Price T Rowe Group Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Price T Rowe Group Inc (TROW) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Price T Rowe Group Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 7,703M vs 575,840M combined for its competitors (1.3% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+4.1% annualized vs trailing 12 months), vs decelerating (-2.4%) for its tracked peer group.
- Growth: Price T Rowe Group Inc generated 5.9% revenue growth year over year in Q3 2026, vs 1.7% for its competitors combined.
- Profitability: Its 30.5% net margin compares with 30.0% for the peer group.
- Scale: Price T Rowe Group Inc ranks #22 of 90 companies by market capitalization in the Investment Services industry, holding 1.0% of industry market cap.
- Peer revenue share: Price T Rowe Group Inc accounted for 1.4% of combined revenue among its tracked peer group, up from 1.4% a year earlier.
- Peer differentiation: Revenue per employee of $0.99M compares with $0.79M for the peer group (1.2x).
- Structure: Price T Rowe Group Inc reports the following subsidiaries: T. Rowe Price Exchange-Traded Funds, Inc..
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
TROW Sales vs. its Competitors, Q3 2026
Price T Rowe Group Inc reported revenue growth of 5.88 % year on year in Q3 2026, above its competitors' combined revenue growth of 1.67 %.
With a net margin of 30.54 %, Price T Rowe Group Inc achieved higher profitability than its competitors (30.00 %).
Price T Rowe Group Inc generated 1.41 % of the combined sales of its peer group, up from 1.35 % a year earlier.
API endpoints for this dataset
Price T Rowe Group Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Price T Rowe Group Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Price T Rowe Group Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Price T Rowe Group Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (7) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Price T Rowe Group Inc's competitor groups requires a Commercial License.
For context: the Investment Services industry grew revenue -1.7% year over year, combined, vs 5.9% for Price T Rowe Group Inc. Price T Rowe Group Inc's share of combined industry revenue moved from 0.73% to 0.78%, a gain of 0.06 percentage points.
Price T Rowe Group Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Price T Rowe Group Inc | Yes | Yes | No | No |
| Competitors combined (53) | ||||
| High-Confidence Competitors (1) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 100.00 % (8 of 8) | 50.00 % (4 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
TROW Stock Performance relative to its Competitors
TROW Stock Performance relative to High-Confidence Competitors
TROW Stock Performance relative to Similar-Size Competitors
TROW Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | The Bank Of New York Mellon Corporation | 282.9% | Outperformed |
| 2 | Wisdomtree Inc | 282.9% | Outperformed |
| 3 | Franklin Resources Inc | 282.9% | Outperformed |
| 4 | Voya Financial Inc | 282.9% | Outperformed |
| 5 | Principal Financial Group inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Price T Rowe Group Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Price T Rowe Group Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Price T Rowe Group Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Price T Rowe Group Inc |
23,156.38 | 7,703.40 |
 Jpmorgan Chase and Co |
897,436.67 | 190,733.00 |
 Bank Of America Corporation |
356,921.12 | 122,968.00 |
 Morgan Stanley |
284,679.36 | 68,350.00 |
 The Goldman Sachs Group Inc |
260,698.40 | 42,162.00 |
 Wells Fargo and Company |
256,142.91 | 85,055.00 |
| SUBTOTAL | 3,432,360.52 | 1,299,878.50 |
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Price T Rowe Group Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Price T Rowe Group Inc's Competitors Named by the Company
Competitive relationships identified from Price T Rowe Group Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| OHA | Company report | 85% |
| Aegon Ltd | Company report | 85% |
| Silvercrest Asset Management Group Inc | Company report | 85% |
| Waddell and Reed Financial Inc | Company report | 85% |
| Pzena Investment Management Inc | Company report | 85% |
| Manning and Napier Inc. | Company report | 85% |
| Virtus Investment Partners Inc | Company report | 85% |
| Invesco Ltd | Company report | 85% |
| Morgan Stanley | Company report | 85% |
| Voya Financial Inc | Company report | 85% |
| Legg Mason Inc | Company report | 85% |
| Artisan Partners Asset Management Inc | Company report | 85% |
| Blackrock Inc | Company report | 85% |
| The Goldman Sachs Group Inc | Company report | 85% |
