Added to YB: 2025-12-04
Pitch date: 2025-10-03
OWL [bullish]
Blue Owl Capital Inc.
-4.06%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$10.0B
Pitch Price
$16.25
Price Target
N/A
Dividend
5.99%
EV/EBITDA
16.86
P/E
193.84
EV/Sales
6.38
Sector
Capital Markets
Category
growth
Blue Owl Capital Inc. - $OWL
OWL: Alt asset mgr w/ $284B AUM, 55% in private credit. Down 30% YTD on credit fears despite strong fundamentals: BOCC has only 1.6% non-accrual loans. 90%+ permanent capital base vs peers, 140bps avg mgmt fee vs 80bps peer avg. Trump's 401k alt access EO huge catalyst for private wealth growth. 15.8x NTM P/E vs BX 26x, ARES 23x + 5.5% yield. Targeting AUM double by 2029, 20%+ fee CAGR.
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