Profitability
Weight: 25%
B
70
Scored using ROA (NIM proxy) — financial-archetype substitution.
- 5yr Avg ROA 14.5%
- Operating Margin Trend -4.06 pp/yr
TROW
T. Rowe Price Group, Inc.
AlphaQuality composite grade, weighted for banks, insurers & asset managers businesses.
Capital Efficiency
Weight: 20%
A
92
Scored using ROTCE — financial-archetype substitution.
- 5yr Avg ROTCE 26.7%
- 5yr Share-Count CAGR -0.6%
Growth Quality
Weight: 10%
B-
66
Scored using BVPS — financial-archetype substitution.
- 5yr BVPS CAGR 81.2%
- 5yr EPS CAGR -8.4%
- Positive-EPS Years (5) 5/5
Cash Generation
Weight: 5%
A
89
Scored using OCF/NI — banks have no FCF concept.
- 5yr OCF/NI 0.99x
Balance Sheet
Weight: 30%
A+
100
Scored using Equity/Assets — financial-archetype substitution.
- Equity / Assets 74.4%
- Interest Coverage (EBIT/Int) 30.00x
Stability
Weight: 10%
C+
60
- EPS Volatility (σ/μ) 0.31
- Piotroski F-Score 6
- Negative-Revenue Years (5) 2/5
Guru Flow
Curated superinvestor sentiment — not part of the AlphaQuality grade.4 of 4 gurus held; 1 new buy; 1 added; 2 trimmed.
- Holders
- 4 +1
- Avg Δ position
- +13.2%
- New buys
- 1
- Full exits
- 0