COMP <GO>
OWL vs BRK-B // 10Y YIELD & FRED MACRO BETA
Blue Owl Capital Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: OWL 5
— BRK-B 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: OWL
LAST: $10.41 (+7.65%) • MKT CAP: $16.23B
macro-sensitivity
1.14
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
macro-sensitivity
0.61
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OWL VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OWL | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.30% | 11.47% | -5.17 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 44.4x | 9.7x | +34.72 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 7.38% | 2.09% | +5.29 | OWL | /fcf-yield <GO> |
| Operating Margin | 13.00% | 27.80% | -14.80 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 10.60% | 22.30% | -11.70 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 25.00% | 3.93% | +21.07 | OWL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.37% | 0.00% | +3.37 | OWL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | OWL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.6 | 67.7 | -4.10 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.14 | 0.61 | +0.53 | OWL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 44.6x | 24.3x | +20.26 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $16.23B | $1.20T | -$1.18T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OWL REV | BRK-B REV | OWL GROSS % | BRK-B GROSS % | OWL FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.87B | $371.44B | — | — | $1.20B | $25.04B |
| FY 2024 | $2.30B | $371.43B | — | — | $935.4M | $11.62B |
| FY 2023 | $1.73B | $364.48B | — | — | $871.2M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OWL // BETA 1.14
BRK-B // BETA 0.61