Blue Owl Capital Stock Z Score

OWL Stock

USD 24.55 0.22 0.90%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Blue Owl Piotroski F Score and Blue Owl Valuation analysis.

At this time, Blue Owl's Capital Expenditure Coverage Ratio is quite stable compared to the past year. At this time, Blue Owl's Tax Provision is quite stable compared to the past year. Interest Income is expected to rise to about 23.9 M this year, although the value of Other Operating Expenses will most likely fall to about 827.9 M.

Blue Owl Capital Company Z Score Analysis

Blue Owl's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Blue Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Blue Owl is extremely important. It helps to project a fair market value of Blue Stock properly, considering its historical fundamentals such as Z Score. Since Blue Owl's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Blue Owl's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Blue Owl's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Accounts Payable	Total Liab	Total Current Assets	Common Stock	Net Tangible Assets	Long Term Debt	Net Receivables	Long Term Debt Total	Cash And Equivalents	Property Plant Equipment	Current Deferred Revenue	Short Term Investments	Capital Surpluse	Deferred Long Term Liab	Net Invested Capital	Long Term Investments	Net Working Capital	Short Long Term Debt	Capital Stock	Intangible Assets
Total Assets		0.97	0.98	-0.85	0.92	0.98	0.89	0.29	-1.0	0.96	0.95	0.93	0.97	0.93	-0.95	0.93	0.98	-0.82	0.99	0.83	0.82	0.85	0.56	-0.77
Total Stockholder Equity	0.97		0.91	-0.72	0.83	0.92	0.83	0.48	-0.97	0.95	0.9	0.9	0.92	0.88	-0.91	0.89	0.96	-0.83	0.97	0.78	0.77	0.8	0.52	-0.72
Net Debt	0.98	0.91		-0.93	0.98	1.0	0.94	0.14	-0.97	0.92	0.96	0.92	0.99	0.96	-0.98	0.93	0.94	-0.72	0.96	0.89	0.87	0.91	0.62	-0.84
Retained Earnings	-0.85	-0.72	-0.93		-0.97	-0.92	-0.89	0.22	0.84	-0.77	-0.87	-0.82	-0.88	-0.86	0.87	-0.84	-0.83	0.61	-0.84	-0.82	-0.8	-0.81	-0.56	0.77
Accounts Payable	0.92	0.83	0.98	-0.97		0.98	0.95	0.01	-0.92	0.86	0.93	0.88	0.97	0.96	-0.96	0.9	0.89	-0.61	0.9	0.91	0.88	0.93	0.64	-0.86
Total Liab	0.98	0.92	1.0	-0.92	0.98		0.94	0.16	-0.98	0.93	0.96	0.92	0.99	0.96	-0.98	0.93	0.95	-0.74	0.97	0.89	0.87	0.9	0.62	-0.83
Total Current Assets	0.89	0.83	0.94	-0.89	0.95	0.94		0.17	-0.86	0.8	0.87	0.83	0.96	0.96	-0.95	0.93	0.84	-0.61	0.86	0.98	0.9	0.91	0.75	-0.96
Common Stock	0.29	0.48	0.14	0.22	0.01	0.16	0.17		-0.28	0.37	0.2	0.26	0.26	0.27	-0.28	0.27	0.29	-0.25	0.29	0.24	0.24	0.25	0.16	-0.22
