Asset Management industry stocks

The Asset Management industry has 121 US-listed companies on stockrow and is part of the Financial sector, with a combined market value of $1.10T. BlackRock (BLK) is the largest at $190.2B, followed by Blackstone Inc. and KKR & Co. Inc.. The median Asset Management stock trades at 13.4× trailing earnings, below the market median of 17.9×, with a median net margin of 11.9% (market: 1.06%). Median revenue growth over the last twelve months is 7.26%. 95 of the 121 pay a dividend; the median yield among payers is 7.66%.

Asset Management medians

Metric Industry Market
P/E 13.4× 17.9×
P/S 3.0× 1.9×
P/B 0.9× 1.7×
Price to free cash flow 7.8× 14.1×
Earnings yield 4.67% 1.55%
Free cash flow yield 4.85% 0.93%
Gross margin 100.0% 45.1%
Operating margin 27.3% 0.00%
Net margin 11.9% 1.06%
Free cash flow margin 5.96% 0.00%
Return on equity 4.57% 0.51%
Return on assets 1.40% 0.00%
Return on invested capital 2.12% 0.00%
Revenue growth (TTM) 7.26% 7.58%
EPS growth (last fiscal year) −5.64% 14.0%
Revenue growth, 5-year CAGR 11.8% 8.99%
Net income growth, 5-year CAGR 0.00% 0.00%
Debt to equity 0.4× 0.1×
Current ratio 1.2× 1.6×
Net debt to EBITDA 1.1× 0.6×
Dividend yield 6.43% 2.20%
Payout ratio 0.9× 0.3×
Market cap $692.5M $676.4M

Today’s biggest moves

Up

11.80 0.34 +2.97%
9.78 0.10 +1.03%
24.14 0.22 +0.92%
10.82 0.06 +0.56%
91.66 0.04 +0.04%

Down

20.65 2.27 −9.90%
2.38 0.23 −8.81%
42.63 3.77 −8.12%
27.20 2.24 −7.61%
9.96 0.69 −6.48%

