Blue Owl Founders Promised a Comeback. The Company's Share Price Hasn't Budged.

Impact · against what's priced in

The news is non-material for Blue Owl as it provides no new fundamental data. The stock's significant decline is already reflected in the market's refusal to pay for high growth, and the internal effort to reassure employees does not change the current valuation assumptions.

OWL+0.00

Already priced in

The price assumes

revenue growth deceleration from 25% to a 12.5% annual pace

The report that the share price has dropped 67% from its January 2025 high confirms the market has already priced in a significant growth deceleration and valuation compression.

What OWL's price assumes · Sep 22

• OWL
• asset management
• private credit
• stock drop

Search tags