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Upturn AI SWOT - About
TROW 
T. Rowe Price Group Inc (TROW)
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Upturn Advisory Summary
04/01/2025: TROW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -22.56% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 20.51B USD | Price to earnings Ratio 10.08 | 1Y Target Price 109 |
Price to earnings Ratio 10.08 | 1Y Target Price 109 | ||
Volume (30-day avg) 2012059 | Beta 1.48 | 52 Weeks Range 89.70 - 122.80 | Updated Date 04/1/2025 |
52 Weeks Range 89.70 - 122.80 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 5.53% | Basic EPS (TTM) 9.15 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 29.61% | Operating Margin (TTM) 32.86% |
Management Effectiveness
Return on Assets (TTM) 11.41% | Return on Equity (TTM) 19.65% |
Valuation
Trailing PE 10.08 | Forward PE 10.03 | Enterprise Value 18135205694 | Price to Sales(TTM) 2.89 |
Enterprise Value 18135205694 | Price to Sales(TTM) 2.89 | ||
Enterprise Value to Revenue 2.56 | Enterprise Value to EBITDA 6.08 | Shares Outstanding 222242000 | Shares Floating 217435969 |
Shares Outstanding 222242000 | Shares Floating 217435969 | ||
Percent Insiders 1.66 | Percent Institutions 79.29 |
Analyst Ratings
Rating 2.6 | Target Price 115.86 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 10 | Sell 4 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
T. Rowe Price Group Inc
Company Overview
History and Background
T. Rowe Price Group, Inc. was founded in 1937 by Thomas Rowe Price Jr. as an investment counseling firm. It has evolved from providing investment advice to offering a wide range of investment management services, including mutual funds, retirement plans, and separately managed accounts, becoming a publicly traded company in 1986.
Core Business Areas
- Investment Advisory: Provides investment management services to individuals, institutions, and retirement plans. Includes equity, fixed income, and multi-asset strategies.
- Distribution and Servicing: Distributes and services investment products, including mutual funds and other investment vehicles.
- Retirement Plan Services: Offers recordkeeping, administration, and other services to retirement plans.
Leadership and Structure
The CEO is currently Rob Sharps. The company operates with a hierarchical structure, organized by investment disciplines and business units.
Top Products and Market Share
Key Offerings
- US Equity Funds: A diverse range of actively managed US equity mutual funds, focusing on different market capitalizations and investment styles. Competitors include Fidelity, Vanguard, and Capital Group. Market share is significant but varies depending on specific fund category. Specific fund revenue is not publically available.
- Retirement Products: Target-date funds (TDFs) and other retirement investment solutions for individuals and institutions. Key competitors include Vanguard and BlackRock. T. Rowe Price is a large player in the TDF market. Specific product revenue is not publically available.
- Fixed Income Funds: Actively managed fixed income funds, offering various strategies and maturities. Competitors include PIMCO, BlackRock, and DoubleLine.
Market Dynamics
Industry Overview
The asset management industry is characterized by intense competition, fee compression, and increasing demand for passive investment strategies. Regulatory changes and technological advancements are also shaping the industry landscape.
Positioning
T. Rowe Price is positioned as an active investment manager with a strong reputation for research and long-term performance. The company focuses on delivering value through its investment expertise and client service. Competitive advantage lies in its research capabilities, established brand, and focus on active management.
Total Addressable Market (TAM)
The global assets under management (AUM) market is estimated at over $100 trillion. T. Rowe Price's AUM represents a small percentage of the overall TAM, indicating significant potential for growth. Their positioning in active management within various asset classes allows them to capture a portion of this TAM.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced investment professionals
- Long-term investment track record
- Robust research capabilities
- Global presence
- Strong balance sheet
Weaknesses
- Higher expense ratios compared to passive funds
- Dependence on active management performance
- Vulnerability to market downturns
- Exposure to regulatory changes
- Underperformance of some key funds relative to benchmarks
Opportunities
- Expanding into new markets
- Developing new investment products
- Acquiring smaller asset managers
- Leveraging technology to improve efficiency
- Growth in demand for retirement solutions
Threats
- Increasing competition from passive investment managers
- Fee compression
- Market volatility
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- BLK
- V
- JPM
- MS
- GS
Competitive Landscape
T. Rowe Price competes with other large asset managers on investment performance, fees, and client service. The company's strength lies in its active management capabilities and research expertise. Its main disadvantages are relatively higher fees compared to index funds and potential underperformance compared to benchmarks in certain periods. Market share data is often spread over numerous companies in a fragmented marketplace
Major Acquisitions
Oak Hill Advisors
- Year: 2021
- Acquisition Price (USD millions): 420
- Strategic Rationale: Expanded T. Rowe Price's alternative credit capabilities and provided access to new client segments.
Growth Trajectory and Initiatives
Historical Growth: T. Rowe Price has experienced steady growth in AUM and revenue over the past years, driven by strong investment performance and net inflows.
Future Projections: Analyst estimates suggest continued growth for T. Rowe Price, driven by its strong brand and expanding product offerings. Growth rates will be impacted by market conditions and competitive pressures.
Recent Initiatives: T. Rowe Price has focused on expanding its global presence, developing new investment strategies, and investing in technology to enhance client service.
Summary
T. Rowe Price is a well-established active asset management firm with a strong brand and solid financial performance. Its expertise in active management, global reach, and robust research capabilities positions it favorably. The company faces the challenge of increasing competition from passive investment strategies and must continue to adapt to changing market dynamics to maintain its competitive edge. Key considerations are active management performance, fee pressures, and ability to generate investor inflows.
Similar Companies
- BLK
- SCHW
- MS
- GS
- AMP
- APAM
- BEN
- IVZ
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data is an approximation.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About T. Rowe Price Group Inc
Exchange NASDAQ | Headquaters Baltimore, MD, United States | ||
IPO Launch date 1989-09-13 | President, CEO & Chair of the Board Mr. Robert W. Sharps C.F.A., CPA | ||
Sector Financial Services | Industry Asset Management | Full time employees 8158 | Website https://www.troweprice.com |
Full time employees 8158 | Website https://www.troweprice.com | ||
T. Rowe Price Group, Inc. is a publicly owned investment manager. The firm provides its services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions. It launches and manages equity and fixed income mutual funds. The firm invests in the public equity and fixed income markets across the globe. It employs fundamental and quantitative analysis with a bottom-up approach. The firm utilizes in-house and external research to make its investments. It employs socially responsible investing with a focus on environmental, social, and governance issues. It makes investment in late-stage venture capital transactions and usually invests between $3 million and $5 million. The firm was previously known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc. T. Rowe Price Group, Inc. was founded in 1937 and is based in Baltimore, Maryland, with additional offices in Colorado Springs, Colorado; Owings Mills, Maryland; San Francisco, California; New York, New York; Philadelphia, Pennsylvania; Tampa, Florida; Toronto, Ontario; Hellerup, Denmark; Amsterdam, The Netherlands; Luxembourg, Grand Duchy of Luxembourg; Zurich, Switzerland; Dubai, United Arab Emirates; London, United Kingdom; Sydney, New South Wales; Hong Kong; Tokyo, Japan; Singapore; Frankfurt, Shanghai, China; Germany, Madrid, Spain, Milan, Italy, Stockholm, Sweden, Melbourne, Australia, Amsterdam, Netherlands and Washington, DC.
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