All 121 companies

Open in screener
Ticker Company Market cap Price 1D P/E Net margin Revenue growth Dividend yield
BLK BlackRock 190.21b 1,174.05 (4.11%) 26.34 24.22% 24.72% 1.91%
BX Blackstone Inc. 148.98b 120.52 (4.02%) 26.78 22.11% 22.11% 4.20%
KKR KKR & Co. Inc. 88.24b 98.58 (2.72%) 29.34 14.03% 31.14% 0.77%
BAM Brookfield Asset Management Ltd. 85.94b 52.66 (2.68%) 30.26 48.89% 31.85% 3.69%
APO Apollo Global Management Inc. 69.25b 117.64 (4.17%) — (3.22%) 12.19% 1.82%
STT State Street Corporation 44.96b 166.00 (4.27%) 13.32 14.79% 2.76% 2.07%
AMP Ameriprise Financial, Inc. 44.22b 509.64 (3.37%) 11.32 20.99% 10.03% 1.30%
ARES Ares Management Corporation 44.16b 133.80 (2.23%) 69.23 5.75% 7.61% 3.86%
RJF Raymond James Financial, Inc. 31.65b 165.15 (2.10%) 13.61 13.48% 10.22% 1.31%
NTRS Northern Trust Corporation 31.04b 171.79 (3.50%) 13.39 15.47% 6.50% 1.91%
PFG Principal Financial Group, Inc. 23.96b 112.95 (3.72%) 12.59 11.89% 5.24% 2.88%
TROW T. Rowe Price Group, Inc. 23.19b 108.87 (3.29%) 11.01 28.09% 6.91% 4.75%
PS Pershing Square Inc. 20.14b 49.94 (5.45%) — (67.64%) — —
TPG TPG Inc. 17.99b 47.03 (6.24%) 19.67 5.32% 18.76% 4.76%
BEN Franklin Resources Inc 16.37b 32.40 (4.34%) 22.04 8.14% 7.94% 4.07%
OWL Blue Owl Capital Inc. 15.49b 9.96 (6.48%) 71.14 3.08% 11.76% 9.14%
CRBG Corebridge Financial, Inc. 15.01b 34.19 (5.66%) 7.30 10.50% 13.86% 2.90%
CG Carlyle Group Inc. 14.24b 40.12 (6.15%) 39.72 10.08% (41.88%) 3.49%
EQH Equitable Holdings, Inc. 14.21b 52.94 (5.67%) 9.52 11.11% 8.69% 2.15%
ARCC Ares Capital Corporation 13.97b 19.38 (0.41%) 15.85 28.34% 2.29% 9.91%
SEIC SEI Investments Company 12.47b 105.17 (3.18%) 17.86 28.06% 12.78% 0.99%
IVZ Invesco Ltd. 11.90b 27.20 (7.61%) — (4.43%) 13.65% 3.13%
AMG Affiliated Managers Group, Inc. 9.06b 352.58 (3.27%) 11.31 37.71% 11.80% 0.01%
VCTR Victory Capital Holdings, Inc. 6.96b 112.79 (6.16%) 20.54 21.82% 36.90% 1.76%
BXSL Blackstone Secured Lending Fund 5.63b 24.14 0.92% 20.12 21.06% (6.71%) 12.76%
OBDC Blue Owl Capital Corporation 5.33b 10.82 0.56% 15.91 20.79% (8.90%) 12.75%
MAIN Main Street Capital Corporation 5.31b 57.18 (0.76%) 11.53 78.49% 3.00% 5.94%
STEP StepStone Group Inc. 5.17b 42.63 (8.12%) — (30.53%) 48.46% 4.03%
HASI HA Sustainable Infrastructure Capital, Inc. 5.10b 39.86 (1.29%) 60.39 18.61% 26.51% 4.25%
HLNE Hamilton Lane Inc. 5.03b 90.33 (4.91%) 10.58 32.40% 18.94% 2.52%
FHI Federated Hermes, Inc. 4.73b 64.02 (2.60%) 11.56 20.32% 13.16% 2.25%
OTF Blue Owl Technology Finance Corp. 4.37b 9.54 (2.55%) 12.23 27.11% 33.71% 14.68%
CNS Cohen & Steers Inc 3.77b 73.41 (3.04%) 22.38 28.16% 8.60% 3.58%
GBDC Golub Capital BDC, Inc. 3.35b 12.93 (1.15%) 19.89 21.45% (8.73%) 10.67%
AAMI Acadian Asset Management Inc. 3.26b 91.66 0.04% 26.24 17.02% 27.93% 0.34%
APAM Artisan Partners Asset Management Inc. 3.23b 39.79 (1.66%) 9.41 22.54% 8.70% 8.70%
FSK FS KKR Capital Corp. 3.22b 11.80 2.97% — (41.75%) (21.67%) 16.53%
AB AllianceBernstein Holding L.P. 3.21b 34.91 (1.10%) 10.33 0.00% — 10.00%
HTGC Hercules Capital, Inc. 3.10b 16.38 (1.50%) 8.49 62.84% 9.93% 4.88%
SII Sprott Inc. 2.89b 112.26 (0.43%) 27.51 26.36% 102.23% 1.43%
WT WisdomTree, Inc. 2.87b 19.03 (4.99%) 25.26 16.53% 45.17% 0.63%
ASST Strive, Inc. 2.62b 20.65 (9.90%) — (11,474.60%) 33.53% —
GCMG GCM Grosvenor Inc. 2.54b 12.53 (3.84%) 16.06 0.00% (22.39%) 3.83%
TSLX Sixth Street Specialty Lending, Inc. 1.70b 17.80 (0.06%) 19.43 19.80% (14.22%) 10.11%
TRIN Trinity Capital Inc. 1.68b 17.72 (1.23%) 9.58 0.00% 25.65% 12.47%
PAX Patria Investments Limited 1.57b 9.64 (1.23%) 21.91 13.35% 9.84% 6.48%
CSWC Capital Southwest Corporation 1.55b 23.27 (2.19%) 13.17 42.57% 13.88% 8.31%
MSDL Morgan Stanley Direct Lending Fund 1.19b 14.18 (1.66%) 283.60 1.34% (10.69%) 13.05%
OCSL Oaktree Specialty Lending Corp. 1.10b 12.53 (0.63%) 26.10 14.45% (12.55%) 11.17%
RPC Ridgepost Capital, Inc. 1.04b 9.78 1.03% 29.64 10.79% 8.16% 1.60%
GSBD Goldman Sachs BDC, Inc. 990.61m 8.83 (1.23%) 33.96 0.00% (15.41%) 15.63%
