Values as of: 2024-12-27
COMMON STOCK | Asset Management |
Last Closing
USD 146.96Change
+3.66 (+2.55)%Market Cap
USD 141.74BVolume
30.00Analyst Target
N/AVerdict
Verdict
Currency: EUR
Country : Germany
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| BBN1:F | Blackstone Group Inc |
N/A |
USD 210.89B |
| BLQA:F | BlackRock Inc |
N/A |
USD 126.21B |
| N7I:F | APOLLO GL.M.NEW DL-00001 |
N/A |
USD 96.43B |
| K7X:F | BROOKFIELD CORP. CL.A |
N/A |
USD 84.27B |
| IVS:F | INVESTOR A (FRIA) O.N. |
N/A |
USD 77.74B |
| IVSD:F | INVESTOR B (FRIA) O.N. |
N/A |
USD 77.73B |
| 0QN:F | Ares Management Corp Class A |
N/A |
USD 52.54B |
| A4S:F | Ameriprise Financial Inc |
N/A |
USD 50.76B |
| IGQ:F | 3I GROUP PLC ADR 1/2 |
N/A |
USD 41.71B |
| RJF:F | Raymond James Financial Inc |
N/A |
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 | 97.00% | 96% | N/A | 95% | A | ||
| Dividend Return | 0.92% | 5% | F | 6% | D- | ||
| Total Return | 97.92% | 94% | A | 88% | B+ | ||
| Trailing 12 Months | |||||||
| Capital Gain | 97.00% | 96% | N/A | 95% | A | ||
| Dividend Return | 0.92% | 5% | F | 6% | D- | ||
| Total Return | 97.92% | 94% | A | 88% | 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 | 32.76% | 95% | A | 90% | A- | ||
| Dividend Return | 32.97% | 91% | A- | 83% | B | ||
| Total Return | 0.21% | 6% | D- | 10% | F | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 48.98% | 14% | F | 23% | F | ||
| Risk Adjusted Return | 67.31% | 83% | B | 78% | C+ | ||
| Market Capitalization | 141.74B | 100% | F | 99% | 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.
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.
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 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 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.
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.
The company had negative total cash flow in the most recent four quarters.
The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.
