Blue Owl Capital Inc (OWL)
Fair bewertetFundamental
54
Kurs
$8.96
Marktkapitalisierung
$14.34B
Teil 1 · Was das Unternehmen wert ist
Übersicht
Blue Owl Capital Inc. operates as an alternative asset manager in the United States. It 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. The company 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.
No editorial profile for this company yet
Direct competitors
Who this company fights with for the same customers
Generated on 19. September 2026 with claude-haiku-4-5 — shared with all users
Ares is the closest peer by business mix: a credit-led alternative asset manager whose direct lending funds bid for the same sponsor-backed middle-market loans and court the same institutional and wealth investors as Blue Owl's Credit platform.
Apollo competes head-on in private credit origination and in investment-grade and asset-backed lending, and chases the same insurance and retirement capital that funds Blue Owl's perpetual vehicles.
Blackstone overlaps with Blue Owl on all three platforms — its BCRED vehicle competes for the same non-traded private credit flows, while its real estate and GP stakes businesses target the same net lease assets and minority stakes in asset managers.
KKR competes for the same private credit deals and for the same institutional and high-net-worth allocations to perpetual alternative vehicles, alongside a growing digital infrastructure business that overlaps Blue Owl's Real Assets platform.
Golub Capital is a private direct lending specialist that bids against Blue Owl for the same sponsor-backed middle-market loans in the United States, its core arena rather than one business line among many.
Bilanz & Liquidität
Umsatz
$2.99B
Letzte 12 Monate (bis 30.6.2026)
Nettogewinn
$81M
Letzte 12 Monate (bis 30.6.2026)
Freier Cashflow
$1.20B
Gesamtes Eigenkapital
$2.21B
Gesamtverbindlichkeiten
$6.41B
Current Ratio
0.75
Zinsdeckungsgrad
-
Schulden/EBITDA
3.46
Gewinn je Aktie
Umsatz & Nettogewinn
Freier Cashflow
Ertragsaufschlüsselung
Historische Aufstellung
Margen im Zeitverlauf
Verschuldung im Zeitverlauf
Wie schwer die Schulden wiegen
Wachstumsraster
Wachstum — Umsatz
Innerer-Wert-Schätzung
Innerer Wert
$8.55
Aktueller Kurs
$8.96
Sicherheitsmarge
-4.9%
Innerer-Wert-Spanne
$5.56 - $11.54
Streubreite zwischen den verwendeten Bewertungsmethoden, kein statistisch kalibriertes Konfidenzintervall.
Bewertungsmethoden
Bewertungskennzahlen
P/E-Verhältnis
75.75
ROE
3.6%
P/B-Verhältnis
3.11
P/FCF
4.70
Bruttomarge
-
ROIC
-
Rentabilitäts-Radar
Wertschöpfung (Wettbewerbsvorteil)
ROIC
-
WACC
9.7%
ROIC − WACC
-
Fundamentalanalyse-Kriterien
Bestanden (9)
- EPS shows upward trend
- P/FCF 4.70
- Debt/Equity ratio
- Positive Free Cash Flow
- CapEx intensity
- Debt/EBITDA
- Revenue Growth 5Y 63.0%
- Analyst Consensus 65% Buy
- Earnings Quality (OCF/NI) 17.06
Nicht bestanden (11)
- Price CAGR -1.24%
- P/B Ratio 3.11
- Return on Tangible Assets
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Unknown)
- ROE 3.8%
- Earnings Surprise avg 2.1%
- Share Dilution 43.9%
- Net Margin Trend 2.7% vs 2.9%
- Piotroski F-Score 4/9
Nicht verfügbar (7)
- ROIC NaN%
- Gross Margin NaN%
- Dividend Payout NaN%
- Operating Margin NaN%
- Current Ratio
- Interest Coverage
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-Score
Gemischte Signale: Einige Bereiche bedürfen Aufmerksamkeit
Gewinnqualität
Hohe Qualität: Gewinne durch Cashflow gedeckt
Aktienverwässerung
Neue Aktien werden ausgegeben, Eigentum wird verwässert
Institutionelle Beteiligungen
Unternehmensführung
Führungsteam
| Name | Position | Alter |
|---|---|---|
| Mr. Douglas Irving Ostrover | Co-Founder, Chairman & Co-CEO | 63 |
| Mr. Marc S. Lipschultz | Co-Founder, Co-CEO & Director | 56 |
| Mr. Michael Douglass Rees | Co-Founder, Co-President & Director | 50 |
| Mr. Craig William Packer | Head of Credit, Co-Founder, Co-President, Senior MD & Director | 59 |
| Mr. Marc Zahr | Co-President & Director | 45 |
| Mr. Alan Jay Kirshenbaum CPA | Chief Financial Officer | 54 |
| Ms. Jennifer Brouse | Senior MD & Director | 36 |
| Mr. Andrew Robert Polland | Chief Operating Officer | 49 |
| Ms. Ann Dai | MD & Head of Investor Relations | - |
| Ms. Neena Ann Reddy J.D. | Chief Legal Officer, General Counsel & Secretary | 47 |
Prüfungsrisiko
5
Vorstandsrisiko
10
Vergütungsrisiko
10
Aktionärsrechterisiko
10
Teil 2 · Der Preis und der Einstiegszeitpunkt
Dieser Teil sagt nicht, ob das Unternehmen etwas taugt: Er hilft bei der Wahl des Kaufzeitpunkts, nachdem die Fundamentaldaten überzeugt haben. Enthalten: technische Analyse, Potenzial, historische Drawdowns, Gamma-Exposure.
