OWLNEUTRAL

OWL Return on Equity (ROE) Analysis

5.7%

Higher than 5% of Financial Services sector peers

Updated 192h ago·SEC filings & market data

Key Takeaway

With a current Return on Equity (ROE) of 5.7%, OWL generates $0.057 of profit for every dollar of shareholders’ equity.

Sector Performance

5th percentile

OWL

5.7%

Sector Median

13.4%

Sector Avg

17.9%

Prior Period

3.6%(May 2026)

↑ Improving

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Deep Analysis

With a current Return on Equity (ROE) of 5.7%, OWL generates $0.057 of profit for every dollar of shareholders’ equity.

This is well below the Financial Services sector median of 12.9%, placing OWL in the 8th percentile among its peers. The year-over-year change is not available (N/A), but the quarter-over-quarter change shows a +58.3% increase from the prior value of 3.6%. The combination of a low ROE level and a large short-term improvement suggests a company that is underperforming its sector but may be in the early stages of recovery, offering potential upside with continued risk. This metric supports the overall NEUTRAL verdict, as the weak profitability relative to peers is balanced by the strong sequential improvement, warranting a cautious rather than bullish or bearish stance.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about OWL?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

How does OWL's Return on Equity (ROE) compare to its sector?

OWL's Return on Equity (ROE) of 5.7% compares to a Financial Services sector median of 13.4%, placing it in the 5th percentile.

Who are OWL's closest peers by Return on Equity (ROE)?

The closest Financial Services peers by Return on Equity (ROE) include: PFG (13.4%), HDB (13.8%), SPGI (13.9%), AIZ (14.9%), IBN (16.4%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.