BBDC BARINGS BDC, INC. 915.14m 8.75 (1.80%) 10.29 34.18% (8.46%) 11.89%
BUR Burford Capital Limited 869.60m 3.96 (4.81%) — 115.02% (402.21%) 1.58%
MFIC MidCap Financial Investment Corporation 845.97m 10.29 (0.39%) — (26.23%) (13.64%) 12.73%
KBDC Kayne Anderson BDC, Inc. 841.32m 12.76 (1.85%) 15.19 0.00% 4.24% 12.54%
VRTS Virtus Investment Partners, Inc. 826.98m 124.69 (3.26%) 6.99 14.52% (7.16%) 7.74%
FDUS Fidus Investment Corporation 775.53m 19.52 (0.91%) 9.42 43.83% 18.47% 2.20%
CGBD Carlyle Secured Lending, Inc. 749.28m 10.85 (1.72%) 20.68 14.39% 4.60% 13.82%
PSEC Prospect Capital Corporation 739.34m 1.39 (3.47%) — (11.32%) (6.93%) 34.53%
BCSF Bain Capital Specialty Finance, Inc. 724.58m 11.17 (0.62%) 11.28 24.22% (6.95%) 11.28%
PFLT PennantPark Floating Rate Capital Ltd. 677.66m 6.82 (2.29%) 13.37 18.53% 9.33% 15.21%
NMFC New Mountain Finance Corporation 661.16m 7.00 (1.41%) — (57.29%) (63.56%) 16.29%
ACGP Associated Capital Group, Inc. 649.89m 31.45 0.00% 14.63 162.00% 131.64% 1.27%
SLRC SLR Investment Corp. 642.97m 11.99 (1.64%) 11.32 28.75% (8.08%) 12.01%
TIPT Tiptree Financial Inc. 639.99m 17.55 (2.23%) 1.60 0.00% (99.98%) 1.37%
GAIN Gladstone Investment Corporation 594.94m 14.93 (3.05%) 3.57 158.95% 9.32% 6.43%
NCDL Nuveen Churchill Direct Lending Corp. 585.87m 11.95 (1.97%) 13.83 23.98% (14.24%) 3.77%
VINP Vinci Compass Investments Ltd. 563.44m 8.52 (2.85%) 11.83 23.21% 36.21% 7.75%
NOAH Noah Holdings Ltd. 466.32m 6.94 (1.56%) 5.56 22.67% 8.07% 19.89%
GLAD Gladstone Capital Corporation 436.72m 19.34 (1.73%) 9.04 48.67% 11.29% 9.31%
ALTI AlTi Global, Inc. 371.14m 2.38 (8.81%) — (57.12%) 33.25% —
TCPC BLACKROCK TCP CAPITAL CORP. 358.27m 4.27 (2.29%) — 0.00% (26.09%) 17.80%
CCAP Crescent Capital BDC, Inc. 348.20m 9.43 (2.18%) — (2.03%) (14.62%) 16.12%
CION CION Investment Corporation 324.74m 6.61 (6.24%) — (18.23%) (17.76%) 20.57%
PSBD Palmer Square Capital BDC Inc. 303.14m 9.89 (1.00%) — 0.00% (14.85%) 10.92%
CYPH Cypherpunk Technologies Inc. 266.17m 2.47 (13.94%) — 0.00% 0.00% —
HRZN Horizon Technology Finance Corporation 265.46m 3.94 (2.23%) — 0.00% (1.07%) 18.78%
RWAY Runway Growth Finance Corp. 256.49m 6.17 (5.95%) 41.13 7.62% (2.83%) 21.39%
PNNT PennantPark Investment Corporation 212.87m 3.25 0.62% 20.94 9.66% (19.87%) 12.31%
LIEN Chicago Atlantic BDC, Inc. 207.44m 9.06 (1.52%) 6.52 52.82% 46.89% 15.01%
SCM Stellus Capital Investment Corporation 205.62m 7.22 (0.55%) 7.08 30.66% (5.52%) 17.72%
SAR Saratoga Investment Corp 200.72m 12.91 (7.12%) — (3.35%) (4.15%) 23.24%
TPVG TriplePoint Venture Growth BDC Corp. 181.56m 4.43 (5.14%) 4.71 26.50% (6.91%) 20.77%
WHF WhiteHorse Finance, Inc. 176.97m 8.25 (2.60%) 10.44 26.88% (19.92%) 12.12%
WHG Westwood Holdings Group Inc 175.46m 18.68 (2.91%) 21.98 7.00% 8.04% 3.21%
NSLR Neostellar Capital Corp. 148.25m 5.59 (8.06%) 1.47 0.00% (26.32%) 4.47%
AMBR Amber International Holding Limited - Sponsored ADR 143.49m 1.66 (9.78%) 291.23 (0.34%) 44.89% —
SAMG Silvercrest Asset Management Group Inc. 131.12m 10.97 0.18% 91.42 0.74% 1.22% 7.66%
EARN Ellington Credit Company 120.24m 3.14 (8.45%) 10.47 13.21% 17.19% 30.57%
HSDT Solana Company 117.22m 1.91 (9.05%) — (1,302.80%) 3,992.20% —
SPMC Sound Point Meridian Capital, Inc. 115.83m 6.20 0.00% — — — 41.61%
DFDV DeFi Development Corp. 103.41m 3.20 (14.21%) — (1,319.46%) 328.61% —
HNNA Hennessy Advisors, Inc. 83.15m 10.35 (1.71%) 9.95 24.78% (6.90%) 5.68%
PFX PhenixFIN Corporation 81.45m 41.37 (0.86%) 17.17 18.55% 5.10% 0.00%
BCIC BCP Investment Corporation 74.17m 5.92 (1.82%) — (5.72%) 27.34% 24.49%
GECC Great Elm Capital Group, Inc. 68.57m 4.92 (3.72%) — (49.20%) (10.41%) 23.78%
AFCG Advanced Flower Capital Inc. 67.19m 2.94 (7.84%) 2.83 16.02% 2.92% 5.10%
GEG Great Elm Group, Inc. 66.52m 2.15 (2.27%) — (160.19%) (12.05%) —
SDEV Stablecoin Development Corporation 65.55m 0.90 (7.22%) 0.08 (111.16%) 576.39% 0.00%
PDCC Pearl Diver Credit Company Inc. 60.82m 8.14 11.35% — — — 26.90%

Updated 5 November 2026