Invesco Ltd. (IVZ) vs Blue Owl Capital Inc. (OWL)
Invesco Ltd. and Blue Owl Capital Inc. are both Asset Management companies. Invesco Ltd. and Blue Owl Capital Inc. are of similar size ($14.5B and $13.6B). Invesco Ltd. has negative trailing earnings, so its P/E is not meaningful; Blue Owl Capital Inc. trades at 77.7×. Blue Owl Capital Inc. grew revenue faster over the last twelve months: 14.2% against 12.2%. Blue Owl Capital Inc. has the higher net margin (2.71% vs −4.48%) and the higher return on invested capital (3.63% vs −1.34%). Both pay a dividend; Invesco Ltd. yields more (5.33% vs 3.48%). Across the 21 metrics below, Blue Owl Capital Inc. leads on 18 and Invesco Ltd. on 3.
Valuation
Profitability
| Metric | IVZ | OWL | Asset Management median |
|---|---|---|---|
| Gross margin | 66.01% | 100.00% | 100.00% |
| Operating margin | (7.10%) | 16.91% | 33.03% |
| Net margin | (4.48%) | 2.71% | 13.53% |
| Free cash flow margin | 27.83% | 44.26% | 12.44% |
| Return on equity | (2.81%) | 1.35% | 4.83% |
| Return on assets | (1.10%) | 0.66% | 1.57% |
| Return on invested capital | (1.34%) | 3.63% | 3.04% |
Growth
Health
Dividend
Size
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