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This list of potential positions covers Money and asset management including investment banking. Companies involved in money management and investment banking services in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using Portfolio Positions Ratings and Equity Ratings tools to further calibrate your research.
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Brookfield Asset Management (BAM)
The company has Return on Asset of 0.1152 % which means that on every $100 spent on assets, it made $0.1152 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1868 %, implying that it generated $0.1868 on every 100 dollars invested. Brookfield Asset's management efficiency ratios could be used to measure how well Brookfield Asset manages its routine affairs as well as how well it operates its assets and liabilities. As of the 15th of April 2024, Return On Tangible Assets is likely to drop to 0.09. In addition to that, Return On Capital Employed is likely to drop to 0.16. At this time, Brookfield Asset's Net Tangible Assets are very stable compared to the past year. As of the 15th of April 2024, Other Assets is likely to grow to about 11.6 B, while Non Current Assets Total are likely to drop about 2.2 B. The firm currently falls under 'Large-Cap' category with a total capitalization of 15.41 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Brookfield Asset's market, we take the total number of its shares issued and multiply it by Brookfield Asset's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be fairly valued. Brookfield Asset Man shows a prevailing Real Value of $38.42 per share. The current price of the firm is $38.54. Our model approximates the value of Brookfield Asset Man from analyzing the firm fundamentals such as Profit Margin of 0.45 %, current valuation of 15.65 B, and Return On Equity of 0.19 as well as examining its technical indicators and probability of bankruptcy. In general, most investors favor obtaining undervalued instruments and abandoning overvalued instruments since, at some point, asset prices and their ongoing real values will blend.
Partners Group (PGPHF)
The company has return on total asset (ROA) of 0.2376 % which means that it generated a profit of $0.2376 on every $100 spent on assets. This is way below average. Similarly, it shows a return on equity (ROE) of 0.6056 %, meaning that it generated $0.6056 on every $100 dollars invested by stockholders. Partners' management efficiency ratios could be used to measure how well Partners manages its routine affairs as well as how well it operates its assets and liabilities. The firm currently falls under 'Large-Cap' category with a current market capitalization of 26.7 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Partners's market, we take the total number of its shares issued and multiply it by Partners's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
Altaba Inc (AABA)
The firm beta is close to zero. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Altaba will likely underperform. The beta indicator helps investors understand whether Altaba moves in the same direction as the rest of the market, and how volatile (i.e., risky) it is compared to the market (i.e., selected benchmark). In other words, if Altaba deviates very little from the market, it does not add much risk to the portfolio, but it also doesn't increase the expected returns. The entity currently falls under 'Large-Cap' category with a current market capitalization of 10.2 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Altaba's market, we take the total number of its shares issued and multiply it by Altaba's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
Blackstone Group (BX)
The company has Return on Asset (ROA) of 0.059 % which means that for every $100 of assets, it generated a profit of $0.059. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.1295 %, which means that it produced $0.1295 on every 100 dollars invested by current stockholders. Blackstone's management efficiency ratios could be used to measure how well Blackstone manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Blackstone's Return On Tangible Assets are fairly stable compared to the past year. Return On Assets is likely to rise to 0.04 in 2024, whereas Return On Capital Employed is likely to drop 0.06 in 2024. At this time, Blackstone's Other Assets are fairly stable compared to the past year. Total Current Assets is likely to rise to about 5.8 B in 2024, whereas Total Assets are likely to drop slightly above 27.8 B in 2024. The firm currently falls under 'Mega-Cap' category with a market capitalization of 149.63 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Blackstone's market, we take the total number of its shares issued and multiply it by Blackstone's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
Net Debt
6.53 Billion
At this time, Blackstone's Net Debt is fairly stable compared to the past year.
