Values as of: 2024-12-24
COMMON STOCK | Asset Management |
Last Closing
USD 8.81Change
0.00 (0.00)%Market Cap
N/AVolume
0.48MAnalyst Target
USD 8.67
N/A
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| BX | Blackstone Group Inc |
+3.50 (+2.03%) |
USD 207.21B |
| BLK | BlackRock Inc |
+15.13 (+1.46%) |
USD 161.52B |
| KKR | KKR & Co LP |
+3.64 (+2.44%) |
USD 136.19B |
| APO | Apollo Global Management LLC C.. |
+3.22 (+1.88%) |
USD 100.63B |
| BN | Brookfield Corp |
+0.43 (+0.75%) |
USD 91.05B |
| ARES | Ares Management LP |
+2.06 (+1.15%) |
USD 55.11B |
| AMP | Ameriprise Financial Inc |
+4.55 (+0.85%) |
USD 54.48B |
| OWL | Blue Owl Capital Inc |
+0.42 (+1.78%) |
USD 36.40B |
| RJF | Raymond James Financial Inc. |
+1.47 (+0.94%) |
USD 33.34B |
| BAM | Brookfield Asset Management In.. |
+0.70 (+1.28%) |
USD 24.37B |
| Symbol | Name | Weight | Mer | Price(Change) | Market Cap |
|---|---|---|---|---|---|
| VPC | Virtus Private Credit ETF | 3.07 % | 0.00 % |
+0.17 (+0.77%) |
USD 0.05B |
| FLRT | Pacer Pacific Asset Float.. | 0.00 % | 1.10 % |
-0.03 (0.77%) |
USD 0.42B |
| 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 | -7.26% | 6% | D- | 21% | F | ||
| Dividend Return | 19.50% | 100% | F | 99% | N/A | ||
| Total Return | 12.24% | 53% | F | 58% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | -5.98% | 8% | B- | 23% | F | ||
| Dividend Return | 19.77% | 100% | F | 99% | N/A | ||
| Total Return | 13.79% | 56% | F | 63% | D | ||
| Trailing 5 Years | |||||||
| Capital Gain | -39.86% | 8% | B- | 14% | F | ||
| Dividend Return | 62.19% | 100% | F | 98% | N/A | ||
| Total Return | 22.32% | 66% | D+ | 50% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | 8.23% | 83% | B | 61% | D- | ||
| Dividend Return | 19.92% | 91% | A- | 79% | B- | ||
| Total Return | 11.69% | 99% | N/A | 99% | N/A | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 45.99% | 9% | A- | 21% | F | ||
| Risk Adjusted Return | 43.30% | 74% | C | 58% | F | ||
| Market Capitalization | N/A | N/A | N/A | N/A | 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.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
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 stock has shown top quartile earnings growth in the previous 5 years compared to its sector.
This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.
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.
This stock has shown below median dividend growth in the previous 5 years compared to its sector.
