|Symbol||Name||Price(Change)||Market Cap||Price / Earning Ratio||EV/EBITDA|
|BAM||Brookfield Asset Management In..||
|BX||The Blackstone Group Inc||
|BK||The Bank of New York Mellon Co..||
|BK-PC||The Bank of New York Mellon Co..||
|KKR||KKR & Co. Inc||
|STT||State Street Corporation||
|AMP||Ameriprise Financial, Inc||
|STT-PG||State Street Corporation||
|STT-PD||State Street Corporation||
|Market Performance vs.
Industry/Classification (Asset Management)
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||23.63%||62%||D-||70%||C-|
|Risk Adjusted Return||68.58%||79%||C+||82%||B-|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|Target Price Action||Rating Action||Analyst||Rating||Price||Date|
This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.
The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.
The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.
The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.
This stock has shown below median revenue growth in the previous 5 years compared to its sector