Hargreaves Lansdown plc (HRGLF)
The entity beta is close to zero. As returns on the market increase, Hargreaves Lansdown's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hargreaves Lansdown is expected to be smaller as well. The beta indicator helps investors understand whether Hargreaves Lansdown moves in the same direction as the rest of the market, and how volatile (i.e., risky) it is compared to the market (i.e., selected benchmark). In other words, if Hargreaves deviates very little from the market, it does not add much risk to the portfolio, but it also doesn't increase the expected returns. The entity currently falls under 'Mid-Cap' category with a current market capitalization of 5.26 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Hargreaves Lansdown's market, we take the total number of its shares issued and multiply it by Hargreaves Lansdown's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
HAL Trust (HALFF)
The company has return on total asset (ROA) of 0.0228 % which means that it generated a profit of $0.0228 on every $100 spent on assets. This is way below average. Similarly, it shows a return on equity (ROE) of 0.2709 %, meaning that it generated $0.2709 on every $100 dollars invested by stockholders. HAL Trust's management efficiency ratios could be used to measure how well HAL Trust manages its routine affairs as well as how well it operates its assets and liabilities. This firm currently falls under 'Large-Cap' category with a current market capitalization of 11.85 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate HAL Trust's market, we take the total number of its shares issued and multiply it by HAL Trust's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
T Rowe Price (TROW)
The company has return on total asset (ROA) of 0.1065 % which means that it generated a profit of $0.1065 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1838 %, meaning that it created $0.1838 on every $100 dollars invested by stockholders. T Rowe's management efficiency ratios could be used to measure how well T Rowe manages its routine affairs as well as how well it operates its assets and liabilities. At this time, T Rowe's Return On Assets are fairly stable compared to the past year. Return On Equity is likely to climb to 0.28 in 2024, whereas Return On Tangible Assets are likely to drop 0.19 in 2024. At this time, T Rowe's Total Assets are fairly stable compared to the past year. Non Current Assets Total is likely to climb to about 9.9 B in 2024, despite the fact that Other Current Assets are likely to grow to (2.5 B). The entity currently falls under 'Large-Cap' category with a current market capitalization of 25.76 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate T Rowe's market, we take the total number of its shares issued and multiply it by T Rowe's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the entity appears to be overvalued. T Rowe Price has a current Real Value of $106.75 per share. The regular price of the entity is $114.25. Our model measures the value of T Rowe Price from analyzing the entity fundamentals such as Return On Equity of 0.18, return on asset of 0.11, and Current Valuation of 24.88 B as well as examining its technical indicators and probability of bankruptcy. In general, most investors recommend buying undervalued stocks and disposing overvalued stocks since, at some future date, asset prices and their ongoing real values will draw towards each other.
Macroaxis financial leverage refers to using borrowed capital as a funding source to finance Macroaxis ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. Macroaxis financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Financial leverage can amplify the potential profits to Macroaxis' owners, but it also increases the potential losses and risk of financial distress, including bankruptcy, if the firm cannot cover its debt costs. The degree of Macroaxis' financial leverage can be measured in several ways, including by ratios such as the debt-to-equity ratio (total debt / total equity), equity multiplier (total assets / total equity), or the debt ratio (total debt / total assets). Please check the breakdown between Macroaxis's total debt and its cash.
Macroaxis Gross Profit
Macroaxis Gross Profit growth is one of the most critical measures in evaluating the company. The Gross Profit growth rate is calculated simply by comparing Macroaxis previous period's values with its current period's values. Each time period you're measuring should be of equal lengths the increase or decrease, in a company's Gross Profit between two periods. Here we show Macroaxis Gross Profit growth over the last 10 years. Please check Macroaxis' gross profit and other fundamental indicators for more details.
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Brookfield Asset Management (BAM)
The company has Return on Asset of 0.1152 % which means that on every $100 spent on assets, it made $0.1152 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1868 %, implying that it generated $0.1868 on every 100 dollars invested. Brookfield Asset's management efficiency ratios could be used to measure how well Brookfield Asset manages its routine affairs as well as how well it operates its assets and liabilities. As of the 15th of April 2024, Return On Tangible Assets is likely to drop to 0.09. In addition to that, Return On Capital Employed is likely to drop to 0.16. At this time, Brookfield Asset's Net Tangible Assets are very stable compared to the past year. As of the 15th of April 2024, Other Assets is likely to grow to about 11.6 B, while Non Current Assets Total are likely to drop about 2.2 B. The firm currently falls under 'Large-Cap' category with a total capitalization of 15.41 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Brookfield Asset's market, we take the total number of its shares issued and multiply it by Brookfield Asset's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the firm appears to be fairly valued. Brookfield Asset Man shows a prevailing Real Value of $38.42 per share. The current price of the firm is $38.54. Our model approximates the value of Brookfield Asset Man from analyzing the firm fundamentals such as Profit Margin of 0.45 %, current valuation of 15.65 B, and Return On Equity of 0.19 as well as examining its technical indicators and probability of bankruptcy. In general, most investors favor obtaining undervalued instruments and abandoning overvalued instruments since, at some point, asset prices and their ongoing real values will blend.
