OWL vs. AMP

Last updated Apr 1, 2026

Compare and contrast key facts about Blue Owl Capital Inc. (OWL) and Ameriprise Financial, Inc. (AMP).

Performance

OWL vs. AMP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Blue Owl Capital Inc. (OWL) and Ameriprise Financial, Inc. (AMP). The values are adjusted to include any dividend payments, if applicable.

OWL vs. AMP - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
OWL Blue Owl Capital Inc.	-37.68%	-32.83%	61.76%	47.40%	-26.29%	32.18%	11.57%
AMP Ameriprise Financial, Inc.	-9.10%	-6.73%	42.10%	23.99%	4.98%	57.92%	1.75%

Fundamentals

Market Cap OWL : $14.35B AMP : $42.80B
EPS OWL : $0.08 AMP : $36.49
PE Ratio OWL : 112.00 AMP : 12.18
PEG Ratio OWL : 0.40 AMP : 0.31
PS Ratio OWL : 3.08 AMP : 2.30
PB Ratio OWL : 2.32 AMP : 6.53
Total Revenue (TTM) OWL : $2.87B AMP : $18.89B
Gross Profit (TTM) OWL : $1.56B AMP : $12.52B
EBITDA (TTM) OWL : $841.70M AMP : $2.47B

Returns By Period

In the year-to-date period, OWL achieves a -37.68% return, which is significantly lower than AMP's -9.10% return.

OWL

• 1D: 0.66%
• 1M: -13.46%
• YTD: -37.68%
• 6M: -44.19%
• 1Y: -51.77%
• 3Y*: -1.86%
• 5Y*: 2.25%
• 10Y*: —

AMP

• 1D: 1.36%
• 1M: -5.47%
• YTD: -9.10%
• 6M: -8.95%
• 1Y: -7.01%
• 3Y*: 14.78%
• 5Y*: 15.26%
• 10Y*: 19.16%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

OWL vs. AMP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OWL

OWL Risk / Return Rank: 4
OWL Sharpe Ratio Rank: 3
OWL Sortino Ratio Rank: 4
OWL Omega Ratio Rank: 5
OWL Calmar Ratio Rank: 7
OWL Martin Ratio Rank: 1

AMP

AMP Risk / Return Rank: 30
AMP Sharpe Ratio Rank: 31
AMP Sortino Ratio Rank: 27
AMP Omega Ratio Rank: 27
AMP Calmar Ratio Rank: 32
AMP Martin Ratio Rank: 32

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OWL vs. AMP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blue Owl Capital Inc. (OWL) and Ameriprise Financial, Inc. (AMP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	OWL	AMP	Difference
Sharpe ratio Return per unit of total volatility	-1.10	-0.24	-0.86
Sortino ratio Return per unit of downside risk	-1.68	-0.14	-1.55
Omega ratio Gain probability vs. loss probability	0.79	0.98	-0.19
Calmar ratio Return relative to maximum drawdown	-0.91	-0.32	-0.59
Martin ratio Return relative to average drawdown	-2.06	-0.68	-1.38
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OWL vs. AMP - Sharpe Ratio Comparison

The current OWL Sharpe Ratio is -1.10, which is lower than the AMP Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of OWL and AMP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	OWL	AMP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-1.10	-0.24	-0.86
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.05	0.55	-0.50
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.57	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.04	0.39	-0.35

Correlation

The correlation between OWL and AMP is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

OWL vs. AMP - Dividend Comparison

OWL's dividend yield for the trailing twelve months is around 9.86%, more than AMP's 1.44% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
OWL Blue Owl Capital Inc.	9.86%	5.72%	2.92%	3.69%	4.06%	0.87%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
AMP Ameriprise Financial, Inc.	1.44%	1.28%	1.09%	1.40%	1.57%	1.47%	2.10%	2.29%	3.38%	1.91%	2.63%	2.43%

Drawdowns

OWL vs. AMP - Drawdown Comparison

The maximum OWL drawdown since its inception was -65.58%, smaller than the maximum AMP drawdown of -81.14%. Use the drawdown chart below to compare losses from any high point for OWL and AMP.

Drawdown Indicators

	OWL	AMP	Difference
Max Drawdown Largest peak-to-trough decline	-65.58%	-81.14%	+15.56%
Max Drawdown (1Y) Largest decline over 1 year	-56.93%	-20.47%	-36.46%
Max Drawdown (5Y) Largest decline over 5 years	-65.58%	-31.54%	-34.04%
Max Drawdown (10Y) Largest decline over 10 years	—	-53.88%	—
Current Drawdown Current decline from peak	-63.50%	-21.51%	-41.99%
Average Drawdown Average peak-to-trough decline	-22.71%	-15.10%	-7.61%
Ulcer Index Depth and duration of drawdowns from previous peaks	25.30%	9.82%	+15.48%

Volatility

OWL vs. AMP - Volatility Comparison

Blue Owl Capital Inc. (OWL) has a higher volatility of 11.49% compared to Ameriprise Financial, Inc. (AMP) at 5.68%. This indicates that OWL's price experiences larger fluctuations and is considered to be riskier than AMP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	OWL	AMP	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.49%	5.68%	+5.81%
Volatility (6M) Calculated over the trailing 6-month period	32.40%	19.46%	+12.94%
Volatility (1Y) Calculated over the trailing 1-year period	47.08%	29.36%	+17.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	42.88%	27.72%	+15.16%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	42.29%	33.96%	+8.33%

Financials

OWL vs. AMP - Profitability Comparison

The chart below illustrates the profitability comparison between Blue Owl Capital Inc. and Ameriprise Financial, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

OWL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Blue Owl Capital Inc. reported a gross profit of 442.17M and revenue of 755.60M. Therefore, the gross margin over that period was 58.5%.

AMP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Ameriprise Financial, Inc. reported a gross profit of 4.96B and revenue of 5.05B. Therefore, the gross margin over that period was 98.3%.

OWL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Blue Owl Capital Inc. reported an operating income of 203.96M and revenue of 755.60M, resulting in an operating margin of 27.0%.

AMP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Ameriprise Financial, Inc. reported an operating income of 1.29B and revenue of 5.05B, resulting in an operating margin of 25.6%.

OWL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Blue Owl Capital Inc. reported a net income of 47.67M and revenue of 755.60M, resulting in a net margin of 6.3%.

AMP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Ameriprise Financial, Inc. reported a net income of 1.01B and revenue of 5.05B, resulting in a net margin of 20.0%.