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Side-by-side financial comparison of BLUE OWL CAPITAL INC. (OWL) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
SCANSOURCE, INC. is the larger business by last-quarter revenue ($766.5M vs $755.6M, roughly 1.0× BLUE OWL CAPITAL INC.). BLUE OWL CAPITAL INC. runs the higher net margin — 6.3% vs 2.2%, a 4.2% gap on every dollar of revenue. On growth, BLUE OWL CAPITAL INC. posted the faster year-over-year revenue change (19.7% vs 2.5%). BLUE OWL CAPITAL INC. produced more free cash flow last quarter ($359.1M vs $28.9M). Over the past eight quarters, BLUE OWL CAPITAL INC.'s revenue compounded faster (21.3% CAGR vs 0.9%).
Blue Owl Capital Inc. is an American alternative investment asset management company that is listed on the New York Stock Exchange under the ticker symbol: "OWL". Headquartered in New York City, it has additional offices around the world, including London, Dubai, and Hong Kong.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
OWL vs SCSC — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $755.6M | $766.5M |
| Net Profit | $47.7M | $16.5M |
| Gross Margin | — | 13.4% |
| Operating Margin | 22.2% | 2.3% |
| Net Margin | 6.3% | 2.2% |
| Revenue YoY | 19.7% | 2.5% |
| Net Profit YoY | 129.8% | -3.3% |
| EPS (diluted) | $0.07 | $0.75 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $755.6M | $766.5M | ||
| Q3 25 | $728.0M | $739.6M | ||
| Q2 25 | $703.1M | $812.9M | ||
| Q1 25 | $683.5M | $704.8M | ||
| Q4 24 | $631.4M | $747.5M | ||
| Q3 24 | $600.9M | $775.6M | ||
| Q2 24 | $549.8M | $746.1M | ||
| Q1 24 | $513.3M | $752.6M |
| Q4 25 | $47.7M | $16.5M | ||
| Q3 25 | $6.3M | $19.9M | ||
| Q2 25 | $17.4M | $20.1M | ||
| Q1 25 | $7.4M | $17.4M | ||
| Q4 24 | $20.7M | $17.1M | ||
| Q3 24 | $29.8M | $17.0M | ||
| Q2 24 | $33.9M | $16.1M | ||
| Q1 24 | $25.1M | $12.8M |
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 13.0% | ||
| Q1 24 | — | 12.6% |
| Q4 25 | 22.2% | 2.3% | ||
| Q3 25 | 7.6% | 3.5% | ||
| Q2 25 | 12.0% | 3.3% | ||
| Q1 25 | 5.9% | 3.2% | ||
| Q4 24 | 11.7% | 2.5% | ||
| Q3 24 | 18.7% | 2.3% | ||
| Q2 24 | 28.4% | 2.9% | ||
| Q1 24 | 24.7% | 2.3% |
| Q4 25 | 6.3% | 2.2% | ||
| Q3 25 | 0.9% | 2.7% | ||
| Q2 25 | 2.5% | 2.5% | ||
| Q1 25 | 1.1% | 2.5% | ||
| Q4 24 | 3.3% | 2.3% | ||
| Q3 24 | 5.0% | 2.2% | ||
| Q2 24 | 6.2% | 2.2% | ||
| Q1 24 | 4.9% | 1.7% |
| Q4 25 | $0.07 | $0.75 | ||
| Q3 25 | $0.01 | $0.89 | ||
| Q2 25 | $0.02 | $0.87 | ||
| Q1 25 | $0.00 | $0.74 | ||
| Q4 24 | $0.06 | $0.70 | ||
| Q3 24 | $0.04 | $0.69 | ||
| Q2 24 | $0.06 | $0.66 | ||
| Q1 24 | $0.04 | $0.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $194.5M | $83.5M |
| Total DebtLower is stronger | $3.3B | — |
| Stockholders' EquityBook value | $2.2B | $910.9M |
| Total Assets | $12.5B | $1.7B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $194.5M | $83.5M | ||
