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AllianceBernstein Holding L.P. (AB) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

AllianceBernstein Holding L.P.

ABMarket cap $3.27BPrice $35.1

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Manages roughly $700 billion in assets across equities, fixed income, and alternatives for institutions and individuals worldwide. Its unusual structure as a publicly traded partnership lets investors buy a direct stake in the asset manager itself.

In Bastion Portfolios?

52W Return-4%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)na–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)na–

Rev CAGR (5y)na–

Earnings Forecast

EPS Growth Y+1+16%8

EPS Growth Y+2+10%7

EPS Growth Y+3+2%4

Quality

Margins

EBIT Margin0%8

Net Income Marginna–

Free Cash Flow Marginna–

Debt

Net Debt/EBITDAna–

Efficiency

ROE19%8

ROA19%10

Earnings Stability22

GEAR+WEAK27

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)109

P/E Ratio (Forward 3y)98

P/BV2.65

EV Multiples

EV/EBITDA Fwd09

EV/EBIT Fwd09

Yield

Free Cash Flow Yield0.0%9

Dividend Yield9.3%10

Momentum

Short term

1 month return-4%5

3 month return-1%6

YTD return-2%4

Mid term

Price vs 52wHigh85%7

1 year return-1%5

Long term

3 year return+48%5

5 year return+6%4

Risk Shield

Price Risk

Beta0.67

Volatility22%9

Free Cash Flow

Free Cash Flow Marginna–

Free Cash Flow Yield0.0%9

Quality

ROCE0%10

Earnings Stability22

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

ABAllianceBernstein Holding L.P.

Revenue FY25$333M

GROWTH RATING↗

VERY WEAK2 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGRna–

Revenue, next 1Yna–

Revenue, next 3Y, CAGRna–

Revenue, next 5Y, CAGRna–

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+16%8

EPS growth, FY27E+10%7

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue held flat over the last 3 years and is set to keep growing around 0%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 98% of companies worldwide.

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE48 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return-1%6

YTD return-2%4

MID & LONG-TERM▾SCORE

% of 52-week high85%7

1-year return-1%5

3-year return+48%5

5-year return+6%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+48% over three years and +5.6% over five), roughly average for the market.

It's down 0.7% over the past year, now 15% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-4%), over three months (-1%) and so far this year (-2%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on AllianceBernstein Holding L.P.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

ABAllianceBernstein Holding L.P.

Revenue FY25$333M

GROWTH RATING↗

VERY WEAK2 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGRna–

Revenue, next 1Yna–

Revenue, next 3Y, CAGRna–

Revenue, next 5Y, CAGRna–

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+16%8

EPS growth, FY27E+10%7

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue held flat over the last 3 years and is set to keep growing around 0%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 98% of companies worldwide.

The company is loss-making, so its revenue growth is not backed by profit yet.

BOTTOM LINE

Stalled Business

Growth is a weak point here. The one thing to watch: the company is not profitable yet.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE48 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return-1%6

YTD return-2%4

MID & LONG-TERM▾SCORE

% of 52-week high85%7

1-year return-1%5

3-year return+48%5

5-year return+6%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+48% over three years and +5.6% over five), roughly average for the market.

It's down 0.7% over the past year, now 15% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-4%), over three months (-1%) and so far this year (-2%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on AllianceBernstein Holding L.P.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community