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 $1.05T. BlackRock (BLK) is the largest at $174.4B, followed by Blackstone Inc. and KKR & Co. Inc.. The median Asset Management stock trades at 14.6× trailing earnings, below the market median of 17.9×, with a median net margin of 13.5% (market: 0.55%). Median revenue growth over the last twelve months is 6.97%. 86 of the 121 pay a dividend; the median yield among payers is 7.18%.

Asset Management medians

Metric Industry Market
P/E 14.6× 17.9×
P/S 3.0× 2.0×
P/B 0.9× 1.8×
Price to free cash flow 8.9× 14.0×
EV/EBITDA 10.3× 11.0×
EV/Sales 5.7× 2.2×
Earnings yield 4.53% 1.18%
Free cash flow yield 4.65% 0.48%
Gross margin 100.0% 46.3%
Operating margin 33.0% 0.00%
Net margin 13.5% 0.55%
Free cash flow margin 12.4% 0.00%
Return on equity 4.83% 1.76%
Return on assets 1.57% 0.00%
Return on invested capital 3.04% 0.00%
Revenue growth (TTM) 6.97% 7.41%
Revenue growth, 5-year CAGR 12.1% 8.85%
Net income growth, 5-year CAGR 0.00% 0.00%
Debt to equity 0.4× 0.2×
Current ratio 1.3× 1.6×
Net debt to EBITDA 1.1× 0.6×
Dividend yield 6.92% 2.75%
Payout ratio 0.8× 0.0×
Market cap $721.3M $612.7M

Today’s biggest moves

Up

15.37 1.66 12.12%
13.04 0.41 3.25%
108.75 2.65 2.50%
53.84 1.23 2.34%
3.13 0.07 2.29%

Down

9.83 (0.47) (4.56%)
29.44 (0.54) (1.80%)
1.65 (0.03) (1.79%)
74.20 (0.95) (1.26%)
7.92 (0.08) (1.00%)

