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

Performance

OWL vs. RNST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Blue Owl Capital Inc. (OWL) and Renasant Corporation (RNST). 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 -35.51% return, which is significantly lower than RNST's 21.03% return.


OWL

1D
-3.15%
1M
-8.25%
YTD
-35.51%
6M
-39.33%
1Y
-47.15%
3Y*
-1.02%
5Y*
-1.67%
10Y*

RNST

1D
1.01%
1M
3.30%
YTD
21.03%
6M
16.91%
1Y
25.07%
3Y*
18.72%
5Y*
3.34%
10Y*
5.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

OWL vs. RNST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
OWL
Blue Owl Capital Inc.
-35.51%-32.83%61.76%47.40%-26.29%32.18%5.86%
RNST
Renasant Corporation
21.03%0.98%9.12%-7.70%1.70%15.28%0.39%

Correlation

The correlation between OWL and RNST is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.34

Correlation (3Y)
Calculated over the trailing 3-year period

0.39

Correlation (5Y)
Calculated over the trailing 5-year period

0.41

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

0.37

Fundamentals

Market Cap

OWL:

$6.29B

RNST:

$3.97B

EPS

OWL:

$0.13

RNST:

$2.40

PE Ratio

OWL:

71.02

RNST:

17.54

PS Ratio

OWL:

2.10

RNST:

2.80

PB Ratio

OWL:

2.99

RNST:

1.03

Total Revenue (TTM)

OWL:

$2.94B

RNST:

$1.43B

Gross Profit (TTM)

OWL:

$1.99B

RNST:

$614.94M

EBITDA (TTM)

OWL:

$876.72M

RNST:

$182.62M

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Return for Risk

OWL vs. RNST — Risk / Return Rank

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

OWL
OWL Risk / Return Rank: 77
Overall Rank
OWL Sharpe Ratio Rank: 44
Sharpe Ratio Rank
OWL Sortino Ratio Rank: 55
Sortino Ratio Rank
OWL Omega Ratio Rank: 77
Omega Ratio Rank
OWL Calmar Ratio Rank: 1111
Calmar Ratio Rank
OWL Martin Ratio Rank: 99
Martin Ratio Rank

RNST
RNST Risk / Return Rank: 6868
Overall Rank
RNST Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
RNST Sortino Ratio Rank: 6565
Sortino Ratio Rank
RNST Omega Ratio Rank: 6464
Omega Ratio Rank
RNST Calmar Ratio Rank: 6969
Calmar Ratio Rank
RNST Martin Ratio Rank: 6969
Martin Ratio Rank
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. RNST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blue Owl Capital Inc. (OWL) and Renasant Corporation (RNST). 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.


OWLRNSTDifference
Sharpe ratioReturn per unit of total volatility

-2.02

Sortino ratioReturn per unit of downside risk

-3.13

Omega ratioGain probability vs. loss probability

0.81

1.18

-0.37

Calmar ratioReturn relative to maximum drawdown

-0.81

1.46

-2.27

Martin ratioReturn relative to average drawdown

-1.38

3.26

-4.64

OWL vs. RNST - Sharpe Ratio Comparison

The current OWL Sharpe Ratio is -1.07, which is lower than the RNST Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of OWL and RNST, 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. RNST - Drawdown Comparison

The maximum OWL drawdown since its inception was -67.10%, smaller than the maximum RNST drawdown of -73.06%. Use the drawdown chart below to compare losses from any high point for OWL and RNST.


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Drawdown Indicators


OWLRNSTDifference

Max Drawdown

Largest peak-to-trough decline

-67.10%

-73.06%

+5.96%

Max Drawdown (1Y)

Largest decline over 1 year

-58.59%

-17.19%

-41.40%

Max Drawdown (3Y)

Largest decline over 3 years

-67.10%

-29.28%

-37.82%

Max Drawdown (5Y)

Largest decline over 5 years

-67.10%

-41.15%

-25.95%

Max Drawdown (10Y)

Largest decline over 10 years

-59.84%

Current Drawdown

Current decline from peak

-62.23%

-1.07%

-61.16%

Average Drawdown

Average peak-to-trough decline

-24.27%

-19.23%

-5.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

34.15%

7.71%

+26.44%

Volatility

OWL vs. RNST - Volatility Comparison

Blue Owl Capital Inc. (OWL) has a higher volatility of 13.36% compared to Renasant Corporation (RNST) at 6.54%. This indicates that OWL's price experiences larger fluctuations and is considered to be riskier than RNST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OWLRNSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.36%

6.54%

+6.82%

Volatility (6M)

Calculated over the trailing 6-month period

34.70%

18.48%

+16.22%

Volatility (1Y)

Calculated over the trailing 1-year period

44.23%

26.65%

+17.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

42.08%

31.12%

+10.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.76%

32.84%

+9.92%

Dividends

OWL vs. RNST - Dividend Comparison

OWL's dividend yield for the trailing twelve months is around 9.80%, more than RNST's 2.18% yield.


PositionTTM20252024202320222021202020192018201720162015
OWL
Blue Owl Capital Inc.
9.80%5.72%2.92%3.69%4.06%0.87%0.00%0.00%0.00%0.00%0.00%0.00%
RNST
Renasant Corporation
2.18%2.53%2.46%2.61%2.34%2.32%2.61%2.46%2.65%1.79%1.68%1.98%

Financials

OWL vs. RNST - Financials Comparison

This section allows you to compare key financial metrics between Blue Owl Capital Inc. and Renasant Corporation. 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


100.00M200.00M300.00M400.00M500.00M600.00M700.00M800.00M20222023202420252026
753.81M
338.12M
(OWL) Total Revenue
(RNST) Total Revenue
Values in USD except per share items

OWL vs. RNST - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20222023202420252026
100.0%
0
Portfolio components
OWL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Blue Owl Capital Inc. reported a gross profit of 753.81M and revenue of 753.81M. Therefore, the gross margin over that period was 100.0%.

RNST - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Renasant Corporation reported a gross profit of 0.00 and revenue of 338.12M. Therefore, the gross margin over that period was 0.0%.

OWL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Blue Owl Capital Inc. reported an operating income of 109.49M and revenue of 753.81M, resulting in an operating margin of 14.5%.

RNST - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Renasant Corporation reported an operating income of 0.00 and revenue of 338.12M, resulting in an operating margin of 0.0%.

OWL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Blue Owl Capital Inc. reported a net income of 15.54M and revenue of 753.81M, resulting in a net margin of 2.1%.

RNST - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Renasant Corporation reported a net income of 88.23M and revenue of 338.12M, resulting in a net margin of 26.1%.


Frequently Asked Questions


OWL and RNST have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

OWL has higher volatility (13.36%) compared to RNST (6.54%). In terms of maximum drawdown, OWL dropped -67.10% vs RNST's -73.06%.

RNST currently has the higher Sharpe Ratio (0.95 vs -1.07), 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.

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