Is Blue Owl Stock a Good Investment?
Blue Owl Investment Advice | OWL |
- Examine Blue Owl's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Blue Owl's leadership team and their track record. Good management can help Blue Owl navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Blue Owl's business and its evolving consumer preferences.
- Compare Blue Owl's performance and market position to its competitors. Analyze how Blue Owl is positioned in terms of product offerings, innovation, and market share.
- Check if Blue Owl pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Blue Owl's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Blue Owl Capital stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Blue Owl Capital is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Blue Owl Stock
Researching Blue Owl's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 96.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 0.56. Blue Owl Capital last dividend was issued on the 27th of November 2024.
To determine if Blue Owl is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Blue Owl's research are outlined below:
| Blue Owl Capital has a strong financial position based on the latest SEC filings | |
| Over 96.0% of the company shares are owned by institutional investors | |
| On 22nd of November 2024 Blue Owl paid $ 0.18 per share dividend to its current shareholders | |
| Latest headline from investing.com: Blue Owl Capitals SWOT analysis merger boosts stock outlook |
Blue Owl uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Blue Owl Capital. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Blue Owl's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 9th of February 2024 Upcoming Quarterly Report | View | |
| 2nd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 9th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Blue Owl's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Blue Owl's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2022-08-04 | 2022-06-30 | 0.11 | 0.13 | 0.02 | 18 | ||
2021-11-09 | 2021-09-30 | 0.08 | 0.11 | 0.03 | 37 | ||
2021-08-12 | 2021-06-30 | 0.06 | -0.01 | -0.07 | 116 | ||
2023-05-04 | 2023-03-31 | 0.15 | 0.45 | 0.3 | 200 |
Blue Owl Target Price Consensus
Blue target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Blue Owl's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 15 | Strong Buy |
Most Blue analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Blue stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Blue Owl Capital, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationBlue Owl Target Price Projection
Blue Owl's current and average target prices are 23.77 and 15.50, respectively. The current price of Blue Owl is the price at which Blue Owl Capital is currently trading. On the other hand, Blue Owl's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Blue Owl Market Quote on 28th of November 2024
Target Price
Analyst Consensus On Blue Owl Target Price
Blue Owl Analyst Ratings
Blue Owl's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Blue Owl stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Blue Owl's financials, market performance, and future outlook by experienced professionals. Blue Owl's historical ratings below, therefore, can serve as a valuable tool for investors.Know Blue Owl's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Blue Owl is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Blue Owl Capital backward and forwards among themselves. Blue Owl's institutional investor refers to the entity that pools money to purchase Blue Owl's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | State Street Corp | 2024-06-30 | 8 M | Regents Of The University Of California | 2024-09-30 | 8 M | Jpmorgan Chase & Co | 2024-06-30 | 7.7 M | Macquarie Group Ltd | 2024-06-30 | 7.3 M | Westfield Capital Management Company, Lp | 2024-09-30 | 6.7 M | Stone Point Capital Llc | 2024-09-30 | 6.4 M | Brown University | 2024-09-30 | 5.9 M | Amvescap Plc. | 2024-06-30 | 5.8 M | Beck, Mack & Oliver Llc | 2024-06-30 | 5.8 M | Capital World Investors | 2024-09-30 | 67.4 M | Capital Research & Mgmt Co - Division 3 | 2024-09-30 | 47.8 M |
Blue Owl's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 36.38 B.Market Cap |
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Blue Owl's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.10 | 0.10 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.04 | 0.04 |
Determining Blue Owl's profitability involves analyzing its financial statements and using various financial metrics to determine if Blue Owl is a good buy. For example, gross profit margin measures Blue Owl's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Blue Owl's profitability and make more informed investment decisions.
Evaluate Blue Owl's management efficiency
Blue Owl Capital has Return on Asset of 0.0482 % which means that on every $100 spent on assets, it made $0.0482 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0769 %, implying that it generated $0.0769 on every 100 dollars invested. Blue Owl's management efficiency ratios could be used to measure how well Blue Owl manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is expected to rise to 0.02 this year. Return On Capital Employed is expected to rise to 0.10 this year. At this time, Blue Owl's Total Assets are quite stable compared to the past year. Non Current Assets Total is expected to rise to about 8.3 B this year, although the value of Other Current Assets will most likely fall to about 6.4 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 11.39 | 5.78 | |
| Tangible Book Value Per Share | (2.28) | (2.39) | |
| Enterprise Value Over EBITDA | 10.71 | 18.01 | |
| Price Book Value Ratio | 4.52 | 4.74 | |
| Enterprise Value Multiple | 10.71 | 18.01 | |
| Price Fair Value | 4.52 | 4.74 | |
| Enterprise Value | 8.8 B | 4.8 B |
Effective management at Blue Owl has been a driving force behind its market achievements. We assess the correlation between management practices and financial success to determine the stock's value.
