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U.S. Asset Management Industry Analysis

UpdatedMay 30, 2023
DataAggregated Company Financials
Companies508
  • 7D-0.04%
  • 3M-7.9%
  • 1Y-10.5%
  • YTD0.09%

In the last week, Asset Management has been flat. Unfortunately though, the industry is down 10% over the past 12 months. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Asset Management Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 May 2023US$611.9bUS$128.1bUS$23.7b33.5x25.9x4.8x
Thu, 27 Apr 2023US$624.5bUS$129.2bUS$24.5b28.2x25.5x4.8x
Sat, 25 Mar 2023US$641.1bUS$133.4bUS$26.2b29.7x24.4x4.8x
Mon, 20 Feb 2023US$757.7bUS$145.5bUS$23.6b29x32.1x5.2x
Wed, 18 Jan 2023US$708.5bUS$144.1bUS$34.7b28.8x20.4x4.9x
Fri, 16 Dec 2022US$660.0bUS$144.8bUS$35.3b28.7x18.7x4.6x
Sun, 13 Nov 2022US$746.9bUS$144.8bUS$35.0b28.6x21.3x5.2x
Tue, 11 Oct 2022US$620.8bUS$157.1bUS$41.1b26.4x15.1x4x
Thu, 08 Sep 2022US$675.8bUS$157.2bUS$41.1b26.5x16.4x4.3x
Sat, 06 Aug 2022US$721.8bUS$167.3bUS$44.2b32.7x16.3x4.3x
Mon, 04 Jul 2022US$671.6bUS$176.0bUS$49.5b32.3x13.6x3.8x
Wed, 01 Jun 2022US$765.0bUS$176.0bUS$49.1b32.4x15.6x4.3x
Fri, 29 Apr 2022US$745.6bUS$181.4bUS$52.8b42.8x14.1x4.1x
Sun, 27 Mar 2022US$932.3bUS$245.3bUS$48.7b26.6x19.2x3.8x
Tue, 22 Feb 2022US$908.2bUS$183.7bUS$45.7b13.6x19.9x4.9x
Thu, 20 Jan 2022US$926.8bUS$183.3bUS$37.5b14x24.7x5.1x
Sat, 18 Dec 2021US$974.0bUS$178.1bUS$42.4b13.8x23x5.5x
Mon, 15 Nov 2021US$1.1tUS$177.9bUS$40.2b14.5x26.3x5.9x
Wed, 13 Oct 2021US$910.7bUS$168.5bUS$36.3b13.7x25.1x5.4x
Fri, 10 Sep 2021US$792.9bUS$169.9bUS$36.6b11.5x21.7x4.7x
Sun, 08 Aug 2021US$778.2bUS$168.5bUS$35.9b12.2x21.7x4.6x
Sat, 01 May 2021US$711.2bUS$152.9bUS$27.6b14.4x25.8x4.7x
Tue, 02 Feb 2021US$550.9bUS$120.2bUS$13.8b17.1x40x4.6x
Fri, 06 Nov 2020US$404.2bUS$112.4bUS$21.4b27.5x18.9x3.6x
Mon, 10 Aug 2020US$382.9bUS$105.9bUS$20.5b32.1x18.7x3.6x
Price to Earnings Ratio

17.2x


Total Market Cap: US$357.8bTotal Earnings: US$20.7bTotal Revenue: US$104.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Asset Management Industry Price to Earnings3Y Average 22.3x202120222023
Current Industry PE
  • Investors are optimistic on the American Asset Management and Custody Banks industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.9x which is higher than its 3-year average PE of 22.3x.
  • The industry is trading close to its 3-year average PS ratio of 4.5x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 4.5% per year over the last three years.
  • Revenues for these companies have grown 7.1% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Asset Management compare with similar industries?

US Market0.061%
Financials-1.60%
Capital Markets-0.21%
Asset Management-0.038%
Diversified Capital Markets4.29%
Investment Banking and Brokerage2.06%
Financial Exchanges and Data-3.06%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
BLK BlackRockUS$672.301.6%
+US$1.6b
0.5%PE20.6x
BX BlackstoneUS$85.702.4%
+US$1.4b
-27.2%PE98.1x
KKR KKRUS$51.683.1%
+US$1.3b
-5.7%PS7.2x
AMP Ameriprise FinancialUS$309.132.9%
+US$909.5m
11.9%PE15x
TROW T. Rowe Price GroupUS$106.630.6%
+US$137.0m
-16.1%PE17.4x
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Latest News

KKR

US$51.68

KKR

7D

3.1%

1Y

-5.7%

BX

US$85.70

Blackstone

7D

2.4%

1Y

-27.2%

IVZ

US$14.89

Invesco

7D

-1.1%

1Y

-23.0%

BLK

US$672.30

BlackRock

7D

1.6%

1Y

0.5%

NTRS

US$72.62

Northern Trust

7D

-0.5%

1Y

-35.0%

CNS

US$54.04

Cohen & Steers

7D

-3.2%

1Y

-29.1%

AMP

US$309.13

Ameriprise Financial

7D

2.9%

1Y

11.9%

ROC

US$8.16

ROC Energy Acquisition

7D

-22.7%

1Y

-18.0%

OWL

US$9.99

Blue Owl Capital

7D

-1.4%

1Y

-20.3%

BK

US$40.78

Bank of New York Mellon

7D

-0.9%

1Y

-12.5%

HTGC

US$14.44

Hercules Capital

7D

5.2%

1Y

2.6%

TROW

US$106.63

T. Rowe Price Group

7D

0.6%

1Y

-16.1%

PV

US$7.63

Primavera Capital Acquisition

7D

-22.7%

1Y

-21.9%