Blue Owl Capital Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Blue Owl Capital Inc (OWL) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Blue Owl Capital Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 2,476M vs -M combined for its competitors (100.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+30.3% annualized vs trailing 12 months).
- Scale: Blue Owl Capital Inc ranks #39 of 90 companies by market capitalization in the Investment Services industry, holding 0.3% of industry market cap.
- Peer revenue share: Blue Owl Capital Inc accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
- Peer differentiation: Revenue per employee of $1.81M compares with $1.21M for the peer group (1.5x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
OWL Sales vs. its Competitors, Q3 2026
Blue Owl Capital Inc generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.
API endpoints for this dataset
For context: the Investment Services industry grew revenue -3.0% year over year, combined, vs 9.0% for Blue Owl Capital Inc. Blue Owl Capital Inc's share of combined industry revenue moved from 0.28% to 0.32%, a gain of 0.04 percentage points.
Blue Owl Capital Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Blue Owl Capital Inc | Yes | No | No | No |
| Competitors combined (2) | ||||
| Similar-Size Competitors (10) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
OWL Stock Performance relative to its Competitors
OWL Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Financial Institutions Inc | 282.9% | Outperformed |
| 2 | Caretrust Reit Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Blue Owl Capital Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Blue Owl Capital Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Blue Owl Capital Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Blue Owl Capital Inc |
6,865.65 | 2,476.04 |
 Caretrust Reit Inc |
8,950.46 | 571.43 |
 Financial Institutions Inc |
792.26 | 243.46 |
| SUBTOTAL | 16,608.37 | 3,290.94 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Blue Owl Capital Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Blue Owl Capital Inc's Competitors Named by the Company
Competitive relationships identified from Blue Owl Capital Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Financial Institutions Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Blue Owl Capital Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Blue Owl Capital Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Caretrust Reit Inc | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Blue Owl Capital Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Blue Owl Capital Inc | 6,866 | 1,813,947 | 227,812 |
| Caretrust Reit Inc | 8,950 | 13,289,163 | 8,254,233 |
| Financial Institutions Inc | 792 | 385,837 | 130,945 |
| PEERS TOTAL | 9,743 | 1,209,046 | 649,196 |
Blue Owl Capital Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 88 companies in Blue Owl Capital Inc's industry classification, broader than the peer set above. Market cap in millions of $.Blue Owl Capital Inc ranks #39 of 88 companies by market capitalization in its industry, holding 0.30 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 580, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Morgan Stanley | 284,679 | 12.54 % |
| 2 | The Goldman Sachs Group Inc | 263,989 | 11.62 % |
| 3 | Blackrock Inc | 194,098 | 8.55 % |
| 4 | Schwab Charles Corp | 159,101 | 7.01 % |
| 5 | Futu Holdings Ltd | 1,234 | 5.2% |
| 6 | Cme Group Inc | 1,234 | 5.2% |
| 7 | Intercontinental Exchange Inc | 1,234 | 5.2% |
| 8 | Blackstone Inc | 1,234 | 5.2% |
| 9 | Kkr and co inc | 1,234 | 5.2% |
| 10 | Brookfield Asset Management Ltd | 1,234 | 5.2% |
| 39 | Blue Owl Capital Inc | 6,761 | 0.30 % |
Market cap and industry share for the rest of Blue Owl Capital Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Blue Owl Capital Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 34 | Affiliated Managers Group inc | 9,764 | 38.87 % |
| 35 | Morningstar inc | 9,302 | 14.98 % |
| 36 | Xp Inc | 8,302 | -17.85 % |
| 37 | Invesco Ltd | 7,582 | 17.93 % |
| 38 | Victory Capital Holdings Inc | 1,234 | 12.3% |
| 39 | Blue Owl Capital Inc | 6,761 | -37.25 % |
| 40 | Stonex Group Inc | 1,234 | 12.3% |
| 41 | Pjt Partners Inc | 1,234 | 12.3% |
| 42 | Marketaxess Holdings Inc | 1,234 | 12.3% |
| 43 | Ha Sustainable Infrastructure Capital Inc | 1,234 | 12.3% |
| 44 | Marex Group Plc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Blue Owl Capital Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Blue Owl Capital Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Investment Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (142 companies). See the full Investment Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.00 % | 20.94 % (avg) | -20.9 pp |
| Operating Margin | - | industry median | - |
| EBITDA Margin | 35.98 % | 22.57 % (avg) | +13.4 pp |
| Capital Intensity (Capex / Revenue) | 2.17 % | 3.63 % (avg) | -1.5 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Blue Owl Capital Inc's Valuation vs Competitive Position
Valuation multiples vs the Investment Services industry average (142 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Investment Services industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 75.1x | 24.3x | +50.8x |
| EV / EBITDA | 12.1x | 12.5x | -0.4x |
| P/B | 1.3x | 3.5x | -2.3x |
| Return on Equity | 5.44 % | industry aggregate | -13.61 % |
| Return on Invested Capital | - | 6.42 % (avg) | - |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Blue Owl Capital Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Revenue Growth | - | - | 66.95 % | 28.05 % | 33.29 % | 24.72 % |
| Operating Margin | - | -113.49 % | 15.92 % | 33.23 % | 45.43 % | 42.85 % |
| Return on Invested Capital | - | -7.59 % | 1.20 % | 3.25 % | 5.52 % | 5.63 % |
| P/E | - | - | - | 31.3x | 190.7x | 141.5x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Blue Owl Capital Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Blue Owl Capital Inc falls in the Dog quadrant: relative market share of 0.02x vs its largest competitor, in an industry growing revenue 9.4% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Blue Owl Capital Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 580 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 2.17 % vs industry average 3.63 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Blue Owl Capital Inc's dedicated Suppliers and Customers pages, not here.
Blue Owl Capital Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Blue Owl Capital Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Blue Owl Capital Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+30.3% annualized vs trailing 12 months).
Weaknesses
- Return on equity 13.6 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.02x).
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: see Methodology: SWOT Analysis.
Blue Owl Capital Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Blue Owl Capital Inc | 1.31 | 7.84 | 0.64 |
| Caretrust Reit Inc | 2.21 | 5.62 | 0.16 |
| Financial Institutions Inc | 0.01 | 1.33 | 0.37 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Blue Owl Capital Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Blue Owl Capital Inc | Q3 2026 | +9.0 % | -57.9 % |
| Caretrust Reit Inc | Q2 2026 | +43.5 % | +29.9 % |
| Financial Institutions Inc | Q2 2026 | +7.0 % | +20.8 % |
| PEERS TOTAL | +13.2 % | -2.6 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Blue Owl Capital Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Blue Owl Capital Inc | Q3 2026 | - | -25.4 % |
| Caretrust Reit Inc | Q2 2026 | +398.0 % | -73.0 % |
| Financial Institutions Inc | Q2 2026 | +21.3 % | -46.9 % |
Blue Owl Capital Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Blue Owl Capital Inc | 2.52% | 2.00% | 5.44% |
| Caretrust Reit Inc | 6.63% | 6.80% | 8.51% |
| Financial Institutions Inc | 1.31% | 3.75% | 13.09% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Blue Owl Capital Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Blue Owl Capital Inc | 70.14 | 2.77 |
| Caretrust Reit Inc | 23.44 | 15.66 |
| Financial Institutions Inc | 9.83 | 3.25 |
| PEERS AVERAGE | 22.19 | 5.05 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.