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T. Rowe Price (TROW) Stock Analysis

This is a peer-relative look at T. Rowe Price (TROW): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for T. Rowe Price (TROW)
Profile ItemTROW
NameT. Rowe Price Group Inc.
Country/RegionUnited States
GICS SectorFinancials
GICS Industry GroupFinancial Services
GICS IndustryCapital Markets
GICS Sub-IndustryAsset Management & Custody Banks
Market Capitalization23.13 billion USD
CurrencyUSD
ExchangeNasdaq
Listing DateApril 2, 1986
Security TypeCommon Stock

Price Performance

Cumulative Growth

TROW
GSPC
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T. Rowe Price (TROW) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for T. Rowe Price (TROW) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for T. Rowe Price (TROW) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

T. Rowe Price (TROW) metric values compared with Financial Services industry-group medians
MetricCurrent stock: TROWIndustry group median
Total Return (1Y)14.59%1.90%
Total Return (3Y, Annualized)11.26%12.71%
Total Return (5Y, Annualized)-8.60%2.81%

Risk Profile

Drawdown History

TROW
GSPC
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T. Rowe Price (TROW) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for T. Rowe Price (TROW) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

T. Rowe Price (TROW) metric values compared with Financial Services industry-group medians
MetricCurrent stock: TROWIndustry group median
Volatility (1Y, Annualized)24.99%36.24%
Beta (5Y)1.391.04
Max Drawdown (5Y)-57.57%-48.56%

Risk-Adjusted Performance

Risk-Return Positioning

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Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. TROW is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

T. Rowe Price (TROW) metric values compared with Financial Services industry-group medians
MetricCurrent stock: TROWIndustry group median
Sharpe Ratio (1Y)0.41-0.09
Sortino Ratio (1Y)0.58-0.13

Profitability

ROE (TTM)

T. Rowe Price (TROW) posts ROE of 18.20%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

TROW

Financial Services industry group

18.20%

Group distribution
Max
44.78%
Q3
21.85%
TROW
18.20%
Median
12.91%
Q1
4.48%
Min
-18.71%
Largest peers
MA
231.37%
V
63.51%
TROW
18.20%
MS
18.04%
GS
17.71%
BRK.A
12.12%
BRK.B
12.12%
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Where T. Rowe Price (TROW) stands on ROE within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

T. Rowe Price (TROW) keeps 28.40% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.

TROW

Financial Services industry group

28.40%

Group distribution
Max
62.84%
TROW
28.40%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
Largest peers
V
51.20%
MA
46.73%
GS
31.21%
TROW
28.40%
MS
25.63%
BRK.A
22.30%
BRK.B
22.30%
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Where T. Rowe Price (TROW) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

T. Rowe Price (TROW) turns 38.60% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

TROW

Financial Services industry group

38.60%

Group distribution
Max
107.33%
Q3
55.90%
TROW
38.60%
Median
30.09%
Q1
14.60%
Min
-44.34%
Largest peers
V
63.73%
MA
60.53%
MS
39.00%
TROW
38.60%
GS
38.37%
BRK.A
32.56%
BRK.B
32.56%
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Where T. Rowe Price (TROW) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

T. Rowe Price (TROW) metric values compared with Financial Services industry-group medians
MetricCurrent stock: TROWIndustry group median
ROE (TTM)18.20%12.91%
ROA (TTM)10.67%3.60%
Net Margin (TTM)28.40%15.36%
Operating Margin (TTM)38.60%30.09%
Gross Margin (TTM)----

Growth

Revenue Growth

T. Rowe Price (TROW) grew revenue 3.12%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

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T. Rowe Price (TROW): Revenue Growth across different time periods, set against Financial Services industry-group medians.

EPS Growth

T. Rowe Price (TROW) grew earnings per share 0.98%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

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T. Rowe Price (TROW): EPS Growth across different time periods, set against Financial Services industry-group medians.

Growth Metrics

T. Rowe Price (TROW) metric values compared with Financial Services industry-group medians
MetricCurrent stock: TROWIndustry group median
Revenue Growth (YoY)3.12%9.46%
Revenue Growth (3Y CAGR)4.08%10.90%
EPS Growth (YoY)0.98%7.46%
EPS Growth (3Y CAGR)11.31%13.04%

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for T. Rowe Price (TROW) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for T. Rowe Price (TROW) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength Metrics

T. Rowe Price (TROW) metric values compared with Financial Services industry-group medians
MetricCurrent stock: TROWIndustry group median
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

T. Rowe Price (TROW) has dividend yield of 4.76%, in the upper peer-yield quartile while still inside the industry range. The dividend offers more cash income per dollar of share price than most peers, though payout coverage still matters.

TROW

Financial Services industry group

4.76%

Group distribution
Max
9.77%
TROW
4.76%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
Largest peers
TROW
4.76%
MS
2.40%
GS
2.07%
V
0.66%
MA
0.53%
BRK.A
0.00%
BRK.B
0.00%
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Where T. Rowe Price (TROW) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

T. Rowe Price (TROW) has payout ratio of 52.33%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

TROW

Financial Services industry group

52.33%

Group distribution
Max
241.07%
Q3
97.36%
TROW
52.33%
Median
25.77%
Q1
0.00%
Min
0.00%
Largest peers
TROW
52.33%
MS
32.91%
GS
25.88%
V
21.75%
MA
17.63%
BRK.A
0.00%
BRK.B
0.00%
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Where T. Rowe Price (TROW) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

T. Rowe Price (TROW) metric values compared with Financial Services industry-group medians
MetricCurrent stock: TROWIndustry group median
Dividend Yield (TTM)4.76%1.09%
Dividend Payout Ratio (TTM)52.33%25.77%

Valuation

P/E Ratio (TTM)

T. Rowe Price (TROW) trades at P/E ratio of 10.97, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

TROW

Financial Services industry group

10.97

Group distribution
Max
45.85
Q3
24.64
Median
15.37
TROW
10.97
Q1
9.68
Min
0.16
Largest peers
V
34.31
MA
34.15
MS
14.39
BRK.A
14.36
BRK.B
14.36
GS
12.45
TROW
10.97
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Where T. Rowe Price (TROW) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

T. Rowe Price (TROW) trades at 3.00 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.

TROW

Financial Services industry group

3.00

Group distribution
Max
9.23
Q3
4.57
TROW
3.00
Median
2.72
Q1
1.28
Min
-0.55
Largest peers
V
17.18
MA
15.67
MS
3.55
GS
3.52
BRK.A
3.18
BRK.B
3.18
TROW
3.00
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Where T. Rowe Price (TROW) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

T. Rowe Price (TROW) trades at 2.03 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

TROW

Financial Services industry group

2.03

Group distribution
Max
7.79
Q3
3.63
TROW
2.03
Median
1.57
Q1
0.81
Min
-0.39
Largest peers
MA
84.30
V
22.05
MS
2.65
GS
2.36
TROW
2.03
BRK.A
1.72
BRK.B
0.00
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Where T. Rowe Price (TROW) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

T. Rowe Price (TROW) metric values compared with Financial Services industry-group medians
MetricCurrent stock: TROWIndustry group median
P/E Ratio (TTM)10.9715.37
P/S Ratio (TTM)3.002.72
P/B Ratio (MRQ)2.031.57
Free Cash Flow Yield (TTM)----