T. Rowe Price Group, Inc. (TROW) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 5YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 5Y.
- Score
- 19/100
- 5Y CAGR
- 3.3%
- Median YoY
- 6%
- YoY volatility
- σ 14.6pp· uneven
- Quarters ≥ 20%
- 2 of 20
- Negative quarters
- 5
- Valuation vs own 5Y history
- P/S 3.6x · 5Y median 3.8x · 43rd percentile
How this score is computed
- Quarters at or above 20%: 2 of 20 → 4 of 40 pts
- Steadiness (typical swing 14.6pp) → 14.6 of 25 pts
- Pace (median 6% YoY) → 0 of 20 pts
- Latest quarter (5.3% YoY) → 0 of 15 pts
- Score: 19 of 100
Annual revenue · last 11 fiscal years
Quarterly YoY revenue growth vs the 20% line · 5Y
P/S multiple vs its 5Y median · context only
Across metrics · 5Y
| Metric | 5Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 3.3% | 6% | 14.6pp | 2 of 20 | 5 |
| EPSEPS | -1.5% | 3.7% | 33.7pp | 6 of 20 | 7 |
| Op cash flowOperating cash flow | -1.8% | 17.7% | 4351.9pp | 8 of 17 | 7 |
| EBITDAEBITDA | -2.2% | -0.1% | 28.3pp | 4 of 20 | 10 |
| FCFFree cash flow | -2.8% | 15.3% | 116.9pp | 7 of 16 | 6 |
Reported figures over 5Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: TROW on the compounders surface · All compounders, ranked
About T. Rowe Price Group, Inc.
T. Rowe Price Group, Inc. operates as a publicly traded entity specializing in investment management. The firm extends its financial expertise to a diverse range of clients, including individual investors, institutional organizations, retirement benefit plans, and financial intermediaries. It is responsible for the establishment and ongoing management of both equity and fixed income mutual funds. The company's investment activities encompass public stock and bond markets worldwide. Employing a bottom-up methodology, the firm integrates both fundamental and quantitative analysis, leveraging insights from both internal research capabilities and external sources for its investment decisions. A core tenet of its investment philosophy is socially responsible investing, with a significant emphasis on environmental, social, and governance (ESG) factors. Furthermore, T. Rowe Price engages in late-stage venture capital transactions, typically committing between $3 million and $5 million per investment. Historically, the firm was known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc. Established in 1937, its global headquarters are situated in Baltimore, Maryland. The firm maintains a substantial international presence, with additional offices in Colorado Springs, Colorado; Owings Mills, Maryland; San Francisco, California; New York, New York; Philadelphia, Pennsylvania; Tampa, Florida; Toronto, Ontario; Hellerup, Denmark; Amsterdam, The Netherlands; Luxembourg, Grand Duchy of Luxembourg; Zurich, Switzerland; Dubai, United Arab Emirates; London, United Kingdom; Sydney, New South Wales; Hong Kong; Tokyo, Japan; Singapore; Frankfurt, Germany; Madrid, Spain; Milan, Italy; Stockholm, Sweden; Melbourne, Australia; and Amsterdam, Netherlands.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- Robert W. Sharps