T. Rowe Price Group, Inc. (TROW) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

Ares Management Corp.

Apollo Global Management, Inc.

Raymond James Financial, Inc.

T. Rowe Price Group, Inc.

KKR & Co., Inc.

Corebridge Financial, Inc.

Franklin Resources, Inc.

Principal Financial Group, Inc.

BlackRock, Inc.

Blackstone, Inc.

Northern Trust Corp.

Why is T. Rowe Price Group, Inc. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 23.61%

Positive results in Jun 25

OPERATING CASH FLOW(Y) Highest at USD 2,522.3 MM
DIVIDEND PER SHARE(HY) Highest at USD 12.11
RAW MATERIAL COST(Y) Fallen by 1.08% (YoY)

With ROE of 18.80%, it has a very attractive valuation with a 2.00 Price to Book Value

The stock is trading at a premium compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of -17.76%, its profits have risen by 4.1% ; the PEG ratio of the company is 2.3

High Institutional Holdings at 80.47%

These investors have better capability and resources to analyse fundamentals of companies than most retail investors.

Real-Time Research Report

Verdict Report

How much should you buy?

Overall Portfolio exposure to T. Rowe Price Group, Inc. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is T. Rowe Price Group, Inc. for you?

Low Risk, Low Return

Absolute

Risk Adjusted

Volatility

T. Rowe Price Group, Inc.

-14.29%

-0.41

29.33%

S&P 500

13.22%

0.61

20.17%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

4.22%

EBIT Growth (5y)

1.03%

EBIT to Interest (avg)

100.00

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

24.48%

Dividend Payout Ratio

54.18%

Pledged Shares

Institutional Holding

80.47%

ROCE (avg)

45.64%

ROE (avg)

23.61%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

2.00

EV to EBIT

7.47

EV to EBITDA

6.75

EV to Capital Employed

2.37

EV to Sales

2.52

PEG Ratio

2.31

Dividend Yield

5.39%

ROCE (Latest)

31.78%

ROE (Latest)

18.80%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Mildly Bullish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Bearish

Moving Averages

Mildly Bullish (Daily)

KST

Mildly Bearish

Bearish

Dow Theory

Mildly Bearish

OBV

Mildly Bearish

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

7What is working for the Company

OPERATING CASH FLOW(Y)

Highest at USD 2,522.3 MM

DIVIDEND PER SHARE(HY)

Highest at USD 12.11

RAW MATERIAL COST(Y)

Fallen by 1.08% (YoY

DEBT-EQUITY RATIO (HY)

Lowest at -24.03 %

-1What is not working for the Company

NET SALES(Q)

Lowest at USD 1,723.3 MM

Here's what is working for T. Rowe Price Group, Inc.

Operating Cash Flow

Highest at USD 2,522.3 MM and Grown

In each year in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (USD MM)

Dividend per share

Highest at USD 12.11 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Debt-Equity Ratio

Lowest at -24.03 %

in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Raw Material Cost

Fallen by 1.08% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Depreciation

Highest at USD 69.3 MM

in the last five periods

MOJO Watch

The expenditure on assets done by the company may have gone into operation

Depreciation (USD MM)

Here's what is not working for T. Rowe Price Group, Inc.

Net Sales

Lowest at USD 1,723.3 MM

in the last five periods

MOJO Watch

Near term sales trend is negative

Net Sales (USD MM)