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Blue Owl Capital Inc (OWL)



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Upturn Advisory Summary
08/14/2025: OWL (2-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $23.29
1 Year Target Price $23.29
8 | Strong Buy |
4 | Buy |
3 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.53% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 30.46B USD | Price to earnings Ratio 178.73 | 1Y Target Price 23.29 |
Price to earnings Ratio 178.73 | 1Y Target Price 23.29 | ||
Volume (30-day avg) 15 | Beta 1.16 | 52 Weeks Range 14.22 - 25.93 | Updated Date 08/15/2025 |
52 Weeks Range 14.22 - 25.93 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 4.09% | Basic EPS (TTM) 0.11 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-07-31 | When Before Market | Estimate 0.21 | Actual 0.21 |
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 178.73 | Forward PE 23.7 | Enterprise Value 16330539488 | Price to Sales(TTM) 11.63 |
Enterprise Value 16330539488 | Price to Sales(TTM) 11.63 | ||
Enterprise Value to Revenue 6.24 | Enterprise Value to EBITDA 20.31 | Shares Outstanding 651091968 | Shares Floating 617177040 |
Shares Outstanding 651091968 | Shares Floating 617177040 | ||
Percent Insiders 0.05 | Percent Institutions 97.86 |
Upturn AI SWOT
Blue Owl Capital Inc
Company Overview
History and Background
Blue Owl Capital Inc. was formed in 2021 through the combination of Owl Rock Capital Group and Dyal Capital Partners. Owl Rock was founded in 2016 and focused on direct lending. Dyal Capital Partners, founded in 2011, specialized in acquiring minority stakes in alternative asset managers. The merger created a diversified alternative asset manager.
Core Business Areas
- Direct Lending: Provides direct lending solutions to middle-market companies, offering senior secured loans, unitranche loans, and other debt instruments.
- GP Capital Solutions: Acquires minority equity stakes in established alternative asset management firms, providing them with permanent capital and strategic support.
- Real Estate: Originates and invests in various debt and equity investments across the commercial real estate sector.
Leadership and Structure
Doug Ostrover and Marc Lipschultz are co-CEOs. The company has a board of directors and operates with a team of investment professionals across its various business segments.
Top Products and Market Share
Key Offerings
- Direct Lending: Senior secured loans, unitranche loans, and other debt instruments to middle-market companies. While specific market share data is difficult to ascertain due to the fragmented nature of the private credit market, Blue Owl is a significant player. Competitors include Ares Capital (ARCC), Golub Capital BDC (GBDC), and Blackstone Private Credit Fund (BCRED). Revenue generation is based on interest income and fees from loan origination and management.
- GP Capital Solutions: Minority equity investments in alternative asset managers. Market share data is not readily available. Competitors include Blackstone Strategic Capital, Goldman Sachs Asset Management (GS). Revenue generation based on dividend income and capital appreciation.
- Real Estate Lending: Origination and investment in real estate debt, including bridge loans and construction loans. Competitors include Apollo Commercial Real Estate Finance, Inc. (ARI) and Starwood Property Trust, Inc. (STWD).
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing growth due to increased investor demand for higher yields and diversification. Private credit, in particular, is expanding as banks retreat from lending to middle-market companies.
Positioning
Blue Owl is positioned as a leading alternative asset manager with a focus on direct lending and GP capital solutions. Its competitive advantages include a strong origination platform, a diversified product offering, and a long-term capital base.
Total Addressable Market (TAM)
The TAM for alternative assets is estimated to be in the trillions of dollars. Blue Owl is well-positioned to capture a significant share of this market, given its established platform and relationships.
Upturn SWOT Analysis
Strengths
- Strong origination platform
- Diversified product offering
- Experienced management team
- Long-term capital base
- Strategic acquisitions
Weaknesses
- Relatively young company compared to peers
- Reliance on key personnel
- Potential for credit losses in direct lending portfolio
- Sensitivity to interest rate changes
Opportunities
- Continued growth in alternative asset management industry
- Expansion into new product areas
- Strategic acquisitions
- Increased demand for private credit
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Rising interest rates
Competitors and Market Share
Key Competitors
- ARCC
- GBDC
- BX
Competitive Landscape
Blue Owl competes with other alternative asset managers, direct lenders, and investment banks. Its advantages include its diversified product offering and strong origination platform.
Major Acquisitions
Oak Street Real Estate Capital
- Year: 2023
- Acquisition Price (USD millions): 1600
- Strategic Rationale: Expand real estate capabilities and increase AUM.
Growth Trajectory and Initiatives
Historical Growth: Blue Owl's growth has been driven by organic growth and strategic acquisitions.
Future Projections: Analysts project continued growth in AUM and earnings.
Recent Initiatives: Recent initiatives include expanding its direct lending platform and pursuing strategic acquisitions.
Summary
Blue Owl Capital is a growing alternative asset manager with a strong presence in direct lending and GP capital solutions. Its diversified product offering and experienced management team are key strengths. However, it faces competition and is exposed to potential credit losses. Continued expansion and strategic acquisitions will be crucial for future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise.
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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