Dokumente
- Dokument ansehen
Jahresbericht (10-K)
Ein jährlicher Überblick über das Geschäft, die Finanzergebnisse und die Risiken des Unternehmens.
Eingereicht am 2026-02-19
- Dokument ansehen
Quartalsbericht (10-Q)
Ein Update zur finanziellen Entwicklung der letzten drei Monate.
Eingereicht am 2026-07-31
- Dokument ansehen
Ad-hoc-Meldung (8-K)
Eine Mitteilung über ein wichtiges Ereignis, etwa einen Führungswechsel oder eine bedeutende Ankündigung.
Eingereicht am 2026-08-18
via SEC EDGAR
Ertragshistorie
via SEC EDGAR
Latest News
Recent headlines for OWL, sourced from Markets Gazette.
- 3d agoNEGATIVEIl titolo Blue Owl è sceso dal massimo di agosto di $12.7 agli attuali $9.32.
Blue Owl Capital Inc. (OWL) has seen its stock price decline to $9.32, marking a 27.6% drop from its August high of $12.7. This downturn occurred despite easing concerns within the private credit sector. The company, along with peers like Ares, BlackRock, Blackstone, and Apollo, experienced weaker redemption requests in the second quarter. Investors are observing this trend closely as it impacts the valuation of private credit firms, even as broader sector fears subside.
- 27d agoPOSITIVEBlue Owl: possibile short squeeze dopo il golden cross nel turnaround
Blue Owl Capital Inc. (OWL) shares have experienced a significant recovery, climbing from a low of $7.60 in April to approximately $11.85. Technical indicators suggest further upside potential, highlighted by a recent 'golden cross' formation on August 14th, where the 50-day and 200-day weighted moving averages intersected. This bullish signal, combined with a rising flag pattern and easing concerns in the AI sector, could fuel additional gains. Investors are watching for a potential short squeeze, supported by these positive technical and market sentiment shifts.
- 8/11/2026NEUTRALBlue Owl Sets $500 Million Bond Sale to Pay Down Credit Lines
Blue Owl Capital Inc. is reportedly planning a $500 million bond sale. This move follows issuance of notes by three of the firm's private credit funds earlier this year. The proceeds from the bond sale are intended to repay existing credit lines. While the bond sale itself is a financing activity, its impact on the equity value of Blue Owl Capital is neutral, as it primarily addresses debt management rather than signaling operational growth or decline.
- 8/5/2026POSITIVEBlue Owl BDCs Buy Back $90 Million of Shares to Support Value
Blue Owl Capital Inc. announced that two of its private credit funds have repurchased a combined $90 million of shares. This marks the second consecutive quarter of share buybacks by these funds, signaling management's commitment to bolstering the vehicles' valuation. The move comes amid broader sector-wide turbulence, suggesting Blue Owl's confidence in its underlying assets and strategy. For investors, these repurchases can indicate a belief that the shares are undervalued, potentially leading to a stabilization or increase in asset value.
- 7/8/2026POSITIVEBlue Owl Buys £1.3 Billion UK Private Hospital Portfolio
Blue Owl Capital Inc has successfully acquired a substantial portfolio of UK private hospitals valued at £1.3 billion. The transaction was completed with Malaysia's Employees Provident Fund, marking a significant expansion for Blue Owl in the UK healthcare real estate sector. This strategic acquisition is expected to bolster Blue Owl's alternative asset management offerings and potentially enhance its revenue streams through the operation and further development of these healthcare facilities. Investors may view this as a positive move, indicating strong growth potential and strategic foresight in a resilient market.
- 7/2/2026NEGATIVEBlue Owl Imposes Redemption Caps Again
Blue Owl Capital's private credit funds are facing significant redemption requests for the second consecutive quarter, prompting the manager to impose withdrawal caps. This action indicates potential liquidity strains or investor concerns about the underlying assets within these funds. For investors, this raises questions about the stability and accessibility of capital within Blue Owl's private credit offerings, potentially impacting future fundraising and investor sentiment.
- 6/8/2026NEGATIVEBlue Owl Fund Hit by Redemptions Set to Sell $500 Million Bond
Blue Owl Capital Inc.'s private credit fund, which previously capped redemptions, is now planning to sell $500 million in investment-grade bonds. This move signals potential liquidity strain within the fund, as it seeks to meet redemption requests by issuing new debt. Investors in Blue Owl's funds may face increased risk due to the fund's reliance on debt issuance to manage outflows, potentially impacting future returns and the overall stability of the fund's portfolio.
via Markets Gazette