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U.S. Asset Management Industry Analysis

UpdatedMay 26, 2022
DataAggregated Company Financials
Companies679
  • 7D3.0%
  • 3M-9.3%
  • 1Y-10.3%
  • YTD-18.6%

BlackRock is up 5.9%, leading the way for the Asset Management industry, which has gained 3.0%. During this same period, the Apollo Strategic Growth Capital underperformed, falling 20%. In contrast, the industry has lost 10% in the last 12 months. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Thu, 26 May 2022US$732.3bUS$176.0bUS$49.3b32.8x
Sat, 23 Apr 2022US$799.2bUS$186.8bUS$54.3b42.2x
Mon, 21 Mar 2022US$882.4bUS$229.9bUS$46.8b23.8x
Wed, 16 Feb 2022US$919.8bUS$183.6bUS$46.0b13.8x
Fri, 14 Jan 2022US$964.1bUS$177.6bUS$44.0b14.7x
Sun, 12 Dec 2021US$994.4bUS$178.0bUS$42.4b14.2x
Tue, 09 Nov 2021US$1.1tUS$178.1bUS$40.0b14.7x
Thu, 07 Oct 2021US$896.9bUS$168.5bUS$36.3b13.9x
Sat, 04 Sep 2021US$803.7bUS$168.5bUS$36.8b12.4x
Mon, 02 Aug 2021US$763.6bUS$168.5bUS$35.8b12.3x
Thu, 06 May 2021US$711.2bUS$152.9bUS$27.6b14.4x
Sun, 07 Feb 2021US$550.9bUS$120.2bUS$13.8b17.1x
Sat, 31 Oct 2020US$404.2bUS$112.4bUS$21.4b27.5x
Tue, 04 Aug 2020US$382.9bUS$105.9bUS$20.5b32.1x
Fri, 08 May 2020US$341.5bUS$104.1bUS$20.7b31.7x
Mon, 10 Feb 2020US$408.5bUS$120.2bUS$27.8b22.9x
Sun, 03 Nov 2019US$367.2bUS$111.1bUS$23.0b22.4x
Wed, 07 Aug 2019US$364.2bUS$111.6bUS$23.3b20.4x
Median PE Ratio

21.5x


Total Market Cap: US$324.5bTotal Earnings: US$23.6bTotal Revenue: US$111.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Asset Management Industry Median PE3Y Average 22x202020212022
Current Industry PE
  • Investors are optimistic on the industry, and appear confident in long-term growth rates.
  • The industry is trading at a PE ratio of 32.8x which is higher than its 3-year average PE of 22.0x.
Past Earnings Growth
  • The earnings for companies in the Asset Management and Custody Banks industry have grown 28% per year over the last three years.
  • Revenues for these companies have grown 17% 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 Market1.04%
Financials2.48%
Capital Markets3.27%
Asset Management3.01%
Financial Exchanges and Data4.36%
Investment Banking and Brokerage2.95%
Diversified Capital Markets-16.56%
Industry PEThere is insufficient data on the sub-industries of this industry.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
BLK BlackRockUS$626.605.9%
+US$5.3b
-28.5%PS15.5x
BX BlackstoneUS$111.057.3%
+US$5.3b
20.5%PS14.6x
BK Bank of New York MellonUS$44.723.3%
+US$1.2b
-13.3%PS10.7x
NTRS Northern TrustUS$107.564.6%
+US$987.7m
-11.1%PS14.9x
STT State StreetUS$69.303.5%
+US$855.4m
-19.7%PS9.5x
Simply Wall St
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Latest News

KKR

US$50.60

KKR

7D

-0.3%

1Y

-8.9%

PX

US$11.22

P10

7D

-2.5%

1Y

n/a