OWL
Blue Owl Capital Inc.
Asset Management
Market Cap$16.17B
5Y Perf.-9.1%
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Stock Comparison
OWL vs CG
Revenue, margins, valuation, and 5-year total return — side by side.
CG
The Carlyle Group Inc.
Asset Management
Market Cap$17.70B
5Y Perf.+55.9%
OWL vs CG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | OWL | CG |
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $16.17B | $17.70B |
| Revenue (TTM) | $2.87B | $4.90B |
| Net Income (TTM) | $87M | $809M |
| Gross Margin | 55.4% | 65.9% |
| Operating Margin | 21.9% | 26.2% |
| Forward P/E | 11.7x | 11.4x |
| Total Debt | $3.86B | $13.89B |
| Cash & Equiv. | $195M | $3.21B |
OWL vs CG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
OWL
CG
| Stock | Dec 20 | May 26 | Return |
|---|---|---|---|
| Blue Owl Capital In… (OWL) | 100 | 90.9 | -9.1% |
| The Carlyle Group I… (CG) | 100 | 155.9 | +55.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: OWL vs CG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: OWL leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. The Carlyle Group Inc. is the stronger pick specifically for valuation and capital efficiency and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
OWL
Blue Owl Capital Inc.
The Banking Pick
OWL carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 1 yrs, beta 1.64, yield 7.9%
- Rev growth 25.0%, EPS growth -40.0%
- Lower volatility, beta 1.64, Low D/E 63.8%, current ratio 0.95x
Best for: income & stability and growth exposure
CG
The Carlyle Group Inc.
The Banking Pick
CG is the clearest fit if your priority is long-term compounding.
- 281.0% 10Y total return vs OWL's 29.6%
- Lower P/E (11.4x vs 11.7x)
- +26.2% vs OWL's -37.8%
Best for: long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | OWL | 25.0% NII/revenue growth vs CG's 19.8% |
| Value | CG | Lower P/E (11.4x vs 11.7x) |
| Quality / Margins | OWL | Efficiency ratio 0.3% vs CG's 0.4% (lower = leaner) |
| Stability / Safety | OWL | Beta 1.64 vs CG's 1.88, lower leverage |
| Dividends | OWL | 7.9% yield, 1-year raise streak, vs CG's 2.8% |
| Momentum (1Y) | CG | +26.2% vs OWL's -37.8% |
| Efficiency (ROA) | OWL | Efficiency ratio 0.3% vs CG's 0.4% |
OWL vs CG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
OWL vs CG — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLCGLAGGINGOWL
OWLBlue Owl Capital Inc.
2leads
CGThe Carlyle Group Inc.
3leads
6 Total Categories
CATEGORYLEADERvs OWLMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
CG3/4
Valuation MetricsMultiples, price ratios, and targets
CG4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
OWL5/8
Total Returns1Y, 3Y, 5Y total returns with dividends
CG5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
OWL2/2
Income & Cash Flow (Last 12 Months)
CG leads this category, winning 3 of 4 comparable metrics.
Income & Cash Flow (Last 12 Months)
CG is the larger business by revenue, generating $4.9B annually — 1.7x OWL's $2.9B. CG is the more profitable business, keeping 16.5% of every revenue dollar as net income compared to OWL's 2.7%.
| Metric | OWLBlue Owl Capital … | CGThe Carlyle Group… |
|---|---|---|
| RevenueTrailing 12 months | $2.9B | $4.9B |
| EBITDAEarnings before interest/tax | $1.0B | $1.4B |
| Net IncomeAfter-tax profit | $87M | $809M |
| Free Cash FlowCash after capex | $1.3B | -$1.7B |
| Gross MarginGross profit ÷ Revenue | +55.4% | +65.9% |
| Operating MarginEBIT ÷ Revenue | +21.9% | +26.2% |
| Net MarginNet income ÷ Revenue | +2.7% | +16.5% |
| FCF MarginFCF ÷ Revenue | +41.7% | +27.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | — | +68.4% |
CG leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
CG leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 22.5x trailing earnings, CG trades at a 74% valuation discount to OWL's 86.2x P/E. On an enterprise value basis, OWL's 19.6x EV/EBITDA is more attractive than CG's 21.2x.