Partners Group (PGPHF)
The company has return on total asset (ROA) of 0.2376 % which means that it generated a profit of $0.2376 on every $100 spent on assets. This is way below average. Similarly, it shows a return on equity (ROE) of 0.6056 %, meaning that it generated $0.6056 on every $100 dollars invested by stockholders. Partners' management efficiency ratios could be used to measure how well Partners manages its routine affairs as well as how well it operates its assets and liabilities. The firm currently falls under 'Large-Cap' category with a current market capitalization of 26.7 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Partners's market, we take the total number of its shares issued and multiply it by Partners's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
Altaba Inc (AABA)
The firm beta is close to zero. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Altaba will likely underperform. The beta indicator helps investors understand whether Altaba moves in the same direction as the rest of the market, and how volatile (i.e., risky) it is compared to the market (i.e., selected benchmark). In other words, if Altaba deviates very little from the market, it does not add much risk to the portfolio, but it also doesn't increase the expected returns. The entity currently falls under 'Large-Cap' category with a current market capitalization of 10.2 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Altaba's market, we take the total number of its shares issued and multiply it by Altaba's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
Blackstone Group (BX)
The company has Return on Asset (ROA) of 0.059 % which means that for every $100 of assets, it generated a profit of $0.059. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.1295 %, which means that it produced $0.1295 on every 100 dollars invested by current stockholders. Blackstone's management efficiency ratios could be used to measure how well Blackstone manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Blackstone's Return On Tangible Assets are fairly stable compared to the past year. Return On Assets is likely to rise to 0.04 in 2024, whereas Return On Capital Employed is likely to drop 0.06 in 2024. At this time, Blackstone's Other Assets are fairly stable compared to the past year. Total Current Assets is likely to rise to about 5.8 B in 2024, whereas Total Assets are likely to drop slightly above 27.8 B in 2024. The firm currently falls under 'Mega-Cap' category with a market capitalization of 149.63 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Blackstone's market, we take the total number of its shares issued and multiply it by Blackstone's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
Net Debt
6.53 Billion
At this time, Blackstone's Net Debt is fairly stable compared to the past year.
Hargreaves Lansdown plc (HRGLF)
The entity beta is close to zero. As returns on the market increase, Hargreaves Lansdown's returns are expected to increase less than the market. However, during the bear market, the loss of holding Hargreaves Lansdown is expected to be smaller as well. The beta indicator helps investors understand whether Hargreaves Lansdown moves in the same direction as the rest of the market, and how volatile (i.e., risky) it is compared to the market (i.e., selected benchmark). In other words, if Hargreaves deviates very little from the market, it does not add much risk to the portfolio, but it also doesn't increase the expected returns. The entity currently falls under 'Mid-Cap' category with a current market capitalization of 5.26 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Hargreaves Lansdown's market, we take the total number of its shares issued and multiply it by Hargreaves Lansdown's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
HAL Trust (HALFF)
The company has return on total asset (ROA) of 0.0228 % which means that it generated a profit of $0.0228 on every $100 spent on assets. This is way below average. Similarly, it shows a return on equity (ROE) of 0.2709 %, meaning that it generated $0.2709 on every $100 dollars invested by stockholders. HAL Trust's management efficiency ratios could be used to measure how well HAL Trust manages its routine affairs as well as how well it operates its assets and liabilities. This firm currently falls under 'Large-Cap' category with a current market capitalization of 11.85 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate HAL Trust's market, we take the total number of its shares issued and multiply it by HAL Trust's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.
T Rowe Price (TROW)
The company has return on total asset (ROA) of 0.1065 % which means that it generated a profit of $0.1065 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1838 %, meaning that it created $0.1838 on every $100 dollars invested by stockholders. T Rowe's management efficiency ratios could be used to measure how well T Rowe manages its routine affairs as well as how well it operates its assets and liabilities. At this time, T Rowe's Return On Assets are fairly stable compared to the past year. Return On Equity is likely to climb to 0.28 in 2024, whereas Return On Tangible Assets are likely to drop 0.19 in 2024. At this time, T Rowe's Total Assets are fairly stable compared to the past year. Non Current Assets Total is likely to climb to about 9.9 B in 2024, despite the fact that Other Current Assets are likely to grow to (2.5 B). The entity currently falls under 'Large-Cap' category with a current market capitalization of 25.76 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate T Rowe's market, we take the total number of its shares issued and multiply it by T Rowe's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. At this time, the entity appears to be overvalued. T Rowe Price has a current Real Value of $106.75 per share. The regular price of the entity is $114.25. Our model measures the value of T Rowe Price from analyzing the entity fundamentals such as Return On Equity of 0.18, return on asset of 0.11, and Current Valuation of 24.88 B as well as examining its technical indicators and probability of bankruptcy. In general, most investors recommend buying undervalued stocks and disposing overvalued stocks since, at some future date, asset prices and their ongoing real values will draw towards each other.
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Vlad Skutelnik is a Macroaxis Contributor. Vlad covers stocks, funds, cryptocurrencies, and ETFs that are traded in North America, focusing primarily on fundamentals, valuation and market volatility. He has many years of experience in fintech, predictive investment analytics, and risk management. View Profile
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