Blue Owl Capital Inc. (OWL) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$10.41 +7.65% NYSE • Public Delayed / 60s Snapshot

Blue Owl Capital Inc. (OWL) carries a Roarable Rating of C+ (Hold) with 69/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $16.23B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510069
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C · Rk B+
Cash (14)Whales (11)SEC (16)Macro (16)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+5% Base Target
$18 Bull$11 Base$9 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:70% Call Buyers ($3.2M)
30% PutsMax Pain: $10.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How OWL Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$1.20B (41.7% FCF Margin)
Revenue$2.87BGross Profit $1.26B (44%)Cost of Sales $1.61BOp Profit $360.5M (12.6%)OpEx (R&D/SG&A) $902.4MNet Profit$305.5M (10.6%)Tax/Other $55.0M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $1.73B
FY24
Rev $2.30B
FY25
Rev $2.87B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$2.87B44%12.6%$305.5M$1.20B5.8%
FY 2024$2.30B44%21.6%$420.4M$935.4M9.1%
FY 2023$1.73B44%15%$220.8M$871.2M3.8%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring OWL)

  • ✓Live walkthrough of OWL's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
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RQD INSIDER CLUB UPGRADE$49/YEAR
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OWL // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +5.95%📐 HORIZONTAL RANGE
2026-10-30O $10.24H $10.55L $10.12C $10.33VOL 29.27M
RES: $14.27SUP: $8.57SMA50: $10.08SMA200: $10.31
$15.22$13.35$11.48$9.60$7.73RES $14.27SUP $8.57$10.332026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

OWL Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
38.0%/yr Implied 5Y Growth

vs. +25.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on OWL today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for OWL. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for OWL today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

OWL Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Blue Owl Capital Inc. (OWL)?

In FY 2025 (10-K), OWL converted $2.9B of revenue into a 44% gross margin, 12.6% operating margin, and $1.2B in free cash flow (41.7% FCF margin).