|Symbol||Name||Price(Change)||Market Cap||Price / Earning Ratio||EV/EBITDA|
|BAM||Brookfield Asset Management In..||
|BX||The Blackstone Group Inc||
|BK-PC||The Bank of New York Mellon Co..||
|BK||The Bank of New York Mellon Co..||
|STT||State Street Corporation||
|AMP||Ameriprise Financial, Inc||
|STT-PG||State Street Corporation||
|KKR||KKR & Co. Inc||
|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)||15.72%||N/A||N/A||51%||F|
|Risk Adjusted Return||71.80%||N/A||N/A||81%||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.
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 better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.
This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.