Values as of: 2024-12-23
COMMON STOCK | Asset Management |
Last Closing
USD 25.11Change
-0.12 (-0.48)%Market Cap
USD 77.74BVolume
21.00Analyst Target
N/AVerdict
Verdict
Currency: EUR
Country : Germany
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| BBN1:F | Blackstone Group Inc |
+2.34 (+1.44%) |
USD 222.59B |
| KR51:F | KKR & Co LP |
+1.08 (+0.76%) |
USD 141.74B |
| BLQA:F | BlackRock Inc |
N/A |
USD 126.21B |
| N7I:F | APOLLO GL.M.NEW DL-00001 |
+0.95 (+0.58%) |
USD 93.77B |
| K7X:F | BROOKFIELD CORP. CL.A |
-0.20 (-0.37%) |
USD 88.09B |
| IVSD:F | INVESTOR B (FRIA) O.N. |
-0.25 (-0.96%) |
USD 77.73B |
| 0QN:F | Ares Management Corp Class A |
+5.34 (+3.26%) |
USD 52.54B |
| A4S:F | Ameriprise Financial Inc |
+2.80 (+0.55%) |
USD 50.76B |
| IGQ:F | 3I GROUP PLC ADR 1/2 |
N/A |
USD 41.71B |
| RJF:F | Raymond James Financial Inc |
+4.00 (+2.76%) |
USD 31.27B |
N/A
| 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 | 21.54% | 67% | D+ | 73% | C | ||
| Dividend Return | 23.23% | 86% | B+ | 75% | C | ||
| Total Return | 44.77% | 78% | C+ | 78% | C+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 20.72% | 65% | D | 71% | C- | ||
| Dividend Return | 23.08% | 85% | B | 75% | C | ||
| Total Return | 43.80% | 76% | C+ | 77% | C+ | ||
| 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 | 16.48% | 83% | B | 77% | C+ | ||
| Dividend Return | 22.82% | 85% | B | 77% | C+ | ||
| Total Return | 6.34% | 89% | A- | 76% | C+ | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 28.08% | 42% | F | 49% | F | ||
| Risk Adjusted Return | 81.27% | 92% | A | 88% | B+ | ||
| Market Capitalization | 77.74B | 98% | N/A | 97% | 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 company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.
The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.
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 free cash flow in the most recent four quarters.
The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.
