Asset managers

Companies

58

Combined market cap

$934B

Median PE

21.5×

Median revenue growth

+11.7%

Median net margin

15.0%

Company	Market cap	PE	P/S	Revenue growth	Net margin	Dividend yield
BLKBlackRockcaveat	$181.7B	n/m	6.4×	+25%	24.2%	2.00%
BXBlackstone	$88.6B	26.4×	5.5×	+17%	21.8%	4.43%
KKRKKR	$82B	29.1×	n/m	+31%	14.8%	0.83%
BAMBrookfield Asset Managementcaveat	$75.1B	n/m	13.1×	+32%	44.1%	4.14%
APOApollo Global Management	$66.6B	40.9×	n/m	+41%	5.2%	1.90%
STTState Street	$46.1B	14.8×	n/m	+12%	23.0%	2.05%
AMPAmeriprise Financial	$43.5B	11.9×	2.2×	+9%	19.9%	1.34%
ARESAres Management	$40.3B	54.7×	6.7×	+24%	10.6%	4.23%
NTRSNorthern Trust	$30.7B	14.4×	n/m	+15%	24.8%	1.95%
RJFRaymond James Financial	$30.3B	13.7×	1.8×	+8%	13.6%	1.37%
PFGPrincipal Financial	$23.2B	15.4×	1.5×	+4%	9.9%	2.99%
TROWT. Rowe Price	$22.2B	10.5×	2.9×	+7%	29.3%	4.96%
PSPershing Squarecaveat	$17.6B	n/m	n/m	n/m	n/m	n/m
TPGTPG	$17.2B	82.7×	3.4×	+30%	4.7%	n/m
BENFranklin Resourcescaveat	$15.8B	21.1×	1.7×	+8%	8.7%	n/m
OWLBlue OWL Capital	$14.6B	78.0×	4.9×	+14%	2.7%	n/m
CGCarlyle	$13.8B	40.2×	3.8×	−42%	10.1%	n/m
IVZInvesco	$12.4B	n/m	1.8×	+12%	−0.9%	n/m
AMGAffiliated Managers	$9.9B	13.6×	4.4×	+12%	37.7%	n/m
EVREvercore	$9.7B	14.2×	2.0×	+46%	15.7%	n/m
HLIHoulihan Lokey	$9.2B	22.0×	3.6×	+2%	16.1%	n/m
IDCCInterDigital	$8.4B	37.7×	10.7×	−12%	38.3%	n/m
MORNMorningstar	$8.4B	21.3×	3.3×	+9%	16.4%	n/m
VCTRVictory Capital	$6.6B	19.7×	4.2×	+52%	29.6%	n/m
DLBDolby Laboratories	$5.9B	26.7×	4.3×	+1%	16.7%	n/m
STEPStepStone	$5.1B	n/m	2.5×	+48%	−30.5%	n/m
HASIHA Sustainable Infrastructure Capital	$4.7B	67.3×	13.1×	+27%	24.1%	n/m
HLNEHamilton Lane INC	$4.5B	12.5×	5.3×	+24%	32.1%	n/m
MCMoelis	$4.3B	19.0×	n/m	n/m	n/m	n/m
FHIFederated Hermes	$4.2B	10.6×	2.2×	+15%	21.3%	n/m
LAZLazard	$4.1B	18.2×	1.2×	+6%	6.9%	n/m
CNSCohen & Steers	$3.7B	21.8×	6.3×	+7%	28.8%	n/m
PJTPJT Partnerscaveat	$3.6B	n/m	1.9×	+23%	10.6%	n/m
AAMIAcadian Asset Management	$3.3B	32.6×	4.9×	+24%	15.2%	n/m
ABAlliancebernstein	$3.3B	10.3×	n/m	n/m	n/m	n/m
APAMArtisan Partners Asset Management	$2.7B	8.1×	2.2×	+10%	24.1%	n/m
GCMGGCM Grosvenor	$2.5B	28.8×	4.4×	+7%	7.8%	n/m
LCLNLincoln Internationalcaveat	$2.4B	n/m	n/m	n/m	n/m	n/m
APPSDigital Turbine	$1.2B	n/m	2.0×	+19%	−5.8%	n/m
RPCRidgepost Capitalcaveat	$956.9M	36.2×	3.1×	+4%	8.7%	n/m
ABXAbacus Global Management	$811.7M	29.6×	3.0×	+65%	10.5%	n/m
VRTSVirtus Investment Partners	$790.2M	6.8×	1.0×	−7%	14.5%	n/m
ACTGAcacia Research	$410.8M	n/m	1.5×	+12%	−5.4%	n/m
VALUValue Linecaveat	$404.3M	n/m	12.3×	−5%	60.3%	n/m
ALTIAlTi Globalcaveat	$402.3M	n/m	1.5×	+29%	−40.9%	n/m
WHGWestwood	$178.9M	21.7×	1.8×	+5%	7.7%	n/m
RILYBRC	$162M	n/m	0.1×	+50%	35.9%	n/m
SAMGSilvercrest Asset Management	$119.9M	92.0×	1.0×	+1%	0.7%	n/m
JYNTJOINT	$101.9M	26.7×	1.7×	+9%	6.5%	n/m
HNNAHennessy Advisors	$80.5M	9.7×	2.4×	−7%	24.8%	n/m
VHCVirnetXcaveat	$44.2M	n/m	n/m	+128%	n/m	n/m
NTIPNETWORK-1 Technologiescaveat	$36.1M	n/m	n/m	n/m	n/m	n/m
MLCIMount Logan Capital	$35.9M	n/m	0.9×	−24%	n/m	n/m
RMCORoyalty Management	$33.8M	n/m	5.5×	+134%	−14.5%	n/m
GROWU S Global Investorscaveat	$32.3M	10.9×	3.1×	+21%	29.8%	n/m
REFRResearch Frontiers	$16.1M	n/m	24.6×	−46%	n/m	n/m
AMODAlpha Moduscaveat	$4.7M	n/m	n/m	n/m	n/m	n/m
XELBXCel Brandscaveat	$2.3M	n/m	0.5×	−21%	n/m	n/m

Valuation data, not investment advice. Each company's page has its story, charts, financials and peers.