Alliancebernstein Holding L P's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Alliancebernstein Holding L P (AB) 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: Alliancebernstein Holding L P vs Its Competitors
- TTM: Trailing 12-month revenue of 342M vs 1,129,320M combined for tracked competitors (0.0% combined share).
- Scale: Alliancebernstein Holding L P ranks #57 of 91 companies by market capitalization in the Investment Services industry, holding 0.1% of industry market cap.
- Peer differentiation: Revenue per employee of $0.08M compares with $0.79M for the peer group (0.1x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
Alliancebernstein Holding L P vs. its Competitors, Q2 2026
Net income growth, year on year
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 an SEC filing; 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 Alliancebernstein Holding L P and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Alliancebernstein Holding L p | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Alliancebernstein Holding L P's competitor groups requires a Commercial License.
Alliancebernstein Holding L P's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Alliancebernstein Holding L p | - | - | - | Yes |
| Competitors combined (88) | ||||
| High-Confidence Competitors (1) | ||||
| Similar-Size Competitors (10) |
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.
AB Stock Performance relative to its Competitors
AB Stock Performance relative to High-Confidence Competitors
AB Stock Performance relative to Similar-Size 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 | Financial Institutions Inc | 282.9% | Outperformed |
| 4 | Principal Financial Group inc | 282.9% | Outperformed |
| 5 | Franklin Resources Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Alliancebernstein Holding L P's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Alliancebernstein Holding L P's Comment on Competition and Industry Peers
In addition, AXA and its subsidiaries provide financial services, some of which compete with those we offer. The AB Partnership Agreement specifically allows AXA and its subsidiaries (other than the General Partner) to compete with AB and to pursue opportunities that may be available to us. AXA, AXA Financial, AXA Equitable and certain of their respective subsidiaries have substantially greater financial resources than we do and are not obligated to provide resources to us.
To grow our business, we believe we must be able to compete effectively for
AUM. Key competitive factors include:
our investment performance for clients;
our commitment to place the interests of our clients first;
the quality of our research;
our ability to attract, motivate and retain highly skilled, and often highly
specialized, personnel;
the array of investment products we offer;
the fees we charge;
Morningstar/Lipper rankings for the AB Funds;
our ability to sell our actively-managed investment services despite the fact
that many investors favor passive services;
our operational effectiveness;
our ability to further develop and market our brand; and
our global presence.
Publicly Traded Peers of Alliancebernstein Holding L p
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Alliancebernstein Holding L p | 3,285.70 | 342.26 |
| Jpmorgan Chase and Co | 911,205.38 | 186,328.00 |
| Bank Of America Corporation | 404,281.04 | 121,098.00 |
| Morgan Stanley | 303,758.40 | 68,350.00 |
| The Goldman Sachs Group Inc | 278,809.71 | 52,259.00 |
| Wells Fargo and Company | 248,842.75 | 83,940.00 |
| SUBTOTAL | 3,699,562.82 | 1,359,860.10 |
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Sources: Alliancebernstein Holding L p's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Alliancebernstein Holding L p versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Alliancebernstein Holding L P's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Jackson Financial Inc | Named by the company | 85% |
| Financial Institutions Inc | Named by the company | 85% |
| Equity Residential | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Alliancebernstein Holding L P's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Alliancebernstein Holding L P'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 36.50 % |
| Energy Transfer Lp | Crude oil transportation and services 27.94 % |
| Prudential Financial Inc | Total Reconciling Items 1.88 % |
| American International Group Inc | North America Operating 30.08 % |
Source: operating segment revenue as reported in each company's SEC filings (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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Alliancebernstein Holding L P'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 |
|---|---|---|---|
| Alliancebernstein Holding L p | 3,286 | 76,602 | 69,944 |
| Jpmorgan Chase and Co | 911,205 | 584,995 | 200,752 |
| Bank Of America Corporation | 404,281 | 568,535 | 158,005 |
| Morgan Stanley | 303,758 | 823,494 | 245,422 |
| The Goldman Sachs Group Inc | 278,810 | 1,102,511 | 442,468 |
| Wells Fargo and Company | 248,843 | 351,213 | 95,100 |
| PEERS TOTAL | 3,696,277 | 792,420 | 165,281 |
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Alliancebernstein Holding L P's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. 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 75.98 % |
| Up Fintech Holding Limited | NZ 35.88 % |
| Stifel Financial Corp | Americas 55.21 % |
Source: revenue geography as reported in each company's SEC filings (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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Alliancebernstein Holding L P's Position in Industry Market Structure
Market-capitalization share and concentration across all 88 companies in Alliancebernstein Holding L P's industry classification, broader than the peer set above. Market cap in millions of $.Alliancebernstein Holding L P ranks #57 of 88 companies by market capitalization in its industry, holding 0.14 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 606, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Morgan Stanley | 303,821 | 13.32 % |
| 2 | The Goldman Sachs Group Inc | 279,374 | 12.24 % |
| 3 | Blackrock Inc | 176,379 | 7.73 % |
| 4 | Schwab Charles Corp | 170,944 | 7.49 % |
| 5 | Futu Holdings Ltd | 1,234 | 5.2% |
| 6 | Robinhood Markets Inc | 1,234 | 5.2% |
| 7 | Cme Group Inc | 1,234 | 5.2% |
| 8 | Blackstone Inc | 1,234 | 5.2% |
| 9 | Kkr and co inc | 1,234 | 5.2% |
| 10 | Intercontinental Exchange Inc | 1,234 | 5.2% |
| 57 | Alliancebernstein Holding L p | 3,278 | 0.14 % |
Market cap and industry share for the rest of Alliancebernstein Holding L P's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Alliancebernstein Holding L P'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 |
|---|---|---|---|
| 52 | Wisdomtree Inc | 3,760 | 71.67 % |
| 53 | Miami International Holdings Inc | 3,754 | -19.21 % |
| 54 | Hamilton Lane Incorporated | 3,576 | -43.56 % |
| 55 | Stepstone Group Inc | 3,535 | -32.73 % |
| 56 | Acadian Asset Management Inc | 1,234 | 12.3% |
| 57 | Alliancebernstein Holding L p | 3,278 | -6.59 % |
| 58 | Digitalbridge Group Inc | 1,234 | 12.3% |
| 59 | Noah Holdings Ltd | 1,234 | 12.3% |
| 60 | Gcm Grosvenor Inc | 1,234 | 12.3% |
| 61 | Artisan Partners Asset Management Inc | 1,234 | 12.3% |
| 62 | Patria Investments Limited | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Alliancebernstein Holding L P's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Alliancebernstein Holding L P's Valuation vs Competitive Position
Valuation multiples vs the Investment Services industry average (78 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 | 11.3x | 23.9x | -12.5x |
| EV / EBITDA | - | 12.8x | - |
| P/B | 2.8x | 3.0x | -0.2x |
| Return on Equity | 25.40 % | industry aggregate | 9.56 % |
| Return on Invested Capital | - | 8.46 % (avg) | - |
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.
