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U.S. Asset Management Industry Analysis
UpdatedApr 13, 2025
DataAggregated Company Financials
Companies217
- 7D5.8%
- 3M-16.9%
- 1Y5.1%
- YTDn/a
Over the last 7 days, the Asset Management industry has risen 5.8%, driven by gains in BlackRock and KKR of 6.8% and 9.3%, respectively. In the last 12 months, the industry was up 5.1%. Earnings are forecast to grow by 19% 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 |
|---|---|---|---|---|---|---|
| Sun, 13 Apr 2025 | US$749.6b | US$175.2b | US$34.8b | 29.3x | 21.5x | 4.3x |
| Tue, 11 Mar 2025 | US$835.5b | US$174.4b | US$34.6b | 17.5x | 24.1x | 4.8x |
| Thu, 06 Feb 2025 | US$953.0b | US$173.1b | US$33.5b | 18.4x | 28.4x | 5.5x |
| Sat, 04 Jan 2025 | US$938.5b | US$168.6b | US$29.5b | 19.3x | 31.8x | 5.6x |
| Mon, 02 Dec 2024 | US$993.7b | US$168.6b | US$29.5b | 19.5x | 33.7x | 5.9x |
| Wed, 30 Oct 2024 | US$916.8b | US$164.7b | US$29.7b | 20.8x | 30.9x | 5.6x |
| Fri, 27 Sep 2024 | US$836.2b | US$158.6b | US$29.4b | 20.3x | 28.4x | 5.3x |
| Sun, 25 Aug 2024 | US$763.6b | US$159.5b | US$29.6b | 18.9x | 25.8x | 4.8x |
| Tue, 23 Jul 2024 | US$768.3b | US$157.6b | US$29.5b | 19.4x | 26x | 4.9x |
| Thu, 20 Jun 2024 | US$717.4b | US$156.3b | US$29.1b | 19.7x | 24.7x | 4.6x |
| Sat, 18 May 2024 | US$751.6b | US$156.0b | US$29.1b | 21.2x | 25.8x | 4.8x |
| Mon, 15 Apr 2024 | US$713.7b | US$145.2b | US$27.4b | 19.2x | 26.1x | 4.9x |
| Wed, 13 Mar 2024 | US$770.0b | US$176.5b | US$31.9b | 18x | 24.2x | 4.4x |
| Fri, 09 Feb 2024 | US$694.5b | US$143.3b | US$26.5b | 18.1x | 26.2x | 4.8x |
| Sun, 07 Jan 2024 | US$740.7b | US$143.2b | US$30.7b | 28.2x | 24.1x | 5.2x |
| Tue, 05 Dec 2023 | US$696.4b | US$143.2b | US$30.7b | 28.2x | 22.7x | 4.9x |
| Thu, 02 Nov 2023 | US$597.2b | US$140.5b | US$29.6b | 28.4x | 20.1x | 4.3x |
| Sat, 30 Sep 2023 | US$646.5b | US$138.1b | US$28.1b | 28.8x | 23x | 4.7x |
| Mon, 28 Aug 2023 | US$637.8b | US$138.1b | US$28.2b | 28.8x | 22.7x | 4.6x |
| Wed, 26 Jul 2023 | US$689.0b | US$188.6b | US$24.6b | 33.5x | 28x | 3.7x |
| Fri, 23 Jun 2023 | US$636.3b | US$128.1b | US$23.5b | 33.6x | 27.1x | 5x |
| Sun, 21 May 2023 | US$613.6b | US$128.2b | US$23.8b | 33.1x | 25.7x | 4.8x |
| Tue, 18 Apr 2023 | US$653.2b | US$132.8b | US$25.9b | 29.5x | 25.2x | 4.9x |
| Thu, 16 Mar 2023 | US$643.6b | US$133.7b | US$26.2b | 29.5x | 24.6x | 4.8x |
| Sat, 11 Feb 2023 | US$716.2b | US$134.9b | US$27.0b | 29.3x | 26.5x | 5.3x |
| Mon, 09 Jan 2023 | US$676.3b | US$144.9b | US$35.3b | 28.7x | 19.1x | 4.7x |
| Wed, 07 Dec 2022 | US$666.0b | US$144.8b | US$35.3b | 28.7x | 18.9x | 4.6x |
| Fri, 04 Nov 2022 | US$669.2b | US$150.6b | US$37.2b | 26.5x | 18x | 4.4x |
| Sun, 02 Oct 2022 | US$611.6b | US$157.1b | US$41.1b | 26.4x | 14.9x | 3.9x |
| Tue, 30 Aug 2022 | US$690.7b | US$157.2b | US$41.1b | 26.4x | 16.8x | 4.4x |
| Thu, 28 Jul 2022 | US$682.4b | US$171.2b | US$47.7b | 33.2x | 14.3x | 4x |
| Sat, 25 Jun 2022 | US$682.2b | US$176.0b | US$49.2b | 31.1x | 13.9x | 3.9x |
| Mon, 23 May 2022 | US$722.4b | US$176.0b | US$49.3b | 34x | 14.6x | 4.1x |
| Wed, 20 Apr 2022 | US$798.0b | US$181.1b | US$53.0b | 42x | 15.1x | 4.4x |
Price to Earnings Ratio
15.1x
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 23.5x.
- The 3-year average PS ratio of 4.8x is higher than the industry's current PS ratio of 4.3x.
Past Earnings Growth
- The earnings for companies in the Asset Management and Custody Banks industry have declined 13% 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 | 5.42% | |
| Financials | 4.96% | |
| Capital Markets | 6.11% | |
| Asset Management | 5.77% | |
| Diversified Capital Markets | 12.82% | |
| Investment Banking and Brokerage | 9.07% | |
| Financial Exchanges and Data | 3.01% | |
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$878.78 | 6.8% +US$8.7b | 15.1% | PE21.6x | |
| KKR KKR | US$101.44 | 9.3% +US$7.7b | 4.3% | PE29.3x | |
| AMP Ameriprise Financial | US$468.77 | 11.0% +US$4.5b | 13.3% | PE13.2x | |
| ARES Ares Management | US$137.74 | 16.7% +US$4.1b | 4.9% | PE69.7x | |
| BK Bank of New York Mellon | US$77.67 | 5.9% +US$3.1b | 41.1% | PE12.3x |