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Held by 536 of 5,944 reporting institutions (97th percentile) — extremely crowded.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $11.55 today, the market must believe free cash flow compounds -1.0%/yr for a decade (off $1.0B normalized FCF).
The market's -1.0% is more conservative than its 6-yr track record.
2-stage DCF · 0.65B shares · net debt $3.1B
mean 1008.3% · volatility σ 2413% · implied rate exceeded in 5/6 yrs
Central path = implied -1.0%/yr growth; shaded band = ±1σ (2413%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
3/7 of the 9 checks — 2 couldn't be scored (see above), so the score is out of the 7 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Earnings are backed by cash (FCF ≥ net income) — high quality. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 46% of free cash flow, leaving room to grow it and fund buybacks. Last year: $547M dividends + $54M buybacks = $600M returned on $1.2B FCF.
4 consecutive years of dividend increases · 58%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 7 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Insufficient data. Current ROIC on all capital: 6%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 7 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.” Effective rate ~4.9% on $3.3B of debt.
Cash vs short-term debt unavailable.
Mostly long-term debt (balance-sheet current vs non-current split). A year-by-year maturity schedule wasn't disclosed for this issuer.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
EOD close · as of 2026-08-05
No material risks flagged.
Where each multiple sits in its own 6-yr range · 31th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 6-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Operating leverage needs meaningful revenue change.
Each line as % of revenue — the trend in color
| % of revenue | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|
| SG&A | 27.1 | 27.1 | 17.0 | 94.3 | 62.7 | 78.2 | 131.7 |
| Income Tax | 0.1 | -0.0 | -7.9 | -4.0 | 6.6 | 9.2 | 7.5 |
| Net Income | 12.0 | -31.2 | -218.8 | -17.2 | 57.0 | 79.7 | 53.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on OWL: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-08-05 · 15d old
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 |
|---|---|---|---|---|---|---|---|
| Revenue | $567.8M 100.0% | $527.9M 100.0% | $387.3M 100.0% | $234.0M 100.0% | $823.9M 100.0% | $249.8M 100.0% | $190.8M 100.0% |
| Selling, General & Admin | $747.9M 131.7% | $412.9M 78.2% | $242.8M 62.7% | $220.6M 94.3% | $140.3M 17.0% | $67.8M 27.1% | $51.7M 27.1% |
| Total Operating Expenses | $2.41B 425.2% | $1.69B 319.9% | $1.41B 365.0% | $1.37B 586.4% | $1.75B 212.5% | $308.5M 123.5% | $163.5M 85.7% |
| Interest Expense | $163.8M 28.8% | $121.9M 23.1% | $75.7M 19.5% | $60.1M 25.7% | $27.7M 3.4% | $23.8M 9.5% | $6.7M 3.5% |
| Other Income (Expense), net | -$108.3M -19.1% | -$137.5M -26.1% | -$71.4M -18.4% | -$47.1M -20.1% | -$940.2M -114.1% | -$23.8M -9.5% | -$6.7M -3.5% |
| Pretax Income | $347.9M 61.3% | $469.2M 88.9% | $246.4M 63.6% | -$49.6M -21.2% | -$1.87B -226.7% | -$82.5M -33.0% | $20.7M 10.8% |
| Income Tax Expense | $42.4M 7.5% | $48.8M 9.2% | $25.6M 6.6% | -$9.4M -4.0% | -$65.2M -7.9% | -$102K -0.0% | $240K 0.1% |
| Net Income | $305.5M 53.8% | $420.4M 79.7% | $220.8M 57.0% | -$40.2M -17.2% | -$1.80B -218.8% | -$77.8M -31.2% | $23.0M 12.0% |
| Per Share | |||||||
| EPS (Basic) | $0.12 | $0.20 | $0.12 | $-0.02 | — | — | — |
| EPS (Diluted) | $0.10 | $0.20 | $0.10 | $-0.02 | — | — | — |
| Weighted Avg Shares (Basic) | 654.8M | 549.0M | 463.2M | 433.4M | — | — | — |
| Weighted Avg Shares (Diluted) | 661.9M | 558.4M | 478.0M | 433.4M | — | — | — |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Ranked against 878 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BSAC | $6.64T | — | — | — | — | — | — | — | — | — | 141 |
| V | $688.1B | — | — | 17.2× | 11.3% | — | 50.1% | 52.9% | 34.9% | — | 4,229 |
| MA | $516.3B | 34.5× | — | 15.7× | 16.4% | — | 45.6% | 193% | 57.6% | — | 3,430 |
| HBCYF | $346.1B | — | — | — | — | — | — | — | — | — | 2 |
| AXP | $239.4B | 22.7× | — | 5.8× | 6.4% | — | 26.2% | 32.4% | 11.9% | — | 2,787 |
| MBFJF | $239.1B | 0.1× | 0.1× | 0.0× | 9.5% | — | 14.6% | 8.8% | 8.8% | — | 1 |
| USOI | $195.8B | — | — | 9.8× | 30.7% | — | -20.3% | -10.7% | -1.9% | — | 13 |
| HDB | $182.5B | 22.9× | — | 7.1× | -98.6% | — | 30.8% | 8.8% | 4.5% | — | 570 |
| UBS | $179.0B | — | — | — | — | — | — | — | — | — | 660 |
| USML | $178.1B | — | — | — | — | — | — | — | — | — | 2 |
| BLK | $175.8B | 32.1× | — | 7.3× | 89.3% | — | 22.9% | 9.9% | 8.1% | — | 2,196 |
| SMFNF | $158.8B | — | — | — | — | — | — | — | — | — | 1 |
| CB | $137.9B | 13.7× | — | 2.3× | 6.5% | — | 17.4% | 14.0% | 11.3% | — | 2,002 |
| GLD | $131.4B | — | — | — | — | — | — | — | — | — | 3,072 |
| MZHOF | $129.2B | 0.1× | — | 0.0× | 7.6% | — | 13.2% | 10.7% | 3.7% | — | 2 |
| PGR | $124.7B | 11.1× | — | 1.4× | 16.3% | — | 12.9% | 37.3% | 30.4% | — | 1,685 |
| SPGI | $122.5B | 28.0× | 17.5× | 8.0× | 7.9% | 70.2% | 29.2% | 14.4% | 10.1% | 1.7× | 2,005 |
| VXZ | $116.9B | — | — | — | — | — | — | — | — | — | 12 |
| BNS | $109.5B | — | — | — | — | — | — | — | — | — | 488 |
| BX | $101.8B | 35.1× | — | 7.0× | 9.2% | — | 20.9% | 34.8% | 14.2% | — | 2,037 |
| PNC | $101.1B | 15.4× | — | 4.4× | 7.2% | — | 30.3% | 11.5% | 5.9% | — | 1,839 |
| BCLYF | $97.9B | — | — | — | — | — | — | — | — | — | 5 |
| CME | $95.2B | 23.7× | — | 14.6× | 6.4% | — | 62.5% | 14.2% | 14.2% | — | 1,699 |
| MRSH | $92.9B | 22.7× | 16.5× | 3.4× | 10.3% | — | 15.4% | 27.2% | 12.4% | 2.8× | 1,471 |
| ICE | $85.0B | 26.0× | 20.2× | 6.7× | 7.5% | — | 26.2% | 11.5% | 6.8% | 3.8× | 1,641 |
| OWL | $7.6B | 115.5× | — | 13.3× | 7.6% | — | 53.8% | 13.9% | 5.5% | — | 536 |
Peers = companies sharing OWL's sector (Financial Services) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position