T Rowe Price Stock Performance
| TROW Stock | USD 91.65 3.53 4.01% |
The firm has a beta of 1.38, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, T Rowe will likely underperform. At this point, T Rowe Price has a negative expected return of -0.3%. Please make sure to validate T Rowe's maximum drawdown, daily balance of power, as well as the relationship between the Daily Balance Of Power and period momentum indicator , to decide if T Rowe Price performance from the past will be repeated at some future date.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days T Rowe Price has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Stock's basic indicators remain fairly stable which may send shares a bit higher in June 2025. The latest fuss may also be a sign of long-term up-swing for the venture sophisticated investors. ...more
Actual Historical Performance (%)
One Day Return 4.01 | Five Day Return 3.63 | Year To Date Return (19.20) | Ten Year Return 11.88 | All Time Return 11.3 K |
Forward Dividend Yield 0.0554 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 5.08 | Dividend Date 2025-03-28 |
1 | Acquisition by Robert W. Sharps of 1254 shares of T Rowe at 79.7137 subject to Rule 16b-3 | 02/14/2025 |
| T Rowe dividend paid on 28th of March 2025 | 03/28/2025 |
2 | Pictet Asset Management Holding SA Buys 41,802 Shares of T. Rowe Price Group, Inc. | 04/01/2025 |
3 | Is RPSIX a Strong Bond Fund Right Now | 04/09/2025 |
4 | T. Rowe Price Faces Target Price Reduction by Citi TROW Stock News | 04/14/2025 |
5 | Pimco, T. Rowe Bet on SEC Shift With Push for Tax-Savvy Funds | 04/17/2025 |
6 | T. ROWE PRICE LAUNCHES PENSION-LINKED EMERGENCY SAVINGS ACCOUNTS TROW Stock News | 04/22/2025 |
7 | Is T. Rowe Price Equity Income Fund a Strong Mutual Fund Pick Right Now | 04/23/2025 |
8 | T. Rowe Price Group, Inc. Shares Sold by Ossiam | 04/24/2025 |
9 | 3 big risks that can quickly turn your retirement dreams into a nightmare even with a healthy nest egg | 04/25/2025 |
10 | Curious about T. Rowe Q1 Performance Explore Wall Street Estimates for Key Metrics | 04/29/2025 |
11 | Price T Rowe Associates Inc. MD Buys 4,496 Shares of T. Rowe Price Group, Inc. | 05/01/2025 |
12 | T. Rowe Price Reports Strong Q1 2025 with International Expansion | 05/02/2025 |
| Begin Period Cash Flow | 2.1 B |
T Rowe Relative Risk vs. Return Landscape
If you would invest 11,368 in T Rowe Price on February 3, 2025 and sell it today you would lose (2,203) from holding T Rowe Price or give up 19.38% of portfolio value over 90 days. T Rowe Price is currently does not generate positive expected returns and assumes 2.6534% risk (volatility on return distribution) over the 90 days horizon. In different words, 23% of stocks are less volatile than TROW, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
T Rowe Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for T Rowe's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as T Rowe Price, and traders can use it to determine the average amount a T Rowe's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1138
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | TROW |
Estimated Market Risk
| 2.65 actual daily | 23 77% of assets are more volatile |
Expected Return
| -0.3 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average T Rowe is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of T Rowe by adding T Rowe to a well-diversified portfolio.
T Rowe Fundamentals Growth
TROW Stock prices reflect investors' perceptions of the future prospects and financial health of T Rowe, and T Rowe fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on TROW Stock performance.
| Return On Equity | 0.18 | |||
| Return On Asset | 0.11 | |||
| Profit Margin | 0.28 % | |||
| Operating Margin | 0.34 % | |||
| Current Valuation | 18.56 B | |||
| Shares Outstanding | 221.1 M | |||
| Price To Earning | 14.34 X | |||
| Price To Book | 1.91 X | |||
| Price To Sales | 2.77 X | |||
| Revenue | 7.09 B | |||
| Gross Profit | 3.72 B | |||
| EBITDA | 2.33 B | |||
| Net Income | 2.14 B | |||
| Cash And Equivalents | 1.76 B | |||
| Cash Per Share | 10.59 X | |||
| Total Debt | 278.7 M | |||
| Debt To Equity | 0.04 % | |||
| Current Ratio | 1.76 X | |||
| Book Value Per Share | 47.01 X | |||
| Cash Flow From Operations | 1.69 B | |||
| Earnings Per Share | 8.81 X | |||
| Market Capitalization | 20.26 B | |||
| Total Asset | 13.47 B | |||
| Retained Earnings | 10.04 B | |||
| Working Capital | 3.09 B | |||
| Current Asset | 1.62 B | |||
| Current Liabilities | 344.9 M | |||
About T Rowe Performance
Evaluating T Rowe's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if T Rowe has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if T Rowe has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.20 | 0.18 | |
| Return On Capital Employed | 0.18 | 0.17 | |
| Return On Assets | 0.16 | 0.22 | |
| Return On Equity | 0.20 | 0.28 |
Things to note about T Rowe Price performance evaluation
Checking the ongoing alerts about T Rowe for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for T Rowe Price help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| T Rowe Price generated a negative expected return over the last 90 days | |
| Over 78.0% of the company shares are owned by institutional investors | |
| On 28th of March 2025 T Rowe paid $ 1.27 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: T. Rowe Price Reports Strong Q1 2025 with International Expansion |
- Analyzing T Rowe's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether T Rowe's stock is overvalued or undervalued compared to its peers.
- Examining T Rowe's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating T Rowe's management team can have a significant impact on its success or failure. Reviewing the track record and experience of T Rowe's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of T Rowe's stock. These opinions can provide insight into T Rowe's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for TROW Stock Analysis
When running T Rowe's price analysis, check to measure T Rowe's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy T Rowe is operating at the current time. Most of T Rowe's value examination focuses on studying past and present price action to predict the probability of T Rowe's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move T Rowe's price. Additionally, you may evaluate how the addition of T Rowe to your portfolios can decrease your overall portfolio volatility.