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Side-by-side financial comparison of BLUE OWL CAPITAL INC. (OWL) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
BLUE OWL CAPITAL INC. is the larger business by last-quarter revenue ($755.6M vs $539.3M, roughly 1.4× Simpson Manufacturing Co., Inc.). Simpson Manufacturing Co., Inc. runs the higher net margin — 10.4% vs 6.3%, a 4.1% gap on every dollar of revenue. On growth, BLUE OWL CAPITAL INC. posted the faster year-over-year revenue change (19.7% vs 4.2%). BLUE OWL CAPITAL INC. produced more free cash flow last quarter ($359.1M vs $119.0M). Over the past eight quarters, BLUE OWL CAPITAL INC.'s revenue compounded faster (21.3% CAGR vs 0.8%).
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.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
OWL vs SSD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $755.6M | $539.3M |
| Net Profit | $47.7M | $56.2M |
| Gross Margin | — | 43.4% |
| Operating Margin | 22.2% | 13.9% |
| Net Margin | 6.3% | 10.4% |
| Revenue YoY | 19.7% | 4.2% |
| Net Profit YoY | 129.8% | 1.4% |
| EPS (diluted) | $0.07 | $1.34 |
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 | $539.3M | ||
| Q3 25 | $728.0M | $623.5M | ||
| Q2 25 | $703.1M | $631.1M | ||
| Q1 25 | $683.5M | $538.9M | ||
| Q4 24 | $631.4M | $517.4M | ||
| Q3 24 | $600.9M | $587.2M | ||
| Q2 24 | $549.8M | $597.0M | ||
| Q1 24 | $513.3M | $530.6M |
| Q4 25 | $47.7M | $56.2M | ||
| Q3 25 | $6.3M | $107.4M | ||
| Q2 25 | $17.4M | $103.5M | ||
| Q1 25 | $7.4M | $77.9M | ||
| Q4 24 | $20.7M | $55.4M | ||
| Q3 24 | $29.8M | $93.5M | ||
| Q2 24 | $33.9M | $97.8M | ||
| Q1 24 | $25.1M | $75.4M |
| Q4 25 | — | 43.4% | ||
| Q3 25 | — | 46.4% | ||
| Q2 25 | — | 46.7% | ||
| Q1 25 | — | 46.8% | ||
| Q4 24 | — | 44.0% | ||
| Q3 24 | — | 46.8% | ||
| Q2 24 | — | 46.7% | ||
| Q1 24 | — | 46.1% |
| Q4 25 | 22.2% | 13.9% | ||
| Q3 25 | 7.6% | 22.6% | ||
| Q2 25 | 12.0% | 22.2% | ||
| Q1 25 | 5.9% | 19.0% | ||
| Q4 24 | 11.7% | 14.8% | ||
| Q3 24 | 18.7% | 21.3% | ||
| Q2 24 | 28.4% | 22.1% | ||
| Q1 24 | 24.7% | 18.1% |
| Q4 25 | 6.3% | 10.4% | ||
| Q3 25 | 0.9% | 17.2% | ||
| Q2 25 | 2.5% | 16.4% | ||
| Q1 25 | 1.1% | 14.5% | ||
| Q4 24 | 3.3% | 10.7% | ||
| Q3 24 | 5.0% | 15.9% | ||
| Q2 24 | 6.2% | 16.4% | ||
| Q1 24 | 4.9% | 14.2% |
| Q4 25 | $0.07 | $1.34 | ||
| Q3 25 | $0.01 | $2.58 | ||
| Q2 25 | $0.02 | $2.47 | ||
| Q1 25 | $0.00 | $1.85 | ||
| Q4 24 | $0.06 | $1.31 | ||
| Q3 24 | $0.04 | $2.21 | ||
| Q2 24 | $0.06 | $2.31 | ||
| Q1 24 | $0.04 | $1.77 |
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 | $384.1M |
| Total DebtLower is stronger | $3.3B | $300.0M |
| Stockholders' EquityBook value | $2.2B | $2.0B |
| Total Assets | $12.5B | $3.1B |
| Debt / EquityLower = less leverage | 1.51× | 0.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $194.5M | $384.1M | ||
