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Blue Owl Capital (Blue Owl Capital) Sloan Ratio % : -8.81% (As of Dec. 2023)


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What is Blue Owl Capital Sloan Ratio %?

Richard Sloan from the University of Michigan was first to document what is referred to as the "accrual anomaly". His 1996 paper found that shares of companies with small or negative accruals vastly outperform (+10%) those of companies with large ones.

Blue Owl Capital's Sloan Ratio for the quarter that ended in Dec. 2023 was -8.81%.

As of Dec. 2023, Blue Owl Capital has a Sloan Ratio of -8.81%, indicating the company is in the safe zone and there is no funny business with accruals.


Blue Owl Capital Sloan Ratio % Historical Data

The historical data trend for Blue Owl Capital's Sloan Ratio % 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 Sloan Ratio % Chart

Blue Owl Capital Annual Data
Trend Dec19 Dec20 Dec21 Dec22 Dec23
Sloan Ratio %
- -67.78 11.38 -2.84 -8.81

Blue Owl Capital Quarterly Data
Dec19 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
Sloan Ratio % 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 -2.84 -2.84 -5.14 -7.36 -8.81

Competitive Comparison of Blue Owl Capital's Sloan Ratio %

For the Asset Management subindustry, Blue Owl Capital's Sloan Ratio %, along with its competitors' market caps and Sloan Ratio % 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 Sloan Ratio % Distribution in the Asset Management Industry

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

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



Blue Owl Capital Sloan Ratio % Calculation

Earnings contain a lot of non cash earnings which is called accruals. The Sloan ratio is a way to identify firms with low non-cash or accrual-derived earnings relative to their cash flow.

Blue Owl Capital's Sloan Ratio for the fiscal year that ended in Dec. 2023 is calculated as

Sloan Ratio=(Net Income (A: Dec. 2023 )-Cash Flow from Operations (A: Dec. 2023 )
-Cash Flow from Investing (A: Dec. 2023 ))/Total Assets (A: Dec. 2023 )
=(54.343-949.145
--118.031)/8817.621
=-8.81%

Blue Owl Capital's Sloan Ratio for the quarter that ended in Dec. 2023 is calculated as

Sloan Ratio=(Net Income (TTM)-Cash Flow from Operations (TTM))
-Cash Flow from Investing (TTM))/Total Assets (Q: Dec. 2023 )
=(54.343-949.145
--118.031)/8817.621
=-8.81%

Blue Owl Capital's Net Income for the trailing twelve months (TTM) ended in Dec. 2023 was 8.317 (Mar. 2023 ) + 12.859 (Jun. 2023 ) + 15.109 (Sep. 2023 ) + 18.058 (Dec. 2023 ) = $54 Mil.
Blue Owl Capital's Cash Flow from Operations for the trailing twelve months (TTM) ended in Dec. 2023 was 121.009 (Mar. 2023 ) + 238.085 (Jun. 2023 ) + 281.702 (Sep. 2023 ) + 308.349 (Dec. 2023 ) = $949 Mil.
Blue Owl Capital's Cash Flow from Investing for the trailing twelve months (TTM) ended in Dec. 2023 was -34.36 (Mar. 2023 ) + -22.536 (Jun. 2023 ) + -37.214 (Sep. 2023 ) + -23.921 (Dec. 2023 ) = $-118 Mil.

* 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  (NYSE:OWL) Sloan Ratio % Explanation

A former University of Michigan researcher, Richard Sloan's 1996 paper found that shares of companies with small or negative accruals vastly outperform (+10%) those of companies with large ones. In fact, for the 40-year period between 1962 and 2001, buying the lowest accrual companies and shorting the highest accrual companies resulted in an average annual compounded return of 18%, more than double the S&P 500's 7.4% annual return over the same period.

According to How to Beat the Market with the Sloan Ratio:

If the Sloan Ratio is between -10% and 10%, the company is in the safe zone and there is no funny business with accruals.

If the Sloan Ratio is less than between -25% and -10% on the negative side, and between 10% and 25% on the positive side, this is a warning stage of accrual build up.

If the Sloan Ratio is less than -25% or greater than 25%, and this ratio is consistent over several quarters or even years, be careful. Earnings are highly likely to be made up of accruals.

As of Dec. 2023, Blue Owl Capital has a Sloan Ratio of -8.81%, indicating the company is in the safe zone and there is no funny business with accruals.


Blue Owl Capital Sloan Ratio % 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