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Carlyle Group Inc. (CG) vs Blue Owl Capital Inc. (OWL)

Carlyle Group Inc. and Blue Owl Capital Inc. are both Asset Management companies. Carlyle Group Inc. and Blue Owl Capital Inc. are of similar size ($15.5B and $14.2B). Carlyle Group Inc. trades at the lower P/E: 39.7× against 71.1×. Blue Owl Capital Inc. grew revenue faster over the last twelve months: 11.8% against −41.9%. Carlyle Group Inc. has the higher net margin (10.1% vs 3.08%) and the higher return on invested capital (4.40% vs 4.07%). Both pay a dividend; Blue Owl Capital Inc. yields more (9.14% vs 3.49%). Across the 19 metrics below, Carlyle Group Inc. leads on 11 and Blue Owl Capital Inc. on 8.

Valuation

Metric CG OWL Asset Management median
P/E 39.72 71.14 13.38
P/S 3.97 2.27 2.99
P/B 1.99 1.29 0.91
Price to free cash flow n/m 4.63 7.79
EV/EBITDA — — —
EV/Sales — — —
Earnings yield 2.52% 1.41% 4.67%
Free cash flow yield (33.03%) 21.61% 4.85%

Profitability

Metric CG OWL Asset Management median
Gross margin 100.00% 100.00% 100.00%
Operating margin 39.60% 17.62% 27.27%
Net margin 10.08% 3.08% 11.89%
Free cash flow margin (114.16%) 48.96% 5.96%
Return on equity 5.22% 1.63% 4.57%
Return on assets 1.37% 0.77% 1.40%
Return on invested capital 4.40% 4.07% 2.12%

Growth

Metric CG OWL Asset Management median
Revenue growth (TTM) (41.88%) 11.76% 7.26%
EPS growth (last fiscal year) (21.30%) (50.00%) (5.64%)
Revenue growth, 5-year CAGR 10.25% 62.95% 11.84%
Net income growth, 5-year CAGR 18.36% 0.00% 0.00%

Health

Metric CG OWL Asset Management median
Debt to equity 1.91 0.67 0.40
Current ratio 2.35 0.53 1.23
Net debt to EBITDA (0.47) 3.13 1.06

Dividend

Metric CG OWL Asset Management median
Dividend yield 3.49% 9.14% 6.43%
Payout ratio 1.46 6.50 0.91

Size

Metric CG OWL Asset Management median
Market cap 14.24b 15.49b 692.54m

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