Blue Owl ended September 2026 with $192.2 billion in fee-earning assets, up 0.8% sequentially and 4.5% year over year. Base management fee revenue increased 4.7% year over year to $690 million in the quarter, while fee-related earnings increased 13.6% to $427 million.
Blue Owl Capital, with $190.6 billion in fee-earning AUM at the end of June 2026, has been a go-to firm for institutional and high-net-worth investors looking for exposure to alternative assets.
Problems with its Blue Owl Capital Corp II private-credit fund have weighed on the company's stock price and could limit its ability to raise capital in the future in this segment of the alternatives market.
Metric | OWL | CG | ARES |
|---|---|---|---|
Price/Earnings (Normalized) | 10.74 | 29.36 | — |
Price/Book Value | 3.67 | 2.91 | 13.24 |
Price/Sales | 2.28 | 4.25 | 5.38 |
Price/Cash Flow | 4.87 | — | 2,100.83 |
Metric | OWL | CG | ARES |
|---|---|---|---|
Quick Ratio | 4.28 | — | 0.82 |
Current Ratio | 4.49 | — | 0.83 |
Interest Coverage | 3.08 | — | 1.89 |
Metric | OWL | CG | ARES |
|---|---|---|---|
Return on Assets (Normalized) | 8.34% | 1.23% | 1.23% |
Return on Equity (Normalized) | 49.06% | 6.50% | 13.36% |
Return on Invested Capital (Normalized) | 11.58% | — | 2.80% |
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United States