T. Rowe Price provides asset-management services for individual and institutional investors. It offers a broad range of no-load U.S. and international stock, hybrid, bond, and money market funds. At the end of January 2024, the firm had $1.450 trillion in managed assets, composed of equity (52%), balanced (33%), fixed-income and money market (12%), and alternative (3%) offerings. Approximately two thirds of managed assets are held in retirement-based accounts, which provides T. Rowe Price with a somewhat stickier client base than most of its peers. The firm also manages private accounts, provides retirement planning advice, and offers discount brokerage and trust services. The company is primarily a U.S.-based asset manager, deriving just under 9% of its AUM from overseas.

Financial Strength

8/10

Name	Current	Vs Industry	Vs History
Cash-To-Debt	6.7
Equity-to-Asset	0.77
Debt-to-Equity	0.03
Debt-to-EBITDA	0.12
Interest Coverage	N/A	N/A	N/A
Piotroski F-Score	7/9	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	9.81	Distress Grey Safe
Beneish M-Score	-2.29	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

9/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	2.3
	3-Year EBITDA Growth Rate	-4.1
	3-Year EPS without NRI Growth Rate	-7.5
	3-Year FCF Growth Rate	-18.1
	3-Year Book Growth Rate	7.9
	Future 3-5Y EPS without NRI Growth Rate	2.45
	Future 3-5Y Total Revenue Growth Rate	5.9

Momentum Rank

8/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	61.52
	9-Day RSI	52.89
	14-Day RSI	50.31
	6-1 Month Momentum %	27.08
	12-1 Month Momentum %	8.7

Liquidity Ratio

	Name	Current	Vs Industry		Vs History
	Current Ratio	6.04
	Quick Ratio	6.04
	Cash Ratio	4.34
	Days Sales Outstanding	42.94
	Days Payable	43.8

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	4.27
	Dividend Payout Ratio	0.64
	3-Year Dividend Growth Rate	10.7
	Forward Dividend Yield %	4.35
	5-Year Yield-on-Cost %	7.94
	3-Year Average Share Buyback Ratio	0.6
	Shareholder Yield %	5.35

Profitability Rank

9/10

	Name	Current	Vs Industry		Vs History
	Gross Margin %	49.63
	Operating Margin %	31.55
	Net Margin %	27.69
	FCF Margin %	14.1
	ROE %	19.42
	ROA %	14.6
	ROIC %	15.58
	ROC (Joel Greenblatt) %	152.16
	ROCE %	17.28
	Years of Profitability over Past 10-Year	10

GF Value Rank

6/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	14.69
	Forward PE Ratio	14.66
	PE Ratio without NRI	15
	Shiller PE Ratio	13.24
	Price-to-Owner-Earnings	11.35
	PEG Ratio	3.33
	PS Ratio	4
	PB Ratio	2.69
	Price-to-Tangible-Book	4.02
	Price-to-Free-Cash-Flow	28.22
	Price-to-Operating-Cash-Flow	21.08
	EV-to-EBIT	11.08
	EV-to-Forward-EBIT	10.6
	EV-to-EBITDA	8.96
	EV-to-Forward-EBITDA	9.48
	EV-to-Revenue	3.5
	EV-to-Forward-Revenue	3.22
	EV-to-FCF	24.78
	Price-to-Projected-FCF	0.98
	Price-to-DCF (Earnings Based)	0.89
	Price-to-DCF (FCF Based)	1.06
	Price-to-Median-PS-Value	0.82
	Price-to-Peter-Lynch-Fair-Value	2.75
	Price-to-Graham-Number	1.64
	Price-to-Net-Current-Asset-Value	253.38
	Earnings Yield (Greenblatt) %	9.03
	FCF Yield %	3.57
	Forward Rate of Return (Yacktman) %	12.55

GF Value: $118.83

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