Carlyle Group vs Blue OWL Capital
Carlyle Group is the larger business, with $4.78bn of revenue in fiscal 2025 against $2.87bn for Blue OWL Capital (1.7 times as much). Blue OWL Capital grew faster (25.0% against -11.9%). Carlyle Group kept more of each dollar of sales as profit: a net margin of 16.9% against 2.7%.
| Latest fiscal year | Carlyle GroupCG, 2025 | Blue OWL CapitalOWL, 2025 |
|---|---|---|
| Revenue | $4.78bn | $2.87bn |
| Revenue growth | -11.9% | 25.0% |
| Net income | $809m | $78.8m |
| Operating margin | — | — |
| Net margin | 16.9% | 2.7% |
| Return on equity | 12.1% | 3.6% |
| Free cash flow | −$3.37bn | $1.20bn |
| Cash | $1.97bn | $195m |
| Total debt | $0 | $3.32bn |
| Debt to equity | 0.0% | — |
| Dividend per share | $1.40 | $0.85 |
| Dividend yield | 3.5% | 8.3% |
| Share buybacks | $687m | $53.7m |
| Employees | — | 1,365 |
| Market value | $14.38bn | $7.20bn |
| Price vs our value range | — | — |
| Moat score | 47 (Moderate) | — |
| Insider trades, 12 months | 0 buys, 6 sales | 9 buys, 0 sales |