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

Comparison

Company

Score

Quality

Valuation

Financial

Technical

KKR & Co., Inc.

Blackstone, Inc.

T. Rowe Price Group, Inc.

Apollo Global Management, Inc.

BlackRock, Inc.

Franklin Resources, Inc.

Raymond James Financial, Inc.

Ares Management Corp.

Principal Financial Group, Inc.

Northern Trust Corp.

Corebridge Financial, Inc.

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 Dec 25

OPERATING CASH FLOW(Y) Highest at USD 2,748.1 MM
DIVIDEND PER SHARE(HY) Highest at USD 10.69
CASH AND EQV(HY) Highest at USD 7,013 MM

With ROE of 19.99%, it has a very attractive valuation with a 1.75 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 -7.92%, its profits have risen by 6.7% ; the PEG ratio of the company is 1

High Institutional Holdings at 83.51%

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?

Medium Risk, Low Return

Absolute

Risk Adjusted

Volatility

T. Rowe Price Group, Inc.

-5.22%

-0.83

30.21%

S&P 500

16.12%

0.77

19.29%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

3.34%

EBIT Growth (5y)

-1.20%

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

54.95%

Pledged Shares

Institutional Holding

83.51%

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

1.75

EV to EBIT

6.05

EV to EBITDA

5.23

EV to Capital Employed

2.10

EV to Sales

2.14

PEG Ratio

1.02

Dividend Yield

6.01%

ROCE (Latest)

34.61%

ROE (Latest)

19.99%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Mildly Bullish

Dow Theory

No Trend

Mildly Bearish

OBV

No Trend

Mildly Bearish

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

8What is working for the Company

OPERATING CASH FLOW(Y)

Highest at USD 2,748.1 MM

DIVIDEND PER SHARE(HY)

Highest at USD 10.69

CASH AND EQV(HY)

Highest at USD 7,013 MM

DEBT-EQUITY RATIO (HY)

Lowest at -26.79 %

NET SALES(Q)

Highest at USD 1,934.1 MM

-2What is not working for the Company

RAW MATERIAL COST(Y)

Grown by 8.07% (YoY

DEBTORS TURNOVER RATIO(HY)

Lowest at 10.69 times

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

Operating Cash Flow

Highest at USD 2,748.1 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 10.69 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

Net Sales

Highest at USD 1,934.1 MM

in the last five periods

MOJO Watch

Near term sales trend is positive

Net Sales (USD MM)

Cash and Eqv

Highest at USD 7,013 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is improving

Cash and Cash Equivalents

Debt-Equity Ratio

Lowest at -26.79 %

in the last five Semi-Annual periods

MOJO Watch

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

Debt-Equity Ratio

Depreciation

Highest at USD 202.1 MM

in the last five periods

MOJO Watch

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

Depreciation (USD MM)

Depreciation

At USD 202.1 MM has Grown at 185.45%

period on period (QoQ)

MOJO Watch

The expenditure on assets done by the company has gone into productive use which should positively reflect in the future sales

Depreciation (USD MM)

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

Debtors Turnover Ratio

Lowest at 10.69 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio

Raw Material Cost

Grown by 8.07% (YoY)

MOJO Watch

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

Raw Material Cost as a percentage of Sales