Blue Owl Capital Inc (OWL)
Fair ValueFondamentale
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.
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Con chi questa società si contende gli stessi clienti
Generato il 19 settembre 2026 con claude-haiku-4-5 — condiviso con tutti gli utenti
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.
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.
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.
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 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
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
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
Segnali misti: alcune aree necessitano attenzione
Qualità degli Utili
Alta qualità: utili supportati da cash
Diluizione Azionaria
Emissione nuove azioni, diluizione proprietà
Partecipazioni istituzionali
Governance
Team Dirigenziale
| Nome | Ruolo | Età |
|---|---|---|
| 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 |
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
- Vedi documento
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
via SEC EDGAR
Storico Ricavi
via SEC EDGAR
Ultime Notizie
Ultime notizie per OWL, da Markets Gazette.
- 2h agoNEGATIVEBlue 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 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.
- 28d 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