Invesco (NYSE:IVZ) Has Announced A Dividend Of $0.205
Jul 26
U.S. Asset Management Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies193
- 7D1.5%
- 3M11.1%
- 1Y31.9%
- YTDn/a
The Asset Management industry is up 1.5% in the last week, with Blackstone up 2.6%. In the last 12 months, the industry was up 32%. Earnings are forecast to grow by 18% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | US$767.0b | US$158.1b | US$29.5b | 19x | 26x | 4.9x |
| Sun, 23 Jun 2024 | US$718.4b | US$156.3b | US$29.1b | 19.8x | 24.7x | 4.6x |
| Tue, 21 May 2024 | US$750.5b | US$156.0b | US$29.1b | 21.7x | 25.8x | 4.8x |
| Thu, 18 Apr 2024 | US$700.6b | US$145.2b | US$27.3b | 18.8x | 25.7x | 4.8x |
| Sat, 16 Mar 2024 | US$715.2b | US$144.6b | US$27.0b | 18.3x | 26.5x | 4.9x |
| Mon, 12 Feb 2024 | US$704.7b | US$143.6b | US$26.7b | 18.4x | 26.4x | 4.9x |
| Wed, 10 Jan 2024 | US$741.6b | US$143.2b | US$30.7b | 28.2x | 24.2x | 5.2x |
| Fri, 08 Dec 2023 | US$687.6b | US$143.2b | US$30.7b | 28x | 22.4x | 4.8x |
| Sun, 05 Nov 2023 | US$634.1b | US$140.4b | US$29.9b | 28.2x | 21.2x | 4.5x |
| Tue, 03 Oct 2023 | US$643.5b | US$138.1b | US$28.1b | 28.8x | 22.9x | 4.7x |
| Thu, 31 Aug 2023 | US$705.4b | US$142.5b | US$32.2b | 28.7x | 21.9x | 4.9x |
| Sat, 29 Jul 2023 | US$673.5b | US$131.2b | US$24.7b | 33.5x | 27.2x | 5.1x |
| Mon, 26 Jun 2023 | US$623.6b | US$128.1b | US$23.5b | 33.4x | 26.5x | 4.9x |
| Wed, 24 May 2023 | US$612.6b | US$128.2b | US$23.8b | 33.5x | 25.8x | 4.8x |
| Fri, 21 Apr 2023 | US$658.0b | US$133.0b | US$26.1b | 28.6x | 25.2x | 4.9x |
| Sun, 19 Mar 2023 | US$635.3b | US$133.7b | US$26.2b | 29.5x | 24.3x | 4.8x |
| Tue, 14 Feb 2023 | US$726.7b | US$134.9b | US$27.0b | 29.3x | 26.9x | 5.4x |
| Thu, 12 Jan 2023 | US$698.0b | US$144.9b | US$35.3b | 28.9x | 19.8x | 4.8x |
| Sat, 10 Dec 2022 | US$664.7b | US$144.8b | US$35.3b | 28.8x | 18.8x | 4.6x |
| Mon, 07 Nov 2022 | US$671.9b | US$145.9b | US$35.9b | 26.1x | 18.7x | 4.6x |
| Wed, 05 Oct 2022 | US$648.0b | US$157.1b | US$41.1b | 26.4x | 15.8x | 4.1x |
| Fri, 02 Sep 2022 | US$681.2b | US$157.2b | US$41.1b | 26.3x | 16.6x | 4.3x |
| Sun, 31 Jul 2022 | US$718.9b | US$168.2b | US$45.6b | 33.2x | 15.8x | 4.3x |
| Tue, 28 Jun 2022 | US$693.5b | US$176.0b | US$49.5b | 32.4x | 14x | 3.9x |
| Thu, 26 May 2022 | US$732.3b | US$176.0b | US$49.3b | 32.8x | 14.9x | 4.2x |
| Sat, 23 Apr 2022 | US$799.2b | US$186.8b | US$54.3b | 42.2x | 14.7x | 4.3x |
| Mon, 21 Mar 2022 | US$882.4b | US$229.9b | US$46.8b | 23.8x | 18.9x | 3.8x |
| Wed, 16 Feb 2022 | US$919.8b | US$183.6b | US$46.0b | 13.8x | 20x | 5x |
| Fri, 14 Jan 2022 | US$964.1b | US$177.6b | US$44.0b | 14.7x | 21.9x | 5.4x |
| Sun, 12 Dec 2021 | US$994.4b | US$178.0b | US$42.4b | 14.2x | 23.5x | 5.6x |
| Tue, 09 Nov 2021 | US$1.1t | US$178.1b | US$40.0b | 14.7x | 26.4x | 5.9x |
| Thu, 07 Oct 2021 | US$896.9b | US$168.5b | US$36.3b | 13.9x | 24.7x | 5.3x |
| Sat, 04 Sep 2021 | US$803.7b | US$168.5b | US$36.8b | 12.4x | 21.9x | 4.8x |
| Mon, 02 Aug 2021 | US$763.6b | US$168.5b | US$35.8b | 12.3x | 21.3x | 4.5x |
Price to Earnings Ratio
21.3x
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 26.0x which is higher than its 3-year average PE of 22.1x.
- 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 6.2% per year over the last three years,
- Revenues have also declined 2.1% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Comparison
How does U.S. Asset Management compare with similar industries?
| US Market | -2.42% | |
| Financials | -0.93% | |
| Capital Markets | 1.00% | |
| Asset Management | 1.54% | |
| Diversified Capital Markets | 2.62% | |
| Investment Banking and Brokerage | 1.41% | |
| Financial Exchanges and Data | -0.17% | |
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$140.02 | 2.6% +US$2.8b | 35.6% | PE53.9x | |
| AMP Ameriprise Financial | US$441.67 | 5.7% +US$1.9b | 26.7% | PE14.2x | |
| KKR KKR | US$116.71 | 1.6% +US$1.6b | 97.4% | PE25.6x | |
| BLK BlackRock | US$836.54 | 0.9% +US$1.1b | 14.7% | PE20.5x | |
| BK Bank of New York Mellon | US$64.81 | 2.1% +US$981.5m | 43.6% | PE14.9x |
