Asset Management industry stocks

The Asset Management industry has 120 US-listed companies on stockrow and is part of the Financial sector, with a combined market value of $1.02T. BlackRock (BLK) is the largest at $182.1B, followed by Blackstone Inc. and KKR & Co. Inc.. The median Asset Management stock trades at 14.0× trailing earnings, below the market median of 18.1×, with a median net margin of 13.4% (market: 0.45%). Median revenue growth over the last twelve months is 7.42%. 94 of the 120 pay a dividend; the median yield among payers is 7.76%.

Asset Management medians

Metric Industry Market
P/E 14.0× 18.1×
P/S 2.8× 1.9×
P/B 0.9× 1.7×
Price to free cash flow 8.3× 14.2×
Earnings yield 4.72% 1.20%
Free cash flow yield 4.44% 0.27%
Gross margin 100.0% 46.2%
Operating margin 33.4% 0.00%
Net margin 13.4% 0.45%
Free cash flow margin 12.4% 0.00%
Return on equity 4.79% 1.35%
Return on assets 1.55% 0.00%
Return on invested capital 2.97% 0.00%
Revenue growth (TTM) 7.42% 7.41%
EPS growth (last fiscal year) −6.67% 13.7%
Revenue growth, 5-year CAGR 12.5% 8.93%
Net income growth, 5-year CAGR 0.00% 0.00%
Debt to equity 0.4× 0.1×
Current ratio 1.3× 1.6×
Net debt to EBITDA 1.0× 0.6×
Dividend yield 6.60% 2.26%
Payout ratio 0.9× 0.3×
Market cap $694.9M $584.7M

Today’s biggest moves

Up

2.58 0.27 +11.69%
1.78 0.16 +9.88%
1,134.38 13.56 +1.21%
31.73 0.30 +0.95%
69.63 0.65 +0.94%

Down

3.02 0.27 −8.21%
4.29 0.30 −6.54%
24.09 1.56 −6.08%
12.02 0.59 −4.68%
108.17 4.91 −4.34%