Dividend Yield 0.0296 | Forward Dividend Yield 0.0296 | Forward Dividend Rate 0.72 | Beta 1.142 |
Basic technical analysis of Blue Stock
As of the 28th of November, Blue Owl shows the Risk Adjusted Performance of 0.1936, mean deviation of 1.62, and Downside Deviation of 1.93. In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Blue Owl, as well as the relationship between them. Please confirm Blue Owl Capital jensen alpha and downside variance to decide if Blue Owl Capital is priced correctly, providing market reflects its regular price of 23.77 per share. Given that Blue Owl has jensen alpha of 0.2993, we suggest you to validate Blue Owl Capital's prevailing market performance to make sure the company can sustain itself at a future point.Blue Owl's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Blue Owl insiders, such as employees or executives, is commonly permitted as long as it does not rely on Blue Owl's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Blue Owl insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Blue Owl's Outstanding Corporate Bonds
Blue Owl issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Blue Owl Capital uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Blue bonds can be classified according to their maturity, which is the date when Blue Owl Capital has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| OWL 4375 15 FEB 32 Corp BondUS09581JAG13 | View |
Understand Blue Owl's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Blue Owl's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1936 | |||
| Market Risk Adjusted Performance | 0.286 | |||
| Mean Deviation | 1.62 | |||
| Semi Deviation | 1.57 | |||
| Downside Deviation | 1.93 | |||
| Coefficient Of Variation | 408.6 | |||
| Standard Deviation | 2.21 | |||
| Variance | 4.88 | |||
| Information Ratio | 0.1857 | |||
| Jensen Alpha | 0.2993 | |||
| Total Risk Alpha | 0.1828 | |||
| Sortino Ratio | 0.2126 | |||
| Treynor Ratio | 0.276 | |||
| Maximum Drawdown | 12.59 | |||
| Value At Risk | (2.80) | |||
| Potential Upside | 3.66 | |||
| Downside Variance | 3.73 | |||
| Semi Variance | 2.45 | |||
| Expected Short fall | (1.86) | |||
| Skewness | 0.9085 | |||
| Kurtosis | 3.65 |
| Risk Adjusted Performance | 0.1936 | |||
| Market Risk Adjusted Performance | 0.286 | |||
| Mean Deviation | 1.62 | |||
| Semi Deviation | 1.57 | |||
| Downside Deviation | 1.93 | |||
| Coefficient Of Variation | 408.6 | |||
| Standard Deviation | 2.21 | |||
| Variance | 4.88 | |||
| Information Ratio | 0.1857 | |||
| Jensen Alpha | 0.2993 | |||
| Total Risk Alpha | 0.1828 | |||
| Sortino Ratio | 0.2126 | |||
| Treynor Ratio | 0.276 | |||
| Maximum Drawdown | 12.59 | |||
| Value At Risk | (2.80) | |||
| Potential Upside | 3.66 | |||
| Downside Variance | 3.73 | |||
| Semi Variance | 2.45 | |||
| Expected Short fall | (1.86) | |||
| Skewness | 0.9085 | |||
| Kurtosis | 3.65 |
Consider Blue Owl's intraday indicators
Blue Owl intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Blue Owl stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 307500.0 | |||
| Daily Balance Of Power | (0.72) | |||
| Rate Of Daily Change | 0.98 | |||
| Day Median Price | 24.16 | |||
| Day Typical Price | 24.03 | |||
| Price Action Indicator | (0.69) | |||
| Period Momentum Indicator | (0.59) | |||
| Relative Strength Index | 54.83 |
Blue Owl Corporate Filings
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
13A | 12th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
F4 | 8th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 6th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Blue Stock media impact
Far too much social signal, news, headlines, and media speculation about Blue Owl that are available to investors today. That information is available publicly through Blue media outlets and privately through word of mouth or via Blue internal channels. However, regardless of the origin, that massive amount of Blue data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Blue Owl news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Blue Owl relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Blue Owl's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Blue Owl alpha.
Blue Owl Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Blue Owl can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Blue Owl Capital Historical Investor Sentiment
Investor biases related to Blue Owl's public news can be used to forecast risks associated with an investment in Blue. The trend in average sentiment can be used to explain how an investor holding Blue can time the market purely based on public headlines and social activities around Blue Owl Capital. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Blue Owl's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Blue Owl and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Blue Owl news discussions. The higher the estimate score, the more favorable the investor's outlook on Blue Owl.
Blue Owl Maximum Pain Price across 2024-12-20 Option Contracts
Blue Owl's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Blue Owl close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Blue Owl's options.
Blue Owl Corporate Management
| CPA CPA | Chief Officer | Profile | |
| Marc Lipschultz | Co-President Co-Founder, Director | Profile | |
| Andrew Laurino | Senior Managing Director | Profile | |
| Chris Eby | Head Development | Profile |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Blue Owl Capital. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Blue Owl. If investors know Blue will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Blue Owl listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.487 | Dividend Share 0.68 | Earnings Share 0.18 | Revenue Per Share 4.18 | Quarterly Revenue Growth 0.399 |
The market value of Blue Owl Capital is measured differently than its book value, which is the value of Blue that is recorded on the company's balance sheet. Investors also form their own opinion of Blue Owl's value that differs from its market value or its book value, called intrinsic value, which is Blue Owl's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Blue Owl's market value can be influenced by many factors that don't directly affect Blue Owl's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Blue Owl's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Blue Owl is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Blue Owl's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.