All 121 companies

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Ticker Company Market cap Price 1D P/E Net margin Revenue growth Dividend yield
BLK BlackRock 174.38b 1,086.31 1.20% 25.63 24.09% 26.54% 2.62%
BX Blackstone Inc. 145.37b 118.42 1.03% 26.49 21.84% 17.19% 3.34%
KKR KKR & Co. Inc. 86.42b 96.67 1.08% 28.77 14.03% 31.14% 0.73%
BAM Brookfield Asset Management Ltd. 72.97b 44.59 0.02% 25.63 48.89% 31.85% 3.73%
APO Apollo Global Management Inc. 71.28b 121.69 0.83% 43.46 4.95% 41.23% 1.76%
STT State Street Corporation 49.75b 181.34 0.14% 15.73 14.00% 2.00% 3.93%
AMP Ameriprise Financial, Inc. 42.85b 493.00 1.62% 11.73 20.24% 10.64% 1.46%
ARES Ares Management Corporation 39.67b 122.01 1.58% 55.97 8.94% 24.03% 2.72%
NTRS Northern Trust Corporation 31.93b 175.73 0.70% 15.01 14.36% 3.12% 3.93%
RJF Raymond James Financial, Inc. 30.54b 159.87 0.70% 13.66 13.53% 8.04% 1.62%
PFG Principal Financial Group, Inc. 24.44b 114.77 0.54% 16.07 9.93% 3.72% 3.35%
TROW T. Rowe Price Group, Inc. 22.24b 105.51 1.19% 10.57 28.59% 6.97% 4.58%
TPG TPG Inc. 16.78b 44.39 1.74% 37.62 4.67% 30.07% 2.87%
BEN Franklin Resources Inc 16.54b 33.02 1.44% 22.46 8.14% 7.94% 4.61%
CRBG Corebridge Financial, Inc. 15.20b 34.87 2.29% 20.39 4.43% 29.77% 11.53%
OWL Blue Owl Capital Inc. 14.53b 9.32 0.76% 77.67 2.71% 14.19% 3.48%
EQH Equitable Holdings, Inc. 14.36b 53.84 2.34% 0.00 (9.25%) (22.10%) —
CG Carlyle Group Inc. 14.05b 40.03 1.55% 39.63 10.08% (41.88%) 3.28%
ARCC Ares Capital Corporation 13.72b 19.20 0.42% 14.23 30.91% 3.16% 9.60%
IVZ Invesco Ltd. 13.55b 30.92 0.78% 0.00 (4.48%) 12.18% 5.33%
SEIC SEI Investments Company 12.58b 105.65 0.83% 18.22 28.85% 11.10% 1.41%
AMG Affiliated Managers Group, Inc. 9.59b 373.69 0.80% 11.99 37.71% 11.80% 0.03%
VCTR Victory Capital Holdings, Inc. 6.53b 108.75 2.50% 19.81 22.65% 51.50% 3.93%
MAAS Maase Inc. - Sponsored ADR 6.11b 15.37 12.12% 0.00 (34.28%) (3.60%) —
BXSL Blackstone Secured Lending Fund 5.77b 24.66 0.28% 19.42 21.53% (2.58%) 10.34%
OBDC Blue Owl Capital Corporation 5.36b 10.81 0.09% 19.30 16.99% (2.97%) 10.85%
STEP StepStone Group Inc. 5.26b 44.36 1.86% 0.00 (30.53%) 48.46% 2.50%
MAIN Main Street Capital Corporation 5.15b 55.10 0.62% 11.11 78.49% 3.00% 7.69%
HLNE Hamilton Lane Inc. 4.70b 86.21 1.02% 13.00 32.14% 24.01% 1.55%
OTF Blue Owl Technology Finance Corp. 4.70b 10.31 0.39% 12.89 28.70% 55.63% —
HASI HA Sustainable Infrastructure Capital, Inc. 4.66b 36.44 0.58% 55.11 18.61% 26.51% 6.73%
FHI Federated Hermes, Inc. 4.28b 57.82 0.77% 10.75 20.33% 15.02% 3.45%
CNS Cohen & Steers Inc 3.86b 74.20 (1.26%) 22.69 28.82% 7.42% 3.43%
WT WisdomTree, Inc. 3.63b 24.33 1.42% 43.45 13.15% 37.14% 1.73%
AAMI Acadian Asset Management Inc. 3.31b 93.88 0.60% 33.06 15.17% 24.21% 0.19%
AB AllianceBernstein Holding L.P. 3.30b 35.76 0.99% 10.58 0.00% — 9.24%
GBDC Golub Capital BDC, Inc. 3.22b 12.46 0.40% 19.17 21.45% (8.73%) 9.10%
SII Sprott Inc. 3.20b 124.34 0.08% 30.48 26.36% 102.23% 2.72%
HTGC Hercules Capital, Inc. 3.14b 16.97 1.01% 8.12 67.68% 12.34% 9.25%
FSK FS KKR Capital Corp. 3.05b 11.25 0.72% 0.00 (28.52%) (20.11%) 12.71%
DBRG DigitalBridge Group, Inc. 3.04b 15.98 0.00% 10.31 45.07% 242.82% 0.23%
ASST Strive, Inc. 2.96b 29.44 (1.80%) 0.00 (11,474.60%) 33.53% —
APAM Artisan Partners Asset Management Inc. 2.90b 36.16 1.06% 8.78 22.08% 9.78% 6.76%
GCMG GCM Grosvenor Inc. 2.56b 13.04 3.25% 16.72 0.00% (22.39%) 5.47%
TSLX Sixth Street Specialty Lending, Inc. 1.73b 18.14 (0.06%) 19.09 21.77% (13.78%) 8.60%
TRIN Trinity Capital Inc. 1.66b 17.66 0.97% 10.09 44.50% 25.65% 14.34%
PAX Patria Investments Limited 1.64b 10.24 0.89% 22.76 19.30% 2.40% 6.21%
CSWC Capital Southwest Corporation 1.47b 23.13 0.35% 12.23 46.17% 13.48% 10.32%
MSDL Morgan Stanley Direct Lending Fund 1.21b 14.29 (0.28%) 20.71 15.97% (9.57%) —
PSEC Prospect Capital Corporation 1.16b 2.19 0.46% 43.80 4.66% (11.12%) 12.39%
GSBD Goldman Sachs BDC, Inc. 1.07b 9.54 0.10% 18.35 17.19% (15.41%) 12.11%
