T. Rowe Price Group, Inc. TROW
Composite 62/100; the shares have moved about 23% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Growth ranks 38/100 — a moderate mark against it.
Income ranks 94/100 — a strong point in its favour. Valuation ranks 83/100 — a strong point in its favour. Balance-sheet strength ranks 68/100 — a moderate point in its favour.
Growth ranks 38/100 — a moderate mark against it.
What the company does T. Rowe Price Group is a global asset manager offering equity and fixed-income mutual funds to individuals, institutions, and retirement plans. It employs fundamental and quantitative analysis, with a focus on ESG investing and late-stage venture capital deployments between $3M and $5M.
Key financials The firm reports strong profitability metrics: ROE 19.4%, ROA 10.7%, and ROCE 18.5%. Gross, operating, and net margins stand at 51.6%, 28.7%, and 29.3%, respectively. Revenue and EPS growth are modest at 3.1% and 3.2%.
Stock health Sideravia scores the stock Average quality with attractively valued metrics: Quality 68.3, Strength 77.7, Valuation 68.8, and Income 88.5. Momentum is mixed: 20.41% over 6 months but -8.79% below the 52-week high.
Price vs fair value The stock trades at a PREMIUM of 1.50% versus the analyst mean target of 109.58. - Recent dividend coverage by financial media highlights its income appeal (6 Dividend Aristocrats to Play Right Now; 4 Financial Stocks That Kept Raising Dividends Through 2 Historic Crashes) - Expansion of retirement platform services may support long-term flows (PensionBee Expands Access to Automatic Rollover IRA Solution Through T. Rowe Price Retirement Platform) - Fund-specific positive coverage in niche strategies (Is T. Rowe Price Communications & Technology Fund (PRMTX) a Strong Mutual Fund Pick Right Now?)
Looking forward Forward P/E of 11.06 and PEG of 5.56 suggest valuation sensitivity to growth. With a 4.7% dividend yield and strong balance sheet (debt/equity 0.04, current ratio 4.04), the stock reflects stability but limited upside to the valuation anchor.
This is not investment advice. Sideravia provides automated, data-driven analysis for information and education only. Nothing on this page is a personal recommendation or an invitation to buy or sell any security, and it does not consider your objectives or financial situation. Assessments are generated by rules applied uniformly to every covered stock — how our scores work.
Data as of 2026-09-04, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.