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Upturn AI SWOT - About
Blue Owl Capital Inc (OWL)
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Upturn Advisory Summary
06/30/2025: 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
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $22.55
1 Year Target Price $22.55
| 8 | Strong Buy |
| 4 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 7.94% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 30.11B USD | Price to earnings Ratio 121.56 | 1Y Target Price 22.55 |
Price to earnings Ratio 121.56 | 1Y Target Price 22.55 | ||
Volume (30-day avg) 15 | Beta 1.17 | 52 Weeks Range 14.39 - 26.23 | Updated Date 06/30/2025 |
52 Weeks Range 14.39 - 26.23 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 4.63% | Basic EPS (TTM) 0.16 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.73% | Operating Margin (TTM) 29.2% |
Management Effectiveness
Return on Assets (TTM) 4.67% | Return on Equity (TTM) 5.95% |
Valuation
Trailing PE 121.56 | Forward PE 23.15 | Enterprise Value 15670776004 | Price to Sales(TTM) 12.21 |
Enterprise Value 15670776004 | Price to Sales(TTM) 12.21 | ||
Enterprise Value to Revenue 6.36 | Enterprise Value to EBITDA 18.84 | Shares Outstanding 625651968 | Shares Floating 591735775 |
Shares Outstanding 625651968 | Shares Floating 591735775 | ||
Percent Insiders 0.06 | Percent Institutions 96.12 |
Analyst Ratings
Rating 4 | Target Price 22.55 | Buy 4 | Strong Buy 8 |
Buy 4 | Strong Buy 8 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Blue Owl Capital Inc
Company Overview
History and Background
Blue Owl Capital Inc. was formed in 2021 through the merger of Owl Rock Capital Group and Dyal Capital Partners. Owl Rock was founded in 2016 focusing on direct lending, while Dyal invested 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, including senior secured loans, unitranche loans, and mezzanine debt.
- GP Capital Solutions: Acquires minority equity stakes in established alternative asset management firms (General Partners or GPs).
- Real Estate: Invests in and manages a portfolio of commercial real estate debt.
Leadership and Structure
Doug Ostrover and Marc Lipschultz serve as Co-CEOs. The company is structured into the aforementioned business segments, each with its own dedicated investment team. The corporate structure includes a Board of Directors and various committees overseeing operations and strategy.
Top Products and Market Share
Key Offerings
- Direct Lending Strategies: Provides capital to middle-market companies for various purposes, including acquisitions, growth capital, and recapitalizations. The market share in direct lending is fragmented, with Blue Owl being a significant player. Competitors include Ares Capital Corporation (ARCC) and Blackstone Credit.
- GP Stakes: Invests in minority stakes of alternative asset managers, providing them with long-term capital and strategic support. This segment has seen increasing interest from institutional investors. Competitors include Blackstone Strategic Partners and Goldman Sachs Asset Management.
- Real Estate Lending: Offers a range of real estate lending products including transitional, construction, and stabilized loans. Competitors include Starwood Property Trust and Apollo Commercial Real Estate Finance.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing significant growth, driven by institutional investors seeking higher returns in a low-yield environment. Private credit and GP stakes are particularly attractive sectors.
Positioning
Blue Owl is well-positioned as a diversified alternative asset manager with expertise in direct lending and GP stakes. Its scale and established relationships provide a competitive advantage.
Total Addressable Market (TAM)
The total alternative asset management market is estimated to be in the trillions of dollars. Blue Owl, with assets under management (AUM) in the billions, has significant room for growth within this TAM.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Strong origination capabilities
- Experienced management team
- Significant AUM
- Established relationships with GPs and borrowers
Weaknesses
- Reliance on key personnel
- Potential for credit losses in direct lending
- Exposure to market volatility
- Complex organizational structure
- Relatively short operating history as a combined entity
Opportunities
- Continued growth in alternative asset management
- Expansion into new geographies
- Development of new investment strategies
- Increased institutional investor allocations to private markets
- Acquisitions of complementary businesses
Threats
- Increased competition
- Economic downturn impacting credit quality
- Changes in regulations affecting alternative asset managers
- Rising interest rates impacting borrowing costs
- Geopolitical risks
Competitors and Market Share
Key Competitors
- Ares Capital Corporation (ARCC)
- Blackstone (BX)
- Apollo Global Management (APO)
- KKR & Co. Inc. (KKR)
Competitive Landscape
Blue Owl's competitive advantages include its diversified business model, strong origination capabilities, and established relationships. Disadvantages may include its relatively short operating history as a combined entity and its reliance on key personnel.
Major Acquisitions
Oak Street Real Estate Capital
- Year: 2023
- Acquisition Price (USD millions): 1600
- Strategic Rationale: Expanded Blue Owl's real estate capabilities and further diversified its AUM.
Growth Trajectory and Initiatives
Historical Growth: Assess Blue Owl's historical growth in AUM, revenue, and earnings. This requires access to historical financial statements.
Future Projections: Base projections on analyst estimates for revenue, earnings, and AUM growth. These are usually published by equity analysts covering the stock.
Recent Initiatives: Highlight recent strategic initiatives, such as new fund launches, acquisitions, or partnerships.
Summary
Blue Owl Capital is a growing alternative asset manager benefiting from the increasing demand for private credit and GP stakes. Its diversified revenue streams and strong origination capabilities are key strengths. However, it faces competition and market risks. The acquisition of Oak Street bolsters its position. Investors should monitor its credit quality and operating performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is estimated and may vary. Financial data is based on available information and may be subject to change. Please consult with a qualified financial advisor before making any investment decisions.
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 1200 | Website https://www.blueowl.com |
Full time employees 1200 | 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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