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DCF Valuation
Base-case fair value
$66.73
Intrinsic $88.98 · 25% MOS
Current price: $9.49
Base-case summary
Our base-case DCF for Blue Owl Capital Inc. (OWL) projects 10 years of free cash flow growth at 20.0% for years 1–5 and 10.0% for years 6–10, anchored to 35.9% historical FCF growth, then applies a 2.5% perpetual growth rate and a 8.0% discount rate. Starting from $1.3B in trailing free cash flow, this produces an intrinsic value of $88.98 per share. A 25% safety margin gives a fair value of $66.73, suggesting the stock is currently 603% undervalued against the $9.49 market price.
See 3 scenarios side by side
Conservative, Base, and Optimistic fair values, plus the sensitivity matrix and FCF history. Free account.
Model inputs
TTM Free Cash Flow
$1.3B
Cash & equivalents
$190M
Total debt
$4.4B
Shares outstanding
681M