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U.S. Asset Management Industry Analysis
UpdatedNov 20, 2024
DataAggregated Company Financials
Companies206
- 7D-0.2%
- 3M23.9%
- 1Y60.6%
- YTDn/a
Over the last 7 days, the Asset Management industry has remained flat. The past year has been better, since the industry has gained 61% in that time. As for the next few years, earnings are expected to grow by 21% per annum.
Industry Valuation and Performance
Has the U.S. Asset Management Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | US$963.2b | US$168.7b | US$29.5b | 20.2x | 32.7x | 5.7x |
| Sat, 19 Oct 2024 | US$909.0b | US$162.5b | US$30.6b | 20.5x | 29.7x | 5.6x |
| Mon, 16 Sep 2024 | US$799.3b | US$158.6b | US$29.4b | 19.8x | 27.2x | 5x |
| Wed, 14 Aug 2024 | US$736.8b | US$159.3b | US$29.5b | 19.8x | 25x | 4.6x |
| Fri, 12 Jul 2024 | US$729.4b | US$156.2b | US$28.9b | 19.1x | 25.2x | 4.7x |
| Sun, 09 Jun 2024 | US$695.0b | US$156.2b | US$29.0b | 19.4x | 23.9x | 4.4x |
| Tue, 07 May 2024 | US$717.5b | US$156.1b | US$29.1b | 18.7x | 24.6x | 4.6x |
| Thu, 04 Apr 2024 | US$736.1b | US$144.6b | US$27.0b | 20.3x | 27.2x | 5.1x |
| Sat, 02 Mar 2024 | US$707.0b | US$144.6b | US$27.1b | 17.9x | 26.1x | 4.9x |
| Mon, 29 Jan 2024 | US$754.7b | US$143.2b | US$28.6b | 28.4x | 26.4x | 5.3x |
| Wed, 27 Dec 2023 | US$755.2b | US$143.2b | US$30.7b | 28.6x | 24.6x | 5.3x |
| Fri, 24 Nov 2023 | US$664.3b | US$143.2b | US$30.6b | 27.7x | 21.7x | 4.6x |
| Sun, 22 Oct 2023 | US$602.2b | US$139.7b | US$29.2b | 28.7x | 20.6x | 4.3x |
| Tue, 19 Sep 2023 | US$673.9b | US$138.7b | US$28.1b | 28.8x | 24x | 4.9x |
| Thu, 17 Aug 2023 | US$639.9b | US$138.1b | US$28.3b | 31.1x | 22.6x | 4.6x |
| Sat, 15 Jul 2023 | US$672.0b | US$128.3b | US$23.5b | 33.3x | 28.6x | 5.2x |
| Mon, 12 Jun 2023 | US$634.7b | US$128.1b | US$23.6b | 33.1x | 26.9x | 5x |
| Wed, 10 May 2023 | US$609.2b | US$128.1b | US$23.9b | 28.2x | 25.5x | 4.8x |
| Fri, 07 Apr 2023 | US$639.7b | US$133.3b | US$26.2b | 30.9x | 24.4x | 4.8x |
| Sun, 05 Mar 2023 | US$701.0b | US$133.6b | US$26.2b | 29x | 26.8x | 5.2x |
| Tue, 31 Jan 2023 | US$722.1b | US$139.5b | US$32.8b | 29.1x | 22x | 5.2x |
| Thu, 29 Dec 2022 | US$643.0b | US$144.9b | US$35.3b | 29x | 18.2x | 4.4x |
| Sat, 26 Nov 2022 | US$695.4b | US$144.8b | US$35.3b | 28.7x | 19.7x | 4.8x |
| Mon, 24 Oct 2022 | US$631.2b | US$151.2b | US$38.8b | 26.5x | 16.3x | 4.2x |
| Wed, 21 Sep 2022 | US$667.5b | US$157.1b | US$41.1b | 26.4x | 16.2x | 4.2x |
| Fri, 19 Aug 2022 | US$739.8b | US$157.2b | US$41.1b | 26.8x | 18x | 4.7x |
| Sun, 17 Jul 2022 | US$670.6b | US$176.2b | US$48.7b | 32.8x | 13.8x | 3.8x |
| Tue, 14 Jun 2022 | US$690.6b | US$176.0b | US$49.1b | 32.3x | 14.1x | 3.9x |
| Thu, 12 May 2022 | US$705.0b | US$176.0b | US$49.8b | 41.7x | 14.1x | 4x |
| Sat, 09 Apr 2022 | US$818.0b | US$180.8b | US$52.5b | 41.3x | 15.6x | 4.5x |
| Mon, 07 Mar 2022 | US$891.3b | US$191.2b | US$47.4b | 14.7x | 18.8x | 4.7x |
| Wed, 02 Feb 2022 | US$952.9b | US$181.1b | US$45.5b | 13.7x | 21x | 5.3x |
| Fri, 31 Dec 2021 | US$994.4b | US$178.1b | US$42.3b | 14.3x | 23.5x | 5.6x |
| Sun, 28 Nov 2021 | US$1.0t | US$178.0b | US$42.4b | 14x | 23.6x | 5.6x |
Price to Earnings Ratio
23.6x
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 32.7x which is higher than its 3-year average PE of 22.5x.
- The 3-year average PS ratio of 4.8x is lower than the industry's current PS ratio of 5.7x.
Past Earnings Growth
- The earnings for companies in the Asset Management and Custody Banks industry have declined 11% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Comparison
How does U.S. Asset Management compare with similar industries?
| US Market | -1.19% | |
| Financials | -0.27% | |
| Capital Markets | 0.17% | |
| Asset Management | -0.24% | |
| Financial Exchanges and Data | 0.53% | |
| Investment Banking and Brokerage | 0.38% | |
| Diversified Capital Markets | -1.98% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| BX Blackstone | US$185.03 | 1.9% +US$2.7b | 73.3% | PE63.9x | |
| ARES Ares Management | US$171.89 | 2.7% +US$896.3m | 58.0% | PE80.3x | |
| OWL Blue Owl Capital | US$23.47 | 4.5% +US$574.1m | 72.8% | PE124.8x | |
| DWAC Digital World Acquisition | US$49.95 | 40.4% +US$534.2m | 266.5% | PE-72.7x | |
| ALCC AltC Acquisition | US$18.23 | 42.3% +US$233.6m | 74.6% | PE76.2x |
