vs
Side-by-side financial comparison of BLUE OWL CAPITAL INC. (OWL) and Verisign (VRSN). 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 $425.3M, roughly 1.8× Verisign). Verisign runs the higher net margin — 48.5% vs 6.3%, a 42.2% gap on every dollar of revenue. On growth, BLUE OWL CAPITAL INC. posted the faster year-over-year revenue change (19.7% vs 7.6%). BLUE OWL CAPITAL INC. produced more free cash flow last quarter ($359.1M vs $285.1M). Over the past eight quarters, BLUE OWL CAPITAL INC.'s revenue compounded faster (21.3% CAGR vs 5.2%).
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.
Verisign, Inc. is an American company based in Reston, Virginia, that operates a diverse array of network infrastructure, including two of the Internet's thirteen root nameservers, the authoritative registry for the .com, .net, and .name generic top-level domains and the .cc country-code top-level domains, and the back-end systems for the .jobs and .edu sponsored top-level domains.
OWL vs VRSN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $755.6M | $425.3M |
| Net Profit | $47.7M | $206.2M |
| Gross Margin | — | 88.5% |
| Operating Margin | 22.2% | 67.0% |
| Net Margin | 6.3% | 48.5% |
| Revenue YoY | 19.7% | 7.6% |
| Net Profit YoY | 129.8% | 7.7% |
| EPS (diluted) | $0.07 | — |
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 | $425.3M | ||
| Q3 25 | $728.0M | $419.1M | ||
| Q2 25 | $703.1M | $409.9M | ||
| Q1 25 | $683.5M | $402.3M | ||
| Q4 24 | $631.4M | $395.4M | ||
| Q3 24 | $600.9M | $390.6M | ||
| Q2 24 | $549.8M | $387.1M | ||
| Q1 24 | $513.3M | $384.3M |
| Q4 25 | $47.7M | $206.2M | ||
| Q3 25 | $6.3M | $212.8M | ||
| Q2 25 | $17.4M | $207.4M | ||
| Q1 25 | $7.4M | $199.3M | ||
| Q4 24 | $20.7M | $191.5M | ||
| Q3 24 | $29.8M | $201.3M | ||
| Q2 24 | $33.9M | $198.8M | ||
| Q1 24 | $25.1M | $194.1M |
| Q4 25 | — | 88.5% | ||
| Q3 25 | — | 88.4% | ||
| Q2 25 | — | 88.0% | ||
| Q1 25 | — | 87.7% | ||
| Q4 24 | — | 87.8% | ||
| Q3 24 | — | 88.0% | ||
| Q2 24 | — | 87.8% | ||
| Q1 24 | — | 87.2% |
| Q4 25 | 22.2% | 67.0% | ||
| Q3 25 | 7.6% | 67.8% | ||
| Q2 25 | 12.0% | 68.5% | ||
| Q1 25 | 5.9% | 67.4% | ||
| Q4 24 | 11.7% | 66.7% | ||
| Q3 24 | 18.7% | 68.9% | ||
| Q2 24 | 28.4% | 68.8% | ||
| Q1 24 | 24.7% | 67.4% |
| Q4 25 | 6.3% | 48.5% | ||
| Q3 25 | 0.9% | 50.8% | ||
| Q2 25 | 2.5% | 50.6% | ||
| Q1 25 | 1.1% | 49.5% | ||
| Q4 24 | 3.3% | 48.4% | ||
| Q3 24 | 5.0% | 51.5% | ||
| Q2 24 | 6.2% | 51.4% | ||
| Q1 24 | 4.9% | 50.5% |
| Q4 25 | $0.07 | — | ||
| Q3 25 | $0.01 | — | ||
| Q2 25 | $0.02 | — | ||
| Q1 25 | $0.00 | — | ||
| Q4 24 | $0.06 | — | ||
| Q3 24 | $0.04 | — | ||
| Q2 24 | $0.06 | — | ||
| Q1 24 | $0.04 | — |
