Blue Owl Capital Inc.

Blue Owl Capital Inc.

OWLยทNYSE

$9.69

-3.8%
Financial ServicesAsset Management

Blue Owl Capital Inc. operates as an asset manager. It offers permanent capital base solutions that enables it to offer a holistic platform to middle market companies, large alternative asset managers, and corporate real estate owners and tenants. The company provides direct lending products that offer private credit products comprising diversified, technology, first lien, and opportunistic lending to middle-market companies; GP capital solutions products, which offers capital solutions, including GP minority equity investments, GP debt financing, and professional sports minority investments to large private capital managers; and real estate products that focuses on structuring sale-leaseback transactions, which includes triple net leases. It offers its solutions through permanent capital vehicles, as well as long-dated private funds. The company is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$15.15B
EPS0.1200
P/E Ratio80.75
Earnings Date07/30/2026
Blue Owl Capital Inc.

Blue Owl Capital Inc. Fair Value Envelope

OWL ยท NYSE

Our analysis suggests that OWL has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $9.69, this represents a potential HIDDEN relative to our calculated worth for Blue Owl Capital Inc..

Intrinsic Value
Current Price: $9.69

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$152.5B
+ Cash & Equivalents$194.5M
Firm Value$152.7B
- Debt$3.9B
Equity Value$148.8B
/ Shares Outstanding1,563,213,223B
DCF Value$95
UNDERVALUED BY 882%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$1.6B
$2.1B
$2.6B
$3.4B
$4.3B
$5.6B
$7.1B
$9.1B
$11.7B
$15.0B
Maintenance CapEx
-$14.8M
-$19.0M
-$24.3M
-$31.1M
-$39.9M
-$51.1M
-$65.4M
-$83.8M
-$107.3M
-$137.5M
Owner Earnings
$1.6B
$2.0B
$2.6B
$3.4B
$4.3B
$5.5B
$7.0B
$9.0B
$11.6B
$14.8B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$1.5B
$1.8B
$2.1B
$2.5B
$2.9B
$3.5B
$4.1B
$4.9B
$5.8B
$6.9B
Terminal Value represents 76.5% of Enterprise Value