| Westwood Holdings Group Inc | Company report | 85% |
| Wells Fargo and Company | Company report | 85% |
| Alliancebernstein Holding L p | Company report | 85% |
| Franklin Resources Inc | Company report | 85% |
| Diamond Hill Investment Group Inc | Company report | 85% |
| Stifel Financial Corp | Company report | 85% |
| Apollo Global Management Inc | Company report | 85% |
| Carlyle Group Inc | Company report | 85% |
| Raymond James Financial Inc | Company report | 85% |
| Wisdomtree Inc | Company report | 85% |
| Associated Capital Group Inc | Company report | 85% |
| Affiliated Managers Group inc | Company report | 85% |
| The Bank Of New York Mellon Corporation | Company report | 85% |
| Gamco Investors Inc. Et Al | Company report | 85% |
| Blackstone Inc | Company report | 85% |
| Apollo Asset Management Inc. | Company report | 85% |
| Ares Management Corporation | Company report | 85% |
| Credit Suisse Group Ag | Company report | 85% |
Company report basis, confidence, active dates and source counts for Price T Rowe Group Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Price T Rowe Group Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Citigroup inc | Markets 29.42 % |
| Apollo Global Management Inc | Retirement Services 91.20 % |
| Energy Transfer Lp | Investment In Sunoco LP 38.49 % |
| Prudential Financial Inc | Total Reconciling Items 6.62 % |
| American International Group Inc | North America Operating 34.61 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
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Price T Rowe Group Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Price T Rowe Group Inc | 23,156 | 991,046 | 289,772 |
| Jpmorgan Chase and Co | 897,437 | 598,825 | 204,714 |
| Bank Of America Corporation | 356,921 | 577,315 | 150,793 |
| Morgan Stanley | 284,679 | 823,494 | 245,422 |
| The Goldman Sachs Group Inc | 260,698 | 889,494 | 467,700 |
| Wells Fargo and Company | 256,143 | 355,879 | 96,699 |
| PEERS TOTAL | 3,409,204 | 794,061 | 166,770 |
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Price T Rowe Group Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Blackrock Inc | Americas 64.41 % |
| Franklin Resources Inc | United States 72.53 % |
| Invesco Ltd | Americas 75.67 % |
| Stifel Financial Corp | Americas 57.23 % |
| Up Fintech Holding Limited | NZ 35.88 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Price T Rowe Group Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 88 companies in Price T Rowe Group Inc's industry classification, broader than the peer set above. Market cap in millions of $.Price T Rowe Group Inc ranks #22 of 88 companies by market capitalization in its industry, holding 1.02 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 580, indicating a unconcentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Morgan Stanley | 284,679 | 12.54 % |
| 2 | The Goldman Sachs Group Inc | 263,989 | 11.62 % |
| 3 | Blackrock Inc | 194,098 | 8.55 % |
| 4 | Schwab Charles Corp | 159,101 | 7.01 % |
| 5 | Futu Holdings Ltd | 1,234 | 5.2% |
| 6 | Cme Group Inc | 1,234 | 5.2% |
| 7 | Intercontinental Exchange Inc | 1,234 | 5.2% |
| 8 | Blackstone Inc | 1,234 | 5.2% |
| 9 | Kkr and co inc | 1,234 | 5.2% |
| 10 | Brookfield Asset Management Ltd | 1,234 | 5.2% |
| 22 | Price T Rowe Group Inc | 23,221 | 1.02 % |
Market cap and industry share for the rest of Price T Rowe Group Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.
Price T Rowe Group Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 17 | Raymond James Financial Inc | 32,106 | 3.52 % |
| 18 | Ares Management Corporation | 30,016 | -12.36 % |
| 19 | Nomura Holdings Inc | 28,909 | 36.14 % |
| 20 | Tradeweb Markets Inc | 27,180 | 22.17 % |
| 21 | Lpl Financial Holdings Inc | 1,234 | 12.3% |
| 22 | Price T Rowe Group Inc | 23,221 | 6.51 % |
| 23 | Tpg Inc | 1,234 | 12.3% |
| 24 | Franklin Resources Inc | 1,234 | 12.3% |
| 25 | Carlyle Group Inc | 1,234 | 12.3% |
| 26 | Sei Investments Company | 1,234 | 12.3% |
| 27 | Evercore Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Price T Rowe Group Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Price T Rowe Group Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Investment Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (142 companies). See the full Investment Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 0.00 % | 21.10 % (avg) | -21.1 pp |
| Operating Margin | 41.84 % | industry median | +1.8 pp |
| EBITDA Margin | 39.16 % | 22.65 % (avg) | +16.5 pp |
| Capital Intensity (Capex / Revenue) | 3.48 % | 3.62 % (avg) | -0.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Price T Rowe Group Inc's Valuation vs Competitive Position
