credit
- Further penetration of the GP stakes market
Threats
- Economic downturn and recession
- Increased competition
- Regulatory changes
- Rising interest rates
- Credit losses on loan portfolio
Competitors and Market Share
Key Competitors
- Ares Capital Corporation (ARCC)
- Blackstone (BX)
- Apollo Global Management (APO)
Competitive Landscape
Blue Owl benefits from its diversified platform and strong origination capabilities. Competitors like Ares Capital are focused on direct lending, while Blackstone is a broader alternative asset manager. The best competitor is Ares Capital Corporation.
Major Acquisitions
Accelerated Digital Technologies
- Year: 2023
- Acquisition Price (USD millions): 238
- Strategic Rationale: To enhance their direct lending capabilities.
Growth Trajectory and Initiatives
Historical Growth: Analyze Blue Owl Capital's historical revenue and AUM growth to assess its track record.
Future Projections: Refer to analyst estimates for projections of future revenue, earnings, and AUM growth. These estimates are typically available on financial news websites.
Recent Initiatives: Monitor Blue Owl Capital's press releases and investor presentations for information on recent strategic initiatives, such as acquisitions or new product launches.
Summary
Blue Owl Capital is a diversified alternative asset manager with a strong position in direct lending and GP stakes. Its growth is driven by the increasing demand for alternative investments, but it faces risks from economic downturns and credit losses. The company's diversified platform and experienced management team are key strengths, while its reliance on external capital markets is a potential weakness. Overall, the company is fairly strong.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Financial News Websites (e.g., Bloomberg, Reuters)
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share estimates are approximate and may vary. Financial data should be verified with official company filings.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Blue Owl Capital Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2020-12-14 | Co-Founder, Chairman & Co-CEO Mr. Douglas Irving Ostrover | ||
Sector Financial Services | Industry Asset Management | Full time employees 1300 | Website https://www.blueowl.com |
Full time employees 1300 | Website https://www.blueowl.com | ||
Blue Owl Capital Inc. operates as an alternative asset manager in the United States. The company offers permanent capital base solutions that enables it to offer holistic framework of capital solutions to middle market companies, large alternative asset managers, and corporate real estate owners and tenants. It also provides private financing solutions, such as direct lending products comprising diversified, technology, first lien, and opportunistic lending to middle-market companies; alternative credit; investment grade credit; liquid credit; and other credit solutions. In addition, the company offers GP strategic capital products, which offers capital solutions, including GP minority stakes, GP debt financing, and professional sports minority stakes; and real estate products that focuses on acquiring triple net lease real estate by investment grade or creditworthy tenants, as well as real estate debt finance through net lease and real estate credit. It offers its solutions through permanent capital vehicles and long-dated private funds. Blue Owl Capital Inc. is headquartered in New York, New York.
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