Alliancebernstein Holding L P's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2015 | 2017 | 2018 | 2019 | 2020 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | -13.14 % | -2.92 % | 500.00 % | 36.89 % | 4.15 % | - | 111.42 % | -86.96 % |
| Operating Margin | 100.00 % | 100.00 % | -72.24 % | - | - | - | 36.21 % | 100.00 % |
| Return on Invested Capital | 4.44 % | 5.19 % | -19.67 % | - | - | 29.03 % | 9.21 % | 6.94 % |
| P/E | 12.2x | 11.8x | - | 12.3x | 10.4x | - | 10.0x | 13.7x |
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.
Alliancebernstein Holding L P's BCG Growth-Share Matrix
Relative market share (vs Alliancebernstein Holding L P's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Alliancebernstein Holding L P falls in the Dog quadrant: relative market share of 0.01x vs its largest competitor, in an industry growing revenue 9.2% (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.
Alliancebernstein Holding L P'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 606 (see Industry Market Structure & Concentration above) |
| Supplier Power | Not covered on this page | See Alliancebernstein Holding L P's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Alliancebernstein Holding L P's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Alliancebernstein Holding L P's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Alliancebernstein Holding L P falls in the Medium attractiveness / Low strength cell: Harvest.
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.
Alliancebernstein Holding L P'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
- Return on equity 9.6 points above the industry aggregate.
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.01x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
No rule matched.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Alliancebernstein Holding L P'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 |
|---|---|---|---|
| Alliancebernstein Holding L p | - | 0.41 | - |
| Jpmorgan Chase and Co | 0.17 | 0.42 | 1.40 |
| Bank Of America Corporation | 0.09 | 0.52 | 1.25 |
| Morgan Stanley | 0.40 | 1.12 | 3.16 |
| The Goldman Sachs Group Inc | 0.50 | 0.79 | 3.11 |
| Wells Fargo and Company | 0.11 | 0.80 | 1.41 |
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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.
Alliancebernstein Holding L P'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 |
|---|---|---|---|
| Alliancebernstein Holding L p | Q2 2026 | - | +2.1 % |
| Jpmorgan Chase and Co | Q2 2026 | +30.4 % | +44.0 % |
| Bank Of America Corporation | Q2 2026 | +15.0 % | +27.5 % |
| Morgan Stanley | Q2 2026 | -30.6 % | +58.1 % |
| The Goldman Sachs Group Inc | Q2 2026 | -65.3 % | +78.0 % |
| Wells Fargo and Company | Q2 2026 | +14.2 % | +21.6 % |
| PEERS TOTAL | +12.5 % | +36.2 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Alliancebernstein Holding L P'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 |
|---|---|---|---|
| Alliancebernstein Holding L p | Q2 2026 | - | - |
| Jpmorgan Chase and Co | Q2 2026 | -6.4 % | - |
| Bank Of America Corporation | Q2 2026 | - | - |
| Morgan Stanley | Q2 2026 | - | +7.3 % |
| The Goldman Sachs Group Inc | Q2 2026 | -73.4 % | +5.5 % |
| Wells Fargo and Company | Q2 2026 | -16.2 % | - |
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Alliancebernstein Holding L P's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Alliancebernstein Holding L p | 25.37% | 12.69% | 25.40% |
| Jpmorgan Chase and Co | 1.35% | 3.71% | 17.50% |
| Bank Of America Corporation | 0.97% | 2.76% | 11.13% |
| Morgan Stanley | 1.35% | 1.95% | 17.85% |
| The Goldman Sachs Group Inc | 1.07% | 1.86% | 16.95% |
| Wells Fargo and Company | 1.05% | 2.94% | 12.48% |
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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).
Alliancebernstein Holding L P's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Alliancebernstein Holding L p | 10.70 | 9.60 |
| Jpmorgan Chase and Co | 14.24 | 4.89 |
| Bank Of America Corporation | 12.77 | 3.34 |
| Morgan Stanley | 15.66 | 4.44 |
| The Goldman Sachs Group Inc | 14.16 | 5.34 |
| Wells Fargo and Company | 11.83 | 2.96 |
| PEERS AVERAGE | 13.03 | 2.72 |
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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.