Valuation multiples vs the Investment Services industry average (142 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Investment Services industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 11.4x | 24.3x | -12.9x |
| EV / EBITDA | 6.8x | 12.5x | -5.7x |
| P/B | 2.1x | 3.6x | -1.4x |
| Return on Equity | 20.17 % | industry aggregate | 1.12 % |
| Return on Invested Capital | 12.56 % | 6.42 % (avg) | 6.14 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Price T Rowe Group Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 25.30 % | 4.57 % | 10.48 % | 23.61 % | -15.43 % | -0.43 % | 9.80 % | 3.12 % |
| Operating Margin | 43.95 % | 42.49 % | 44.24 % | 48.36 % | 49.06 % | 42.13 % | 42.90 % | 40.33 % |
| Return on Invested Capital | 17.51 % | 16.21 % | 17.71 % | 20.25 % | 15.65 % | 12.42 % | 12.92 % | 12.00 % |
| P/E | 12.9x | 14.3x | 14.8x | 14.8x | 17.4x | 12.9x | 12.6x | 11.2x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Price T Rowe Group Inc's Strategic Group Map
Price T Rowe Group Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Price T Rowe Group Inc's trailing-12-month revenue growth of 6.9% and operating margin of 41.8% compares with an average of 9.6% growth and 42.1% margin across its 8 closest peers by combined growth, margin and ROIC -- Price T Rowe Group Inc sits below that peer average on growth and below it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Price T Rowe Group Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Price T Rowe Group Inc falls in the Dog quadrant: relative market share of 0.08x vs its largest competitor, in an industry growing revenue 9.4% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Price T Rowe Group Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 580 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 3.48 % vs industry average 3.62 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Price T Rowe Group Inc's dedicated Suppliers and Customers pages, not here.
Price T Rowe Group Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Price T Rowe Group Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Price T Rowe Group Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+4.1% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.08x).
Opportunities
- Trades at a lower P/E than the industry average (11.4x vs 24.3x) despite a higher return on invested capital -- a possible re-rating opportunity.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-2.4% annualized).
Methodology: see Methodology: SWOT Analysis.
Price T Rowe Group Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Price T Rowe Group Inc | 2.28 | 1.86 | - |
| Jpmorgan Chase and Co | 0.15 | 0.42 | 1.41 |
| Bank Of America Corporation | 0.10 | 0.52 | 1.27 |
| Morgan Stanley | 0.40 | 1.12 | 3.16 |
| The Goldman Sachs Group Inc | 0.43 | 0.79 | 3.30 |
| Wells Fargo and Company | 0.11 | 0.80 | 1.16 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Price T Rowe Group Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Price T Rowe Group Inc | Q3 2026 | +5.9 % | -10.8 % |
| Jpmorgan Chase and Co | Q3 2026 | +10.2 % | +9.0 % |
| Bank Of America Corporation | Q3 2026 | +3.2 % | -16.8 % |
| Morgan Stanley | Q2 2026 | -30.6 % | +58.1 % |
| The Goldman Sachs Group Inc | Q3 2026 | -68.0 % | +29.2 % |
| Wells Fargo and Company | Q3 2026 | +5.4 % | +6.9 % |
| PEERS TOTAL | +8.2 % | +17.2 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Price T Rowe Group Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Price T Rowe Group Inc | Q3 2026 | - | +14.8 % |
| Jpmorgan Chase and Co | Q3 2026 | -12.8 % | - |
| Bank Of America Corporation | Q3 2026 | - | - |
| Morgan Stanley | Q2 2026 | - | +7.3 % |
| The Goldman Sachs Group Inc | Q3 2026 | +8.6 % | -5.9 % |
| Wells Fargo and Company | Q3 2026 | +31.5 % | - |
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Price T Rowe Group Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Price T Rowe Group Inc | 14.96% | 15.55% | 20.17% |
| Jpmorgan Chase and Co | 1.34% | 1.65% | 17.70% |
| Bank Of America Corporation | 0.93% | 1.18% | 10.69% |
| Morgan Stanley | 1.35% | 1.95% | 17.85% |
| The Goldman Sachs Group Inc | 1.08% | 1.63% | 17.90% |
| Wells Fargo and Company | 1.04% | 1.23% | 12.78% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Price T Rowe Group Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Price T Rowe Group Inc | 10.98 | 3.01 |
| Jpmorgan Chase and Co | 14.07 | 4.71 |
| Bank Of America Corporation | 11.79 | 2.90 |
| Morgan Stanley | 14.68 | 4.17 |
| The Goldman Sachs Group Inc | 12.49 | 6.18 |
| Wells Fargo and Company | 11.91 | 3.01 |
| PEERS AVERAGE | 12.54 | 2.64 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.