OWLNEUTRAL

OWL Return on Equity (ROE) Analysis

5.7%

Higher than 5% of Financial Services sector peers

Updated 1046h ago·SEC filings & market data

Key Takeaway

Return on equity (ROE) measures how much profit a company generates for each dollar of shareholders' equity, and OWL's current 5.7% means it earns $0.057 per $1 of equity.

Sector Performance

5th percentile

OWL

5.7%

Sector Median

13.3%

Sector Avg

19.5%

Prior Period

3.6%(May 2026)

↑ Improving

📊

Deep Analysis

Return on equity (ROE) measures how much profit a company generates for each dollar of shareholders' equity, and OWL's current 5.7% means it earns $0.057 per $1 of equity.

That level sits far below the sector median of 13.6%, placing OWL in the 4th percentile among financial services peers. The trend is not available: both the year-over-year change and quarter-over-quarter change are reported as N/A, so there is no directional signal. The combination of a low ROE with no trend data leaves the investment risk elevated, since profitability is weak versus peers but whether it is improving or worsening cannot be determined. This metric does not contradict the overall NEUTRAL verdict; the low absolute level and poor peer comparison temper the lack of trend evidence, supporting a balanced 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 13.3%, 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 (12.9%), HDB (13.8%), AFL (12.4%), ARES (12.3%), BRK-B (12.1%).

📚

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.