Asset Management & Custody Banks Companies By Enterprise Value

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Current Valuation	Efficiency	Market Risk	Exp Return
1	BN	Brookfield Corp	Stock	61.37	Asset Management & Custody Banks, Financial Services, NYSE Composite, SBF 120 Gross, 120, Thomson Reuters Canada, CAC All Shares, All-Tradable, Consumer Service, SP TSX Tradable, 40, 40 Large 60, All-Tradable Net, Real Estate, Financials, Capital Markets, Management, Services	323.36 B	0.21	1.60	0.33
2	BX	Blackstone Group	Stock	189.02	Asset Management & Custody Banks, Financial Services, NYSE Composite, SP 500 Index, Power Assets, Trading, Financials, Capital Markets, Management, Services	169.98 B	0.26	1.80	0.47
3	BLK	BlackRock	Stock	1.02 K	Asset Management & Custody Banks, Financial Services, NYSE Composite, SP 500 Index, ARCA Institutional, 100, Hedge Favorites, FinTech, Financials, Capital Markets, Management, Services	151.55 B	0.19	1.10	0.21
4	KKR	KKR Co LP	Stock	160.03	Asset Management & Custody Banks, Financial Services, NYSE Composite, SP 500 Index, Power Assets, Financials, Capital Markets, Management, Services	77.59 B	0.23	1.89	0.43
5	AGNCL	AGNC Investment Corp	Stock	25.14	Asset Management & Custody Banks, Financial Services, Real Estate, Financials, Capital Markets, REIT—Mortgage, Estate	75.94 B	0.20	0.51	0.10
6	AMP	Ameriprise Financial	Stock	571.91	Asset Management & Custody Banks, Financial Services, NYSE Composite, SP 500 Index, ARCA Securities Broker, Australia All Ordinaries, SPASX Australian, Midcap 50, 200, 300, 200 Accumulated, 100, Management, Power Assets, Baby Boomer Prospects, FinTech, Financials, Capital Markets, Services	50.85 B	0.23	1.71	0.40
7	ARES	Ares Management LP	Stock	174.78	Asset Management & Custody Banks, Financial Services, NYSE Composite, Financials, Capital Markets, Management, Services	48.86 B	0.18	1.71	0.31
8	RITM	Rithm Capital Corp	Stock	11.18	Asset Management & Custody Banks, Financial Services, Real Estate, NYSE Composite, Financials, Capital Markets, REIT—Mortgage, Estate	35.68 B	(0.06)	1.13	(0.06)
9	NTRS	Northern Trust	Stock	110.59	Asset Management & Custody Banks, Financial Services, SP 500 Index, NASDAQ Composite, KBW Bank, Macroaxis Picks, FinTech, Financials, Capital Markets, Management, Services	30.62 B	0.22	1.50	0.33
10	AGM-A	Federal Agricultural Mortgage	Stock	160.0	Asset Management & Custody Banks, Financial Services, NYSE Composite, Financials, Capital Markets, Credit Services	30.07 B	0.12	138.29	17.27
11	CG	Carlyle Group	Stock	52.7	Asset Management & Custody Banks, Financial Services, NASDAQ Composite, SP Midcap 400, TSX Trading, Financials, Capital Markets, Management, Services	27.31 B	0.21	2.25	0.47
12	ARCC	Ares Capital	Stock	22.01	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Management, Services	27.3 B	0.16	0.68	0.11
13	TROW	T Rowe Price	Stock	124.16	Asset Management & Custody Banks, Financial Services, SP 500 Index, NASDAQ Composite, Macroaxis Picks, FinTech, Financials, Capital Markets, Management, Services	24.65 B	0.19	1.48	0.28
14	BAM	Brookfield Asset Management	Stock	57.26	Asset Management & Custody Banks, Financial Services, NYSE Composite, Stock Exchange Of, Thomson Reuters Canada, SET Total Return, SET100 Index, SP TSX Financials, Capital Markets, Management, Services	24.4 B	0.38	1.44	0.55
15	BEN	Franklin Resources	Stock	22.68	Asset Management & Custody Banks, Financial Services, NYSE Composite, 100 Index, SP 500 Australia All Ordinaries, SPASX Australian, Midcap 50, 200, 300, 200 Accumulated, 100, FinTech, Financials, Capital Markets, Management, Services	20.31 B	0.14	1.53	0.22
16	IVZ	Invesco Plc	Stock	18.04	Asset Management & Custody Banks, Financial Services, NYSE Composite, SP 500 Index, Disruptive Technologies, Power Assets, FinTech, Financials, Capital Markets, Management, Services	17.98 B	0.07	1.78	0.12
17	OWL	Blue Owl Capital	Stock	23.77	Asset Management & Custody Banks, Financial Services, NYSE Composite, Financials, Capital Markets, Management, Services	16.64 B	0.23	2.25	0.51
18	FSK	FS KKR Capital	Stock	22.13	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Management, Services	13.84 B	0.25	0.80	0.20
19	OBDC	Blue Owl Capital	Stock	15.15	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Credit Services	13.22 B	0.05	0.86	0.04
20	BXSL	Blackstone Secured Lending	Stock	32.12	Asset Management & Custody Banks, Financial Services, Financials, Capital Markets, Management, Services	12 B	0.17	0.83	0.14

The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.

Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents. Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.

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Asset Management & Custody Banks Companies By Enterprise Value

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