OWL Share Price Performance
US$14.45
-9.91 (-40.68%)
32.2% undervalued intrinsic discount
US$21.30
Fair Value
Price US$14.45
AnalystConsensusTarget US$21.30
AnalystLowTarget US$16.77
AnalystHighTarget US$29.00
Fair ValueUS$21.30
Share Pricen/a
Blue Owl Capital Inc. Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 51 Fair Values set on narratives written by author
OWL Community Narratives
AN
Fair Value US$21.3 32.2% undervalued intrinsic discount
Evergreen Fund Strategies And Digital Infrastructure Will Advance Future Position
0users have liked this narrative
0users have commented on this narrative
39users have followed this narrative
AN
Fair Value US$17.31 16.5% undervalued intrinsic discount
Fee Compression And Regulatory Burdens Will Erode Alternative Models
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
Fair Value US$28 48.4% undervalued intrinsic discount
Rising Global Private Credit Demand Will Reshape Alternative Markets
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
Evergreen Fund Strategies And Digital Infrastructure Will Advance Future Position
Key Takeaways Strong growth in private credit, real assets, and fund strategies is driving stable recurring fees and margin expansion, positioning Blue Owl for future earnings growth. Strategic acquisitions, international expansion, and partnerships are broadening access to private markets, enhancing platform scale and supporting sustainable revenue and earnings increases.Read more
0users have liked this narrative
0users have commented on this narrative
39users have followed this narrative
AN
US$21.3
32.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
14.51% p.a.
Profit Margin
44.68%
Future PE
12.04x
Share price in 2028
US$27.23
Fee Compression And Regulatory Burdens Will Erode Alternative Models
Key Takeaways Shifts toward passive investing and fee compression threaten Blue Owl's traditional revenue streams, increasing structural fundraising and margin challenges. Regulatory changes, integration risks from acquisitions, and rising bond yields could elevate costs, complicate operations, and slow future growth.Read more
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
US$17.31
16.5% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
15.11% p.a.
Profit Margin
58.6%
Future PE
17.86x
Share price in 2028
US$52.4
Rising Global Private Credit Demand Will Reshape Alternative Markets
Key Takeaways Rapid fundraising, expanding retail adoption, and accelerating market share gains position Blue Owl for strong, sustained revenue and earnings outperformance versus peers and analyst expectations. Structural advantages in permanent capital, fee-centric earnings, and increased demand for private credit could drive durable growth in margins and long-term profitability.Read more
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
US$28
48.4% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
19.37% p.a.
Profit Margin
79.28%
Future PE
20.91x
Share price in 2028
US$90.69
Recently Updated Narratives
AN
Evergreen Fund Strategies And Digital Infrastructure Will Advance Future Position
Fair Value: US$21.3 32.2% undervalued intrinsic discount
39 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Fee Compression And Regulatory Burdens Will Erode Alternative Models
Fair Value: US$17.31 16.5% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Rising Global Private Credit Demand Will Reshape Alternative Markets
Fair Value: US$28 48.4% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Blue Owl Capital Inc. Key Details
About OWL
- Founded
- n/a
- Employees
- 1100
- CEO
- WebsiteView website
Blue Owl Capital Inc. operates as an alternative asset manager in the United States. The company 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. It 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.
