COMP <GO>
OWL vs JPM // ENTERPRISE SCALE & MARKET CAP
Blue Owl Capital Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: OWL 7
— JPM 7
▲ ENTERPRISE SCALE & MARKET CAP LEADER: JPM
LAST: $10.33 (-0.77%) • MKT CAP: $16.23B
market-cap
$16.23B
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
market-cap
$895.92B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OWL VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OWL | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.30% | 17.37% | -11.07 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 44.4x | 9.7x | +34.73 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 7.38% | -18.14% | +25.52 | OWL | /fcf-yield <GO> |
| Operating Margin | 13.00% | 42.07% | -29.07 | JPM | /operating-margins <GO> |
| Net Profit Margin | 10.60% | 32.63% | -22.03 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 25.00% | 13.53% | +11.47 | OWL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.37% | 1.96% | +1.41 | OWL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.91 | 0.37 | +1.54 | OWL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | OWL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 4.84% | +2.56 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.6 | 49.0 | +13.55 | OWL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.00 | +0.14 | OWL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 44.6x | 13.6x | +31.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $16.23B | $895.92B | -$879.68B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OWL REV | JPM REV | OWL GROSS % | JPM GROSS % | OWL FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.87B | $182.45B | 44.0% | — | $1.20B | -$147.78B |
| FY 2024 | $2.30B | $177.56B | 44.0% | — | $935.4M | -$42.01B |
| FY 2023 | $1.73B | $158.10B | 44.0% | — | $871.2M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OWL // BETA 1.14
JPM // BETA 1.00