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OWL vs. APO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

OWL vs. APO - Performance Comparison

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

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Returns By Period

In the year-to-date period, OWL achieves a -28.04% return, which is significantly lower than APO's -12.52% return.


OWL

1D
1.38%
1M
13.94%
6M
-21.18%
YTD
-28.04%
1Y
-41.43%
3Y*
-0.97%
5Y*
-2.16%
10Y*
ALL TIME*
3.12%

APO

1D
4.44%
1M
5.88%
6M
-5.88%
YTD
-12.52%
1Y
-7.73%
3Y*
17.12%
5Y*
18.75%
10Y*
27.17%
ALL TIME*
20.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$435.36M$496.01M$510.65M
$179.46M$164.25M$219.48M

OWL vs. APO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
OWL
Blue Owl Capital Inc.
-28.04%-32.83%61.76%47.40%-26.29%32.18%5.86%
APO
Apollo Global Management, Inc.
-12.52%-11.12%79.87%49.44%-9.59%53.25%2.25%

Correlation

The correlation between OWL and APO is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.66

Correlation (3Y)
Balances recent behavior with more history.

0.66

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.66

Correlation (All Time)
Calculated using the full available price history since Dec 14, 2020

0.61

The correlation between OWL and APO has been stable across timeframes, ranging from 0.61 to 0.66 - a consistent structural relationship.

Fundamentals

Market Cap

OWL:

$16.10B

APO:

$72.40B

EPS

OWL:

$0.19

APO:

$3.56

PE Ratio

OWL:

53.57

APO:

35.26

PEG Ratio

OWL:

0.19

APO:

0.09

PS Ratio

OWL:

2.33

APO:

2.55

PB Ratio

OWL:

3.55

APO:

4.03

Total Revenue (TTM)

OWL:

$2.99B

APO:

$29.68B

Gross Profit (TTM)

OWL:

$1.83B

APO:

$26.52B

EBITDA (TTM)

OWL:

$861.39M

APO:

$9.28B

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Return for Risk

OWL vs. APO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

OWL
OWL Risk / Return Rank: 1111
Overall Rank
OWL Sharpe Ratio Rank: 55
Sharpe Ratio Rank
OWL Sortino Ratio Rank: 77
Sortino Ratio Rank
OWL Omega Ratio Rank: 99
Omega Ratio Rank
OWL Calmar Ratio Rank: 1515
Calmar Ratio Rank
OWL Martin Ratio Rank: 1717
Martin Ratio Rank

APO
APO Risk / Return Rank: 2929
Overall Rank
APO Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
APO Sortino Ratio Rank: 2727
Sortino Ratio Rank
APO Omega Ratio Rank: 2828
Omega Ratio Rank
APO Calmar Ratio Rank: 3333
Calmar Ratio Rank
APO Martin Ratio Rank: 2929
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

OWL vs. APO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blue Owl Capital Inc. (OWL) and Apollo Global Management, Inc. (APO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


OWLAPODifference
Sharpe ratioReturn per unit of total volatility

-0.62

Sortino ratioReturn per unit of downside risk

-1.17

Omega ratioGain probability vs. loss probability

0.84

0.97

-0.13

Calmar ratioReturn relative to maximum drawdown

-0.75

-0.36

-0.39

Martin ratioReturn relative to average drawdown

-1.16

-0.76

-0.40

OWL vs. APO - Sharpe Ratio Comparison

The current OWL Sharpe Ratio is -0.96, which is lower than the APO Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of OWL and APO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

OWL vs. APO - Drawdown Comparison

The maximum OWL drawdown since its inception was -67.10%, which is greater than APO's maximum drawdown of -56.99%. Use the drawdown chart below to compare losses from any high point for OWL and APO.


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Drawdown Indicators


OWLAPODifference

Max Drawdown

Largest peak-to-trough decline

-67.10%

-56.99%

-10.11%

Max Drawdown (1Y)

Largest decline over 1 year

-57.61%

-34.05%

-23.56%

Max Drawdown (3Y)

Largest decline over 3 years

-67.10%

-42.82%

-24.28%

Max Drawdown (5Y)

Largest decline over 5 years

-67.10%

-42.82%

-24.28%

Max Drawdown (10Y)

Largest decline over 10 years

-53.48%

Current Drawdown

Current decline from peak

-57.86%

-28.10%

-29.76%

Average Drawdown

Average peak-to-trough decline

-25.02%

-16.50%

-8.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

37.12%

16.05%

+21.07%

Volatility

OWL vs. APO - Volatility Comparison

Blue Owl Capital Inc. (OWL) has a higher volatility of 11.24% compared to Apollo Global Management, Inc. (APO) at 9.03%. This indicates that OWL's price experiences larger fluctuations and is considered to be riskier than APO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OWLAPODifference

Volatility (1M)

Calculated over the trailing 1-month period

11.24%

9.03%

+2.21%

Volatility (6M)

Calculated over the trailing 6-month period

35.60%

28.28%

+7.32%

Volatility (1Y)

Calculated over the trailing 1-year period

44.91%

36.03%

+8.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.11%

37.31%

+4.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.72%

37.93%

+4.79%

Dividends

OWL vs. APO - Dividend Comparison

OWL's dividend yield for the trailing twelve months is around 8.79%, more than APO's 1.67% yield.


PositionTTM20252024202320222021202020192018201720162015
APO
Apollo Global Management, Inc.
1.67%1.38%1.10%1.81%2.51%2.90%4.72%4.23%7.86%5.53%6.46%12.91%
OWL
Blue Owl Capital Inc.
8.79%5.72%2.92%3.69%4.06%0.87%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

OWL vs. APO - Financials Comparison

This section allows you to compare key financial metrics between Blue Owl Capital Inc. and Apollo Global Management, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

OWL vs. APO - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

OWL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Blue Owl Capital Inc. reported a gross profit of 308.17M and revenue of 753.05M. Therefore, the gross margin over that period was 40.9%.

APO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Apollo Global Management, Inc. reported a gross profit of 4.93B and revenue of 4.93B. Therefore, the gross margin over that period was 100.0%.

OWL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Blue Owl Capital Inc. reported an operating income of 116.41M and revenue of 753.05M, resulting in an operating margin of 15.5%.

APO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Apollo Global Management, Inc. reported an operating income of 330.00M and revenue of 4.93B, resulting in an operating margin of 6.7%.

OWL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Blue Owl Capital Inc. reported a net income of 60.66M and revenue of 753.05M, resulting in a net margin of 8.1%.

APO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Apollo Global Management, Inc. reported a net income of -1.91B and revenue of 4.93B, resulting in a net margin of -38.7%.


Frequently Asked Questions


OWL and APO have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OWL has higher volatility (11.24%) compared to APO (9.03%). In terms of maximum drawdown, OWL dropped -67.10% vs APO's -56.99%.

APO currently has the higher Sharpe Ratio (-0.34 vs -0.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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