Blue Owl Capital

Fee Compression And Regulatory Burdens Will Erode Alternative Models

AnalystLowTarget

Not Invested

Community Contributor

Published

22 Jun 25

AnalystLowTarget's Fair Value

US$17.31

2.6% overvalued

09 Aug

US$17.76

-7.7%

-6.0%

-7.7%

-6.0%

You can edit this narrative until Jun 22 10:18 PM. Then, changes will post as Updates.

Author's Valuation

US$17.31

2.6% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

US$17.31

2.6% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

15.56%

Capital Markets revenue growth rate

0.30%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.38%

Calculation

US$983.58m

Earnings '28

17.86x

PE Ratio '28

US$17.56b

Market Cap '28

US$17.56b

Market Cap '28

797.62m

No. shares '28

US$22.02

Share Price '28

US$22.02 Share Price '28

Discounted to 2025 @ 8.35% p.a.

US$17.31

Fair Value '25