Morningstar (MORN) vs Blue Owl Capital (OWL)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Morningstar (MORN) has outperformed Blue Owl Capital (OWL) over the past year, losing 11.2% versus a loss of 43.9%. Over five years, MORN leads with a -26.1% price change compared with -41.7% for OWL. Blue Owl Capital is the larger company by market cap ($14.53 billion vs $7.61 billion), about 1.9 times the size.
On valuation, Blue Owl Capital trades at a lower forward P/E (9.4x vs 14.5x for Morningstar). Blue Owl Capital offers the higher dividend yield (9.82% vs 0.96%). Morningstar converts more of its revenue into profit, with a net margin of 15.3% versus 13.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | MORN | OWL |
|---|---|---|
| Share price | $202.74 | $9.27 |
| Market cap | $7.61B | $14.53B |
| 1-day change | +1.04% | +1.76% |
| YTD return | -6.70% | -37.95% |
| 1-year return | -11.17% | -43.85% |
| 5-year return | -26.12% | -41.66% |
| P/E ratio (TTM) | 19.29 | 77.25 |
| Forward P/E | 14.48 | 9.42 |
| EPS (TTM) | $10.51 | $0.12 |
| Dividend yield | 0.96% | 9.82% |
| Annual dividend | $1.96 | $0.91 |
| Revenue (latest FY) | $2.45B | $567.75M |
| Revenue growth (YoY) | +7.49% | +7.56% |
| Net income (latest FY) | $374.20M | $78.83M |
| Gross margin | 61.03% | — |
| Operating margin | 21.53% | — |
| Net margin | 15.30% | 13.89% |
| 52-week high | $228.95 | $17.33 |
| 52-week low | $141.49 | $7.95 |
| Distance from 52-week high | -11.45% | -46.51% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +16.74% | +35.17% |
| Average volume | 336.48K | 19.09M |
| Shares outstanding | 37.51M | 683.91M |
| Employees | 10,973 | 1,380 |
| Sector | Finance | Finance |
| Industry | Investment Managers | Investment Managers |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- MORN has outperformed OWL by 32.7 percentage points over the past year.
- Blue Owl Capital trades at a higher earnings multiple (77.3x vs 19.3x trailing P/E).
- Blue Owl Capital offers a meaningfully higher dividend yield (9.82% vs 0.96%).
About Morningstar
MORN stock →Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally.
Finance · Investment Managers · 10,973 employees
About Blue Owl Capital
OWL stock →Blue Owl Capital Inc. operates as an alternative asset manager in the United States.
Finance · Investment Managers · 1,380 employees
MORN vs OWL FAQ
Which is bigger, Morningstar or Blue Owl Capital?
Blue Owl Capital (OWL) is larger, with a market capitalization of $14.53B compared with $7.61B for Morningstar (MORN).
Which stock has performed better over the past year, MORN or OWL?
MORN returned -11.17% over the past 12 months, compared with -43.85% for OWL (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, MORN or OWL?
MORN has the lower trailing P/E at 19.3, versus 77.3 for OWL. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Morningstar or Blue Owl Capital?
Blue Owl Capital has the higher yield at 9.82%, compared with 0.96% for Morningstar.
Are Morningstar and Blue Owl Capital in the same industry?
Yes. Both are classified in the Investment Managers industry within the Finance sector.