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U.S. Asset Management Industry Analysis
UpdatedMay 28, 2025
DataAggregated Company Financials
Companies238
- 7D-1.4%
- 3M-4.3%
- 1Y17.6%
- YTDn/a
Over the last 7 days, the Asset Management industry has dropped 1.4%, driven by a pullback from Blackstone of 3.4%. In contrast, Carlyle Group has gained 5.2%. In the past year, the industry has gained 18%. 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, 29 May 2025 | US$845.1b | US$170.4b | US$33.7b | 34.7x | 25.1x | 5x |
| Sat, 26 Apr 2025 | US$790.8b | US$175.5b | US$34.1b | 32.4x | 23.2x | 4.5x |
| Mon, 24 Mar 2025 | US$837.7b | US$174.3b | US$34.6b | 24x | 24.2x | 4.8x |
| Wed, 19 Feb 2025 | US$1.0t | US$200.2b | US$38.7b | 18.8x | 26.3x | 5.1x |
| Fri, 17 Jan 2025 | US$946.3b | US$170.8b | US$31.0b | 17.9x | 30.6x | 5.5x |
| Sun, 15 Dec 2024 | US$980.9b | US$168.6b | US$29.5b | 20.3x | 33.2x | 5.8x |
| Tue, 12 Nov 2024 | US$946.6b | US$168.4b | US$29.6b | 20.5x | 32x | 5.6x |
| Thu, 10 Oct 2024 | US$842.0b | US$159.7b | US$29.9b | 19.8x | 28.1x | 5.3x |
| Sat, 07 Sep 2024 | US$758.2b | US$158.7b | US$29.4b | 18.9x | 25.8x | 4.8x |
| Mon, 05 Aug 2024 | US$730.5b | US$158.5b | US$29.4b | 19.8x | 24.9x | 4.6x |
| Wed, 03 Jul 2024 | US$712.1b | US$156.2b | US$28.9b | 19.9x | 24.6x | 4.6x |
| Fri, 31 May 2024 | US$710.8b | US$156.2b | US$29.1b | 21.2x | 24.5x | 4.5x |
| Sun, 28 Apr 2024 | US$716.4b | US$148.6b | US$28.8b | 18.6x | 24.9x | 4.8x |
| Tue, 26 Mar 2024 | US$735.2b | US$144.7b | US$27.0b | 18x | 27.3x | 5.1x |
| Thu, 22 Feb 2024 | US$699.5b | US$144.2b | US$26.9b | 18.8x | 26x | 4.9x |
| Sat, 20 Jan 2024 | US$737.7b | US$143.7b | US$30.1b | 28.2x | 24.5x | 5.1x |
| Mon, 18 Dec 2023 | US$752.9b | US$143.2b | US$30.7b | 28.2x | 24.6x | 5.3x |
| Wed, 15 Nov 2023 | US$634.2b | US$143.2b | US$30.9b | 28.2x | 20.6x | 4.4x |
| Fri, 13 Oct 2023 | US$644.6b | US$138.1b | US$28.1b | 28.7x | 22.9x | 4.7x |
| Sun, 10 Sep 2023 | US$578.7b | US$138.1b | US$28.1b | 28.8x | 20.6x | 4.2x |
| Tue, 08 Aug 2023 | US$680.1b | US$131.6b | US$25.3b | 33x | 26.9x | 5.2x |
| Thu, 06 Jul 2023 | US$645.5b | US$128.0b | US$23.5b | 34x | 27.5x | 5x |
| Sat, 03 Jun 2023 | US$624.8b | US$127.6b | US$23.5b | 33.1x | 26.6x | 4.9x |
| Mon, 01 May 2023 | US$638.9b | US$129.2b | US$24.2b | 28.2x | 26.4x | 4.9x |
| Wed, 29 Mar 2023 | US$644.1b | US$133.3b | US$26.2b | 29.5x | 24.5x | 4.8x |
| Fri, 24 Feb 2023 | US$698.5b | US$134.4b | US$26.5b | 28.9x | 26.3x | 5.2x |
| Sun, 22 Jan 2023 | US$701.6b | US$144.0b | US$34.4b | 28.9x | 20.4x | 4.9x |
| Tue, 20 Dec 2022 | US$645.5b | US$144.8b | US$35.3b | 28.8x | 18.3x | 4.5x |
| Thu, 17 Nov 2022 | US$707.0b | US$144.8b | US$34.9b | 28.8x | 20.2x | 4.9x |
| Sat, 15 Oct 2022 | US$612.2b | US$156.5b | US$40.9b | 26.5x | 15x | 3.9x |
| Mon, 12 Sep 2022 | US$707.0b | US$157.2b | US$41.1b | 26.3x | 17.2x | 4.5x |
| Wed, 10 Aug 2022 | US$709.7b | US$159.5b | US$42.2b | 33.3x | 16.8x | 4.5x |
| Fri, 08 Jul 2022 | US$680.9b | US$176.0b | US$49.5b | 32.3x | 13.8x | 3.9x |
| Sun, 05 Jun 2022 | US$765.5b | US$176.0b | US$49.1b | 32.7x | 15.6x | 4.3x |
Price to Earnings Ratio
15.6x
Current Industry PE
- Investors are relatively neutral on the American Asset Management and Custody Banks industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 23.9x.
- The industry is trading close to its 3-year average PS ratio of 4.8x.
Past Earnings Growth
- The earnings for companies in the Asset Management and Custody Banks industry have declined 12% 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 | -0.30% | |
| Financials | -0.87% | |
| Capital Markets | -0.37% | |
| Asset Management | -1.41% | |
| Diversified Capital Markets | 0.82% | |
| Financial Exchanges and Data | 0.44% | |
| Investment Banking and Brokerage | 0.046% | |
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 | |
|---|---|---|---|---|---|
| KKR KKR | US$121.04 | 2.8% +US$2.9b | 17.3% | PE49.1x | |
| ARES Ares Management | US$163.99 | 3.2% +US$1.1b | 15.3% | PE100.8x | |
| BX Blackstone | US$138.41 | 0.7% +US$711.2m | 19.2% | PE42.1x | |
| CG Carlyle Group | US$45.75 | 4.3% +US$685.7m | 9.6% | PE15.2x | |
| HLNE Hamilton Lane | US$175.49 | 8.5% +US$575.2m | 41.6% | PE34.1x |
