INDUSTRY
Asset Management & Custody Banks
11 companies with a published analysis, compared on each company’s latest fiscal year as filed with the SEC. Click a column heading to sort; the leader in each higher-is-stronger column is marked in brass.
| Company | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Industry median | $14.5B | 9.6% | 6.9% | 18.8% | 28.6% | — | 13.0% | 9.4% | 25.8x | 3.0x | 17.7x | 2.4% |
| Apollo Global Management, Inc.APO · FY2025 | $32.0B | 68.6% | — | 10.9% | — | — | 17.2% | 5.1% | 26.1x | 3.6x | — | 1.4% |
| BlackRock, Inc.BLK · FY2025 | $24.2B | 10.7% | 29.1% | 22.9% | 14.7% | — | 10.7% | 32.9% | 30.3x | 3.0x | 20.5x | 1.9% |
| The Bank of New York Mellon CorporationBNY · FY2025 | $20.1B | 4.9% | — | 27.6% | 25.8% | — | 13.0% | 9.4% | 15.7x | 2.0x | — | 1.7% |
| KKR & Co.KKR · FY2025 | $19.5B | 35.7% | — | 12.2% | — | — | 8.7% | 7.5% | 54.5x | 3.7x | — | 0.6% |
| Ameriprise Financial, Inc.AMP · FY2025 | $18.9B | 9.6% | — | 18.8% | 43.2% | — | 60.5% | 3.4% | 13.5x | 6.8x | — | — |
| Blackstone Inc.BX · FY2025 | $14.5B | 18.8% | — | 20.9% | 31.5% | — | 35.8% | 18.2% | 39.8x | 13.3x | — | 3.0% |
| State Street CorporationSTT · FY2025 | $13.9B | 3.6% | — | 21.1% | 77.8% | — | 11.1% | 7.6% | 13.7x | 1.3x | — | 2.5% |
| Franklin Templeton, Inc.BEN · FY2025 | $8.8B | 9.5% | 6.9% | 6.0% | 10.4% | — | 4.3% | 37.3% | 25.4x | 1.0x | 14.9x | 5.5% |
| Northern TrustNTRS · FY2025 | $8.1B | 5.8% | — | 21.5% | 67.5% | — | 13.5% | 7.3% | 15.6x | 2.1x | — | 2.3% |
| InvescoIVZ · FY2025 | $6.4B | 0.7% | -10.9% | -2.7% | 22.6% | — | -1.3% | 45.1% | — | 1.0x | — | 3.2% |
| Ares Management CorporationARES · FY2025 | $5.6B | 26.0% | — | 9.4% | — | — | 13.5% | 14.9% | 94.5x | 12.7x | — | 2.8% |
- Fiscal years end on different dates, so each row is that company’s most recent full year, labeled under its name.
- ROIC is not computed for banks, insurers, and other financial companies, whose debt and deposits are part of the business rather than financing.
- P/E, P/B, EV/EBITDA, and dividend yield use the share price at each fiscal year end, not today’s. How every figure is calculated is in How to read this.