OWL (Blue Owl Capital) 3-Year RORE % : -7.61% (As of Mar. 2026)


OWL Blue Owl Capital Inc OWL
62 GF Score
Price $9.04
GF Value $22.41
Valuation Possible Value Trap
! 8 Warning Signs
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What is Blue Owl Capital 3-Year RORE %?

Blue Owl Capital OWL +4.63% 62 3-Year RORE % is -7.61 as of Mar. 2026. GuruFocus rates OWL with a GF Score™ of 62/100 and a GF Value™ of $22.41 (Possible Value Trap). The stock has 8 warning signs investors should review. Among 1,537 Asset Management companies, Blue Owl Capital ranks worse than 63.63% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Blue Owl Capital's 3-Year RORE % for the quarter that ended in Mar. 2026 was -7.61%.

The industry rank for Blue Owl Capital's 3-Year RORE % or its related term are showing as below:

OWL's 3-Year RORE % is ranked worse than
63.63% of 1537 companies
in the Asset Management industry
Industry Median: 12.56 vs OWL: -7.61

Blue Owl Capital  (NYSE:OWL) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Blue Owl Capital 3-Year RORE % Related Terms


Blue Owl Capital 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Blue Owl Capital's 3-Year RORE % 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.

Blue Owl Capital 3-Year RORE % Chart

Blue Owl Capital Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
3-Year RORE %
Get a 7-Day Free Trial 0.00 -9.28 -49.18 -12.75 -7.99

Blue Owl Capital Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year RORE % 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 Premium Member Only Premium Member Only Premium Member Only Premium Member Only -6.79 -2.62 1.10 -7.99 -7.61

OWL vs MAAS, BXSL, OBDC: 3-Year RORE % Comparison

For the Asset Management subindustry, Blue Owl Capital's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Blue Owl Capital's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Blue Owl Capital's 3-Year RORE % falls into.


OWL
62GF Score
Blue Owl Capital Inc OWL
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Blue Owl Capital 3-Year RORE % Calculation

Blue Owl Capital's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 0.12--0.029 )/( 0.221-2.18 )
=0.149/-1.959
=-7.61 %

* 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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of -7.61 mean?
Blue Owl Capital (OWL) has a 3-Year RORE % of -7.61 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Blue Owl Capital and its competitors. According to the industry distribution chart, Blue Owl Capital ranks #978 out of 1537 companies in the Asset Management industry, placing it in the top 63.6%.
Is Blue Owl Capital's 3-Year RORE % too high?
Blue Owl Capital's current 3-Year RORE % is -7.61. Based on the distribution chart, Blue Owl Capital ranks #978 out of 1537 companies in the Asset Management industry, which is below 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 RORE % compare to MAAS and BXSL?
According to the Asset Management industry distribution chart, Blue Owl Capital ranks #978 out of 1537 companies for 3-Year RORE %. This places Blue Owl Capital in the lower half of its industry. The industry median 3-Year RORE % is 12.56. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.56, based on 1,537 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Blue Owl Capital and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.56 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Blue Owl Capital's current 3-Year RORE % is -7.61. 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 $22.41, compared to a current price of $9.04 — trading 59.7% below its estimated fair value. The current 3-Year RORE % is -7.61. 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 RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Blue Owl Capital (OWL), the current 3-Year RORE % is -7.61 as of Mar. 2026. 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 $9.04 is trading 59.7% below its estimated GF Value™ of $22.41. GuruFocus considers Blue Owl Capital to be Possible Value Trap.

Key valuation signals for OWL:

  • 3-Year RORE %: -7.61
  • GF Value™: $22.41 vs. price of $9.04 (59.7% below fair value)
  • GF Score™: 62/100 with 8 warning signs

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 Business Description

Other Exchanges OWL:Mexico1OWL:Italy
Address 399 Park Avenue, New York, NY, USA, 10022
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

Get the complete analysis for OWL

3-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$9.04
Price
$22.41
GF Value