Asset Management & Custody Banks Companies By Enterprise Value

Current Valuation
Current ValuationEfficiencyMarket RiskExp Return
1BN Brookfield Corp
312.93 B
(0.05)
 1.72 
(0.09)
2BLK BlackRock
145.74 B
(0.05)
 1.54 
(0.08)
3BX Blackstone Group
142.34 B
(0.15)
 1.90 
(0.28)
4BAM Brookfield Asset Management
95.04 B
 0.01 
 2.10 
 0.02 
5APO Apollo Global Management
79.48 B
(0.15)
 1.87 
(0.28)
6AGNCL AGNC Investment Corp
67.28 B
 0.05 
 0.83 
 0.04 
7KKR KKR Co LP
50.87 B
(0.14)
 2.36 
(0.33)
8AMP Ameriprise Financial
47.99 B
(0.11)
 1.34 
(0.14)
9ARES Ares Management LP
46.85 B
(0.03)
 1.88 
(0.05)
10RITM Rithm Capital Corp
39.16 B
 0.14 
 1.15 
 0.16 
11NTRS Northern Trust
37.51 B
 0.02 
 1.33 
 0.02 
12AGM-A Federal Agricultural Mortgage
30.35 B
(0.05)
 2.26 
(0.11)
13ARCC Ares Capital
28.79 B
 0.15 
 0.85 
 0.13 
14CG Carlyle Group
25.21 B
(0.05)
 2.02 
(0.10)
15TROW T Rowe Price
21.36 B
(0.18)
 1.31 
(0.24)
16BEN Franklin Resources
19.83 B
(0.07)
 2.15 
(0.14)
17IVZ Invesco Plc
17.72 B
(0.01)
 2.08 
(0.03)
18OWL Blue Owl Capital
16.07 B
(0.07)
 2.30 
(0.15)
19OBDC Blue Owl Capital
14.89 B
 0.09 
 0.79 
 0.07 
20FSK FS KKR Capital
14.33 B
 0.19 
 0.81 
 0.15 
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents. Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.