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Blue Owl Capital Inc. (OWL)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US09581B1035

CUSIP

09581B103

Sector

Financial Services

IPO Date

Dec 14, 2020

Highlights

Market Cap

$36.31B

EPS (TTM)

$0.18

PE Ratio

135.06

Total Revenue (TTM)

$2.16B

Gross Profit (TTM)

$1.64B

EBITDA (TTM)

$950.27M

Year Range

$13.87 - $25.03

Target Price

$24.45

Short %

6.52%

Short Ratio

4.73

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
OWL vs. OBDC OWL vs. APO OWL vs. AMP OWL vs. ARCC OWL vs. OCSL OWL vs. PEXL OWL vs. SPY OWL vs. VOO OWL vs. VGT OWL vs. OBMCX
Popular comparisons:
OWL vs. OBDC OWL vs. APO OWL vs. AMP OWL vs. ARCC OWL vs. OCSL OWL vs. PEXL OWL vs. SPY OWL vs. VOO OWL vs. VGT OWL vs. OBMCX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Blue Owl Capital Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


40.00%60.00%80.00%100.00%120.00%140.00%160.00%180.00%JulyAugustSeptemberOctoberNovemberDecember
161.72%
62.60%
OWL (Blue Owl Capital Inc.)
Benchmark (^GSPC)

Returns By Period

Blue Owl Capital Inc. had a return of 63.36% year-to-date (YTD) and 62.49% in the last 12 months.


OWL

YTD

63.36%

1M

0.09%

6M

36.61%

1Y

62.49%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of OWL, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20244.30%16.49%5.01%0.16%-3.85%-1.33%7.44%-6.55%9.75%15.50%6.97%63.36%
202318.68%-0.90%-10.21%1.62%-7.69%13.66%5.75%-1.74%8.45%-4.86%10.47%10.53%47.40%
2022-16.63%1.40%1.44%-5.91%6.06%-20.02%13.76%-1.86%-16.85%8.56%13.91%-6.19%-26.29%
2021-8.17%-2.39%-3.14%1.11%17.62%9.62%10.64%-3.06%13.00%10.80%-11.69%-1.52%32.18%
202011.57%11.57%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 91, OWL is among the top 9% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of OWL is 9191
Overall Rank
The Sharpe Ratio Rank of OWL is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of OWL is 8888
Sortino Ratio Rank
The Omega Ratio Rank of OWL is 8989
Omega Ratio Rank
The Calmar Ratio Rank of OWL is 9595
Calmar Ratio Rank
The Martin Ratio Rank of OWL is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Blue Owl Capital Inc. (OWL) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for OWL, currently valued at 2.00, compared to the broader market-4.00-2.000.002.002.002.10
The chart of Sortino ratio for OWL, currently valued at 2.54, compared to the broader market-4.00-2.000.002.004.002.542.80
The chart of Omega ratio for OWL, currently valued at 1.35, compared to the broader market0.501.001.502.001.351.39
The chart of Calmar ratio for OWL, currently valued at 3.19, compared to the broader market0.002.004.006.003.193.09
The chart of Martin ratio for OWL, currently valued at 9.52, compared to the broader market-5.000.005.0010.0015.0020.0025.009.5213.49
OWL
^GSPC

The current Blue Owl Capital Inc. Sharpe ratio is 2.00. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Blue Owl Capital Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
2.00
2.10
OWL (Blue Owl Capital Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Blue Owl Capital Inc. provided a 2.89% dividend yield over the last twelve months, with an annual payout of $0.68 per share. The company has been increasing its dividends for 2 consecutive years.


1.00%2.00%3.00%4.00%$0.00$0.10$0.20$0.30$0.40$0.50202120222023
Dividends
Dividend Yield
PeriodTTM202320222021
Dividend$0.68$0.55$0.43$0.13

Dividend yield

2.89%3.69%4.06%0.87%

Monthly Dividends

The table displays the monthly dividend distributions for Blue Owl Capital Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.14$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.68
2023$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.55
2022$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.11$0.00$0.00$0.12$0.00$0.43
2021$0.04$0.00$0.00$0.09$0.00$0.13

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.9%
Blue Owl Capital Inc. has a dividend yield of 2.89%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%91.9%
Blue Owl Capital Inc. has a payout ratio of 91.89%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-5.32%
-2.62%
OWL (Blue Owl Capital Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Blue Owl Capital Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Blue Owl Capital Inc. was 50.53%, occurring on Oct 13, 2022. Recovery took 331 trading sessions.

The current Blue Owl Capital Inc. drawdown is 5.32%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.53%Nov 3, 2021238Oct 13, 2022331Feb 8, 2024569
-26.26%Jun 8, 20218Jun 17, 202162Sep 15, 202170
-20.27%Jul 23, 202410Aug 5, 202441Oct 2, 202451
-17.39%Dec 29, 202059Mar 24, 202142May 24, 2021101
-14.63%May 29, 20248Jun 7, 202429Jul 22, 202437

Volatility

Volatility Chart

The current Blue Owl Capital Inc. volatility is 10.97%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
10.97%
3.79%
OWL (Blue Owl Capital Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Blue Owl Capital Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Blue Owl Capital Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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