| Metric | OWLBlue Owl Capital … | CGThe Carlyle Group… |
|---|---|---|
| Market CapShares × price | $16.2B | $17.7B |
| Enterprise ValueMkt cap + debt − cash | $19.8B | $28.4B |
| Trailing P/EPrice ÷ TTM EPS | 86.21x | 22.48x |
| Forward P/EPrice ÷ next-FY EPS est. | 11.68x | 11.41x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.28x |
| EV / EBITDAEnterprise value multiple | 19.55x | 21.23x |
| Price / SalesMarket cap ÷ Revenue | 5.63x | 3.61x |
| Price / BookPrice ÷ Book value/share | 1.14x | 2.58x |
| Price / FCFMarket cap ÷ FCF | 13.50x | 12.98x |
CG leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
OWL leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
CG delivers a 12.0% return on equity — every $100 of shareholder capital generates $12 in annual profit, vs $1 for OWL. OWL carries lower financial leverage with a 0.64x debt-to-equity ratio, signaling a more conservative balance sheet compared to CG's 1.97x.
| Metric | OWLBlue Owl Capital … | CGThe Carlyle Group… |
|---|---|---|
| ROE (TTM)Return on equity | +1.4% | +12.0% |
| ROA (TTM)Return on assets | +0.7% | +3.1% |
| ROICReturn on invested capital | +5.0% | +5.2% |
| ROCEReturn on capital employed | +5.7% | +5.0% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 |
| Debt / EquityFinancial leverage | 0.64x | 1.97x |
| Net DebtTotal debt minus cash | $3.7B | $10.7B |
| Cash & Equiv.Liquid assets | $195M | $3.2B |
| Total DebtShort + long-term debt | $3.9B | $13.9B |
| Interest CoverageEBIT ÷ Interest expense | 3.45x | 2.05x |
OWL leads this category, winning 5 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
CG leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in OWL five years ago would be worth $13,241 today (with dividends reinvested), compared to $12,341 for CG. Over the past 12 months, CG leads with a +26.2% total return vs OWL's -37.8%. The 3-year compound annual growth rate (CAGR) favors CG at 26.8% vs OWL's 6.8% — a key indicator of consistent wealth creation.
| Metric | OWLBlue Owl Capital … | CGThe Carlyle Group… |
|---|---|---|
| YTD ReturnYear-to-date | -31.0% | -18.9% |
| 1-Year ReturnPast 12 months | -37.8% | +26.2% |
| 3-Year ReturnCumulative with dividends | +21.7% | +103.7% |
| 5-Year ReturnCumulative with dividends | +32.4% | +23.4% |
| 10-Year ReturnCumulative with dividends | +29.6% | +281.0% |
| CAGR (3Y)Annualised 3-year return | +6.8% | +26.8% |
CG leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — OWL and CG each lead in 1 of 2 comparable metrics.
Risk & Volatility
OWL is the less volatile stock with a 1.64 beta — it tends to amplify market swings less than CG's 1.88 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CG currently trades 70.2% from its 52-week high vs OWL's 49.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | OWLBlue Owl Capital … | CGThe Carlyle Group… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.64x | 1.88x |
| 52-Week HighHighest price in past year | $21.08 | $69.85 |
| 52-Week LowLowest price in past year | $7.96 | $39.60 |
| % of 52W HighCurrent price vs 52-week peak | +49.1% | +70.2% |
| RSI (14)Momentum oscillator 0–100 | 63.6 | 55.1 |
| Avg Volume (50D)Average daily shares traded | 32.4M | 3.2M |
Evenly matched — OWL and CG each lead in 1 of 2 comparable metrics.
