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Side-by-side financial comparison of BLUE OWL CAPITAL INC. (OWL) and Savers Value Village, Inc. (SVV). 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 $426.9M, roughly 1.8× Savers Value Village, Inc.). BLUE OWL CAPITAL INC. runs the higher net margin — 6.3% vs -3.3%, a 9.6% gap on every dollar of revenue. On growth, BLUE OWL CAPITAL INC. posted the faster year-over-year revenue change (19.7% vs 8.1%). BLUE OWL CAPITAL INC. produced more free cash flow last quarter ($359.1M vs $-6.3M). Over the past eight quarters, BLUE OWL CAPITAL INC.'s revenue compounded faster (21.3% CAGR vs 4.3%).
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.
Value Village Stores, Inc. was a Midwestern United States chain of retail stores aimed at the discount department-store market. Henry Horney, formerly of F.W. Woolworth Company founded a small, regional chain of discount stores located in the two states of Wisconsin and Illinois that opened in 1961 and operated into 1989. Horney also had a real estate company and often built small shopping malls adjoining the discount stores. The chain had no relation to the Savers Value Village chain of thri...
OWL vs SVV — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $755.6M | $426.9M |
| Net Profit | $47.7M | $-14.0M |
| Gross Margin | — | — |
| Operating Margin | 22.2% | 8.5% |
| Net Margin | 6.3% | -3.3% |
| Revenue YoY | 19.7% | 8.1% |
| Net Profit YoY | 129.8% | -164.6% |
| EPS (diluted) | $0.07 | $-0.09 |
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 | — | ||
| Q3 25 | $728.0M | $426.9M | ||
| Q2 25 | $703.1M | $417.2M | ||
| Q1 25 | $683.5M | $370.1M | ||
| Q4 24 | $631.4M | $402.0M | ||
| Q3 24 | $600.9M | $394.8M | ||
| Q2 24 | $549.8M | $386.7M | ||
| Q1 24 | $513.3M | $354.2M |
| Q4 25 | $47.7M | — | ||
| Q3 25 | $6.3M | $-14.0M | ||
| Q2 25 | $17.4M | $18.9M | ||
| Q1 25 | $7.4M | $-4.7M | ||
| Q4 24 | $20.7M | $-1.9M | ||
| Q3 24 | $29.8M | $21.7M | ||
| Q2 24 | $33.9M | $9.7M | ||
| Q1 24 | $25.1M | $-467.0K |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 25.6% | ||
| Q2 24 | — | 26.6% | ||
| Q1 24 | — | 24.2% |
| Q4 25 | 22.2% | — | ||
| Q3 25 | 7.6% | 8.5% | ||
| Q2 25 | 12.0% | 8.2% | ||
| Q1 25 | 5.9% | 2.8% | ||
| Q4 24 | 11.7% | 8.2% | ||
| Q3 24 | 18.7% | 12.3% | ||
| Q2 24 | 28.4% | 8.3% | ||
| Q1 24 | 24.7% | 4.6% |
| Q4 25 | 6.3% | — | ||
| Q3 25 | 0.9% | -3.3% | ||
| Q2 25 | 2.5% | 4.5% | ||
| Q1 25 | 1.1% | -1.3% | ||
| Q4 24 | 3.3% | -0.5% | ||
| Q3 24 | 5.0% | 5.5% | ||
| Q2 24 | 6.2% | 2.5% | ||
| Q1 24 | 4.9% | -0.1% |
| Q4 25 | $0.07 | — | ||
| Q3 25 | $0.01 | $-0.09 | ||
| Q2 25 | $0.02 | $0.12 | ||
| Q1 25 | $0.00 | $-0.03 | ||
| Q4 24 | $0.06 | $-0.02 | ||
| Q3 24 | $0.04 | $0.13 | ||
| Q2 24 | $0.06 | $0.06 | ||
| Q1 24 | $0.04 | $0.00 |
