Blue Owl CapitalOWL -1.60%62 3-Year ROIIC % is 11.00 as of Dec. 2025, which is at its 10-year median of 11.00. GuruFocus rates OWL with a GF Score™ of 62/100 and a GF Value™ of $22.40 (Possible Value Trap). The stock has 8 warning signs investors should review. Among 653 Asset Management companies, Blue Owl Capital ranks better than 61.87% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Blue Owl Capital's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 11.00%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Blue Owl Capital's 3-Year ROIIC % or its related term are showing as below:
OWL's 3-Year ROIIC % is ranked better than 61.87% of 653
companies
in the Asset Management industry
Industry Median: 2.21
vs OWL: 11.00
Blue Owl Capital (NYSE:OWL) 3-Year ROIIC % Explanation
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Blue Owl Capital 3-Year ROIIC % Related Terms
Blue Owl Capital 3-Year ROIIC % Historical Data
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The historical data trend for Blue Owl Capital's 3-Year ROIIC % 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.
OWL vs MAAS, BXSL, OBDC: 3-Year ROIIC % Comparison
For the Asset Management subindustry, Blue Owl Capital's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Blue Owl Capital's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Blue Owl Capital's 3-Year ROIIC % falls into.
* 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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Blue Owl Capital (OWL) has a 3-Year ROIIC % of 11.00 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Blue Owl Capital and its competitors. This is near median its historical median of 11.00. Over the past decade, Blue Owl Capital's 3-Year ROIIC % has ranged from 4.03 to 57.11. According to the industry distribution chart, Blue Owl Capital ranks #249 out of 653 companies in the Asset Management industry, placing it in the top 38.1%.
Is Blue Owl Capital's 3-Year ROIIC % too high?
Blue Owl Capital's current 3-Year ROIIC % of 11.00 is near median its 10-year median of 11.00. Over the past 10 years, this metric has ranged from a low of 4.03 to a high of 57.11. The Asset Management industry median 3-Year ROIIC % is 2.21. Blue Owl Capital's value of 11.00 is 397.7% above this industry median. Based on the distribution chart, Blue Owl Capital ranks #249 out of 653 companies in the Asset Management industry, which is above the industry midpoint. Overall, Blue Owl Capital has a GF Score™ of 62/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Blue Owl Capital's 3-Year ROIIC % compare to MAAS and BXSL?
According to the Asset Management industry distribution chart, Blue Owl Capital ranks #249 out of 653 companies for 3-Year ROIIC %. This puts Blue Owl Capital in the upper half of its industry. The industry median 3-Year ROIIC % is 2.21. Blue Owl Capital's value of 11.00 is 397.7% above this benchmark. Historically, Blue Owl Capital's own 3-Year ROIIC % has ranged from 4.03 to 57.11 over the past decade. While the company's 10-year median is 11.00 vs. the industry median of 2.21, Blue Owl Capital has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 2.21, based on 653 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Blue Owl Capital's current 3-Year ROIIC % of 11.00 is 397.7% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Blue Owl Capital and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Blue Owl Capital's current 3-Year ROIIC % is 11.00, which is near median its own 10-year median of 11.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Blue Owl Capital stock overvalued right now?
Based on GuruFocus' analysis, Blue Owl Capital (OWL) is currently considered Possible Value Trap. The stock's GF Value™ is $22.40, compared to a current price of $9.24 — trading 58.8% below its estimated fair value. The current 3-Year ROIIC % is 11.00, which is near median its 10-year median of 11.00 and 397.7% above the Asset Management industry median of 2.21. Blue Owl Capital's overall GF Score™ is 62/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Blue Owl Capital (OWL), the current 3-Year ROIIC % is 11.00 as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Blue Owl Capital (OWL) Overvalued in 2026?
Based on GuruFocus' analysis, Blue Owl Capital stock appears to be undervalued.
The current stock price of $9.24 is trading 58.8% below its estimated GF Value™ of $22.40.
GuruFocus considers Blue Owl Capital to be Possible Value Trap.
Key valuation signals for OWL:
3-Year ROIIC %: 11.00 (near median its 10-year median of 11.00)
GF Value™: $22.40 vs. price of $9.24 (58.8% below fair value)
Industry Position: 397.7% above the Asset Management median (#249 of 653)
No single metric tells the full story. See the OWL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Blue Owl Capital is one of the world's largest alternative-asset managers, $307.4 billion in total managed assets, including $187.7 billion in fee-earning AUM, at the end of 2025. The company has three core business segments: global private equity, (with $69.1 billion in total AUM and $39.5 billion in fee-earning AUM), private credit ($157.7 billion/$99.5 billion), and real estate/real assets ($80.6 billion/$48.7 billion). The firm primarily serves institutional investors (68% of AUM) and high-net-worth individuals (32%). Blue Owl operates through more than 20 offices in the Americas, and the EMEA and Asia-Pacific regions.
62GF Score
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