All 120 companies

Open in screener
Ticker Company Market cap Price 1D P/E Net margin Revenue growth Dividend yield
BLK BlackRock 182.10b 1,134.38 1.21% 24.53 24.22% 24.72% 1.97%
BX Blackstone Inc. 135.61b 106.28 (2.67%) 23.78 21.84% 17.19% 4.92%
KKR KKR & Co. Inc. 78.66b 86.21 (1.62%) 25.66 14.03% 31.14% 0.88%
BAM Brookfield Asset Management Ltd. 75.33b 45.32 (1.44%) 26.05 48.89% 31.85% 4.29%
APO Apollo Global Management Inc. 66.06b 110.78 (0.97%) 39.56 4.95% 41.23% 1.94%
STT State Street Corporation 46.04b 165.72 (1.12%) 13.07 14.79% 2.76% 2.08%
AMP Ameriprise Financial, Inc. 44.39b 500.80 (0.35%) 11.92 20.24% 10.64% 1.32%
ARES Ares Management Corporation 37.66b 112.18 (1.62%) 51.46 8.94% 24.03% 4.61%
RJF Raymond James Financial, Inc. 30.27b 156.78 (0.37%) 13.40 13.53% 8.04% 1.38%
NTRS Northern Trust Corporation 30.27b 165.16 (0.17%) 14.10 14.36% 3.12% 1.99%
PFG Principal Financial Group, Inc. 23.33b 108.81 (0.14%) 15.24 9.93% 3.72% 2.99%
TROW T. Rowe Price Group, Inc. 21.62b 100.88 (0.48%) 10.11 28.59% 6.97% 5.12%
TPG TPG Inc. 16.68b 42.52 (1.96%) 36.03 4.67% 30.07% 5.27%
BEN Franklin Resources Inc 15.94b 30.98 (1.27%) 21.07 8.14% 7.94% 4.26%
CRBG Corebridge Financial, Inc. 15.35b 34.36 (0.20%) 20.09 4.43% 29.77% 2.88%
EQH Equitable Holdings, Inc. 14.60b 53.21 (0.52%) 0.00 (9.25%) (22.10%) 2.14%
OWL Blue Owl Capital Inc. 13.99b 8.85 (1.34%) 73.75 2.71% 14.19% 10.28%
ARCC Ares Capital Corporation 13.58b 18.72 (1.06%) 13.87 30.91% 3.16% 10.26%
CG Carlyle Group Inc. 13.12b 36.38 (1.17%) 36.02 10.08% (41.88%) 3.85%
IVZ Invesco Ltd. 12.72b 28.20 (2.08%) 0.00 (4.48%) 12.18% 3.01%
SEIC SEI Investments Company 12.63b 104.40 (0.83%) 18.00 28.85% 11.10% 1.00%
AMG Affiliated Managers Group, Inc. 9.91b 383.76 0.19% 12.31 37.71% 11.80% 0.01%
VCTR Victory Capital Holdings, Inc. 6.72b 108.60 (0.64%) 19.78 22.65% 51.50% 1.82%
BXSL Blackstone Secured Lending Fund 5.64b 23.85 (1.41%) 18.78 21.53% (2.58%) 12.91%
MAAS Maase Inc. - Sponsored ADR 5.49b 12.02 (4.68%) 0.00 (34.28%) (3.60%) —
STEP StepStone Group Inc. 5.15b 41.64 (2.51%) 0.00 (30.53%) 48.46% 4.13%
OBDC Blue Owl Capital Corporation 5.10b 10.11 (2.32%) 18.05 16.99% (2.97%) 13.65%
MAIN Main Street Capital Corporation 5.07b 53.71 (1.03%) 10.83 78.49% 3.00% 6.81%
HASI HA Sustainable Infrastructure Capital, Inc. 4.73b 36.42 (1.03%) 55.18 18.61% 26.51% 4.65%
HLNE Hamilton Lane Inc. 4.61b 81.84 (1.99%) 12.34 32.14% 24.01% 2.79%
OTF Blue Owl Technology Finance Corp. 4.33b 9.13 (3.28%) 11.41 28.70% 55.63% 15.33%
FHI Federated Hermes, Inc. 4.22b 55.85 (1.10%) 10.38 20.33% 15.02% 2.58%
CNS Cohen & Steers Inc 3.55b 69.63 0.94% 21.29 28.82% 7.42% 3.78%
AAMI Acadian Asset Management Inc. 3.29b 92.16 (0.70%) 32.45 15.17% 24.21% 0.34%
WT WisdomTree, Inc. 3.27b 21.34 (1.25%) 38.11 13.15% 37.14% 0.56%
AB AllianceBernstein Holding L.P. 3.21b 34.76 0.00% 10.28 0.00% — 9.98%
GBDC Golub Capital BDC, Inc. 3.19b 12.12 (1.22%) 18.65 21.45% (8.73%) 11.39%
HTGC Hercules Capital, Inc. 3.12b 16.37 (1.74%) 7.83 67.68% 12.34% 11.48%
FSK FS KKR Capital Corp. 2.97b 10.33 (3.73%) 0.00 (28.52%) (20.11%) 18.88%
SII Sprott Inc. 2.91b 108.17 (4.34%) 26.51 26.36% 102.23% 1.48%
APAM Artisan Partners Asset Management Inc. 2.66b 32.29 (1.43%) 7.84 22.08% 9.78% 7.59%
GCMG GCM Grosvenor Inc. 2.61b 12.56 (2.33%) 16.10 0.00% (22.39%) 3.82%
ASST Strive, Inc. 2.60b 24.09 (6.08%) 0.00 (11,474.60%) 33.53% —
PAX Patria Investments Limited 1.94b 11.70 (0.93%) 25.41 17.50% 7.70% 5.34%
TSLX Sixth Street Specialty Lending, Inc. 1.68b 17.03 (3.13%) 17.93 21.77% (13.78%) 10.57%
TRIN Trinity Capital Inc. 1.58b 16.09 (3.31%) 9.19 44.50% 25.65% 15.85%
CSWC Capital Southwest Corporation 1.50b 23.09 (1.83%) 12.22 46.17% 13.48% 9.21%
MSDL Morgan Stanley Direct Lending Fund 1.12b 13.03 (1.96%) 18.88 15.97% (9.57%) 14.20%
OCSL Oaktree Specialty Lending Corp. 1.04b 11.57 (1.78%) 24.10 14.45% (12.55%) 12.10%
GSBD Goldman Sachs BDC, Inc. 1.00b 8.73 (2.13%) 16.79 17.19% (15.41%) 15.81%
RPC Ridgepost Capital, Inc. 906.18m 8.27 0.61% 31.81 8.75% 4.43% 1.89%
