Blue Owl Capital (OWL) AI Stock Analysis
Blue Owl Capital
(BMV:OWL)
No summary available
Blue Owl Capital (OWL) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- MXN 16.15B
- Dividend Yield
- 5.77%
- Average Volume (3M)
- 112
- Price to Earnings (P/E)
- 74.9
- Beta (1Y)
- 0.14
- Revenue Growth
- -0.53%
- EPS Growth
- 51.26%
- Country
- Mexico
- Employees
- 1,365
- Sector
- Financial
- Sector Strength
- 68
- Industry
- Asset Management
Blue Owl Capital Business Overview & Revenue Model
Company Description
Blue Owl Capital Inc., an asset management firm based in New York City, leverages a robust and permanent capital base to deliver a comprehensive suite of financial solutions. It serves a diverse clientele, including mid-sized businesses, leading alte...
Blue Owl Capital Earnings Call Summary
The call was strongly positive overall. Highlights significantly outweighed the lowlights, with double-digit FRE, DE, management fee, and AUM growth; record institutional fundraising; robust investment performance; strong portfolio health; improving wealth-channel indicators; substantial deployment pipelines; and confidence in exceeding 2026 guidance and accelerating growth into 2027. The main challenges were a changed rate outlook, modestly negative net direct-lending deployment, lower expected fourth-quarter transaction activity, ongoing wealth-channel recovery, and market uncertainty around real estate and digital infrastructure.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Blue Owl said it remains confident in its ability to beat $1.02 of FRE per share and $0.89 of DE per share for the full year 2026, expects to over-earn its dividend again in the fourth quarter and continue this through the year 2027 and forward, and expects management fee growth in 2027 to be higher than in 2026; stock-based comp other is expected to be approximately $365 million for 2026, total stock-based compensation in 2027 is expected to be lower than 2026, and stock-based comp other is expected to grow slower than revenue growth in 2027. The company expects a modest spike in fourth-quarter margins, modest margin expansion in 2027, and said 2027 revenue, FRE per share, and DE per share are expected to see acceleration; management fee offsets in credit are expected to go to zero in 2027, representing $20 million of offsets in 2026. Fourth-quarter transaction fees are expected to be a little quieter and return to Q1 and Q2 levels, while the direction of travel in 2027 is expected to be up; the company expects $2 billion-$2.5 billion of capital calls across two net lease products by the end of 1Q, bringing Fund VI fully deployed and the current vintage to approaching 25% drawn and deployed. BODI IV is expected to have an 18-24 month fundraise, likely through mid-2028, with a $10 billion overall fundraise goal; healthcare royalties and life sciences credit are focused on raising about $1 billion by the end of this year, and credit secondaries are expected to have a first close in the first half of 2027.
Blue Owl Capital Risk Analysis
Blue Owl Capital disclosed 76 risk factors in its most recent earnings report. Blue Owl Capital reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksBlue Owl Capital Peers Comparison
Overall Rating
APO74Outperform
BX73Outperform
KKR71Outperform
ARES68Neutral
CG51Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| APO | 74Outperform | $68.41B | 25.07 | 8.58% | 1.85% | 39.52% | -48.06% |
| BX | 73Outperform | $147.36B | 26.16 | 40.77% | 4.27% | 8.78% | 28.70% |
| KKR | 71Outperform | $84.73B | 28.09 | 10.32% | 0.81% | 31.83% | 48.98% |
| ARES | 68Neutral | $42.33B | 91.53 | 10.34% | 4.03% | 6.81% | -45.32% |
| Sector * | 68Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% |
| CG | 51Neutral | $14.32B | 39.68 | 6.07% | 3.48% | -44.06% | -71.02% |
* Financial Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MX:OWL | Blue Owl Capital Inc | 210.00 | -77.02 | -26.83% | |
| APO | Apollo Global | 115.84 | -12.55 | -9.77% | |
| KKR | Kohlberg Kravis Roberts | 94.39 | -23.05 | -19.63% | |
| BX | Blackstone Group L.P. | 118.51 | -19.99 | -14.43% | |
| CG | The Carlyle Group Lp | 40.18 | -9.59 | -19.26% | |
| ARES | Ares Management Lp | 128.15 | -18.78 | -12.78% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.