| Q3 25 | $137.3M | $297.3M | ||
| Q2 25 | $117.6M | $190.4M | ||
| Q1 25 | $97.6M | $150.3M | ||
| Q4 24 | $152.1M | $239.4M | ||
| Q3 24 | $115.9M | $339.4M | ||
| Q2 24 | $436.8M | $354.9M | ||
| Q1 24 | $155.8M | $369.1M |
| Q4 25 | $3.3B | $300.0M | ||
| Q3 25 | $3.2B | $371.3M | ||
| Q2 25 | $3.2B | $376.9M | ||
| Q1 25 | $3.2B | $382.5M | ||
| Q4 24 | $2.6B | $388.1M | ||
| Q3 24 | $2.5B | $393.8M | ||
| Q2 24 | $2.5B | $399.4M | ||
| Q1 24 | $2.1B | $405.0M |
| Q4 25 | $2.2B | $2.0B | ||
| Q3 25 | $2.3B | $2.0B | ||
| Q2 25 | $2.4B | $1.9B | ||
| Q1 25 | $2.3B | $1.9B | ||
| Q4 24 | $2.1B | $1.8B | ||
| Q3 24 | $2.0B | $1.9B | ||
| Q2 24 | $1.7B | $1.8B | ||
| Q1 24 | $1.6B | $1.7B |
| Q4 25 | $12.5B | $3.1B | ||
| Q3 25 | $12.5B | $3.0B | ||
| Q2 25 | $12.3B | $3.0B | ||
| Q1 25 | $12.3B | $2.8B | ||
| Q4 24 | $11.0B | $2.7B | ||
| Q3 24 | $10.8B | $2.9B | ||
| Q2 24 | $9.7B | $2.8B | ||
| Q1 24 | $9.0B | $2.7B |
| Q4 25 | 1.51× | 0.15× | ||
| Q3 25 | 1.41× | 0.19× | ||
| Q2 25 | 1.38× | 0.20× | ||
| Q1 25 | 1.37× | 0.21× | ||
| Q4 24 | 1.22× | 0.21× | ||
| Q3 24 | 1.27× | 0.21× | ||
| Q2 24 | 1.41× | 0.23× | ||
| Q1 24 | 1.26× | 0.23× |
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 | $155.7M |
| Free Cash FlowOCF − Capex | $359.1M | $119.0M |
| FCF MarginFCF / Revenue | 47.5% | 22.1% |
| Capex IntensityCapex / Revenue | 3.1% | 6.8% |
| Cash ConversionOCF / Net Profit | 8.03× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | $297.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $382.9M | $155.7M | ||
| Q3 25 | $433.1M | $170.2M | ||
| Q2 25 | $422.5M | $125.2M | ||
| Q1 25 | $17.6M | $7.6M | ||
| Q4 24 | $324.0M | $115.8M | ||
| Q3 24 | $326.0M | $103.3M | ||
| Q2 24 | $302.3M | $111.1M | ||
| Q1 24 | $47.2M | $7.9M |
| Q4 25 | $359.1M | $119.0M | ||
| Q3 25 | $422.5M | $133.9M | ||
| Q2 25 | $412.5M | $87.3M | ||
| Q1 25 | $4.2M | $-42.6M | ||
| Q4 24 | $310.1M | $60.3M | ||
| Q3 24 | $314.8M | $58.1M | ||
| Q2 24 | $269.4M | $70.9M | ||
| Q1 24 | $41.1M | $-31.5M |
| Q4 25 | 47.5% | 22.1% | ||
| Q3 25 | 58.0% | 21.5% | ||
| Q2 25 | 58.7% | 13.8% | ||
| Q1 25 | 0.6% | -7.9% | ||
| Q4 24 | 49.1% | 11.7% | ||
| Q3 24 | 52.4% | 9.9% | ||
| Q2 24 | 49.0% | 11.9% | ||
| Q1 24 | 8.0% | -5.9% |
| Q4 25 | 3.1% | 6.8% | ||
| Q3 25 | 1.5% | 5.8% | ||
| Q2 25 | 1.4% | 6.0% | ||
| Q1 25 | 2.0% | 9.3% | ||
| Q4 24 | 2.2% | 10.7% | ||
| Q3 24 | 1.9% | 7.7% | ||
| Q2 24 | 6.0% | 6.7% | ||
| Q1 24 | 1.2% | 7.4% |
| Q4 25 | 8.03× | 2.77× | ||
| Q3 25 | 68.64× | 1.58× | ||
| Q2 25 | 24.25× | 1.21× | ||
| Q1 25 | 2.37× | 0.10× | ||
| Q4 24 | 15.62× | 2.09× | ||
| Q3 24 | 10.94× | 1.10× | ||
| Q2 24 | 8.91× | 1.14× | ||
| Q1 24 | 1.88× | 0.11× |
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% |
SSD
| Wood Construction | $352.0M | 65% |
| Other | $122.4M | 23% |
| Concrete Construction | $64.6M | 12% |
| Other Products | $318.0K | 0% |