BBDC BARINGS BDC, INC. 900.48m 8.44 (1.86%) 10.17 32.73% (5.06%) 12.32%
PSEC Prospect Capital Corporation 870.12m 1.60 (1.84%) 32.00 4.66% (11.12%) 32.81%
KBDC Kayne Anderson BDC, Inc. 834.06m 12.43 (1.58%) 11.40 31.54% 4.24% 12.87%
VRTS Virtus Investment Partners, Inc. 813.93m 122.04 (0.70%) 6.84 14.52% (7.16%) 9.87%
FDUS Fidus Investment Corporation 773.14m 18.97 (2.42%) 9.08 45.36% 11.90% 2.27%
CGBD Carlyle Secured Lending, Inc. 733.46m 10.39 (2.53%) 20.41 14.26% 10.71% 14.44%
BUR Burford Capital Limited 722.47m 3.02 (8.21%) 0.00 111.95% (330.95%) 4.14%
VINP Vinci Compass Investments Ltd. 717.41m 10.93 (0.18%) 15.18 23.21% 36.21% 6.04%
MFIC MidCap Financial Investment Corporation 700.17m 8.34 (1.88%) 0.00 (9.85%) (7.17%) 15.71%
BCSF Bain Capital Specialty Finance, Inc. 689.55m 10.26 (3.48%) 10.36 24.22% (6.95%) 12.28%
PFLT PennantPark Floating Rate Capital Ltd. 660.13m 6.51 (2.11%) 12.76 18.53% 9.33% 15.94%
NMFC New Mountain Finance Corporation 651.25m 6.73 (2.46%) 0.00 (41.05%) (60.64%) 16.94%
ACGP Associated Capital Group, Inc. 649.89m 31.73 0.95% 14.76 162.00% 131.64% 1.26%
SLRC SLR Investment Corp. 629.02m 11.38 (1.30%) 8.43 35.20% (5.79%) 12.65%
GAIN Gladstone Investment Corporation 610.07m 15.05 (1.76%) 3.60 158.95% 9.32% 6.38%
OIO ESGL Holdings Limited 563.80m 1.78 9.88% 0.00 0.00% — —
NCDL Nuveen Churchill Direct Lending Corp. 536.35m 10.62 (2.21%) 11.18 24.44% (14.44%) 4.24%
NOAH Noah Holdings Ltd. 494.58m 7.22 (1.77%) 5.78 22.67% 8.07% 19.12%
GLAD Gladstone Capital Corporation 436.72m 18.86 (2.43%) 8.81 48.67% 11.29% 9.54%
ALTI AlTi Global, Inc. 360.23m 2.58 11.69% 0.00 (40.86%) 33.25% —
TCPC BLACKROCK TCP CAPITAL CORP. 354.07m 4.16 (1.42%) 0.00 (61.27%) (26.09%) 18.27%
CION CION Investment Corporation 341.46m 6.60 (3.51%) 110.00 1.17% 2.65% 23.64%
CCAP Crescent Capital BDC, Inc. 336.40m 8.91 (2.41%) 0.00 (2.03%) (14.62%) 17.06%
HRZN Horizon Technology Finance Corporation 307.68m 4.29 (6.54%) 10.73 5.27% (1.07%) 17.25%
PSBD Palmer Square Capital BDC Inc. 299.16m 9.57 (1.95%) 0.00 (26.72%) (14.85%) 11.29%
RWAY Runway Growth Finance Corp. 273.25m 6.33 (2.91%) 57.55 5.82% (5.47%) 20.85%
SAR Saratoga Investment Corp 236.82m 15.32 0.66% 0.00 (3.35%) (4.15%) 22.85%
LIEN Chicago Atlantic BDC, Inc. 208.81m 9.14 (0.11%) 6.58 52.82% 46.89% 14.88%
PNNT PennantPark Investment Corporation 206.34m 3.04 (2.56%) 19.59 9.66% (19.87%) 13.16%
SCM Stellus Capital Investment Corporation 205.62m 7.06 (2.22%) 6.92 30.66% (5.52%) 18.83%
TPVG TriplePoint Venture Growth BDC Corp. 183.20m 4.41 (2.00%) 4.45 44.58% (8.04%) 20.86%
WHG Westwood Holdings Group Inc 181.44m 18.62 (2.67%) 20.02 7.73% 6.30% 3.22%
NSLR Neostellar Capital Corp. 181.07m 6.42 (6.14%) 1.33 6,054.76% (26.32%) 3.89%
WHF WhiteHorse Finance, Inc. 164.51m 7.58 (1.04%) 9.59 26.88% (19.92%) 9.89%
SPMC Sound Point Meridian Capital, Inc. 147.84m 7.02 (1.68%) 0.00 — — 40.46%
HSDT Solana Company 142.73m 2.24 (4.68%) 0.00 (1,302.80%) 3,992.20% —
DFDV DeFi Development Corp. 135.70m 3.77 (9.38%) 0.00 (1,319.46%) 328.61% —
EARN Ellington Credit Company 127.11m 3.46 3.90% 11.53 13.21% 17.19% 30.06%
SAMG Silvercrest Asset Management Group Inc. 126.30m 10.59 (0.66%) 96.27 0.72% 0.80% 7.93%
ZSTK ZeroStack Corp. 92.08m 4.17 (1.18%) 0.00 (444.23%) 113.78% —
PFX PhenixFIN Corporation 85.46m 44.05 0.11% 18.28 18.55% 5.10% 0.00%
BCIC BCP Investment Corporation 82.60m 6.66 (0.15%) 0.00 (5.72%) 27.34% 24.47%
HNNA Hennessy Advisors, Inc. 82.45m 10.25 (1.73%) 9.86 24.78% (6.90%) 5.73%
GECC Great Elm Capital Group, Inc. 69.73m 4.97 (1.00%) 0.00 (87.74%) (8.36%) 23.54%
AFCG Advanced Flower Capital Inc. 69.66m 3.09 (0.32%) 0.00 16.02% 2.92% 4.85%
GEG Great Elm Group, Inc. 67.10m 2.15 (0.46%) 0.00 (127.61%) 70.24% —
PDCC Pearl Diver Credit Company Inc. 66.09m 7.75 (4.08%) 0.00 — — 32.77%
AVAT Avalanche Treasury Corporation 58.15m 1.21 (9.02%) — — — —
OFS OFS Capital Corporation 53.72m 3.93 (2.00%) 0.00 (62.24%) (17.71%) 17.30%

Updated 17 October 2026