Both Blue Owl and Carlyle manage circa tens of billions USDs in private credit which makes them global leaders in private credit. Private credit is in a boom phase driven by light touch regulation and institutional capital inflow.
Blue Owl's market capitalization is 30 billion USDs, while Carlyle's market capitalization is 16.16 billion USD.
Blue Owl pays 3.58 % dividend yield, while Carlyle pas 3.10 % dividend yield. These are hefty dividends when compared to the average dividends on the Standard and Poor's 500 Index and generally available on the US and global stock markets.
Blue Owl and Carlyle are cash cows due to the nature of their business, especially the private credit and the private equity part, making significant profits and furnishing investors with large dividends.
Both Blue Owl and Carlyle are undervalued, according to Wolfteam Ltd.'s projections and estimates.
Blue Owl's intrinsic worth is 47 billion USD, while Carlyle's intrinsic worth is 32 billion USDs, according to Wolfteam Ltd.'s projections and estimates.
Both Blue Owl and Carlyle are very active in the booming private credit and private equity businesses achieving returns from those businesses often more than the average Standard and Poor's 500 return.
Due to their strategic positioning in private credit Blue Owl and Carlyle will continue to reap outsized profits and benefit handsomely their shareholders, in Wolfteam Ltd.'s view.
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