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Blue Owl Capital Inc. Stock Price

NYSE:OWL Community·US$18.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 94 Fair Values set on narratives written by author

OWL Share Price Performance

US$11.59
-7.24 (-38.45%)
US$18.68
Fair Value
US$11.59
-7.24 (-38.45%)
37.9% undervalued intrinsic discount
US$18.68
Fair Value
Price US$11.59
AnalystHighTarget US$18.68
AnalystConsensusTarget US$12.38
AnalystLowTarget US$9.00

OWL Community Narratives

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Fair Value US$18.68 37.9% undervalued intrinsic discount

Rising Global Private Credit Demand Will Reshape Alternative Markets

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10users have followed this narrative
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Fair Value US$12.38 6.3% undervalued intrinsic discount

Evergreen Fund Strategies And Digital Infrastructure Will Advance Future Position

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53users have followed this narrative
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Fair Value US$9 28.8% overvalued intrinsic discount

Fee Compression And Regulatory Burdens Will Erode Alternative Models

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4users have followed this narrative
US$18.68
37.9% undervalued intrinsic discount
Revenue
10.53% p.a.
Profit Margin
24.79%
Future PE
18.25x
Price in 2029
US$23.77

Trending Discussion

No trending discussion available.

Updated Narratives

OWL logo

OWL: Real Assets And Private Credit Trends Will Shape Future Sentiment

Fair Value: US$12.38 6.3% undervalued intrinsic discount
53 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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OWL: Digital Infrastructure Expansion Will Reset Sentiment Upside

Fair Value: US$18.68 37.9% undervalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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OWL: Dividend Reset And Redemption Caps Will Test Real Estate Expansion

Fair Value: US$9 28.8% overvalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Reasonable growth potential with mediocre balance sheet.

3 Risks
2 Rewards

Blue Owl Capital Inc. Key Details

US$3.0b

Revenue

US$1.2b

Cost of Revenue

US$1.7b

Gross Profit

US$1.7b

Other Expenses

US$80.9m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.12
58.49%
2.71%
67.9%
View Full Analysis

About OWL

Founded
n/a
Employees
1365
CEO
Douglas Ostrover
WebsiteView website
www.blueowl.com

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.

Recent OWL News & Updates

Seeking Alpha Aug 18

Investors Start Giving A Hoot: Blue Owl Capital Inc.

Summary Blue Owl remains a compelling deep value opportunity, with fundamentals improving and a strong rebound from prior market pessimism. OWL's real assets segment is driving growth, with 44% revenue growth over twelve months and expectations for continued outperformance. Distributable earnings are approaching full dividend coverage, with management guiding to beat consensus and cover the dividend by year-end. At an 18x P/DE, OWL projects a 69% total return through 2027, offering a nearly 8% yield and robust dividend growth for long-term investors. Read the full article on Seeking Alpha
Narrative Update Aug 05

OWL: Real Assets And Private Credit Trends Will Shape Future Sentiment

Analysts trimmed their fair value estimate for Blue Owl Capital from $12.93 to $12.38, reflecting slightly lower long term fundraising and revenue growth assumptions, even as updated models include a higher forward P/E multiple of about 14.3x and incorporate recent price target tweaks that now range from $10 to $17. Analyst Commentary Recent Street research on Blue Owl Capital presents a mix of optimism about earnings power and private credit growth, alongside some caution around fundraising visibility and sector pressures.

Recent updates

No updates