OCSL Oaktree Specialty Lending Corp. 1.06b 12.10 0.17% 25.21 14.45% (12.55%) 11.15%
BBDC BARINGS BDC, INC. 902.57m 8.67 0.58% 10.45 32.73% (5.06%) 11.62%
VRTS Virtus Investment Partners, Inc. 859.76m 130.58 0.59% 7.32 14.52% (7.16%) 3.41%
KBDC Kayne Anderson BDC, Inc. 857.83m 13.04 0.62% 11.99 31.54% 4.24% —
RPC Ridgepost Capital, Inc. 815.78m 7.54 1.89% 29.00 8.75% 4.43% 1.40%
BUR Burford Capital Limited 797.09m 3.64 0.28% 0.00 111.95% (330.95%) 0.88%
CGBD Carlyle Secured Lending, Inc. 767.17m 11.25 0.90% 22.10 14.26% 10.71% 9.89%
FDUS Fidus Investment Corporation 759.22m 19.15 0.31% 9.16 45.36% 11.90% 8.57%
MFIC MidCap Financial Investment Corporation 731.06m 8.88 0.00% 0.00 (9.85%) (7.17%) 11.11%
BCSF Bain Capital Specialty Finance, Inc. 721.34m 11.08 (0.36%) 11.19 24.22% (6.95%) 10.72%
PFLT PennantPark Floating Rate Capital Ltd. 698.50m 6.99 (0.14%) 13.71 18.53% 9.33% 10.75%
NMFC New Mountain Finance Corporation 662.11m 6.98 (0.43%) 0.00 (41.05%) (60.64%) 10.01%
ACGP Associated Capital Group, Inc. 649.89m 33.45 1.35% 15.77 162.00% 131.64% 0.61%
SLRC SLR Investment Corp. 637.20m 11.74 0.51% 8.70 35.20% (5.79%) 10.13%
GAIN Gladstone Investment Corporation 623.21m 15.81 1.02% 3.78 158.95% 9.32% 6.59%
VINP Vinci Compass Investments Ltd. 607.99m 9.35 0.75% 12.99 23.21% 36.21% 7.43%
OIO ESGL Holdings Limited 584.33m 1.65 (1.79%) 0.00 0.00% — —
NCDL Nuveen Churchill Direct Lending Corp. 578.32m 11.70 (0.09%) 12.32 24.44% (14.44%) —
NOAH Noah Holdings Ltd. 538.32m 7.92 (1.00%) 6.34 22.67% 8.07% 5.11%
ALTI AlTi Global, Inc. 477.19m 3.13 2.29% 0.00 (40.86%) 33.25% —
GLAD Gladstone Capital Corporation 434.24m 19.36 0.73% 9.05 48.67% 11.29% 9.75%
CCAP Crescent Capital BDC, Inc. 352.98m 9.57 (0.10%) 0.00 (2.03%) (14.62%) 10.87%
CION CION Investment Corporation 350.82m 7.16 0.70% 119.67 1.17% 2.65% 12.13%
TCPC BLACKROCK TCP CAPITAL CORP. 335.61m 4.01 0.25% 0.00 (61.27%) (26.09%) 11.88%
PSBD Palmer Square Capital BDC Inc. 315.10m 9.83 (4.56%) 0.00 (26.72%) (14.85%) —
HRZN Horizon Technology Finance Corporation 309.03m 4.63 0.87% 11.58 5.27% (1.07%) 10.05%
RWAY Runway Growth Finance Corp. 282.05m 6.78 0.74% 61.64 5.82% (5.47%) 13.44%
SAR Saratoga Investment Corp 278.68m 17.11 (1.27%) 17.11 12.70% (12.86%) 12.27%
LIEN Chicago Atlantic BDC, Inc. 235.28m 10.04 (2.62%) 7.22 52.82% 46.89% 5.83%
SCM Stellus Capital Investment Corporation 219.30m 7.65 (0.65%) 7.50 30.66% (5.52%) 12.56%
PNNT PennantPark Investment Corporation 218.74m 3.32 (0.90%) 21.39 9.66% (19.87%) 12.94%
NSLR Neostellar Capital Corp. 212.58m 7.96 (0.87%) 1.65 6,054.76% (26.32%) 134.47%
TPVG TriplePoint Venture Growth BDC Corp. 195.81m 4.83 0.42% 4.88 44.58% (8.04%) 14.69%
DFDV DeFi Development Corp. 189.52m 6.04 4.32% 0.00 (1,319.46%) 328.61% —
WHG Westwood Holdings Group Inc 180.39m 19.03 0.05% 20.46 7.73% 6.30% 5.07%
SPMC Sound Point Meridian Capital, Inc. 179.01m 8.49 (0.12%) 0.00 — — —
HSDT Solana Company 175.56m 2.94 1.74% 0.00 (1,302.80%) 3,992.20% —
EARN Ellington Credit Company 159.17m 4.26 2.16% 14.20 13.21% 17.19% 16.81%
WHF WhiteHorse Finance, Inc. 151.62m 7.04 (0.28%) 8.91 26.88% (19.92%) 11.79%
SAMG Silvercrest Asset Management Group Inc. 119.90m 10.30 1.48% 93.36 0.72% 0.80% 4.59%
PFX PhenixFIN Corporation 88.82m 45.59 (2.71%) 18.92 18.55% 5.10% —
AVAT Avalanche Treasury Corporation 88.32m 1.84 5.56% — — — —
ZSTK ZeroStack Corp. 87.28m 4.07 2.01% 0.00 (444.23%) 113.78% —
BCIC BCP Investment Corporation 86.62m 6.94 (0.86%) 0.00 (5.72%) 27.34% 14.81%
HNNA Hennessy Advisors, Inc. 80.55m 10.18 (0.10%) 9.79 24.78% (6.90%) 8.33%
AFCG Advanced Flower Capital Inc. 78.19m 3.56 2.30% 0.00 16.02% 2.92% 17.69%
SDEV Stablecoin Development Corporation 74.40m 1.49 15.50% 0.14 (3,133.35%) (261.17%) —
GECC Great Elm Capital Group, Inc. 73.20m 5.28 0.19% 0.00 (87.74%) (8.36%) 13.52%
PDCC Pearl Diver Credit Company Inc. 70.92m 8.70 0.35% 0.00 — — —

Updated 26 September 2026