Blue Owl Capital vs SEI Investments
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KIRAβs take AI analyst
I put Blue Owl Capital and SEI Investments side by side, using each oneβs latest annual report. Here is what stands out:
- Blue Owl Capital is the larger business, with $2.9B of revenue in fiscal 2025 against $2.3B for SEI Investments.
- Blue Owl Capital grew revenue faster (25.0%, against 8.1%).
- Blue Owl Capital turned more of its sales into free cash flow (41.8% FCF margin, against 25.5%).
- Investors pay more for each dollar of Blue Owl Capitalβs earnings: a P/E of 77.8x against 18.2x for SEI Investments.
Who comes out ahead
Of the 6 measures where higher (or lower) is clearly better, how many each company leads.
Blue Owl Capital
OWL
3/6
Revenue growth5-year growthFCF margin
SEI Investments
SEIC
3/6
Net marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | OWL FY25 | SEIC FY25 |
|---|---|---|
| Size | ||
| Market cap | $6.4B | $12.7B |
| Revenue | $2.9B | $2.3B |
| Free cash flow | $1.2B | $585M |
| Net income | $78.8M | $715M |
| Growth | ||
| Revenue growth | 25.0% | 8.1% |
| 5-year growth | 63.0% | 6.4% |
| Share count change | 18.5% | β3.5% |
| Profitability | ||
| Gross margin | β | 35.2% |
| Operating margin | β | 27.3% |
| Net margin | 2.8% | 31.1% |
| FCF margin | 41.8% | 25.5% |
| Return on capital | 5.2% | β |
| Return on equity | 3.6% | 30.4% |
| Balance sheet | ||
| Net debt | $3.1B | β |
| Net debt / EBITDA | 3.5x | β |
| Dividends and buybacks | $600M | $752M |
| Valuation & quality | ||
| P/E | 77.8x | 18.2x |
| Piotroski F-score | β | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.