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 | $63.5M |
| Total DebtLower is stronger | $3.3B | $750.0M |
| Stockholders' EquityBook value | $2.2B | $414.6M |
| Total Assets | $12.5B | $2.0B |
| Debt / EquityLower = less leverage | 1.51× | 1.81× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $194.5M | — | ||
| Q3 25 | $137.3M | $63.5M | ||
| Q2 25 | $117.6M | $70.5M | ||
| Q1 25 | $97.6M | $73.0M | ||
| Q4 24 | $152.1M | $150.0M | ||
| Q3 24 | $115.9M | $137.7M | ||
| Q2 24 | $436.8M | $160.7M | ||
| Q1 24 | $155.8M | $102.2M |
| Q4 25 | $3.3B | — | ||
| Q3 25 | $3.2B | $750.0M | ||
| 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 | — | ||
| Q3 25 | $2.3B | $414.6M | ||
| Q2 25 | $2.4B | $423.5M | ||
| Q1 25 | $2.3B | $413.8M | ||
| Q4 24 | $2.1B | $421.7M | ||
| Q3 24 | $2.0B | $432.9M | ||
| Q2 24 | $1.7B | $419.5M | ||
| Q1 24 | $1.6B | $395.0M |
| Q4 25 | $12.5B | — | ||
| Q3 25 | $12.5B | $2.0B | ||
| Q2 25 | $12.3B | $1.9B | ||
| Q1 25 | $12.3B | $1.9B | ||
| Q4 24 | $11.0B | $1.9B | ||
| Q3 24 | $10.8B | $1.9B | ||
| Q2 24 | $9.7B | $1.9B | ||
| Q1 24 | $9.0B | $1.8B |
| Q4 25 | 1.51× | — | ||
| Q3 25 | 1.41× | 1.81× | ||
| 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 | $21.6M |
| Free Cash FlowOCF − Capex | $359.1M | $-6.3M |
| FCF MarginFCF / Revenue | 47.5% | -1.5% |
| Capex IntensityCapex / Revenue | 3.1% | 6.5% |
| Cash ConversionOCF / Net Profit | 8.03× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | $25.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $382.9M | — | ||
| Q3 25 | $433.1M | $21.6M | ||
| Q2 25 | $422.5M | $54.4M | ||
| Q1 25 | $17.6M | $419.0K | ||
| Q4 24 | $324.0M | $55.8M | ||
| Q3 24 | $326.0M | $23.9M | ||
| Q2 24 | $302.3M | $60.4M | ||
| Q1 24 | $47.2M | $-5.8M |
| Q4 25 | $359.1M | — | ||
| Q3 25 | $422.5M | $-6.3M | ||
| Q2 25 | $412.5M | $21.9M | ||
| Q1 25 | $4.2M | $-20.2M | ||
| Q4 24 | $310.1M | $30.1M | ||
| Q3 24 | $314.8M | $-3.0M | ||
| Q2 24 | $269.4M | $29.6M | ||
| Q1 24 | $41.1M | $-28.3M |
| Q4 25 | 47.5% | — | ||
| Q3 25 | 58.0% | -1.5% | ||
| Q2 25 | 58.7% | 5.2% | ||
| Q1 25 | 0.6% | -5.4% | ||
| Q4 24 | 49.1% | 7.5% | ||
| Q3 24 | 52.4% | -0.8% | ||
| Q2 24 | 49.0% | 7.6% | ||
| Q1 24 | 8.0% | -8.0% |
| Q4 25 | 3.1% | — | ||
| Q3 25 | 1.5% | 6.5% | ||
| Q2 25 | 1.4% | 7.8% | ||
| Q1 25 | 2.0% | 5.6% | ||
| Q4 24 | 2.2% | 6.4% | ||
| Q3 24 | 1.9% | 6.8% | ||
| Q2 24 | 6.0% | 8.0% | ||
| Q1 24 | 1.2% | 6.4% |
| Q4 25 | 8.03× | — | ||
| Q3 25 | 68.64× | — | ||
| Q2 25 | 24.25× | 2.88× | ||
| Q1 25 | 2.37× | — | ||
| Q4 24 | 15.62× | — | ||
| Q3 24 | 10.94× | 1.10× | ||
| Q2 24 | 8.91× | 6.22× | ||
| Q1 24 | 1.88× | — |
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% |
SVV
| Sales Channel Directly To Consumer | $408.3M | 96% |
| Sales Channel Through Intermediary | $18.6M | 4% |
