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Blue Owl Capital Inc (OWL)

Fair Value
Financial ServicesAsset ManagementUnited States

Fondamentale

54

Prezzo

$9.10

Capitalizzazione

$14.34B

Parte 1 · Quanto vale l'azienda

Panoramica

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.

Per questa società non c'è ancora una scheda redazionale

Concorrenti diretti

Con chi questa società si contende gli stessi clienti

Confronta

Generato il 19 settembre 2026 con claude-haiku-4-5 — condiviso con tutti gli utenti

P/E: 41.5Punteggio: 55Capitalizzazione: $37.06B

Ares è il concorrente più vicino per composizione del business: un gestore alternativo centrato sul credito, i cui fondi di direct lending si contendono gli stessi prestiti al mid-market sponsorizzato dal private equity e gli stessi investitori istituzionali e private che Blue Owl serve con la piattaforma Credit.

P/E: 41.6Punteggio: 61Capitalizzazione: $70.27B

Apollo si scontra direttamente con Blue Owl sull'origination di credito privato e sui prestiti investment grade e asset-backed, e punta agli stessi capitali assicurativi e previdenziali che alimentano i veicoli perpetui di Blue Owl.

P/E: 25.2Punteggio: 71Capitalizzazione: $85.99B

Blackstone si sovrappone a Blue Owl su tutte e tre le piattaforme: il veicolo BCRED raccoglie gli stessi flussi di credito privato non quotato, mentre le attività immobiliari e di GP stakes puntano agli stessi immobili in net lease e alle stesse quote di minoranza nei gestori alternativi.

P/E: 26.6Punteggio: 56Capitalizzazione: $83.70B

KKR si contende le stesse operazioni di credito privato e le stesse allocazioni di istituzionali e clientela private verso i veicoli alternativi perpetui, con un'attività in crescita nelle infrastrutture digitali che si sovrappone alla piattaforma Real Assets di Blue Owl.

Golub CapitalNon tracciato

Golub Capital è uno specialista privato del direct lending che compete con Blue Owl sugli stessi prestiti al mid-market americano sponsorizzato dal private equity: per Golub è il mestiere principale, non una linea di business tra tante.

Stato Patrimoniale e Liquidità

Ricavi

$2.99B

Ultimi 12 mesi (al 30/06/2026)

Utile Netto

$81M

Ultimi 12 mesi (al 30/06/2026)

Free Cash Flow

$1.20B

Patrimonio Netto Totale

$2.21B

Passività Totali

$6.41B

Rapporto di Liquidità

0.75

Copertura Interessi

-

Debito/EBITDA

3.46

Utile per Azione

Ricavi e Utile Netto

Free Cash Flow

Scomposizione Ricavi

Prospetto storico

Margini nel tempo

Il debito nel tempo

Quanto pesa il debito

Griglia della crescita

Crescita — Ricavi

Stima del Fair Value

Caso generaleCorrettamente Valutato

Fair Value

$8.55

Prezzo Attuale

$9.10

Margine di Sicurezza

-6.4%

Range Fair Value

$5.56 - $11.54

Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.

Metodi di Stima

Target degli analisti:$12.79
Flussi di cassa scontati (DCF):Dati insufficienti per calcolarlo
Multiplo sugli utili (P/E):$1.24
Formula di Graham:$1.95
Valore della capacità di reddito (EPV):$4.96
P/B giustificato:$0.46
Sconto dei dividendi (Gordon):Dati insufficienti per calcolarlo
P/FFO, i fondi da operazioni:Dati insufficienti per calcolarlo
Utili di mezzo ciclo:Dati insufficienti per calcolarlo
Multiplo sui ricavi:$11.30
Consenso Analisti:Buy (13B / 7H / 0S)
Ultima Sorpresa Utili:+0.46%

Metriche di Valutazione

Rapporto P/E

74.58

ROE

3.6%

Rapporto P/B

3.07

P/FCF

4.62

Margine Lordo

-

ROIC

-

Radar Redditività

Creazione di Valore (Vantaggio Competitivo)

ROIC

-

WACC

9.7%

ROIC − WACC

-

Criteri di Analisi Fondamentale

Superati (9)

  • EPS shows upward trend
  • P/FCF 4.62
  • 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

Non superati (11)

  • Price CAGR -1.24%
  • P/B Ratio 3.07
  • 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

Non disponibili (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

4/9

Segnali misti: alcune aree necessitano attenzione

score
criteria

Qualità degli Utili

17.06

Alta qualità: utili supportati da cash

Diluizione Azionaria

43.9%

Emissione nuove azioni, diluizione proprietà

Partecipazioni istituzionali

Governance

Team Dirigenziale

NomeRuoloEtà
Mr. Douglas Irving OstroverCo-Founder, Chairman & Co-CEO63
Mr. Marc S. LipschultzCo-Founder, Co-CEO & Director56
Mr. Michael Douglass ReesCo-Founder, Co-President & Director50
Mr. Craig William PackerHead of Credit, Co-Founder, Co-President, Senior MD & Director59
Mr. Marc ZahrCo-President & Director45
Mr. Alan Jay Kirshenbaum CPAChief Financial Officer54
Ms. Jennifer BrouseSenior MD & Director36
Mr. Andrew Robert PollandChief Operating Officer49
Ms. Ann DaiMD & Head of Investor Relations-
Ms. Neena Ann Reddy J.D.Chief Legal Officer, General Counsel & Secretary47

Rischio Audit

5

Rischio CdA

10

Rischio Compensi

10

Rischio Diritti Azionisti

10

Parte 2 · Il prezzo e il momento d'ingresso

Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.

Documenti

  • Relazione annuale (10-K)

    Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.

    Depositato il 2026-02-19

    Vedi documento
  • Relazione trimestrale (10-Q)

    Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.

    Depositato il 2026-07-31

    Vedi documento
  • Comunicazione price-sensitive (8-K)

    Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.

    Depositato il 2026-08-18

    Vedi documento

via SEC EDGAR

Storico Ricavi

via SEC EDGAR

Ultime Notizie

Ultime notizie per OWL, da Markets Gazette.

  • 2h agoNEGATIVE
    Blue Owl Again Caps Two BDCs After 39%, 17% Withdrawal Requests

    Blue Owl Capital Inc. has again capped redemptions at 5% for two of its private credit funds. This action follows significant withdrawal requests, particularly from its flagship technology fund, which remain elevated due to ongoing concerns surrounding artificial intelligence. The limitations on redemptions suggest potential liquidity pressures or investor uncertainty within these specific funds, which could impact investor sentiment and the perceived stability of Blue Owl's private credit offerings. Investors may view this as a signal of underlying stress or a cautious approach to managing fund assets amid market volatility.

  • 4d agoNEGATIVE
    Il 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.

  • 28d agoPOSITIVE
    Blue 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.

  • 8/11/2026NEUTRAL
    Blue 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.

  • 8/5/2026POSITIVE
    Blue 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.

  • 7/8/2026POSITIVE
    Blue 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.

  • 7/2/2026NEGATIVE
    Blue 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.

  • 6/8/2026NEGATIVE
    Blue 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