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 | $580.5M |
| Total DebtLower is stronger | $3.3B | — |
| Stockholders' EquityBook value | $2.2B | $-2.2B |
| Total Assets | $12.5B | $1.3B |
| Debt / EquityLower = less leverage | 1.51× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $194.5M | $580.5M | ||
| Q3 25 | $137.3M | $617.7M | ||
| Q2 25 | $117.6M | $593.8M | ||
| Q1 25 | $97.6M | $648.5M | ||
| Q4 24 | $152.1M | $599.9M | ||
| Q3 24 | $115.9M | $644.9M | ||
| Q2 24 | $436.8M | $689.9M | ||
| Q1 24 | $155.8M | $924.7M |
| 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 | $-2.2B | ||
| Q3 25 | $2.3B | $-2.1B | ||
| Q2 25 | $2.4B | $-2.0B | ||
| Q1 25 | $2.3B | $-2.0B | ||
| Q4 24 | $2.1B | $-2.0B | ||
| Q3 24 | $2.0B | $-1.9B | ||
| Q2 24 | $1.7B | $-1.8B | ||
| Q1 24 | $1.6B | $-1.6B |
| Q4 25 | $12.5B | $1.3B | ||
| Q3 25 | $12.5B | $1.4B | ||
| Q2 25 | $12.3B | $1.4B | ||
| Q1 25 | $12.3B | $1.4B | ||
| Q4 24 | $11.0B | $1.4B | ||
| Q3 24 | $10.8B | $1.5B | ||
| Q2 24 | $9.7B | $1.5B | ||
| Q1 24 | $9.0B | $1.7B |
| 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 | $289.6M |
| Free Cash FlowOCF − Capex | $359.1M | $285.1M |
| FCF MarginFCF / Revenue | 47.5% | 67.0% |
| Capex IntensityCapex / Revenue | 3.1% | 1.1% |
| Cash ConversionOCF / Net Profit | 8.03× | 1.40× |
| TTM Free Cash FlowTrailing 4 quarters | $1.2B | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $382.9M | $289.6M | ||
| Q3 25 | $433.1M | $307.7M | ||
| Q2 25 | $422.5M | $202.5M | ||
| Q1 25 | $17.6M | $291.3M | ||
| Q4 24 | $324.0M | $231.5M | ||
| Q3 24 | $326.0M | $253.4M | ||
| Q2 24 | $302.3M | $160.4M | ||
| Q1 24 | $47.2M | $257.3M |
| Q4 25 | $359.1M | $285.1M | ||
| Q3 25 | $422.5M | $303.0M | ||
| Q2 25 | $412.5M | $194.7M | ||
| Q1 25 | $4.2M | $285.5M | ||
| Q4 24 | $310.1M | $222.0M | ||
| Q3 24 | $314.8M | $247.8M | ||
| Q2 24 | $269.4M | $151.2M | ||
| Q1 24 | $41.1M | $253.5M |
| Q4 25 | 47.5% | 67.0% | ||
| Q3 25 | 58.0% | 72.3% | ||
| Q2 25 | 58.7% | 47.5% | ||
| Q1 25 | 0.6% | 71.0% | ||
| Q4 24 | 49.1% | 56.1% | ||
| Q3 24 | 52.4% | 63.4% | ||
| Q2 24 | 49.0% | 39.1% | ||
| Q1 24 | 8.0% | 66.0% |
| Q4 25 | 3.1% | 1.1% | ||
| Q3 25 | 1.5% | 1.1% | ||
| Q2 25 | 1.4% | 1.9% | ||
| Q1 25 | 2.0% | 1.4% | ||
| Q4 24 | 2.2% | 2.4% | ||
| Q3 24 | 1.9% | 1.4% | ||
| Q2 24 | 6.0% | 2.4% | ||
| Q1 24 | 1.2% | 1.0% |
| Q4 25 | 8.03× | 1.40× | ||
| Q3 25 | 68.64× | 1.45× | ||
| Q2 25 | 24.25× | 0.98× | ||
| Q1 25 | 2.37× | 1.46× | ||
| Q4 24 | 15.62× | 1.21× | ||
| Q3 24 | 10.94× | 1.26× | ||
| Q2 24 | 8.91× | 0.81× | ||
| Q1 24 | 1.88× | 1.33× |
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% |
VRSN
Segment breakdown not available.
