COMP <GO>
OWL vs BAC // 10Y YIELD & FRED MACRO BETA
Blue Owl Capital Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: OWL 7
— BAC 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: OWL
LAST: $10.33 (-0.77%) • MKT CAP: $16.23B
macro-sensitivity
1.14
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
macro-sensitivity
0.90
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OWL VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OWL | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.30% | 2.50% | +3.80 | OWL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 44.4x | 30.2x | +14.20 | BAC | /valuation <GO> |
| Free Cash Flow Yield | 7.38% | 2.10% | +5.28 | OWL | /fcf-yield <GO> |
| Operating Margin | 13.00% | 32.90% | -19.90 | BAC | /operating-margins <GO> |
| Net Profit Margin | 10.60% | 27.00% | -16.40 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 25.00% | 6.80% | +18.20 | OWL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.37% | 0.00% | +3.37 | OWL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.91 | 0.45 | +1.46 | OWL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.60% | +0.80 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.6 | 27.7 | +34.93 | OWL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.14 | 0.90 | +0.24 | OWL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 44.6x | 10.9x | +33.70 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $16.23B | $357.61B | -$341.38B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OWL REV | BAC REV | OWL GROSS % | BAC GROSS % | OWL FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.87B | $113.10B | 44.0% | 44.0% | $1.20B | $7.52B |
| FY 2024 | $2.30B | $105.86B | 44.0% | 44.0% | $935.4M | -$13.57B |
| FY 2023 | $1.73B | $102.77B | 44.0% | 44.0% | $871.2M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OWL // BETA 1.14
BAC // BETA 0.90