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OWL
Upturn stock ratingUpturn stock rating

Blue Owl Capital Inc (OWL)

Upturn stock ratingUpturn stock rating
$19.66
Last Close (24-hour delay)
Profit since last BUY1.6%
upturn advisory
Consider higher Upturn Star rating
BUY since 30 days
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

08/14/2025: OWL (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

15 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $23.29

1 Year Target Price $23.29

Analysts Price Target For last 52 week
$23.29 Target price
52w Low $14.22
Current$19.66
52w High $25.93

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

ai summary icon Upturn AI SWOT

Blue Owl Capital Inc

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 1300

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.