COMP <GO>
OWL vs IVZ // EV/EBITDA & P/E VALUATION
Blue Owl Capital Inc. (NYSE) VS. Invesco Ltd (NYSE) • 15-METRIC TALLY: OWL 8
— IVZ 2
■ METRIC PARITY
LAST: $10.33 (-0.77%) • MKT CAP: $16.23B
valuation
44.4x
LAST: $27.76 (-4.34%) • MKT CAP: $12.81B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OWL VS. IVZ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OWL | IVZ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.30% | -3.20% | +9.50 | OWL | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 44.4x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 7.38% | 11.25% | -3.87 | IVZ | /fcf-yield <GO> |
| Operating Margin | 13.00% | -10.90% | +23.90 | OWL | /operating-margins <GO> |
| Net Profit Margin | 10.60% | -8.50% | +19.10 | OWL | /net-margins <GO> |
| Revenue Growth (YoY) | 25.00% | 5.10% | +19.90 | OWL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.37% | 2.94% | +0.43 | OWL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.6 | 48.2 | +15.40 | OWL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.07 | +0.07 | OWL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 44.6x | 18.0x | +26.60 | IVZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $16.23B | $12.81B | $3.42B | OWL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OWL REV | IVZ REV | OWL GROSS % | IVZ GROSS % | OWL FCF | IVZ FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.87B | $6.38B | — | — | $1.20B | $1.44B |
| FY 2024 | $2.30B | $6.07B | — | — | $935.4M | $1.12B |
| FY 2023 | $1.73B | $5.72B | — | — | $871.2M | $1.04B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OWL // BETA 1.14
IVZ // BETA 1.07