19 Asset Management companies are scored. Their average composite is 62.1, and 0 are in the A range (76+). The leader is Northern Trust Corp (NTRS) at 71.7 (B+). This industry belongs to the Financial sector.
| # | Company | Composite | Grade | Industry opportunity | Stock selection | KPI momentum | Catalyst watch | Price | Expansion | Quality | Trend | Valuation gap |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp (NTRS) | 71.7 | B+ | 82 | 82 | 82 | 74 | 49 | 62 | 59 | 61 | -10.8% |
| 2 | State Street Corp (STT) | 70.7 | B+ | 82 | 86 | 93 | 78 | 53 | 60 | 46 | 70 | -9.6% |
| 3 | Ameriprise Financial Inc (AMP) | 67.3 | B | 82 | 77 | 73 | 70 | 66 | 55 | 74 | 37 | -1.8% |
| 4 | Franklin Resources Inc (BEN) | 65.4 | B | 82 | 84 | 87 | 73 | 55 | 50 | 23 | 74 | -3.5% |
| 5 | Brookfield Asset Management Ltd (BAM) | 65.1 | B | 82 | 77 | 85 | 74 | 28 | 80 | 89 | 30 | +17.4% |
| 6 | Raymond James Financial Inc (RJF) | 64.9 | B | 82 | 81 | 86 | 70 | 48 | 53 | 50 | 34 | -10.4% |
| 7 | BlackRock Inc. (BLK) | 63.8 | B- | 82 | 80 | 82 | 78 | 23 | 64 | 53 | 48 | +10.9% |
| 8 | Principal Financial Group Inc (PFG) | 62.9 | B- | 82 | 76 | 70 | 69 | 57 | 45 | 40 | 74 | -8.6% |
| 9 | Ares Management Corp (ARES) | 62.8 | B- | 82 | 87 | 99 | 74 | 30 | 72 | 59 | 29 | -5.3% |
| 10 | Invesco Ltd. (IVZ) | 62.6 | B- | 82 | 82 | 84 | 76 | 53 | 49 | 15 | 62 | -1.1% |
| 11 | TPG Inc (TPG) | 62.4 | B- | 82 | 85 | 82 | 76 | 25 | 91 | 25 | 28 | +3.4% |
| 12 | Blackstone Inc. (BX) | 62.3 | B- | 82 | 81 | 81 | 79 | 33 | 63 | 79 | 19 | -3.8% |
| 13 | Blue Owl Capital Inc (OWL) | 60.8 | B- | 82 | 85 | 93 | 73 | 58 | 49 | 32 | 22 | -3.6% |
| 14 | KKR & Co Inc (KKR) | 60.2 | B- | 82 | 78 | 75 | 67 | 33 | 60 | 42 | 15 | -4.0% |
| 15 | T. Rowe Price Group Inc (TROW) | 59.5 | B- | 82 | 68 | 51 | 61 | 63 | 27 | 71 | 39 | +8.0% |
| 16 | Apollo Global Management Inc (APO) | 58.5 | B- | 82 | 79 | 77 | 71 | 42 | 59 | 38 | 22 | -5.4% |
| 17 | Ares Capital Corp (ARCC) | 56.8 | C+ | 82 | 67 | 53 | 55 | 54 | 18 | 43 | 47 | -16.6% |
| 18 | Carlyle Group Inc (CG) | 52.1 | C+ | 82 | 79 | 71 | 67 | 48 | 25 | 27 | 10 | -5.6% |
| 19 | Brookfield Corp (BN) | 50.4 | C | 82 | 78 | 75 | 65 | 19 | 42 | 13 | 16 | +4.7% |
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.