Blue Owl Capital Inc. logo OWL - Blue Owl Capital Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
1
BUY 11
HOLD 7
SELL 0
STRONG
SELL
0
| PRICE TARGET: $15.78 DETAILS
HIGH: $27.00
LOW: $10.00
MEDIAN: $14.00
CONSENSUS: $15.78
UPSIDE: 56.86%
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Revenue
Revenue 753.8 755.6 728.0 703.1 683.5 631.4 600.9 549.8 513.3 494.0 429.6 416.9 391.0 395.5 371.0 327.2 276.0 288.5 247.9 179.3 108.2 106.0 54.0 40.5 49.3
Cost of Revenue 90.9 287.1 341.4 326.3 325.9 294.5 271.1 227.1 224.8 250.8 214.0 208.3 197.6 247.9 234.7 218.1 193.9 130.5 96.9 1,221.6 48.0 132.1 44.2 32.3 32.2
Gross Profit 662.9 468.5 386.6 376.8 357.5 336.9 329.8 322.7 288.5 243.3 215.7 208.7 193.4 147.6 136.2 109.1 82.1 158.0 151.0 (1,042.3) 60.2 (26.1) 9.8 8.2 17.1
Operating Expenses
R&D Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
SG&A Expenses 183.9 187.8 181.3 188.1 190.8 121.4 121.3 93.5 76.7 69.7 65.5 51.5 56.1 55.0 68.0 54.4 43.3 45.5 28.4 51.5 14.9 19.4 13.6 15.6 19.2
Other Expenses 370.1 (57.2) 92.7 89.5 89.5 76.7 68.7 56.7 56.2 56.8 56.7 115.9 70.9 64.7 65.8 64.9 61.5 46.4 46.2 21.3 0 0 0 0 0
Operating Expenses 554.0 130.6 273.9 277.5 280.3 198.0 190.0 150.2 132.9 126.5 122.2 167.4 127.0 119.6 133.8 119.3 104.8 91.8 74.6 72.9 14.9 19.4 13.6 15.6 19.2
Operating Income
Operating Income 108.9 337.9 112.7 99.3 77.3 138.8 139.8 172.6 155.6 116.8 93.5 41.3 66.3 28.0 2.4 (10.1) (22.7) 66.2 76.3 (1,115.2) 45.4 (45.4) (3.8) (7.4) (2.1)
Interest Expense 43.9 40.9 42.4 42.0 38.5 32.6 34.1 32.7 22.5 34.6 14.0 13.6 13.6 12.8 15.0 15.1 12.8 9.5 6.1 5.8 5.9 5.8 6.1 6.0 0
Interest Income 11.8 11.3 11.6 11.0 11.2 11.4 12.2 13.8 4.8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5.9
Profitability
EBITDA 199.8 349.0 196.1 222.1 173.9 188.3 219.8 249.7 208.3 178.5 153.5 177.1 139.6 74.9 67.0 76.7 46.6 20.8 (202.7) (1,589.3) 45.5 (45.4) (3.6) (7.4) (1.9)
EBIT 108.9 250.5 97.7 126.5 78.9 106.7 146.2 189.0 149.3 118.9 93.8 58.6 66.8 8.7 0.9 11.6 (15.1) (25.7) (249.1) (1,610.7) 45.4 (45.4) (3.8) (7.4) (2.1)
Income Before Tax 95.8 167.8 55.3 84.5 40.3 74.1 112.1 156.3 126.8 84.3 74.2 39.4 48.5 (4.1) (14.1) (3.4) (28.0) (35.2) (255.2) (1,616.5) 39.5 (51.2) (9.9) (13.4) (8.0)
Income Tax Expense 16.2 17.0 7.9 13.8 3.7 3.0 12.8 18.2 14.8 3.1 10.7 5.4 6.4 (5.9) (4.1) 5.6 (5.0) (21.8) (14.4) (29.2) 0.2 0.0 (0.0) (0.0) (0.0)
Net Income 15.5 47.7 6.3 17.4 7.4 20.7 29.8 33.9 25.1 18.1 15.1 12.9 8.3 1.6 2.1 (1.1) (11.8) 0.1 (53.3) (362.3) 39.4 (49.7) (8.6) (12.4) (7.1)
Per Share Data
EPS (Basic) 0.02 0.07 0.01 0.03 0.01 0.04 0.05 0.06 0.05 0.04 0.03 0.03 0.02 0.00 0.00 -0.00 -0.03 0.00 -0.16 -1.13 1.43 -1.45 -0.25 -0.36 -0.02
