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Blue Owl Capital Inc. (OWL) 10-Year Financial Performance & Capital Metrics

OWL • • Banking & Credit
Financial ServicesAsset ManagementAlternative Asset ManagementCredit & Direct Lending Specialists
AboutBlue Owl Capital Inc. operates as an asset manager. It offers permanent capital base solutions that enables it to offer a holistic platform to middle market companies, large alternative asset managers, and corporate real estate owners and tenants. The company provides direct lending products that offer private credit products comprising diversified, technology, first lien, and opportunistic lending to middle-market companies; GP capital solutions products, which offers capital solutions, including GP minority equity investments, GP debt financing, and professional sports minority investments to large private capital managers; and real estate products that focuses on structuring sale-leaseback transactions, which includes triple net leases. It offers its solutions through permanent capital vehicles, as well as long-dated private funds. The company is headquartered in New York, New York.Show more
  • Net Interest Income -$80M -49.0%
  • Total Revenue $2.3B +32.6%
  • Net Income $110M +101.7%
  • Return on Equity 1.98% +97.0%
  • Net Interest Margin -0.73% -19.5%
  • Efficiency Ratio 29.24% -6.8%
  • ROA 1.11% +80.3%
  • Equity / Assets 52.82% -11.8%
  • Book Value per Share 10.40 -5.8%
  • Tangible BV/Share -3.22 -45.6%
  • Debt/Equity 0.51 +35.3%
Technical Analysis

Key Insights

Based on financial data analysis

✓Strengths

  • ✓Strong 5Y profit CAGR of 36.7%
  • ✓Strong Piotroski F-Score: 7/9
  • ✓Efficient operations: 29.2% efficiency ratio
  • ✓Well capitalized: 52.8% equity/assets
  • ✓Diversified revenue: 98.2% from non-interest income

✗Weaknesses

  • ✗Weak 3Y average ROE of 0.9%
  • ✗Weak NIM of -0.7%
  • ✗Shares diluted 16.8% in last year
  • ✗Trading more than 30% below 52-week high

* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.

Price & Volume

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Growth Metrics

Revenue CAGR

10Y-
5Y64.45%
3Y40.71%
TTM-

Profit (Net Income) CAGR

10Y-
5Y36.7%
3Y-
TTM-51.44%

EPS CAGR

10Y-
5Y22.77%
3Y-
TTM-56.76%

ROCE

10Y Avg-21.16%
5Y Avg-21.16%
3Y Avg3.34%
Latest6.33%

Peer Comparison

Credit & Direct Lending Specialists
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Sector-Specific
NameMarket CapCurrent PriceP/E RatioRevenue Growth 1YNet MarginROEFCF YieldDebt/Equity
ARESAres Management Corporation36.77B169.5781.926.96%11.94%5.81%7.34%1.93
OWLBlue Owl Capital Inc.10.5B15.7978.9532.56%4.77%0.84%8.91%0.51
MLCIMount Logan Capital Inc. Common Stock109.2M8.5442.70-8.88%2.86%-17.96%25.46%1.62
FSCOFS Credit Opportunities Corp.1.29B6.486.82-17.44%74.15%13.47%5.22%0.32
BENFBeneficient67.82M4.88-0.015.79%21.19%-487.65%2.21

