Added to YB: 2024-06-19
Pitch date: 2024-06-18
OWL [bullish]
Blue Owl Capital Inc.
-6.41%
current return
Author Info
No bio for this author
Company Info
Blue Owl Capital Inc. operates as an alternative asset manager in the United States. The company offers permanent capital base solutions that enables it to offer holistic framework of capital solutions to middle market companies, large alternative asset managers, and corporate real estate owners and tenants.
Market Cap
$10.0B
Pitch Price
$16.66
Price Target
N/A
Dividend
5.99%
EV/EBITDA
16.86
P/E
193.84
EV/Sales
6.38
Sector
Capital Markets
Category
value
Blue Owl Capital: Mispriced Yield And Growth
OWL: Undervalued alt asset mgr in booming pvt credit space. 92% AUM permanent capital, 100% earnings from stable mgmt fees (FRE). Expects $1 dividend by 2025 (5.5% yield) on 30% FRE growth. Near-term catalysts: Kuvare & Prima acquisitions, new GP/BDC funds. $25 PT on 4% yield. Risks: SPAC/PE overhang, credit quality, competition, regulation. Relationships & industry insight are key differentiators.
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