Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Blue Owl Capital Inc (OWL)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/27/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -27.16% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 30.78B USD | Price to earnings Ratio 100.2 | 1Y Target Price 26.62 |
Price to earnings Ratio 100.2 | 1Y Target Price 26.62 | ||
Volume (30-day avg) 7571573 | Beta 1.19 | 52 Weeks Range 14.79 - 26.53 | Updated Date 04/1/2025 |
52 Weeks Range 14.79 - 26.53 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.57% | Basic EPS (TTM) 0.2 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.77% | Operating Margin (TTM) 29.99% |
Management Effectiveness
Return on Assets (TTM) 4.91% | Return on Equity (TTM) 7.59% |
Valuation
Trailing PE 100.2 | Forward PE 22.27 | Enterprise Value 15074366901 | Price to Sales(TTM) 13.41 |
Enterprise Value 15074366901 | Price to Sales(TTM) 13.41 | ||
Enterprise Value to Revenue 6.57 | Enterprise Value to EBITDA 17.41 | Shares Outstanding 611158016 | Shares Floating 575282578 |
Shares Outstanding 611158016 | Shares Floating 575282578 | ||
Percent Insiders 0.05 | Percent Institutions 92.96 |
Analyst Ratings
Rating 4.2 | Target Price 25.33 | Buy 2 | Strong Buy 8 |
Buy 2 | Strong Buy 8 | ||
Hold 5 | 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 combination of Owl Rock Capital Group and Dyal Capital Partners. Owl Rock focused on direct lending, while Dyal specialized in GP stakes investments. 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 financing options.
- GP Capital Solutions: Invests in general partners (GPs) of private equity funds and other alternative asset managers, providing capital and strategic support.
- Real Estate: Originates and manages first mortgage loans secured by commercial real estate properties.
Leadership and Structure
Doug Ostrover and Marc Lipschultz serve as co-CEOs. The company operates with a management team overseeing each of its core business segments. Blue Owl maintains a corporate structure that supports its diversified investment activities.
Top Products and Market Share
Key Offerings
- Direct Lending: Provides financing to middle-market companies. Market share is difficult to pinpoint precisely, but they are a significant player in the direct lending space. Competitors include Ares Capital Corporation, Golub Capital BDC, and Blackstone Credit.
- Estimated Market Share: Difficult to pinpoint
- Estimated Market Share: Difficult to pinpoint
- GP Capital Solutions: Invests in GP stakes, providing capital to private equity firms. They are a leading player in this space. Competitors include Blackstone Strategic Partners and Goldman Sachs Asset Management.
- Estimated Market Share: Difficult to pinpoint
- Real Estate: Originates commercial real estate loans, focus on first mortgages. Competitors include insurance companies, banks, and other credit funds.
Market Dynamics
Industry Overview
The alternative asset management industry is experiencing growth driven by demand for higher returns and diversification. Increasing regulations and market volatility influence fund performance and fundraising.
Positioning
Blue Owl is positioned as a diversified alternative asset manager with a focus on direct lending, GP stakes, and real estate. Its scale and integrated platform provide a competitive advantage.
Total Addressable Market (TAM)
The TAM for alternative assets is estimated to be in the trillions of dollars. Blue Owl is positioned to capture a significant portion of this market through its diversified offerings.
Upturn SWOT Analysis
Strengths
- Diversified investment platform
- Strong track record in direct lending and GP stakes
- Experienced management team
- Significant capital base
- Established relationships with private equity firms
Weaknesses
- Relatively young company
- Dependence on key personnel
- Exposure to credit risk in direct lending
- Valuation complexity of GP stakes
- Operational complexities of integrating different business lines
Opportunities
- Expanding into new asset classes
- Increasing demand for alternative investments
- Strategic acquisitions
- Growing distribution channels
- Capitalizing on market dislocations
Threats
- Increased competition
- Economic downturn
- Regulatory changes
- Rising interest rates
- Geopolitical instability
Competitors and Market Share
Key Competitors
- ARCC
- GHLD
- BXSL
- APO
Competitive Landscape
Blue Owl competes with a variety of alternative asset managers, BDCs, and investment firms. Its diversified platform and strong relationships provide a competitive edge, but it faces challenges from larger, more established players.
Major Acquisitions
Oak Street Real Estate Capital
- Year: 2021
- Acquisition Price (USD millions): 1600
- Strategic Rationale: Expanded Blue Owl's real estate capabilities and access to sale-leaseback market.
Prima Capital Advisors
- Year: 2023
- Acquisition Price (USD millions): 170
- Strategic Rationale: Expanded Blue Owl's real estate capabilities and increased AUM.
Growth Trajectory and Initiatives
Historical Growth: Blue Owl has experienced growth through acquisitions and organic expansion.
Future Projections: Future growth depends on market conditions and the company's ability to execute its strategy. Refer to analyst estimates.
Recent Initiatives: Recent initiatives include expanding into new asset classes and strengthening distribution channels.
Summary
Blue Owl Capital is a growing diversified alternative asset manager with a strong focus on direct lending and GP stakes. Its diversified platform and experienced management team are key strengths. The company faces challenges from increased competition and economic uncertainties. Continued expansion and strategic acquisitions will be crucial for its future success.
Similar Companies
APO
Apollo Global Management LLC Class A
APO
Apollo Global Management LLC Class A
ARCC
Ares Capital Corporation
ARCC
Ares Capital Corporation
BX
Blackstone Group Inc
BX
Blackstone Group Inc
KKR
KKR & Co LP
KKR
KKR & Co LP
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Analyst reports
- Market data providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. The data and analysis are based on publicly available information and may be subject to change. Market share percentages are estimates 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 1100 | Website https://www.blueowl.com |
Full time employees 1100 | 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.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.