Analyst Outlook
OWL leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates OWL as "Buy" and CG as "Buy". Consensus price targets imply 52.5% upside for OWL (target: $16) vs 37.4% for CG (target: $67). For income investors, OWL offers the higher dividend yield at 7.95% vs CG's 2.78%.
| Metric | OWLBlue Owl Capital … | CGThe Carlyle Group… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $15.78 | $67.33 |
| # AnalystsCovering analysts | 19 | 25 |
| Dividend YieldAnnual dividend ÷ price | +7.9% | +2.8% |
| Dividend StreakConsecutive years of raises | 1 | 0 |
| Dividend / ShareAnnual DPS | $0.82 | $1.36 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.3% | +3.9% |
OWL leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
CG leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). OWL leads in 2 (Profitability & Efficiency, Analyst Outlook). 1 tied.
Best OverallThe Carlyle Group Inc. (CG)Leads 3 of 6 categories
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OWL vs CG: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is OWL or CG a better buy right now?
For growth investors, Blue Owl Capital Inc.
(OWL) is the stronger pick with 25. 0% revenue growth year-over-year, versus 19. 8% for The Carlyle Group Inc. (CG). The Carlyle Group Inc. (CG) offers the better valuation at 22. 5x trailing P/E (11. 4x forward), making it the more compelling value choice. Analysts rate Blue Owl Capital Inc. (OWL) a "Buy" — based on 19 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — OWL or CG?
On trailing P/E, The Carlyle Group Inc.
(CG) is the cheapest at 22. 5x versus Blue Owl Capital Inc. at 86. 2x. On forward P/E, The Carlyle Group Inc. is actually cheaper at 11. 4x.
03Which is the better long-term investment — OWL or CG?
Over the past 5 years, Blue Owl Capital Inc.
(OWL) delivered a total return of +32. 4%, compared to +23. 4% for The Carlyle Group Inc. (CG). Over 10 years, the gap is even starker: CG returned +281. 0% versus OWL's +29. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — OWL or CG?
By beta (market sensitivity over 5 years), Blue Owl Capital Inc.
(OWL) is the lower-risk stock at 1. 64β versus The Carlyle Group Inc. 's 1. 88β — meaning CG is approximately 14% more volatile than OWL relative to the S&P 500. On balance sheet safety, Blue Owl Capital Inc. (OWL) carries a lower debt/equity ratio of 64% versus 197% for The Carlyle Group Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — OWL or CG?
By revenue growth (latest reported year), Blue Owl Capital Inc.
(OWL) is pulling ahead at 25. 0% versus 19. 8% for The Carlyle Group Inc. (CG). On earnings-per-share growth, the picture is similar: The Carlyle Group Inc. grew EPS -21. 3% year-over-year, compared to -40. 0% for Blue Owl Capital Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — OWL or CG?
The Carlyle Group Inc.
(CG) is the more profitable company, earning 16. 5% net margin versus 2. 7% for Blue Owl Capital Inc. — meaning it keeps 16. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CG leads at 26. 2% versus 21. 9% for OWL. At the gross margin level — before operating expenses — CG leads at 65. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is OWL or CG more undervalued right now?
On forward earnings alone, The Carlyle Group Inc.
(CG) trades at 11. 4x forward P/E versus 11. 7x for Blue Owl Capital Inc. — 0. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OWL: 52. 5% to $15. 78.
08Which pays a better dividend — OWL or CG?
All stocks in this comparison pay dividends.
Blue Owl Capital Inc. (OWL) offers the highest yield at 7. 9%, versus 2. 8% for The Carlyle Group Inc. (CG).
09Is OWL or CG better for a retirement portfolio?
For long-horizon retirement investors, Blue Owl Capital Inc.
(OWL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (7. 9% yield). The Carlyle Group Inc. (CG) carries a higher beta of 1. 88 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (OWL: +29. 6%, CG: +281. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between OWL and CG?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(OWL: 25.0% · CG: 19.8%)Net Margin>
%
(OWL: 2.7% · CG: 16.5%)P/E Ratio<
x
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