Blue Owl Capital (OWL) Competitors

$18.78
+0.08 (+0.43%)
(As of 04/24/2024 ET)

OWL vs. CG, BAM, TPG, BEN, AMP, ARES, HLI, EVR, APO, and KKR

Should you be buying Blue Owl Capital stock or one of its competitors? The main competitors of Blue Owl Capital include The Carlyle Group (CG), Brookfield Asset Management (BAM), TPG (TPG), Franklin Resources (BEN), Ameriprise Financial (AMP), Ares Management (ARES), Houlihan Lokey (HLI), Evercore (EVR), Apollo Global Management (APO), and KKR & Co. Inc. (KKR). These companies are all part of the "investment advice" industry.

Blue Owl Capital vs.

The Carlyle Group (NASDAQ:CG) and Blue Owl Capital (NYSE:OWL) are both large-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, media sentiment, dividends, profitability, earnings, community ranking, analyst recommendations, valuation and institutional ownership.

Blue Owl Capital has lower revenue, but higher earnings than The Carlyle Group. The Carlyle Group is trading at a lower price-to-earnings ratio than Blue Owl Capital, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Carlyle Group$2.96B5.63-$608.40M-$1.69-27.29
Blue Owl Capital$1.73B15.50$54.34M$0.10187.82

55.9% of The Carlyle Group shares are owned by institutional investors. Comparatively, 35.9% of Blue Owl Capital shares are owned by institutional investors. 27.0% of The Carlyle Group shares are owned by insiders. Comparatively, 33.4% of Blue Owl Capital shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, The Carlyle Group had 5 more articles in the media than Blue Owl Capital. MarketBeat recorded 17 mentions for The Carlyle Group and 12 mentions for Blue Owl Capital. Blue Owl Capital's average media sentiment score of 0.78 beat The Carlyle Group's score of 0.55 indicating that The Carlyle Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
The Carlyle Group
8 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Blue Owl Capital
2 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

The Carlyle Group received 542 more outperform votes than Blue Owl Capital when rated by MarketBeat users. However, 58.93% of users gave Blue Owl Capital an outperform vote while only 57.04% of users gave The Carlyle Group an outperform vote.

CompanyUnderperformOutperform
The Carlyle GroupOutperform Votes
575
57.04%
Underperform Votes
433
42.96%
Blue Owl CapitalOutperform Votes
33
58.93%
Underperform Votes
23
41.07%

Blue Owl Capital has a net margin of 3.14% compared to Blue Owl Capital's net margin of -20.53%. Blue Owl Capital's return on equity of 19.74% beat The Carlyle Group's return on equity.

Company Net Margins Return on Equity Return on Assets
The Carlyle Group-20.53% 19.74% 5.99%
Blue Owl Capital 3.14%17.31%10.57%

The Carlyle Group presently has a consensus price target of $43.07, suggesting a potential downside of 6.61%. Blue Owl Capital has a consensus price target of $19.48, suggesting a potential upside of 3.71%. Given The Carlyle Group's stronger consensus rating and higher possible upside, analysts clearly believe Blue Owl Capital is more favorable than The Carlyle Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Carlyle Group
0 Sell rating(s)
6 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.50
Blue Owl Capital
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.82

The Carlyle Group has a beta of 1.79, indicating that its stock price is 79% more volatile than the S&P 500. Comparatively, Blue Owl Capital has a beta of 1.27, indicating that its stock price is 27% more volatile than the S&P 500.

The Carlyle Group pays an annual dividend of $1.40 per share and has a dividend yield of 3.0%. Blue Owl Capital pays an annual dividend of $0.56 per share and has a dividend yield of 3.0%. The Carlyle Group pays out -82.8% of its earnings in the form of a dividend. Blue Owl Capital pays out 560.1% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. The Carlyle Group has increased its dividend for 2 consecutive years and Blue Owl Capital has increased its dividend for 2 consecutive years. The Carlyle Group is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Blue Owl Capital beats The Carlyle Group on 11 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding OWL and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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OWL vs. The Competition

MetricBlue Owl CapitalInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$26.83B$9.11B$8.70B$17.42B
Dividend Yield3.04%24.16%10.42%3.56%
P/E Ratio187.8226.5252.0425.15
Price / Sales15.507.313,481.2711.60
Price / Cash20.9815.1127.4717.62
Price / Book5.033.672.394.91
Net Income$54.34M$301.41M$995.24M$964.49M
7 Day Performance2.57%3.21%2.42%2.27%
1 Month Performance2.96%0.12%-1.08%-2.05%
1 Year Performance70.26%19.40%13.10%89.06%

Blue Owl Capital Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CG
The Carlyle Group
4.4232 of 5 stars
$46.33
+2.5%
$43.07
-7.0%
+53.0%$16.78B$2.96B-27.412,200Upcoming Earnings
Positive News
BAM
Brookfield Asset Management
4.3284 of 5 stars
$39.59
+1.4%
$42.20
+6.6%
+19.8%$16.36B$4.06B35.042,400Positive News
TPG
TPG
3.8435 of 5 stars
$44.16
+2.2%
$39.96
-9.5%
+48.4%$16.10B$2.41B-1,103.721,850
BEN
Franklin Resources
3.2819 of 5 stars
$25.34
-0.9%
$27.50
+8.5%
-6.1%$13.34B$7.85B13.339,200Upcoming Earnings
AMP
Ameriprise Financial
4.9461 of 5 stars
$407.27
-3.3%
$441.00
+8.3%
+31.9%$40.80B$15.54B17.1813,800Earnings Report
Dividend Increase
Analyst Report
ARES
Ares Management
4.7778 of 5 stars
$136.54
+3.4%
$126.17
-7.6%
+56.5%$42.27B$3.63B57.132,850Upcoming Earnings
HLI
Houlihan Lokey
4.6087 of 5 stars
$129.78
+1.4%
$123.33
-5.0%
+36.5%$8.97B$1.81B32.202,610Positive News
EVR
Evercore
4.3301 of 5 stars
$196.10
+2.1%
$180.67
-7.9%
+52.7%$7.59B$2.43B30.932,195Earnings Report
Analyst Revision
News Coverage
Gap Down
APO
Apollo Global Management
4.6983 of 5 stars
$113.77
+2.9%
$113.25
-0.5%
+78.1%$64.64B$32.64B13.534,879Upcoming Earnings
Analyst Report
KKR
KKR & Co. Inc.
4.9809 of 5 stars
$98.00
+3.7%
$90.64
-7.5%
+84.4%$86.73B$14.50B24.024,490Upcoming Earnings
Analyst Downgrade

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This page (NYSE:OWL) was last updated on 4/25/2024 by MarketBeat.com Staff

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