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BX vs OWL
Which Stock Would AI Choose? Blackstone (BX) vs. Blue Owl Capital (OWL) Stock Comparison
Key Takeaways
- BX manages significantly larger assets under management (AUM) at approximately $1.35 trillion compared to OWL's $319 billion, reflecting greater scale in alternative investments.
- Both firms have reported AUM growth in recent quarters, with BX benefiting from broad platform expansion and OWL emphasizing diversification into digital infrastructure and net lease strategies.
- BX stock has traded in the lower half of its 52-week range amid broader market caution, while OWL has shown higher volatility with a focus on credit and real assets.
- Recent developments for BX include data center-related acquisitions and AI-linked financing initiatives, whereas OWL has highlighted AI factory financing and European fund closures.
- Dividend yields differ notably, with OWL offering a higher yield around 9% versus BX's approximately 4%, appealing to income-focused investors.
- Sector exposure centers on alternatives for both, though BX demonstrates stronger fee-related earnings momentum in recent reporting periods.
Introduction
Blackstone (BX) and Blue Owl Capital (OWL) represent prominent players in the alternative asset management sector, making them relevant for comparison in the current market environment. Both companies focus on private credit, real assets, and infrastructure investments, areas that have attracted attention amid shifting interest rates and technological advancements. This analysis appeals to institutional investors, portfolio managers, and individual traders seeking to evaluate relative positioning, performance drivers, and risk profiles within the financials industry. The comparison highlights contrasts in scale, business diversification, and recent market dynamics without favoring either security.
BX Overview and Recent Performance
Blackstone Inc. operates as a leading global alternative asset manager with a diversified platform spanning private equity, real estate, credit, and infrastructure. In recent market activity, the stock has experienced a pullback from its 52-week high, trading near $125 amid broader sector caution. Key influences include robust second-quarter results that exceeded estimates, driven by fee-related earnings growth and record AUM reaching $1.35 trillion. Recent developments encompass acquisitions in data center cooling components and participation in a $22 billion financing arrangement supporting AI and cloud infrastructure initiatives. Sentiment has been supported by consistent inflows and realizations, though valuation concerns have weighed on near-term price action in recent weeks.
OWL Overview and Recent Performance
Blue Owl Capital Inc. specializes in alternative credit, direct lending, real estate, and digital infrastructure strategies, serving institutional and private wealth clients. The stock has traded around $10 in recent sessions, reflecting volatility typical of its smaller market capitalization. Recent performance has been shaped by second-quarter AUM expansion to $319 billion, supported by growth in net lease and digital infrastructure platforms despite some credit outflows. Notable activity includes leading a $2.4 billion AI factory financing and closing a European net lease fund with over €1.6 billion in commitments. Market sentiment has responded to diversification efforts beyond traditional lending, with emphasis on stable fee income and high dividend distributions in recent market activity.
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Head-to-Head Comparison
In business model terms, BX offers broader exposure across private markets with greater emphasis on performance revenues, while OWL maintains a more concentrated focus on credit and real assets with higher reliance on management fees. Growth drivers differ as BX benefits from scale in AI-adjacent infrastructure deals, contrasting OWL’s push into specialized financing and international funds. Recent momentum favors BX in AUM expansion consistency, though OWL exhibits higher dividend appeal amid price volatility. Risk factors include BX’s sensitivity to realization cycles versus OWL’s exposure to credit redemptions. Sector exposure overlaps in alternatives, yet BX commands larger institutional positioning while OWL targets niche growth areas.
Tickeron AI Verdict
Based on observable factors such as trend consistency in AUM growth, stability of fee income, and positioning in high-demand areas like infrastructure, Tickeron’s AI would currently assign a modest probabilistic edge to BX for relative resilience in the near term. OWL presents attractive yield characteristics that could appeal in certain market regimes. This assessment reflects pattern analysis rather than certainty and remains subject to evolving conditions.
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 BX is a Hold and OWL is a Hold.
BX's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for BX turned positive on October 09, 2026. Looking at past instances where BX's MACD turned positive, the stock continued to rise in 32 of 37 cases over the following month. The odds of a continued upward trend are 86%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator entered the oversold zone -- be on the watch for BX's price rising or consolidating in the future. That's also the time to consider buying the stock or exploring call options.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 46 of 61 cases where BX's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 75%.
Following a +1.86% 3-day Advance, the price is estimated to grow further. Considering data from situations where BX advanced for three days, in 209 of 303 cases, the price rose further within the following month. The odds of a continued upward trend are 69%.
BX may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 13, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on BX as a result. In 56 of 79 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 71%.
BX moved below its 50-day moving average on September 09, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for BX crossed bearishly below the 50-day moving average on September 15, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 9 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 56%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BX declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 68%.
The Aroon Indicator for BX entered a downward trend on October 13, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 11 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: BX's P/B Ratio (9.542) is slightly higher than the industry average of (3.263). P/E Ratio (25.629) is within average values for comparable stocks, (27.022). Projected Growth (PEG Ratio) (1.048) is also within normal values, averaging (1.319). Dividend Yield (0.046) settles around the average of (0.081) among similar stocks. P/S Ratio (7.148) is also within normal values, averaging (15.860).