Net Tangible Assets	-1.0	-0.97	-0.97	0.84	-0.92	-0.98	-0.86	-0.28		-0.97	-0.96	-0.95	-0.96	-0.91	0.94	-0.92	-0.99	0.8	-1.0	-0.8	-0.82	-0.85	-0.5	0.73
Long Term Debt	0.96	0.95	0.92	-0.77	0.86	0.93	0.8	0.37	-0.97		0.96	0.97	0.92	0.89	-0.93	0.91	0.98	-0.71	0.98	0.76	0.85	0.84	0.36	-0.66
Net Receivables	0.95	0.9	0.96	-0.87	0.93	0.96	0.87	0.2	-0.96	0.96		0.99	0.95	0.93	-0.96	0.94	0.97	-0.65	0.97	0.82	0.91	0.89	0.4	-0.73
Long Term Debt Total	0.93	0.9	0.92	-0.82	0.88	0.92	0.83	0.26	-0.95	0.97	0.99		0.91	0.89	-0.92	0.95	0.98	-0.66	0.97	0.78	0.9	0.84	0.3	-0.67
Cash And Equivalents	0.97	0.92	0.99	-0.88	0.97	0.99	0.96	0.26	-0.96	0.92	0.95	0.91		0.99	-0.99	0.94	0.93	-0.68	0.95	0.94	0.9	0.94	0.66	-0.89
Property Plant Equipment	0.93	0.88	0.96	-0.86	0.96	0.96	0.96	0.27	-0.91	0.89	0.93	0.89	0.99		-1.0	0.92	0.89	-0.57	0.91	0.96	0.93	0.98	0.68	-0.92
Current Deferred Revenue	-0.95	-0.91	-0.98	0.87	-0.96	-0.98	-0.95	-0.28	0.94	-0.93	-0.96	-0.92	-0.99	-1.0		-0.94	-0.93	0.61	-0.94	-0.94	-0.94	-0.97	-0.63	0.88
Short Term Investments	0.93	0.89	0.93	-0.84	0.9	0.93	0.93	0.27	-0.92	0.91	0.94	0.95	0.94	0.92	-0.94		0.95	-0.69	0.94	0.89	0.93	0.84	0.47	-0.81
Capital Surpluse	0.98	0.96	0.94	-0.83	0.89	0.95	0.84	0.29	-0.99	0.98	0.97	0.98	0.93	0.89	-0.93	0.95		-0.79	1.0	0.78	0.85	0.81	0.39	-0.69
Deferred Long Term Liab	-0.82	-0.83	-0.72	0.61	-0.61	-0.74	-0.61	-0.25	0.8	-0.71	-0.65	-0.66	-0.68	-0.57	0.61	-0.69	-0.79		-0.8	-0.48	-0.39	-0.41	-0.42	0.45
Net Invested Capital	0.99	0.97	0.96	-0.84	0.9	0.97	0.86	0.29	-1.0	0.98	0.97	0.97	0.95	0.91	-0.94	0.94	1.0	-0.8		0.8	0.83	0.84	0.46	-0.71
Long Term Investments	0.83	0.78	0.89	-0.82	0.91	0.89	0.98	0.24	-0.8	0.76	0.82	0.78	0.94	0.96	-0.94	0.89	0.78	-0.48	0.8		0.92	0.93	0.76	-0.98
Net Working Capital	0.82	0.77	0.87	-0.8	0.88	0.87	0.9	0.24	-0.82	0.85	0.91	0.9	0.9	0.93	-0.94	0.93	0.85	-0.39	0.83	0.92		0.93	0.45	-0.83
Short Long Term Debt	0.85	0.8	0.91	-0.81	0.93	0.9	0.91	0.25	-0.85	0.84	0.89	0.84	0.94	0.98	-0.97	0.84	0.81	-0.41	0.84	0.93	0.93		0.65	-0.89
Capital Stock	0.56	0.52	0.62	-0.56	0.64	0.62	0.75	0.16	-0.5	0.36	0.4	0.3	0.66	0.68	-0.63	0.47	0.39	-0.42	0.46	0.76	0.45	0.65		-0.86
Intangible Assets	-0.77	-0.72	-0.84	0.77	-0.86	-0.83	-0.96	-0.22	0.73	-0.66	-0.73	-0.67	-0.89	-0.92	0.88	-0.81	-0.69	0.45	-0.71	-0.98	-0.83	-0.89	-0.86

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Blue Owl

Based on the company's disclosures, Blue Owl Capital has a Z Score of 0.0. This is 100.0% lower than that of the Capital Markets sector and 100.0% lower than that of the Financials industry. The z score for all United States stocks is 100.0% higher than that of the company.

