T. Rowe Price Group, Inc. (TROW)
POSITIVEPrice
$109.64
Market Cap
$23.49B
Fundamental
70
Technical
75
Composite
72
AI Analysis
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Overview
T. Rowe Price Group, Inc. is a publicly owned investment manager. The firm provides its services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions. It launches and manages equity and fixed income mutual funds. The firm invests in the public equity and fixed income markets across the globe. It employs fundamental and quantitative analysis with a bottom-up approach. The firm utilizes in-house and external research to make its investments. It employs socially responsible investing with a focus on environmental, social, and governance issues. It makes investment in late-stage venture capital transactions and usually invests between $3 million and $5 million. The firm was previously known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc. T. Rowe Price Group, Inc. was founded in 1937 and is based in Baltimore, Maryland, with additional offices in North America, Europe, Asia, Australia.
Balance Sheet & Liquidity
Revenue
$7.31B
Net Income
$2.21B
Free Cash Flow
$1.98B
Total Equity
$11.02B
Total Liabilities
$2.29B
Current Ratio
6.27
Interest Coverage
-
Debt/EBITDA
1.05
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Fair Value Estimation
OvervaluedFair Value
$87.30
Current Price
$109.64
Margin of Safety
-25.6%
Fair Value Range
$72.47 - $102.12
Estimation Methods
Valuation Metrics
P/E Ratio
11.84
ROE
20.0%
P/B Ratio
2.13
P/FCF
11.84
Gross Margin
-
ROIC
14.3%
Value Creation (Economic Moat)
ROIC
14.3%
WACC
11.7%
ROIC − WACC
+2.7 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
Fundamental Analysis Criteria
Passed (18)
- EPS shows upward trend
- EPS CAGR 44.06%
- ROIC 14.3%
- P/FCF 11.84
- P/B Ratio 2.13
- Debt/Equity ratio
- Operating Margin 29.9%
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Debt/EBITDA
- Return on Tangible Assets
- Low reliance on intangibles
- ROE 19.5%
- Earnings Surprise avg 3.6%
- Earnings Quality (OCF/NI) 0.79
- Share Dilution 0.0%
- Piotroski F-Score 5/9
Failed (6)
- Price CAGR 3.83%
- Price below Graham Number
- DCF valuation (Overvalued)
- Revenue Growth 5Y 3.3%
- Analyst Consensus 0% Buy
- Net Margin Trend 30.2% vs 30.2%
Unavailable (4)
- Gross Margin NaN%
- Dividend Payout NaN%
- Interest Coverage
- PEG Ratio (need PE > 0 and growth > 0)
Price Chart
Technical Indicators
RSI (14)
71.92
SMA 50
$101.08
SMA 200
$100.99
MACD
0.27
Volatility
1.7%
Momentum (12m)
15.9%
RSI 71.9, SMA trend bullish, momentum 15.9%.
Piotroski F-Score
Mixed signals: some areas need attention
Earnings Quality
Moderate: some gap between profits and cash
Share Dilution
Buying back shares. Shareholder friendly
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. Robert W. Sharps C.F.A., CPA | CEO & Chair of the Board | 54 |
| Mr. Eric Lanoue Veiel C.F.A. | President, Co-Head of Global Investments & Chief Investment Officer | 53 |
| Mr. Glenn Russell August | Founder, VP & Director | 63 |
| Ms. Jennifer Benson Dardis | VP, CFO & Treasurer | 51 |
| Mr. Sébastien Page C.F.A. | Co-Head of Global Investments, Chief Investment Officer & Acting Head of Global Multi-Asset | 48 |
| Mr. Ramon Richards | CTO, Global Head of Technology, Data & Operations | - |
| Ms. Jessica M. Hiebler | Principal Accounting Officer, Controller & VP | 49 |
| Ms. Linsley Carruth | Director of Investor Relations | 55 |
| Mr. David Oestreicher Esq., J.D. | VP, General Counsel & Corporate Secretary | 58 |
| Mr. Thomas Pedersen | Managing Director of Sales & Client Relations | - |
Audit Risk
7
Board Risk
8
Compensation Risk
6
Shareholder Rights Risk
7
Latest News
Recent headlines for TROW, sourced from Markets Gazette.
- 2/26/2026POSITIVEInvestors Want More Help from their Advisors with Charitable Giving
Investors are increasingly seeking more assistance from their financial advisors regarding charitable giving strategies. Jeffrey Snyder of Broadcast Retirement Network discussed this emerging trend with Emily Barczak of T. Rowe Price, highlighting the rising demand for advisory services in this specialized area. T. Rowe Price's participation in this conversation underscores its active role and expertise within the financial planning sector, particularly concerning philanthropic endeavors. This positions the company favorably within an expanding market segment, suggesting potential for increased client engagement from those seeking comprehensive wealth management and donation solutions.
via Markets Gazette