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T. Rowe Price Group, Inc. (TROW) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

T. Rowe Price Group, Inc.

TROWMarket cap $22BPrice $103.6

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Manages actively-run mutual funds and retirement accounts for millions of investors worldwide, overseeing over a trillion dollars in assets. Built its reputation refusing index-fund fads, betting stock-picking still beats the market long-term.

In Bastion Portfolios?

52W Return+3%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+4%4

Revenue Forecast

Rev CAGR (1y)+6%5

Rev CAGR (3y)+1%2

Rev CAGR (5y)+1%2

Earnings Forecast

EPS Growth Y+1+12%7

EPS Growth Y+2-1%3

EPS Growth Y+3-9%3

Quality

Margins

EBIT Margin33%9

Net Income Margin29%9

Free Cash Flow Margin22%8

Debt

Net Debt/EBITDA-0.910

Efficiency

ROE20%8

ROA16%10

Earnings Stability55

GEAR+STRONG83

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)109

P/E Ratio (Forward 3y)117

P/BV2.07

EV Multiples

EV/EBITDA Fwd49

EV/EBIT Fwd59

Yield

Free Cash Flow Yield0.0%9

Dividend Yield5.0%9

Momentum

Short term

1 month return-4%5

3 month return-13%3

YTD return+5%6

Mid term

Price vs 52wHigh86%7

1 year return+3%5

Long term

3 year return+17%4

5 year return-33%2

Risk Shield

Price Risk

Beta1.04

Volatility24%9

Free Cash Flow

Free Cash Flow Margin22%8

Free Cash Flow Yield0.0%9

Quality

ROCE18%10

Earnings Stability55

Net Debt/EBITDA-0.910

02Growth

Is it actually growing, and how fast?

TROWT. Rowe Price Group

Revenue FY25$7.3B

GROWTH RATING↗

WEAK16 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%4

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+1%2

Revenue, next 5Y, CAGR+1%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+12%7

EPS growth, FY27E-1%3

EPS growth, FY28E-9%3

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 4%/yr over the last 3 years; forecasts see it cooling to 0.9%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 84% of companies worldwide.

Revenue is set to grow 0.9%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 1%/yr, behind 80% of companies worldwide.2/10

Earnings are set to fall even as revenue grows (EPS about -0.8%/yr vs revenue 0.9%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK30 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return-13%3

YTD return+5%6

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+3%5

3-year return+17%4

5-year return-33%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's up 3% over the past year, but 14% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-4%) and so far this year (+5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+17% over three years and -33% over five), behind 70% of the market.

The stock is underperforming over three months (-13%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on T. Rowe Price. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

TROWT. Rowe Price Group

Revenue FY25$7.3B

GROWTH RATING↗

WEAK16 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%4

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+1%2

Revenue, next 5Y, CAGR+1%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+12%7

EPS growth, FY27E-1%3

EPS growth, FY28E-9%3

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 4%/yr over the last 3 years; forecasts see it cooling to 0.9%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 84% of companies worldwide.

Revenue is set to grow 0.9%/yr over the next 3 years, behind most of the market.3/10

Over five years revenue is set to grow 1%/yr, behind 80% of companies worldwide.2/10

Earnings are set to fall even as revenue grows (EPS about -0.8%/yr vs revenue 0.9%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK30 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return-13%3

YTD return+5%6

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+3%5

3-year return+17%4

5-year return-33%2

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

It's up 3% over the past year, but 14% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over the past month (-4%) and so far this year (+5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+17% over three years and -33% over five), behind 70% of the market.

The stock is underperforming over three months (-13%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on T. Rowe Price. 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