Blue Owl ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Blue Owl's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Blue Owl's managers, analysts, and investors.

Environmental

Governance

Social

Blue Owl Institutional Holders

Institutional Holdings refers to the ownership stake in Blue Owl that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Blue Owl's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Blue Owl's value.

		Shares
State Street Corp	2024-06-30	8 M
Regents Of The University Of California	2024-09-30	8 M
Jpmorgan Chase & Co	2024-06-30	7.7 M
Macquarie Group Ltd	2024-06-30	7.3 M
Westfield Capital Management Company, Lp	2024-09-30	6.7 M
Stone Point Capital Llc	2024-09-30	6.4 M
Brown University	2024-09-30	5.9 M
Amvescap Plc.	2024-06-30	5.8 M
Beck, Mack & Oliver Llc	2024-06-30	5.8 M
Capital World Investors	2024-09-30	67.4 M
Capital Research & Mgmt Co - Division 3	2024-09-30	47.8 M

Blue Fundamentals

	Return On Equity	0.0769
	Return On Asset	0.0482
	Profit Margin	0.05 %
	Operating Margin	0.34 %
	Current Valuation	16.74 B
	Shares Outstanding	568.43 M
	Shares Owned By Institutions	96.05 %
	Number Of Shares Shorted	39.66 M
	Price To Book	6.96 X
	Price To Sales	16.99 X
	Revenue	1.73 B
	Gross Profit	862.46 M
	EBITDA	821.41 M
	Net Income	54.34 M
	Cash And Equivalents	68.08 M
	Cash Per Share	0.12 X
	Total Debt	2 B
	Debt To Equity	0.26 %
	Current Ratio	3.20 X
	Book Value Per Share	3.53 X
	Cash Flow From Operations	949.14 M
	Short Ratio	6.94 X
	Earnings Per Share	0.18 X
	Price To Earnings To Growth	0.56 X
	Target Price	23.55
	Number Of Employees	1.05 K
	Beta	1.14
	Market Capitalization	36.67 B
	Total Asset	8.82 B
	Retained Earnings	(882.88 M)
	Working Capital	150.61 M
	Annual Yield	0.03 %
	Net Asset	8.82 B
	Last Dividend Paid	0.68

About Blue Owl Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Blue Owl Capital's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Blue Owl using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Blue Owl Capital based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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When determining whether Blue Owl Capital is a strong investment it is important to analyze Blue Owl's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Blue Owl's future performance. For an informed investment choice regarding Blue Stock, refer to the following important reports:

How To Invest In Blue

Details

Is Blue Stock a good investment?

Details

What is Blue Owl's Net Worth?

Details

Largest Asset Management & Custody Banks Companies

View

Largest Financial Services Companies

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Check out Blue Owl Piotroski F Score and Blue Owl Valuation analysis.

You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Blue Owl. If investors know Blue will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Blue Owl listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.487

Dividend Share

0.68

Earnings Share

0.18

Revenue Per Share

4.18

Quarterly Revenue Growth

0.399

The market value of Blue Owl Capital is measured differently than its book value, which is the value of Blue that is recorded on the company's balance sheet. Investors also form their own opinion of Blue Owl's value that differs from its market value or its book value, called intrinsic value, which is Blue Owl's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Blue Owl's market value can be influenced by many factors that don't directly affect Blue Owl's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Blue Owl's value and its price as these two are different measures arrived at by different means. Investors typically determine if Blue Owl is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Blue Owl's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Blue Owl Capital Stock Z Score

Blue Owl Capital Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Blue Z Score Driver Correlations

Blue Owl ESG Sustainability

Blue Owl Institutional Holders

Blue Fundamentals

About Blue Owl Fundamental Analysis

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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