Profit & Loss

Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Net Interest Income+-6.66M-23.82M-27.27M-55.71M-53.52M-79.72M
NII Growth %--2.57%-0.15%-1.04%0.04%-0.49%
Net Interest Margin %------
Interest Income000022.18M42.17M
Interest Expense6.66M23.82M27.27M55.71M75.7M121.89M
Loan Loss Provision105.11M216.91M1.47B838.98M794.95M895.59M
Non-Interest Income+190.85M249.81M823.88M1.37B1.71B2.25B
Non-Interest Income %------
Total Revenue+190.85M249.81M823.88M1.37B1.73B2.3B
Revenue Growth %-0.31%2.3%0.66%0.26%0.33%
Non-Interest Expense51.71M67.81M254.16M477.52M543.15M671.19M
Efficiency Ratio------
Operating Income+27.37M-58.73M-927.27M-2.48M317.82M606.76M
Operating Margin %------
Operating Income Growth %--3.15%-14.79%1%129%0.91%
Pretax Income+20.7M-82.54M-1.87B-49.62M246.38M469.23M
Pretax Margin %------
Income Tax+240K-102K-65.21M-9.38M25.61M48.78M
Effective Tax Rate %------
Net Income+22.96M-77.83M-376.17M-9.29M54.34M109.58M
Net Margin %------
Net Income Growth %--4.39%-3.83%0.98%6.85%1.02%
Net Income (Continuing)20.46M-82.44M-1.8B-40.23M220.78M420.45M
EPS (Diluted)+0.07-2.26-0.93-0.020.110.20
EPS Growth %--32.52%0.59%0.98%6.14%0.82%
EPS (Basic)0.07-2.26-0.93-0.020.120.20
Diluted Shares Outstanding320.01M34.38M404.92M433.43M478.01M558.43M

Balance Sheet

Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Cash & Short Term Investments+1000K1000K1000K1000K1000K1000K
Cash & Due from Banks7.34M11.63M42.57M68.08M104.16M152.09M
Short Term Investments000000
Total Investments+02.68M9.83M63.08M130.09M432.76M
Investments Growth %--2.67%5.42%1.06%2.33%
Long-Term Investments02.68M9.83M63.08M130.09M432.76M
Accounts Receivables1000K1000K1000K1000K1000K1000K
Goodwill & Intangibles+------
Goodwill004.13B4.21B4.22B4.7B
Intangible Assets002.61B2.41B2.11B2.9B
PP&E (Net)3.38M3.36M93.98M295.6M416.56M512.84M
Other Assets1.27M9.56M502.74M722.55M660.75M454.31M
Total Current Assets52.07M105.2M280.56M444.03M494.36M745.22M
Total Non-Current Assets4.65M16.39M7.99B8.45B8.32B10.25B
Total Assets+56.72M121.6M8.27B8.89B8.82B10.99B
Asset Growth %-1.14%66.98%0.08%-0.01%0.25%
Return on Assets (ROA)0.4%-0.87%-0.09%-0%0.01%0.01%
Accounts Payable25.76M058.04M117.17M129.36M158.34M
Total Debt+287.1M356.39M1.26B1.86B2B2.98B
Net Debt279.76M344.76M1.22B1.8B1.9B2.83B
Long-Term Debt287.1M356.39M1.02B1.41B1.48B2.46B
Short-Term Debt00153M210M205M130M
Other Liabilities0207.96M1.04B1.31B1.37B2B
Total Current Liabilities120.11M58.41M221.34M336.56M343.75M295.95M
Total Non-Current Liabilities287.1M564.34M2.2B3.01B3.2B4.89B
Total Liabilities407.21M622.76M2.42B3.34B3.54B5.19B
Total Equity+-350.5M-501.16M5.85B5.55B5.28B5.81B
Equity Growth %--0.43%12.67%-0.05%-0.05%0.1%
Equity / Assets (Capital Ratio)------
Return on Equity (ROE)---0.14%-0%0.01%0.02%
Book Value per Share-1.10-14.5814.4412.8011.0410.40
Tangible BV per Share------
Common Stock00139K140K141K150K
Additional Paid-in Capital002.16B2.29B2.41B3.27B
Retained Earnings00-497.51M-689.35M-882.88M-1.14B
Accumulated OCI000000
Treasury Stock000000
Preferred Stock000000

