Company Analysis

Blue Owl Capital Inc. (OWL)

NYSE: OWL · Investment Advice · New York, NY · filing with the SEC since 2020
Grade4.3
◀ Past 4.6● Present 4.2▶ Future 4.2

The grade of Blue Owl Capital Inc.

Nine metrics read from its own filings, by tense
Headline grade
4.3/10
◀ Past4.630% of the headline
● Present4.240% of the headline
▶ Future4.230% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

4.6/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
1.7/10

Has it survived what it has been through?

2 warning events since 2020; the latest 2021-05-21.

weight 22% of this tense · 17th percentile among 48 sector filers · read for itself

From the record

Blue Owl Capital Inc.'s filings since 2020 show 2 warning events of 2 kinds: a warning not to rely on past financial statements (8-K item 4.02, the latest 2021-04-23); an auditor change (8-K item 4.01, the latest 2021-05-21) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.4/10

What has it actually done, year after year?

+57.1% a year over 7 filed years; profitable in 4 of 7.

weight 45% of this tense · 74th percentile among 42 sector filers · read for its customers

From the record

Blue Owl Capital Inc.'s 7 filed years say what it did: revenue went from $191 million in fiscal 2019 to $2.9 billion in fiscal 2025, up 57.1% a year; it rose in 6 of 6 years; it never fell from a peak; net income was positive in 4 of 7 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span57.1%top 6% of its family
  • the share of years revenue rosetop 7% of its family
  • the share of filed years with a profitbottom 15% of its family
  • the deepest fall from a revenue peak0.0%top 7% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
2.6/10

How has it treated the people who own it?

Share count grew 15.2% a year. 38% of cash flow returned. Insiders: 1 sales, 11 purchases.

weight 33% of this tense · 26th percentile among 36 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Blue Owl Capital Inc.'s diluted share count grew about 15.2% a year, and dividends and buybacks returned about 38% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 1 sale and 11 purchases of their own stock on the open market in the year to 2026-11-06, buying about $7 million (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 17% of its family
  • cash returned against operating cash flowbottom 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

4.2/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
1.7/10

Is it financially healthy right now?

ROE 4%: 4¢ of profit per shareholder dollar. Leverage 82%: owes 82¢ per asset dollar.

weight 22% of this tense · 17th percentile among 44 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Blue Owl Capital Inc. earned about 4 cents of profit for every dollar of shareholders' money. Leverage: it owed about 82 cents per dollar of assets, and net share issuance: its share count grew 18.5% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 22% of its family
  • return on equitybottom 11% of its family
  • the share count against the year beforebottom 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
5.6/10

How strong is its position in its industry?

top 44% of 43 in its family; net margin 2.7%.

weight 45% of this tense · 56th percentile among 43 sector filers · read for its customers

From the record

Blue Owl Capital Inc.'s standing among 43 graded names in its industry family: revenue of $2.9 billion in fiscal 2025 ranks in the top 33% by size; a net margin of 2.7% ranks in the bottom 15%; revenue growth of 28% a year over the last 3 filed years ranks in the top 13% (its annual reports).

What it rests on

  • revenue against the family$2.87Btop 33% of its family
  • net margin2.7%bottom 15% of its family
  • three-year revenue growth28.0%top 13% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
3.9/10

What are the people in charge doing?

bottom 39% of 34 in its family for leadership; chief executive since 2023.

weight 33% of this tense · 39th percentile among 34 sector filers · read for its shareholders

From the record

Blue Owl Capital Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Lipschultz, Marc S (Co-Chief Executive Officer, as filed), filing under that title since 2023-08-10, 3.3 years (bottom 24% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 5.5 years (bottom 26%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (top 34%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge3 in three years among 12 peopletop 34% of its family
  • the median years the people in charge have filed5.5 yearsbottom 26% of its family
  • the chief executive's years on the record3.3 yearsbottom 24% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.2/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.4/10

How much room does it have to grow?

bottom 44% of 42 in its family for room to expand.

weight 33% of this tense · 44th percentile among 42 sector filers · read for itself

From the record

Blue Owl Capital Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $195 million against debt of $3.3 billion leaves -25.1% of its assets as net cash, bottom 8% of its family; cash from operations less capital spending is 41.7% of revenue (top 20%) (its annual report).

What it rests on

  • cash less debt against assets-25.1%bottom 8% of its family
  • cash from operations less capital spending against revenue41.7%top 20% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
3.8/10

What could actually drive growth from here?

bottom 38% of 41 in its family for growth drivers.

weight 33% of this tense · 38th percentile among 41 sector filers · read for its customers

From the record

Blue Owl Capital Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 28% a year over the last three filed years against 57.1% over all 7, slowing (bottom 1% of its family); the newest year grew 25.1% (top 21%); capital spending grew -4.1% a year (bottom 34%) (its annual reports). Blue Owl Capital Inc. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

  • three-year growth against the whole span-29.1 points a yearbottom 1% of its family
  • the newest year's revenue growth25.1%top 21% of its family
  • three-year growth of capital spending-4.1%bottom 34% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.5/10

Did its newest year beat what its own record pointed to?

bottom 45% of 41 in its family for expectations against reality.

weight 33% of this tense · 45th percentile among 41 sector filers · read for its shareholders

From the record

Blue Owl Capital Inc.'s newest year against its own record: revenue of $2.9 billion in fiscal 2025 came in 3.4% below the $3.0 billion its prior three years' pace pointed to (bottom 40% of its family); net income of $79 million against a prior three-year average of $52 million (top 40%); a net margin of 2.7% against 2.4% before (bottom 35%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-3.4%bottom 40% of its family
  • net income against the prior three years' average+53%top 40% of its family
  • net margin against its prior average+0.3 pointsbottom 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton OWL · research, not advice