EPS (Diluted) 0.02 0.07 0.01 0.02 0.00 0.04 0.02 0.06 0.05 0.04 0.03 0.03 0.02 0.00 0.00 -0.00 -0.03 0.00 -0.16 -1.13 1.43 -1.45 -0.25 -0.36 -0.02
Shares Outstanding 680.4 675.8 673.9 649.7 625.9 549.0 575.2 530.1 488.4 470.8 466.4 459.4 456.2 452.0 441.5 422.6 417.1 404.9 338.5 320.0 320.0 320.0 320.0 320.0 320.0
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4
Current Assets
Cash & Cash Equivalents 190.5 194.5 137.3 117.6 97.6 152.1 115.9 436.8 155.8 104.2 76.7 41.3 37.9 68.1 39.5 48.7 186.0 42.6 138.9 436.0 0.8 11.6
Short-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Net Receivables 706.2 741.5 680.6 647.8 692.8 575.4 556.3 448.1 395.3 383.0 362.8 346.1 313.4 369.9 368.1 281.9 211.6 229.5 184.3 147.5 0 92.7
Inventory 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Current Assets 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Total Current Assets 896.6 969.5 863.2 813.7 819.5 745.2 692.6 898.4 560.2 494.4 448.4 394.3 358.8 444.0 414.2 337.7 401.8 280.6 332.2 583.6 1.1 105.2
Non-Current Assets
Property, Plant & Equipment 677.4 675.1 666.3 536.9 543.5 512.8 471.2 459.9 430.4 416.6 369.9 359.0 315.1 295.6 278.8 119.9 112.4 94.0 69.9 57.5 0 3.4
Goodwill 5,624.5 5,624.5 5,624.5 5,624.5 5,624.5 4,699.5 4,704.5 4,298.4 4,224.2 4,224.2 4,224.9 4,205.2 4,205.2 4,205.2 4,205.2 4,205.2 4,132.2 4,132.2 3,563.4 3,548.2 0 0
Intangible Assets 2,804.3 2,888.8 2,976.2 3,068.8 3,158.3 2,902.8 2,974.4 2,105.1 2,053.8 2,110.0 2,167.9 2,218.6 2,334.5 2,405.4 2,470.1 2,535.9 2,549.9 2,611.4 2,150.5 2,211.9 0 0
Long-Term Investments 562.0 425.5 458.4 430.8 411.5 432.8 442.5 417.1 143.7 130.1 119.6 103.1 90.4 63.1 201.2 44.8 16.4 9.8 300.6 0 275.1 2.7
Other Non-Current Assets 427.6 470.7 466.9 439.4 467.6 454.3 424.1 434.2 643.1 660.7 675.8 711.9 713.2 722.5 489.5 491.9 499.7 502.7 519.4 28.9 0 9.6
Total Non-Current Assets 11,518.1 11,498.2 11,606.1 11,465.3 11,466.6 10,247.2 10,059.2 8,762.1 8,425.3 8,323.3 8,322.9 8,357.6 8,404.1 8,449.0 8,378.1 8,081.0 7,959.1 7,985.8 7,118.0 6,288.7 275.1 16.4
Total Assets 12,414.7 12,467.7 12,469.3 12,279.0 12,286.2 10,992.5 10,751.9 9,660.6 8,985.5 8,817.6 8,771.3 8,751.9 8,762.9 8,893.1 8,792.3 8,418.7 8,360.9 8,266.4 7,450.1 6,872.2 276.2 121.6
Current Liabilities
Account Payables 0 0 178.3 145.1 226.0 158.3 197.2 139.0 143.9 129.4 127.2 0 0 0 0 0 0 0 0 0 0 0
Short-Term Debt 0 860 0 0 0 130 90 0 595 205 270 280 350 210 112 0 0 153 0 0 0 0
Deferred Revenue 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Current Liabilities 180.7 163 459.1 344.5 242.1 7.6 350.2 235.4 164.8 9.4 9.2 133.7 156.4 126.6 147.2 90.5 85.9 68.3 81.2 241.7 0.1 58.4
