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T. Rowe Price Group (TROW)$103.39

Market Cap: 20.22 BCurrency: USD

Research Snapshot

Static fundamentals, valuation context, and investor signals for T. Rowe Price Group (TROW).

FINANCIAL
ASSET MANAGEMENT
DCF ready

Valuation

11.4x

EV/FCF, 8.8% FCF yield

Quality

19.2%

ROIC, 20.2% FCF margin

Growth

3.3%

5Y sales (revenue) CAGR

Balance sheet

0.0x

Debt/equity, N/A current ratio

Superinvestors

3

Top: Hillman Value Fund (1.6%)

Strengths to research

  • Return on equity is strong at 19.2%.
  • Free cash flow margin is healthy at 20.2%.
  • Debt/equity looks manageable at 0.0x.
  • 3 tracked superinvestors report a position.

Watchouts

No major valuation, balance sheet, or growth watchouts were detected by the static screen.

Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026

Quality Scorecard

Build-time composite score for TROW.

Grade C
64
/ 100

Peer Comparison

Target stock against 8 market-cap comparable peers.

Heat map: red worst to green best
TROW
Target
T. Rowe Price Group$20.2B11.2x11.4x19.2%3.3%20.2%N/A-1.5xN/A
NTRSNorthern Trust Corp.$18.9B19.2x2.4x13.4%4.7%108.8%N/AN/AN/A
PFGPrincipal Financial Group$17.2B19.8x3.7x7.9%1.2%29.0%N/AN/AN/A
CRBGCorebridge Financial Inc.$16.9B-40.8x8.1x-2.8%4.2%10.9%N/AN/AN/A
STTState Street Corp.$25.8B16.4x2.0x10.6%3.6%77.8%N/AN/AN/A
EQHEquitable Holdings Inc.$15.3B-8.8x4.0xN/A-1.2%6.1%N/AN/AN/A
CGCarlyle Group$14.6B20.8x-3.7x11.5%10.2%-70.6%N/AN/AN/A
RJFRAYMOND JAMES FINANCIAL INC$28.9B14.7x7.8x17.1%14.3%14.1%N/AN/AN/A
BENFRANKLIN RESOURCES, INC.$10.5B34.1x10.2x3.6%9.5%10.4%N/A-1.7xN/A

Financial Charts

No financial data available for TROW (annual).

3 superinvestors own TROW

Current quarter ownership and quarter-over-quarter share changes.

Superinvestor ownership
FundSharesValue% PortfolioQoQ Change
Thomas Gayner

Markel Group

314,000$28M0.24%0.0%
Jensen Investment Management

Jensen Investment Management

31,950$3M0.06%0.0%
Hillman Value Fund

Hillman Value Fund

25,902$2M1.62%0.0%