Values as of: 2024-05-04
COMMON STOCK | Asset Management |
Last Closing
USD 42.63Change
0.00 (0.00)%Market Cap
USD 64.60BVolume
3.87MAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| BX | Blackstone Group Inc |
N/A |
USD 146.15B |
| BLK | BlackRock Inc |
N/A |
USD 114.32B |
| KKR | KKR & Co LP |
N/A |
USD 100.08B |
| APO | Apollo Global Management LLC C.. |
N/A |
USD 65.93B |
| BK | Bank of New York Mellon |
N/A |
USD 43.39B |
| AMP | Ameriprise Financial Inc |
N/A |
USD 42.40B |
| ARES | Ares Management LP |
N/A |
USD 41.45B |
| OWL | Blue Owl Capital Inc |
N/A |
USD 23.90B |
| STT | State Street Corp |
N/A |
USD 21.43B |
| STT-PG | State Street Corporation |
N/A |
USD 18.49B |
| Market Performance vs. Industry/Classification (Asset Management) | Market Performance vs. Exchange | ||||||
| Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
| YTD | |||||||
| Capital Gain | 6.26% | 80% | B- | 70% | C- | ||
| Dividend Return | 0.20% | 4% | F | 9% | A- | ||
| Total Return | 6.46% | 70% | C- | 67% | D+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 35.89% | 96% | N/A | 86% | B+ | ||
| Dividend Return | 0.92% | 4% | F | 10% | F | ||
| Total Return | 36.82% | 93% | A | 85% | B | ||
| Trailing 5 Years | |||||||
| Capital Gain | N/A | N/A | N/A | N/A | N/A | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | N/A | N/A | N/A | N/A | N/A | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 6.24% | 89% | A- | 62% | D | ||
| Dividend Return | 6.36% | 71% | C- | 54% | F | ||
| Total Return | 0.12% | 1% | F | 3% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 11.72% | 83% | B | 77% | C+ | ||
| Risk Adjusted Return | 54.28% | 92% | A | 78% | C+ | ||
| Market Capitalization | 64.60B | 99% | N/A | 96% | N/A | ||
| Target Price Action | Rating Action | Analyst | Rating | Price | Date |
|---|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.
The company had positive total cash flow in the most recent four quarters.
The company had positive total free cash flow in the most recent four quarters.
The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.
The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.
The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.
The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.
The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
The stock is trading high compared to its peers median on a price to book value basis.
The stock is trading high compared to its peers on a price to earning basis and is above the sector median.
The company has under performed its peers on annual average total returns in the past 5 years.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
This stock has shown below median revenue growth in the previous 5 years compared to its sector