Total Current Liabilities 470.3 1,023 637.3 489.6 468.1 296.0 637.5 374.3 903.7 343.8 406.4 413.7 506.4 336.6 259.2 90.5 85.9 221.3 81.2 241.7 0.1 58.4
Non-Current Liabilities
Long-Term Debt 3,825.8 2,464.4 3,233.0 3,241.6 3,190.2 2,458.5 2,457.5 2,458.5 1,477.1 1,476.2 1,476.0 1,475.0 1,415.5 1,414.8 1,414.0 1,413.2 1,412.5 1,021.2 683.6 683.3 0 356.4
Deferred Tax Liabilities 40.1 39.7 38.0 38.5 40.3 36.9 40.6 33.7 33.2 34.4 36.0 36.1 40.0 41.8 41.4 49.9 44.4 49.0 50.4 48.6 0 0
Other Non-Current Liabilities 1,760.2 2,348.2 1,838.5 1,743.4 1,749.2 2,004.8 1,380.8 1,227.6 1,065.3 1,365.7 1,231.1 1,152.9 1,071.0 1,311.2 1,205.3 1,088.3 983.1 1,038.9 1,385.6 1,456.9 30.8 208.0
Total Non-Current Liabilities 6,156.8 5,390.5 5,653.4 5,429.6 5,388.9 4,890.5 4,235.4 4,068.1 2,910.2 3,195.9 3,046.7 2,966.6 2,787.2 3,007.6 2,898.1 2,641.2 2,530.1 2,197.5 2,187.4 2,246.8 30.8 564.3
Total Liabilities 6,627.1 6,413.5 6,290.8 5,919.2 5,857.0 5,186.4 4,872.9 4,442.4 3,813.9 3,539.7 3,453.1 3,380.3 3,293.6 3,344.2 3,157.3 2,731.6 2,616.1 2,418.8 2,268.6 2,488.5 30.9 622.8
Stockholders' Equity
Common Stock 0.2 0.2 0.2 0.2 0.2 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 240.2 0
Retained Earnings (1,744.5) (1,609.5) (1,507.7) (1,367.6) (1,244.2) (1,141.6) (1,054.2) (982.7) (923.0) (882.9) (837.1) (788.5) (738.9) (689.3) (638.3) (591.7) (549.8) (497.5) (463.6) (397.2) 8.4 0
Accumulated Other Comprehensive Income 0.5 1.9 2.3 2.4 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Total Stockholders' Equity 2,099.6 2,205.4 2,295.9 2,350.8 2,335.5 2,127.8 2,003.8 1,746.9 1,646.1 1,528.2 1,541.8 1,571.4 1,589.7 1,604.7 1,654.6 1,622.7 1,616.5 1,663.6 1,415.6 1,099.8 245.2 (507.7)
Total Liabilities & Equity 12,414.7 12,467.7 12,469.3 12,279.0 12,286.2 10,992.5 10,751.9 9,660.6 8,985.5 8,817.6 8,771.3 8,751.9 8,762.9 8,893.1 8,792.3 8,418.7 8,360.9 8,266.4 7,450.1 6,872.2 276.2 121.6
Debt Metrics
Total Debt 4,356.5 3,862.6 3,776.9 3,647.7 3,599.5 2,978.8 2,904.0 2,806.8 2,406.7 2,000.8 2,049.7 2,057.6 2,026.2 1,864.6 1,763.5 1,503.1 1,502.7 1,262.6 751.4 741.3 0 356.4
Net Debt 4,166.1 3,668.1 3,639.6 3,530.1 3,501.8 2,826.8 2,788.1 2,370.0 2,250.9 1,896.6 1,973.0 2,016.3 1,988.3 1,796.5 1,723.9 1,454.4 1,316.7 1,220.1 612.5 305.3 (0.8) 344.8
Metric 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Operating Activities
Net Income 79.6 150.7 47.4 70.7 36.7 71.1 99.3 138.1 112.0 81.2 63.5 34.0 42.0 1.8 (10.0) (9.1) (22.9) (13.4) (240.8) (1,587.3) 39.3 (51.2) (9.9) (12.4) (7.1)
