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U.S. Asset Management Industry Analysis
UpdatedJan 30, 2025
DataAggregated Company Financials
Companies223
- 7D1.9%
- 3M11.0%
- 1Y47.6%
- YTDn/a
In the last week, the Asset Management industry is up 1.9%, with BlackRock up 4.6%. Meanwhile, DigitalBridge Group actually underperformed within the industry, shrinking 8.6% in the last week. In the last 12 months, the industry was up 48%. As for the next few years, earnings are expected to grow by 15% 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, 30 Jan 2025 | US$1.1t | US$203.5b | US$38.4b | 17.8x | 28.6x | 5.4x |
| Sat, 28 Dec 2024 | US$959.0b | US$168.6b | US$29.5b | 19.7x | 32.5x | 5.7x |
| Mon, 25 Nov 2024 | US$998.1b | US$168.7b | US$29.5b | 18.5x | 33.8x | 5.9x |
| Wed, 23 Oct 2024 | US$918.3b | US$162.6b | US$30.6b | 20.4x | 30x | 5.6x |
| Fri, 20 Sep 2024 | US$826.9b | US$158.6b | US$29.4b | 20.4x | 28.1x | 5.2x |
| Sun, 18 Aug 2024 | US$770.8b | US$159.4b | US$29.6b | 19.1x | 26x | 4.8x |
| Tue, 16 Jul 2024 | US$750.4b | US$156.3b | US$29.0b | 19.8x | 25.8x | 4.8x |
| Thu, 13 Jun 2024 | US$704.7b | US$156.2b | US$29.1b | 19.2x | 24.2x | 4.5x |
| Sat, 11 May 2024 | US$731.1b | US$156.0b | US$29.1b | 19.7x | 25.2x | 4.7x |
| Mon, 08 Apr 2024 | US$735.9b | US$144.6b | US$27.0b | 20x | 27.2x | 5.1x |
| Wed, 06 Mar 2024 | US$713.9b | US$144.6b | US$27.0b | 17.9x | 26.4x | 4.9x |
| Fri, 02 Feb 2024 | US$754.3b | US$143.3b | US$28.8b | 28.4x | 26.2x | 5.3x |
| Sun, 31 Dec 2023 | US$760.5b | US$143.2b | US$30.7b | 28.2x | 24.8x | 5.3x |
| Tue, 28 Nov 2023 | US$670.1b | US$143.2b | US$30.7b | 28.2x | 21.9x | 4.7x |
| Thu, 26 Oct 2023 | US$596.5b | US$139.7b | US$29.1b | 28.2x | 20.5x | 4.3x |
| Sat, 23 Sep 2023 | US$653.6b | US$138.7b | US$28.1b | 28.7x | 23.2x | 4.7x |
| Mon, 21 Aug 2023 | US$638.8b | US$138.1b | US$28.2b | 29.3x | 22.6x | 4.6x |
| Wed, 19 Jul 2023 | US$683.1b | US$128.2b | US$23.8b | 33.3x | 28.7x | 5.3x |
| Fri, 16 Jun 2023 | US$641.9b | US$128.1b | US$23.6b | 33.4x | 27.2x | 5x |
| Sun, 14 May 2023 | US$605.9b | US$129.7b | US$24.0b | 29.2x | 25.2x | 4.7x |
| Tue, 11 Apr 2023 | US$640.6b | US$133.3b | US$26.2b | 31.4x | 24.5x | 4.8x |
| Thu, 09 Mar 2023 | US$695.8b | US$133.6b | US$26.2b | 29.1x | 26.6x | 5.2x |
| Sat, 04 Feb 2023 | US$742.9b | US$138.9b | US$27.5b | 29.3x | 27x | 5.3x |
| Mon, 02 Jan 2023 | US$651.9b | US$144.9b | US$35.3b | 28.9x | 18.5x | 4.5x |
| Wed, 30 Nov 2022 | US$682.1b | US$144.8b | US$35.3b | 28.7x | 19.3x | 4.7x |
| Fri, 28 Oct 2022 | US$665.3b | US$151.2b | US$38.0b | 26.6x | 17.5x | 4.4x |
| Sun, 25 Sep 2022 | US$628.9b | US$157.1b | US$41.1b | 26.4x | 15.3x | 4x |
| Tue, 23 Aug 2022 | US$710.2b | US$157.2b | US$41.1b | 26.6x | 17.3x | 4.5x |
| Thu, 21 Jul 2022 | US$693.5b | US$175.7b | US$49.1b | 32.7x | 14.1x | 3.9x |
| Sat, 18 Jun 2022 | US$661.7b | US$176.0b | US$49.1b | 31.6x | 13.5x | 3.8x |
| Mon, 16 May 2022 | US$725.2b | US$176.0b | US$49.4b | 38.1x | 14.7x | 4.1x |
| Wed, 13 Apr 2022 | US$805.5b | US$180.9b | US$52.6b | 41.2x | 15.3x | 4.5x |
| Fri, 11 Mar 2022 | US$884.1b | US$191.2b | US$47.3b | 16.2x | 18.7x | 4.6x |
| Sun, 06 Feb 2022 | US$949.0b | US$181.6b | US$45.5b | 14.2x | 20.8x | 5.2x |
Price to Earnings Ratio
20.8x
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 28.6x which is higher than its 3-year average PE of 23.1x.
- The 3-year average PS ratio of 4.8x is lower than the industry's current PS ratio of 5.4x.
Past Earnings Growth
- The earnings for companies in the Asset Management and Custody Banks industry have declined 5.6% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.9% per year.
- This means that although more sales are being generated, 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 | -0.77% | |
| Financials | 1.60% | |
| Capital Markets | 1.40% | |
| Asset Management | 1.87% | |
| Investment Banking and Brokerage | 1.38% | |
| Financial Exchanges and Data | 0.61% | |
| Diversified Capital Markets | 0.20% | |
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 | |
|---|---|---|---|---|---|
| BLK BlackRock | US$1.05k | 4.6% +US$7.2b | 35.9% | PE25.6x | |
| KKR KKR | US$166.30 | 3.0% +US$4.3b | 92.1% | PE49.4x | |
| BX Blackstone | US$185.38 | 1.4% +US$2.0b | 49.0% | PE64x | |
| AMP Ameriprise Financial | US$575.13 | 2.4% +US$1.3b | 48.7% | PE20.6x | |
| APO Apollo Global Management | US$171.10 | 1.3% +US$1.2b | 70.4% | PE17.4x |
