Blue Owl EBITDA vs. Revenue
| OBDC Stock | 15.22 0.15 1.00% |
EBITDA | First Reported 2010-12-31 | Previous Quarter 38.6 M | Current Value 36.7 M | Quarterly Volatility 280.6 M |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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| Gross Profit Margin | 0.74 | 0.8034 |
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| Net Profit Margin | 1.01 | 0.5408 |
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| Operating Profit Margin | 1.01 | 0.8198 |
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| Pretax Profit Margin | 1.02 | 0.5526 |
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| Return On Assets | 0.0319 | 0.0587 |
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| Return On Equity | 0.14 | 0.1317 |
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For Blue Owl profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Blue Owl to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Blue Owl Capital utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Blue Owl's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Blue Owl Capital over time as well as its relative position and ranking within its peers.
Blue |
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 (0.35) | Dividend Share 1.46 | Earnings Share 1.61 | Revenue Per Share 4.138 | Quarterly Revenue Growth 0.018 |
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.
Blue Owl Capital Revenue vs. EBITDA Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Blue Owl's current stock value. Our valuation model uses many indicators to compare Blue Owl value to that of its competitors to determine the firm's financial worth. Blue Owl Capital is considered to be number one stock in ebitda category among its peers. It also is rated top company in revenue category among its peers totaling about 38.00 of Revenue per EBITDA. At present, Blue Owl's EBITDA is projected to increase significantly based on the last few years of reporting. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Blue Owl's earnings, one of the primary drivers of an investment's value.Blue Revenue vs. EBITDA
EBITDA stands for earnings before interest, taxes, depreciation, and amortization. It is a measure of a company operating cash flow based on data from the company income statement and is a very good way to compare companies within industries or across different sectors. However, unlike Operating Cash Flow, EBITDA does not include the effects of changes in working capital.
Blue Owl |
| = | 38.6 M |
In a nutshell, EBITDA is calculated by adding back each of the excluded items to the post-tax profit, and can be used to compare companies with very different capital structures.
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Blue Owl |
| = | 1.47 B |
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
Blue Revenue vs Competition
Blue Owl Capital is rated top company in revenue category among its peers. Market size based on revenue of Financials industry is now estimated at about 368.88 Billion. Blue Owl adds roughly 1.47 Billion in revenue claiming only tiny portion of equities under Financials industry.
Blue Owl Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Blue Owl, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Blue Owl will eventually generate negative long term returns. The profitability progress is the general direction of Blue Owl's change in net profit over the period of time. It can combine multiple indicators of Blue Owl, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Operating Income | 1.2 B | 609.8 M | |
| Income Before Tax | 810.7 M | 432 M | |
| Total Other Income Expense Net | -392 M | -372.4 M | |
| Net Income | 793.3 M | 425.3 M | |
| Income Tax Expense | 17.4 M | 18.2 M | |
| Net Interest Income | 990.8 M | 802.3 M | |
| Interest Income | 1.4 B | 1.1 B | |
| Net Income From Continuing Ops | 793.3 M | 609.5 M | |
| Net Income Applicable To Common Shares | 536.3 M | 543.7 M | |
| Change To Netincome | -450.1 M | -472.6 M | |
| Net Income Per Share | 2.03 | 1.04 | |
| Income Quality | 1.43 | 1.50 | |
| Net Income Per E B T | 0.98 | 1.09 |
Blue Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Blue Owl. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Blue Owl position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Blue Owl's important profitability drivers and their relationship over time.
Use Blue Owl in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Blue Owl position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Blue Owl will appreciate offsetting losses from the drop in the long position's value.Blue Owl Pair Trading
Blue Owl Capital Pair Trading Analysis
The ability to find closely correlated positions to Blue Owl could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Blue Owl when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Blue Owl - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Blue Owl Capital to buy it.
The correlation of Blue Owl is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Blue Owl moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Blue Owl Capital moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Blue Owl can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Blue Owl position
In addition to having Blue Owl in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Funds or Etfs that invest in consumer products such as packaged goods, clothing, food, beverages and retail services. The Consumer Funds theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Consumer Funds Theme or any other thematic opportunities.
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Check out Your Equity Center. You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
To fully project Blue Owl's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Blue Owl Capital at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Blue Owl's income statement, its balance sheet, and the statement of cash flows.