Depreciation & Amortization 909.9 93.3 98.5 95.6 95.0 81.6 73.6 60.7 59.0 59.6 59.6 118.5 72.8 66.3 66.1 65.1 61.7 46.6 46.4 21.5 0.1 (0.0) 0.2 0.2 0.2
Stock-Based Compensation 195.5 161.7 173.1 169.1 169.7 109.3 77.6 60.0 65.7 93.5 75.0 70.8 73.3 111.5 108.1 104.7 96.6 31.0 15.7 1,158.6 0 (12.3) 12.3 0 0
Change in Working Capital (274.3) 8.3 77.6 102.1 (291.6) 34.5 52.4 28.2 (220.1) 49.2 65.8 19.6 (72.0) 77.0 49.3 6.7 (29.2) 61.0 (24.9) (40.4) (40.2) 86.6 3.5 11.9 (8.6)
Other Non-Cash Items (819.1) (46.9) 30.1 (21.4) 1.7 31.9 21.1 1.4 22.5 17.9 12.5 5.0 1.3 21.5 8.4 (17.8) (14.8) 87.3 322.5 493.5 1.4 0.2 0.2 (3.4) (4.7)
Operating Cash Flow 102.8 382.9 433.1 422.5 17.6 324.0 326.0 302.3 47.2 308.3 281.7 238.1 121.0 276.1 206.9 152.3 93.2 154.3 109.0 17.7 0.6 22.8 6.3 (3.8) (20.1)
Investing Activities
Capital Expenditure (13.8) (23.7) (10.6) (10.0) (13.3) (13.9) (11.2) (32.9) (6.1) (33.5) (18.5) (10.2) (5.7) (23.9) (13.8) (9.5) (18.4) (3.2) (1.5) (0.2) (0.3) (0.3) (0.3) (0.0) (0.0)
Acquisitions 0 0 0 (39.9) (204.7) (9.8) (407.5) (28.0) 0 (0.0) (26.2) 0 0 0 0 0 0 (605.4) 0 0 0 0 0 0 0
Purchases of Investments (38.3) 13.7 (66.2) (19.5) (22.2) (68.3) (23.2) (274.0) (12.9) (17.9) (18.3) (12.0) (37.7) (116.3) (157.8) (29.2) (5.8) (24.6) (300.8) (3.5) 0 (30) 0 0 0
Sales/Maturities of Investments 25.1 23.2 55.4 4.2 43.2 45.7 0.1 200.1 3.8 27.6 25.9 (0.4) 9.0 0.9 0.9 0.7 1.5 308.4 5.6 0 0 30 0 0 0
Other Investing Activities 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 (114.5) 0 0 0 (973.5) 0 0 0 0 0
Investing Cash Flow (27.1) 13.1 (21.5) (65.2) (197.0) (46.3) (441.8) (134.7) (15.3) (23.9) (37.2) (22.5) (34.4) (139.3) (170.8) (152.5) (22.6) (324.8) (296.7) (977.1) (0.3) (0.3) (0.3) (0.0) (0.0)
Financing Activities
Net Debt Issuance 500 90 (10) 50.0 600.0 40 90 405 390 (65) (10.0) (10.2) 140 98 112 0 242.1 494.2 (0.2) 315.1 3.2 32.6 (7.0) 3.0 40.5
Stock Repurchased (25) (52.0) (22.4) (1.7) (53.4) 0 (16.8) (0.6) (17.4) (4.3) 0 0 0 (44.8) (9.7) 0 (24.2) 0 0 0 0 0 0 (1.8) 0
Dividends Paid (150.5) (149.4) (146.5) (140.8) (110.0) (108.2) (101.2) (93.7) (65.2) (63.8) (63.7) (62.4) (57.9) (52.6) (48.6) (40.8) (40.5) (34.0) 38.0 (51.1) 0 (52.7) 0 0 (19.9)
Other Financing Activities (404.2) (227.3) (213.0) (244.9) (311.6) (173.3) (177.0) (197.3) (287.7) (123.9) (135.4) (139.5) (198.9) (108.7) (99.0) (96.2) (104.5) (386.0) (147.6) 1,122.9 (6.5) 2.0 1.8 (0.0) 1.3
Financing Cash Flow (79.8) (338.7) (392.0) (337.3) 125.0 (241.6) (205) 113.4 19.7 (257.0) (209.1) (212.1) (116.8) (108.2) (45.3) (137.0) 72.8 74.2 (109.5) 1,386.9 (3.4) (18.1) (5.3) 1.2 21.9
Cash Position