The Tickeron SMR rating for this company is 32 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 62 (best 1 - 100 worst), indicating fairly steady price growth. BX’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron PE Growth Rating for this company is 88 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BX’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock worse than average.
OWL sees its 50-day moving average cross bullishly above its 200-day moving average
The 50-day moving average for OWL moved above the 200-day moving average on September 23, 2026. This could be a long-term bullish signal for the stock as the stock shifts to an upward trend.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where OWL's RSI Indicator exited the oversold zone, 22 of 30 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 73%.
The Momentum Indicator moved above the 0 level on October 08, 2026. You may want to consider a long position or call options on OWL as a result. In 61 of 79 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 77%.
The Moving Average Convergence Divergence (MACD) for OWL just turned positive on October 08, 2026. Looking at past instances where OWL's MACD turned positive, the stock continued to rise in 31 of 47 cases over the following month. The odds of a continued upward trend are 66%.
Following a +4.17% 3-day Advance, the price is estimated to grow further. Considering data from situations where OWL advanced for three days, in 228 of 303 cases, the price rose further within the following month. The odds of a continued upward trend are 75%.
OWL may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 46 of 59 cases where OWL's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 78%.
OWL moved below its 50-day moving average on September 10, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for OWL crossed bearishly below the 50-day moving average on September 18, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 13 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 81%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where OWL declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 71%.
The Aroon Indicator for OWL entered a downward trend on October 12, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Valuation Rating of 4 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.135) is normal, around the industry mean (3.263). OWL has a moderately high P/E Ratio (76.250) as compared to the industry average of (27.022). Projected Growth (PEG Ratio) (0.146) is also within normal values, averaging (1.319). Dividend Yield (0.100) settles around the average of (0.081) among similar stocks. P/S Ratio (2.303) is also within normal values, averaging (15.860).
The Tickeron Price Growth Rating for this company is 72 (best 1 - 100 worst), indicating slightly worse than average price growth. OWL’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 86 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 92 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. OWL’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 82, placing this stock worse than average.
BX | OWL | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 61 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 11 Undervalued | 4 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 32 | 86 | |
PRICE GROWTH RATING 1..100 | 62 | 72 | |
P/E GROWTH RATING 1..100 | 88 | 92 | |
SEASONALITY SCORE 1..100 | 75 | 85 |
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.
OWL's Valuation (4) in the null industry is in the same range as BX (11) in the Investment Managers industry. This means that OWL’s stock grew similarly to BX’s over the last 12 months.
OWL's Profit vs Risk Rating (100) in the null industry is in the same range as BX (100) in the Investment Managers industry. This means that OWL’s stock grew similarly to BX’s over the last 12 months.
BX's SMR Rating (32) in the Investment Managers industry is somewhat better than the same rating for OWL (86) in the null industry. This means that BX’s stock grew somewhat faster than OWL’s over the last 12 months.
BX's Price Growth Rating (62) in the Investment Managers industry is in the same range as OWL (72) in the null industry. This means that BX’s stock grew similarly to OWL’s over the last 12 months.
BX's P/E Growth Rating (88) in the Investment Managers industry is in the same range as OWL (92) in the null industry. This means that BX’s stock grew similarly to OWL’s over the last 12 months.
| BX | OWL | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 70% | 2 days ago 73% |
| Stochastic ODDS (%) | 2 days ago 75% | 2 days ago 78% |
| Momentum ODDS (%) | 2 days ago 71% | 2 days ago 77% |
| MACD ODDS (%) | 2 days ago 86% | 2 days ago 66% |
| TrendWeek ODDS (%) | 2 days ago 66% | 2 days ago 73% |
| TrendMonth ODDS (%) | 2 days ago 67% | 2 days ago 75% |
| Advances ODDS (%) | 3 days ago 69% | 6 days ago 75% |
| Declines ODDS (%) | 10 days ago 68% | 2 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 63% | 7 days ago 72% |
| Aroon ODDS (%) | 2 days ago 71% | 2 days ago 76% |
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 overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BX’s FA Score shows that 2 FA rating(s) are green while OWL’s FA Score has 1 green FA rating(s).
- BX’s FA Score: 2 green, 3 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.
BX’s TA Score shows that 5 TA indicator(s) are bullish while OWL’s TA Score has 6 bullish TA indicator(s).
- BX’s TA Score: 5 bullish, 5 bearish.
- OWL’s TA Score: 6 bullish, 5 bearish.
Price Growth
BX (@Investment Managers) experienced а -2.98% price change this week, while OWL (@Investment Managers) price change was +2.43% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was -3.42%. For the same industry, the average monthly price growth was -2.82%, and the average quarterly price growth was -3.87%.
Reported Earning Dates
BX is expected to report earnings on Oct 22, 2026.
OWL is expected to report earnings on Oct 29, 2026.
Industries' Descriptions
@Investment Managers (-3.42% 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.
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BX and
Correlation & Price change
A.I.dvisor indicates that over the last year, BX has been closely correlated with KKR. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if BX jumps, then KKR 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.