OWL vs MS

For growth investors, Blue Owl Capital Inc.

(OWL) is the stronger pick with 25. 0% revenue growth year-over-year, versus 16. 8% for Morgan Stanley (MS). Morgan Stanley (MS) offers the better valuation at 24. 3x trailing P/E (16. 3x 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.

On trailing P/E, Morgan Stanley (MS) is the cheapest at 24.

3x versus Blue Owl Capital Inc. at 87. 8x. On forward P/E, Blue Owl Capital Inc. is actually cheaper at 11. 9x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Morgan Stanley (MS) delivered a total return of +142.

2%, compared to +34. 4% for Blue Owl Capital Inc. (OWL). Over 10 years, the gap is even starker: MS returned +739. 4% versus OWL's +31. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Morgan Stanley (MS) is the lower-risk stock at 1.

37β versus Blue Owl Capital Inc. 's 1. 64β — meaning OWL is approximately 20% more volatile than MS relative to the S&P 500. On balance sheet safety, Blue Owl Capital Inc. (OWL) carries a lower debt/equity ratio of 64% versus 3% for Morgan Stanley — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Blue Owl Capital Inc.

(OWL) is pulling ahead at 25. 0% versus 16. 8% for Morgan Stanley (MS). On earnings-per-share growth, the picture is similar: Morgan Stanley grew EPS 53. 5% 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.

Morgan Stanley (MS) is the more profitable company, earning 13.

0% net margin versus 2. 7% for Blue Owl Capital Inc. — meaning it keeps 13. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OWL leads at 21. 9% versus 17. 1% for MS. At the gross margin level — before operating expenses — MS leads at 55. 6%, 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.

On forward earnings alone, Blue Owl Capital Inc.

(OWL) trades at 11. 9x forward P/E versus 16. 3x for Morgan Stanley — 4. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OWL: 49. 7% to $15. 78.

All stocks in this comparison pay dividends.

Blue Owl Capital Inc. (OWL) offers the highest yield at 7. 8%, versus 2. 0% for Morgan Stanley (MS).

For long-horizon retirement investors, Morgan Stanley (MS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2.

0% yield, +739. 4% 10Y return). Blue Owl Capital Inc. (OWL) carries a higher beta of 1. 64 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (MS: +739. 4%, OWL: +31. 5%), 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.

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.