Misinformation Creates Value | Industry-wide skepticism toward private credit has pressured valuations, yet fundamentals remain solid with 9% dividend yield and mid-teen EPS growth trajectory |
Asset Growth Engine | The firm has amassed over $300 billion in assets under management in less than a decade, with strong retail flows and diversified direct lending vehicles |
Price Target Outlook | Analysts set price targets ranging from $15 to $28, averaging around $21, reflecting confidence despite current market headwinds and sector skepticism |
Operating Excellence | Blue Owl demonstrates remarkable efficiency with operating margins exceeding 60%, while fee-related earnings project high-teens growth through 2028 |

Metrics to compare | OWL | Sector Sector - Average of metrics from a broad group of related Financials sector companies | Relationship RelationshipOWLPeersSector | |
|---|---|---|---|---|
P/E Ratio | 103.3x | 35.8x | 9.9x | |
PEG Ratio | 22.90 | 0.33 | 0.03 | |
Price / Book | 9.5x | 9.8x | 1.0x | |
Price / LTM Sales | 6.4x | 4.5x | 3.0x | |
Upside (Analyst Target) | −1.8% | 2.5% | 12.6% | |
Fair Value Upside | Unlock | 18.2% | 2.3% | Unlock |
Blue Owl Capital Inc. operates as an alternative asset manager in the United States. It offers permanent capital base solutions that enables it to offer holistic framework of capital solutions to middle market companies, large alternative asset managers, and corporate real estate owners and tenants. The company also provides private financing solutions, such as direct lending products comprising diversified, technology, first lien, and opportunistic lending to middle-market companies; alternative credit; investment grade credit; liquid credit; and other credit solutions. In addition, the company offers GP strategic capital products, which offers capital solutions, including GP minority stakes, GP debt financing, and professional sports minority stakes; and real estate products that focuses on acquiring triple net lease real estate by investment grade or creditworthy tenants, as well as real estate debt finance through net lease and real estate credit. It offers its solutions through permanent capital vehicles and long-dated private funds. Blue Owl Capital Inc. is headquartered in New York, New York.