|Symbol||Name||Price(Change)||Market Cap||Price / Earning Ratio||EV/EBITDA|
|TROW||T. Rowe Price Group, Inc||
|NTRS||Northern Trust Corporation||
|CG||The Carlyle Group Inc||
|ARCC||Ares Capital Corporation||
|SEIC||SEI Investments Company||
|HLNE||Hamilton Lane Incorporated||
|PSEC||Prospect Capital Corporation||
|GCMG||GCM Grosvenor Inc||
|VRTS||Virtus Investment Partners, In..||
|VCTR||Victory Capital Holdings, Inc||
|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)||12.74%||87%||B+||83%||B|
|Risk Adjusted Return||98.37%||94%||A||92%||A-|
|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’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.
The stock is trading low compared to its peers on a price to earning 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 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 better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.
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 earnings growth in the previous 5 years compared to its sector