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Blue Owl Capital (Blue Owl Capital) ROA % : 0.82% (As of Dec. 2023)


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What is Blue Owl Capital ROA %?

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Blue Owl Capital's annualized Net Income for the quarter that ended in Dec. 2023 was $72 Mil. Blue Owl Capital's average Total Assets over the quarter that ended in Dec. 2023 was $8,794 Mil. Therefore, Blue Owl Capital's annualized ROA % for the quarter that ended in Dec. 2023 was 0.82%.

The historical rank and industry rank for Blue Owl Capital's ROA % or its related term are showing as below:

OWL' s ROA % Range Over the Past 10 Years
Min: -64.01   Med: -4.54   Max: 0.62
Current: 0.62

During the past 5 years, Blue Owl Capital's highest ROA % was 0.62%. The lowest was -64.01%. And the median was -4.54%.

OWL's ROA % is ranked worse than
65.03% of 1716 companies
in the Asset Management industry
Industry Median: 2.605 vs OWL: 0.62

Blue Owl Capital ROA % Historical Data

The historical data trend for Blue Owl Capital's ROA % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Blue Owl Capital ROA % Chart

Blue Owl Capital Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23
ROA %
- -64.01 -8.97 -0.11 0.61

Blue Owl Capital Quarterly Data
Dec19 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
ROA % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.07 0.38 0.59 0.69 0.82

Competitive Comparison of Blue Owl Capital's ROA %

For the Asset Management subindustry, Blue Owl Capital's ROA %, along with its competitors' market caps and ROA % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Blue Owl Capital's ROA % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Blue Owl Capital's ROA % distribution charts can be found below:

* The bar in red indicates where Blue Owl Capital's ROA % falls into.



Blue Owl Capital ROA % Calculation

Blue Owl Capital's annualized ROA % for the fiscal year that ended in Dec. 2023 is calculated as:

ROA %=Net Income (A: Dec. 2023 )/( (Total Assets (A: Dec. 2022 )+Total Assets (A: Dec. 2023 ))/ count )
=54.343/( (8893.075+8817.621)/ 2 )
=54.343/8855.348
=0.61 %

Blue Owl Capital's annualized ROA % for the quarter that ended in Dec. 2023 is calculated as:

ROA %=Net Income (Q: Dec. 2023 )/( (Total Assets (Q: Sep. 2023 )+Total Assets (Q: Dec. 2023 ))/ count )
=72.232/( (8771.275+8817.621)/ 2 )
=72.232/8794.448
=0.82 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is four times the quarterly (Dec. 2023) net income data. ROA % is displayed in the 30-year financial page.


Blue Owl Capital  (NYSE:OWL) ROA % Explanation

ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A bank’s ROA % is typically well under 2%.

Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:

ROA %(Q: Dec. 2023 )
=Net Income/Total Assets
=72.232/8794.448
=(Net Income / Revenue)*(Revenue / Total Assets)
=(72.232 / 1976.14)*(1976.14 / 8794.448)
=Net Margin %*Asset Turnover
=3.66 %*0.2247
=0.82 %

Note: The Net Income data used here is four times the quarterly (Dec. 2023) net income data. The Revenue data used here is four times the quarterly (Dec. 2023) revenue data.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Like ROE, ROA % is calculated with only 12 months data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high ROA % may indicate vulnerability in the durability of the competitive advantage.

E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.


Blue Owl Capital ROA % Related Terms

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Blue Owl Capital (Blue Owl Capital) Business Description

Traded in Other Exchanges
N/A
Address
399 Park Avenue, New York, NY, USA, 10022
Blue Owl Capital Inc is an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions business segments. Its investor base includes a diversified mix of institutional investors, including public and private pension funds, endowments, foundations, family offices, private banks, high net worth individuals, asset managers and insurance companies.
Executives
Blue Pool Capital Ltd 10 percent owner 25/F HYSAN PLACE, 500 HENNESSY ROAD, CAUSEWAY BAY K3 NA
Marc Zahr director, officer: Pres. of Oak Street Div. C/O BLUE OWL CAPITAL INC., 399 PARK AVENUE, 37TH FLOOR, NEW YORK NY 10022
Claudia A Holz director C/O BLUE OWL CAPITAL INC., 399 PARK AVENUE, 37TH FLOOR, NEW YORK NY 10022
Augustus, Llc director C/O BLUE OWL CAPITAL INC., 399 PARK AVENUE, 38TH FLOOR, NEW YORK NY 10022
Koch Industries Inc 10 percent owner 4111 EAST 37TH STREET NORTH, WICHITA KS 67220
Icq Bb Gp, Llc 10 percent owner 394 PACIFIC AVENUE, 2ND FLOOR, SAN FRANCISCO CA 94111
Kevin L Beebe other: See remarks. ONE ALLIED DRIVE, LITTLE ROCK AR 72202
Co-investment Portfolio 2021, L.p. 10 percent owner 394 PACIFIC AVENUE, SECOND FLOOR, SAN FRANCISCO CA 94111
Glide Path Solutions 2021, L.p. 10 percent owner 394 PACIFIC AVENUE, SECOND FLOOR, SAN FRANCISCO CA 94111
Bb Holdings Aa Lp 10 percent owner 50 BEALE STREET, SUITE 2300, SAN FRANCISCO CA 94105
Andrew Robert Polland officer: Chief Operating Officer C/O BLUE OWL CAPITAL INC., 399 PARK AVENUE, 38TH FLOOR, NEW YORK NY 10022
Andrew Charles Laurino officer: Senior Managing Director C/O BLUE OWL CAPITAL INC., 399 PARK AVENUE, 38TH FLOOR, NEW YORK NY 10022
Andrew Steven Komaroff director C/O BLUE OWL CAPITAL INC., 399 PARK AVENUE, 38TH FLOOR, NEW YORK NY 10022
Junot Foradada officer: Chief Accounting Officer C/O BLUE OWL CAPITAL INC., 399 PARK AVENUE, 38TH FLOOR, NEW YORK NY 10022
Dana Weeks Ugwonali director C/O BLUE OWL CAPITAL INC., 399 PARK AVENUE, 37TH FLOOR, NEW YORK NY 10022