Net Change in Cash (4.1) 57.2 19.7 20.0 (54.5) 36.2 (320.8) 281.0 51.6 27.5 35.4 3.4 (30.2) 28.5 (9.2) (137.2) 143.4 (96.3) (297.2) 427.5 (3.1) 4.4 0.7 (2.6) 1.8
Cash at Beginning 194.5 137.3 117.6 97.6 152.1 115.9 436.8 155.8 104.2 76.7 41.3 37.9 68.1 39.5 48.7 186.0 42.6 138.9 436.0 8.6 11.6 7.3 6.5 9.1 7.3
Cash at End 190.5 194.5 137.3 117.6 97.6 152.1 115.9 436.8 155.8 104.2 76.7 41.3 37.9 68.1 39.5 48.7 186.0 42.6 138.9 436.0 8.6 11.6 7.3 6.5 9.1
Free Cash Flow 89.0 359.1 422.5 412.5 4.2 310.1 314.8 269.4 41.1 274.8 263.2 227.9 115.3 252.2 193.1 142.8 74.8 151.1 107.5 17.5 0.3 22.5 6.0 (3.8) (20.1)
Key Metrics 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1
Income Statement
Revenue 753.8 755.6 728.0 703.1 683.5 631.4 600.9 549.8 513.3 494.0 429.6 416.9 391.0 395.5 371.0 327.2 276.0 288.5 247.9 179.3 108.2 106.0 54.0 40.5 49.3
Gross Profit 662.9 468.5 386.6 376.8 357.5 336.9 329.8 322.7 288.5 243.3 215.7 208.7 193.4 147.6 136.2 109.1 82.1 158.0 151.0 (1,042.3) 60.2 (26.1) 9.8 8.2 17.1
Operating Income 108.9 337.9 112.7 99.3 77.3 138.8 139.8 172.6 155.6 116.8 93.5 41.3 66.3 28.0 2.4 (10.1) (22.7) 66.2 76.3 (1,115.2) 45.4 (45.4) (3.8) (7.4) (2.1)
Net Income 15.5 47.7 6.3 17.4 7.4 20.7 29.8 33.9 25.1 18.1 15.1 12.9 8.3 1.6 2.1 (1.1) (11.8) 0.1 (53.3) (362.3) 39.4 (49.7) (8.6) (12.4) (7.1)
EPS (Diluted) 0.02 0.07 0.01 0.02 0.00 0.04 0.02 0.06 0.05 0.04 0.03 0.03 0.02 0.00 0.00 -0.00 -0.03 0.00 -0.16 -1.13 1.43 -1.45 -0.25 -0.36 -0.02
Balance Sheet
Cash & Equivalents 190.5 194.5 137.3 117.6 97.6 152.1 115.9 436.8 155.8 104.2 76.7 41.3 37.9 68.1 39.5 48.7 186.0 42.6 138.9 436.0 0.8 11.6
Total Assets 12,414.7 12,467.7 12,469.3 12,279.0 12,286.2 10,992.5 10,751.9 9,660.6 8,985.5 8,817.6 8,771.3 8,751.9 8,762.9 8,893.1 8,792.3 8,418.7 8,360.9 8,266.4 7,450.1 6,872.2 276.2 121.6
Total Debt 4,356.5 3,862.6 3,776.9 3,647.7 3,599.5 2,978.8 2,904.0 2,806.8 2,406.7 2,000.8 2,049.7 2,057.6 2,026.2 1,864.6 1,763.5 1,503.1 1,502.7 1,262.6 751.4 741.3 0 356.4
Stockholders' Equity 2,099.6 2,205.4 2,295.9 2,350.8 2,335.5 2,127.8 2,003.8 1,746.9 1,646.1 1,528.2 1,541.8 1,571.4 1,589.7 1,604.7 1,654.6 1,622.7 1,616.5 1,663.6 1,415.6 1,099.8 245.2 (507.7)
Cash Flow
Operating Cash Flow 102.8 382.9 433.1 422.5 17.6 324.0 326.0 302.3 47.2 308.3 281.7 238.1 121.0 276.1 206.9 152.3 93.2 154.3 109.0 17.7 0.6 22.8 6.3 (3.8) (20.1)
Capital Expenditure (13.8) (23.7) (10.6) (10.0) (13.3) (13.9) (11.2) (32.9) (6.1) (33.5) (18.5) (10.2) (5.7) (23.9) (13.8) (9.5) (18.4) (3.2) (1.5) (0.2) (0.3) (0.3) (0.3) (0.0) (0.0)
Free Cash Flow 89.0 359.1 422.5 412.5 4.2 310.1 314.8 269.4 41.1 274.8 263.2 227.9 115.3 252.2 193.1 142.8 74.8 151.1 107.5 17.5 0.3 22.5 6.0 (3.8) (20.1)