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BAM vs OWL
Which Stock Would AI Choose? Brookfield Asset Management (BAM) vs. Blue Owl Capital (OWL) Stock Comparison
Key Takeaways
- Both BAM and OWL operate as alternative asset managers with significant assets under management (AUM), though Brookfield Asset Management maintains a broader global platform across real estate, infrastructure, and private equity.
- Recent market activity shows OWL reporting second quarter 2026 results with a declared dividend of $0.23 per Class A share, while BAM prepares to release its second quarter 2026 results via conference call on August 5, 2026.
- BAM has emphasized strong first quarter 2026 performance and upcoming investor events, supporting steady institutional interest in its diversified fee-based revenue streams.
- OWL highlights diversification, a $380 million future fee pipeline, and 9% growth in distributable earnings (DE) amid a measured mergers and acquisitions (M&A) environment.
- Sector exposure for both centers on financial services and alternatives, with BAM benefiting from broader scale and OWL focusing on credit, private equity, and insurance solutions.
- Market sentiment remains constructive for both, driven by asset management industry tailwinds, though relative performance reflects differences in scale, geographic reach, and recent earnings catalysts.
Introduction
Brookfield Asset Management (BAM) and Blue Owl Capital (OWL) represent two prominent players in the alternative asset management sector, where investors seek exposure to fee-based revenues from private markets. This comparison examines their business models, recent performance trends, and market positioning to assist institutional and retail traders evaluating relative opportunities in financial services. Professionals monitoring AUM growth, dividend policies, and earnings momentum may find the analysis relevant for portfolio allocation decisions within the broader equities landscape.
BAM Overview and Recent Performance
Brookfield Asset Management Ltd. manages a diversified portfolio of alternative investments, including real estate, infrastructure, renewable power, and private equity on a global scale. In recent weeks, the stock has reflected steady institutional interest ahead of its second quarter 2026 earnings release scheduled for August 5, 2026. Earlier in the period, the company reported strong first quarter 2026 results and maintained its quarterly dividend of $0.5025 per share. Sentiment has been supported by the firm’s scale and recurring fee income, with upcoming investor day events providing additional visibility into growth initiatives.
OWL Overview and Recent Performance
Blue Owl Capital Inc. specializes in alternative investments with a focus on private credit, equity, and insurance solutions, managing substantial AUM across credit strategies and direct lending platforms. Recent market activity centers on its second quarter 2026 results released July 30, 2026, which included a quarterly dividend declaration of $0.23 per Class A share payable in August. The firm noted robust fundraising, a $380 million future fee pipeline, and 9% growth in distributable earnings, contributing to positive sentiment despite a measured M&A backdrop. Diversification across strategies has helped maintain stability in recent performance.
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Head-to-Head Comparison
Brookfield Asset Management (BAM) operates with greater scale and geographic diversification across multiple alternative asset classes, while Blue Owl Capital (OWL) concentrates on credit-oriented and private equity strategies with targeted insurance solutions exposure. Recent momentum favors OWL following its detailed second quarter earnings release, contrasted with BAM’s focus on an imminent earnings catalyst. Risk factors include market sensitivity to interest rates and capital flows for both, though BAM’s broader platform may offer relative stability. Sector exposure remains aligned in financial services, yet BAM provides wider infrastructure and real assets tilt compared to OWL’s credit emphasis. Market sentiment reflects constructive views on alternative asset managers overall, with trade-offs centered on scale versus specialized growth drivers.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings visibility, and relative positioning in recent market activity, Tickeron’s AI models currently assign a modestly higher probability of favorable near-term momentum to OWL due to its completed second quarter results and highlighted fee pipeline. BAM retains competitive positioning through its diversified scale and upcoming data points. This assessment remains probabilistic and tied to current market conditions rather than forward guarantees.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BAM is a Buy and OWL is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BAM’s FA Score shows that 1 FA rating(s) are green whileOWL’s FA Score has 1 green FA rating(s).
- BAM’s FA Score: 1 green, 4 red.
- OWL’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BAM’s TA Score shows that 6 TA indicator(s) are bullish while OWL’s TA Score has 6 bullish TA indicator(s).
- BAM’s TA Score: 6 bullish, 4 bearish.
- OWL’s TA Score: 6 bullish, 4 bearish.
Price Growth
BAM (@Investment Managers) experienced а +8.45% price change this week, while OWL (@Investment Managers) price change was +15.24% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +5.92%. For the same industry, the average monthly price growth was +4.69%, and the average quarterly price growth was +15.28%.
Reported Earning Dates
OWL is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Investment Managers (+5.92% weekly)Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.
| BAM | OWL | BAM / OWL | |
| Capitalization | 83.4B | 18.5B | 451% |
| EBITDA | 3.46B | 941M | 367% |
| Gain YTD | 2.284 | -17.067 | -13% |
| P/E Ratio | 30.17 | 98.92 | 30% |
| Revenue | 4.77B | 2.99B | 160% |
| Total Cash | 1.1B | 169M | 649% |
| Total Debt | 3.83B | 4.35B | 88% |
BAM | ||
|---|---|---|
OUTLOOK RATING 1..100 | 39 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 65 Fair valued | |
PROFIT vs RISK RATING 1..100 | 91 | |
SMR RATING 1..100 | 32 | |
PRICE GROWTH RATING 1..100 | 47 | |
P/E GROWTH RATING 1..100 | 81 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| BAM | OWL | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 65% | 3 days ago 73% |
| Stochastic ODDS (%) | 3 days ago 59% | 3 days ago 72% |
| Momentum ODDS (%) | 3 days ago 71% | 3 days ago 74% |
| MACD ODDS (%) | 3 days ago 57% | 5 days ago 81% |
| TrendWeek ODDS (%) | 3 days ago 64% | 3 days ago 73% |
| TrendMonth ODDS (%) | 3 days ago 57% | 3 days ago 72% |
| Advances ODDS (%) | 5 days ago 59% | 6 days ago 75% |
| Declines ODDS (%) | 18 days ago 67% | 4 days ago 72% |
| BollingerBands ODDS (%) | 3 days ago 60% | 3 days ago 71% |
| Aroon ODDS (%) | 3 days ago 52% | 3 days ago 63% |
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BAM and
Correlation & Price change
A.I.dvisor indicates that over the last year, BAM has been closely correlated with BN. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if BAM jumps, then BN could also see price increases.
OWL and
Correlation & Price change
A.I.dvisor indicates that over the last year, OWL has been closely correlated with ARES. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if OWL jumps, then ARES could also see price increases.