| Q3 25 | $137.3M | $124.9M | ||
| Q2 25 | $117.6M | $126.2M | ||
| Q1 25 | $97.6M | $146.3M | ||
| Q4 24 | $152.1M | $110.5M | ||
| Q3 24 | $115.9M | $145.0M | ||
| Q2 24 | $436.8M | $185.5M | ||
| Q1 24 | $155.8M | $159.1M |
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.2B | — | ||
| Q2 25 | $3.2B | — | ||
| Q1 25 | $3.2B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.1B | — |
| Q4 25 | $2.2B | $910.9M | ||
| Q3 25 | $2.3B | $914.0M | ||
| Q2 25 | $2.4B | $906.4M | ||
| Q1 25 | $2.3B | $901.7M | ||
| Q4 24 | $2.1B | $900.7M | ||
| Q3 24 | $2.0B | $920.9M | ||
| Q2 24 | $1.7B | $924.3M | ||
| Q1 24 | $1.6B | $944.1M |
| Q4 25 | $12.5B | $1.7B | ||
| Q3 25 | $12.5B | $1.7B | ||
| Q2 25 | $12.3B | $1.8B | ||
| Q1 25 | $12.3B | $1.7B | ||
| Q4 24 | $11.0B | $1.7B | ||
| Q3 24 | $10.8B | $1.8B | ||
| Q2 24 | $9.7B | $1.8B | ||
| Q1 24 | $9.0B | $1.8B |
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.41× | — | ||
| Q2 25 | 1.38× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 1.22× | — | ||
| Q3 24 | 1.27× | — | ||
| Q2 24 | 1.41× | — | ||
| Q1 24 | 1.26× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $382.9M | $30.8M |
| Free Cash FlowOCF − Capex | $359.1M | $28.9M |
| FCF MarginFCF / Revenue | 47.5% | 3.8% |
| Capex IntensityCapex / Revenue | 3.1% | 0.3% |
| Cash ConversionOCF / Net Profit | 8.03× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $382.9M | $30.8M | ||
| Q3 25 | $433.1M | $23.2M | ||
| Q2 25 | $422.5M | — | ||
| Q1 25 | $17.6M | $66.1M | ||
| Q4 24 | $324.0M | $-6.2M | ||
| Q3 24 | $326.0M | $44.8M | ||
| Q2 24 | $302.3M | — | ||
| Q1 24 | $47.2M | $160.2M |
| Q4 25 | $359.1M | $28.9M | ||
| Q3 25 | $422.5M | $20.8M | ||
| Q2 25 | $412.5M | — | ||
| Q1 25 | $4.2M | $64.6M | ||
| Q4 24 | $310.1M | $-8.2M | ||
| Q3 24 | $314.8M | $42.5M | ||
| Q2 24 | $269.4M | — | ||
| Q1 24 | $41.1M | $157.7M |
| Q4 25 | 47.5% | 3.8% | ||
| Q3 25 | 58.0% | 2.8% | ||
| Q2 25 | 58.7% | — | ||
| Q1 25 | 0.6% | 9.2% | ||
| Q4 24 | 49.1% | -1.1% | ||
| Q3 24 | 52.4% | 5.5% | ||
| Q2 24 | 49.0% | — | ||
| Q1 24 | 8.0% | 21.0% |
| Q4 25 | 3.1% | 0.3% | ||
| Q3 25 | 1.5% | 0.3% | ||
| Q2 25 | 1.4% | 0.3% | ||
| Q1 25 | 2.0% | 0.2% | ||
| Q4 24 | 2.2% | 0.3% | ||
| Q3 24 | 1.9% | 0.3% | ||
| Q2 24 | 6.0% | 0.2% | ||
| Q1 24 | 1.2% | 0.3% |
| Q4 25 | 8.03× | 1.87× | ||
| Q3 25 | 68.64× | 1.17× | ||
| Q2 25 | 24.25× | — | ||
| Q1 25 | 2.37× | 3.79× | ||
| Q4 24 | 15.62× | -0.36× | ||
| Q3 24 | 10.94× | 2.64× | ||
| Q2 24 | 8.91× | — | ||
| Q1 24 | 1.88× | 12.51× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OWL
| Credit Platform | $455.0M | 60% |
| GP Strategic Capital Platform | $157.0M | 21% |
| Administrative Service | $87.6M | 12% |
| IPI Partners LLC | $33.8M | 4% |
| Other | $22.2M | 3% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