Cash Flow

Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024
Cash from Operations+44.06M5.23M281.66M728.45M949.14M999.55M
Operating CF Growth %--0.88%52.81%1.59%0.3%0.05%
Net Income20.46M-82.44M-1.8B-40.23M220.78M420.45M
Depreciation & Amortization829K673K114.55M259.21M310.57M274.92M
Deferred Taxes159K-475K-52.29M-12.51M5.86M19.68M
Other Non-Cash Items225K787K904.68M-2.64M36.73M76.88M
Working Capital Changes22.39M86.69M-88.35M103.79M62.65M-104.97M
Cash from Investing+-1.17M-652K-1.6B-485.22M-118.03M-638.14M
Purchase of Investments0-30M-328.8M-309.1M-85.94M-378.4M
Sale/Maturity of Investments01000K1000K1000K1000K1000K
Net Investment Activity------
Acquisitions00-1.58B-114.45M-26.27M-445.21M
Other Investing000000
Cash from Financing+-43.01M-295K1.35B-217.72M-795.03M-313.48M
Dividends Paid-320.25M-78.05M-150.22M-182.55M-247.88M-368.33M
Share Repurchases000-78.79M-18.64M-38.85M
Stock Issued000000
Net Stock Activity------
Debt Issuance (Net)1000K1000K1000K1000K1000K1000K
Other Financing15.89M8.67M685.91M-408.44M-583.32M-831.3M
Net Change in Cash+-116K4.29M30.94M25.51M36.08M47.93M
Exchange Rate Effect000000
Cash at Beginning7.46M7.34M11.63M42.57M68.08M104.16M
Cash at End7.34M11.63M42.57M68.08M104.16M152.09M
Interest Paid2.7M23.23M25.01M47.73M71.59M101.19M
Income Taxes Paid359K142K4.35M4.78M14.25M22.14M
Free Cash Flow+42.89M4.58M276.4M662.91M881.24M935.37M
FCF Growth %--0.89%59.32%1.4%0.33%0.06%

Banking Ratios

Metric201920202021202220232024
Return on Equity (ROE)---14.07%-0.16%1%1.98%
Return on Assets (ROA)40.48%-87.3%-8.97%-0.11%0.61%1.11%
Net Interest Margin-11.75%-19.59%-0.33%-0.63%-0.61%-0.73%
Efficiency Ratio27.09%27.14%30.85%34.86%31.37%29.24%
Equity / Assets-617.96%-412.15%70.74%62.4%59.86%52.82%
Book Value / Share-1.1-14.5814.4412.811.0410.4
NII Growth--257.49%-14.52%-104.26%3.93%-48.96%
Dividend Payout1394.95%---456.14%21.09%

Revenue by Segment

2021202220232024
Asset Management--1.53B1.99B
Asset Management Growth---30.57%
Administrative Service--200.75M294.27M
Administrative Service Growth---46.59%
Net Lease---168.59M
Net Lease Growth----
Management Service, Incentive--3.62M7.1M
Management Service, Incentive Growth---95.97%
Business Development Company Fees150.37M233.99M--
Business Development Company Fees Growth-55.61%--

Frequently Asked Questions

Valuation & Price

Blue Owl Capital Inc. (OWL) has a price-to-earnings (P/E) ratio of 79.0x. This suggests investors expect higher future growth.

Growth & Financials

Blue Owl Capital Inc. (OWL) grew revenue by 32.6% over the past year. This is strong growth.

Yes, Blue Owl Capital Inc. (OWL) is profitable, generating $51.9M in net income for fiscal year 2024 (4.8% net margin).

Dividend & Returns

Yes, Blue Owl Capital Inc. (OWL) pays a dividend with a yield of 0.26%. This makes it attractive for income-focused investors.

Blue Owl Capital Inc. (OWL) has a return on equity (ROE) of 2.0%. This is below average, suggesting room for improvement.

Industry Metrics

Blue Owl Capital Inc. (OWL) has a net interest margin (NIM) of -0.7%. NIM has been under pressure due to interest rate environment.

Blue Owl Capital Inc. (OWL) has an efficiency ratio of 29.2%. This is excellent, indicating strong cost control.

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