Asset Management industry stocks
146 companies in the Asset Management industry. 81 have a published intrinsic value and 45 trade at least 20% below it.
The median company in Asset Management with a published value trades 36% below our estimate of intrinsic value.
Values as of the 22 Sept 2026 close.
Most undervalued stocks in Asset Management
- Gladstone Investment Corp (GAIN): undervalued, +76% margin of safety
- Crescent Capital BDC Inc (CCAP): undervalued, +76% margin of safety
- PennantPark Floating Rate Capital Ltd (PFLT): undervalued, +75% margin of safety
- Barings BDC Inc (BBDC): undervalued, +74% margin of safety
- Nuveen Churchill Direct Lending Corp (NCDL): undervalued, +74% margin of safety
- SLR Investment Corp (SLRC): undervalued, +74% margin of safety
- Saratoga Investment Corp (SAR): undervalued, +73% margin of safety
- Gladstone Capital Corp (GLAD): undervalued, +72% margin of safety
- Trinity Capital Inc (TRIN): undervalued, +69% margin of safety
- TriplePoint Venture Growth BDC Corp (TPVG): undervalued, +67% margin of safety
Liquid names only: at least $1M traded a day and $50M of market value.
Largest companies in Asset Management
- Blackrock Inc (BLK): overvalued, -46% margin of safety
- Blackstone Inc (BX): overvalued, -41% margin of safety
- KKR & Co Inc (KKR): slightly undervalued, +10% margin of safety
- Brookfield Corp (BN): overvalued, -123% margin of safety
- Brookfield Asset Management Ltd (BAM): not valued
- Apollo Global Management Inc (APO): undervalued, +36% margin of safety
- State Street Corp (STT): undervalued, +66% margin of safety
- Ameriprise Financial Inc (AMP): undervalued, +45% margin of safety
- Ares Management Corp (ARES): slightly overvalued, -20% margin of safety
- Northern Trust Corp (NTRS): not valued
- Raymond James Financial Inc (RJF): no reliable verdict
- Principal Financial Group Inc (PFG): overvalued, -21% margin of safety
- T. Rowe Price Group Inc (TROW): undervalued, +22% margin of safety
- Pershing Square Inc (PS): no published value
- TPG Inc (TPG): overvalued, -30% margin of safety
- Franklin Templeton Inc (BEN): overvalued, -64% margin of safety
- Sprott Physical Gold Trust (PHYS): no published value
- Blue Owl Capital Inc (OWL): overvalued, -153% margin of safety
- Corebridge Financial Inc (CRBG): not valued
- Carlyle Group Inc (CG): overvalued, -91% margin of safety
- Equitable Holdings Inc (EQH): not valued
- Ares Capital Corp (ARCC): undervalued, +56% margin of safety
- Invesco Ltd (IVZ): slightly undervalued, +10% margin of safety
- Sprott Physical Silver Trust (PSLV): no published value
- SEI Investments Co (SEIC): slightly overvalued, -17% margin of safety
- Affiliated Managers Group Inc (AMG): overvalued, -93% margin of safety
- Sprott Physical Gold and Silver Trust (CEF): no published value
- Maase Inc (MAAS): no published value
- Victory Capital Holdings Inc (VCTR): undervalued, +31% margin of safety
- Blackstone Secured Lending Fund (BXSL): undervalued, +56% margin of safety
- StepStone Group Inc (STEP): overvalued, -270% margin of safety
- Blue Owl Capital Corp (OBDC): undervalued, +53% margin of safety
- Main Street Capital Corp (MAIN): undervalued, +63% margin of safety
- Hamilton Lane Inc (HLNE): undervalued, +41% margin of safety
- Blue Owl Technology Finance Corp (OTF): undervalued, +66% margin of safety
- HA Sustainable Infrastructure Capital Inc (HASI): overvalued, -271% margin of safety
- Federated Hermes Inc (FHI): undervalued, +44% margin of safety
- Cohen & Steers Inc (CNS): overvalued, -45% margin of safety
- WisdomTree Inc (WT): overvalued, -23% margin of safety
- Sprott Inc (SII): overvalued, -21% margin of safety
- AllianceBernstein Holding Lp (AB): no published value
- Acadian Asset Management Inc (AAMI): overvalued, -76% margin of safety
- Golub Capital BDC Inc (GBDC): undervalued, +55% margin of safety
- Hercules Capital Inc (HTGC): undervalued, +64% margin of safety
- FS KKR Capital Corp (FSK): not valued
- DigitalBridge Group Inc (DBRG): overvalued, -20% margin of safety
- Artisan Partners Asset Management Inc (APAM): undervalued, +50% margin of safety
- Strive Inc - VR PRF PERPETUAL USD 100 - Ser A (SATA): no published value
- Strive Inc (ASST): not valued
- GCM Grosvenor Inc (GCMG): overvalued, -44% margin of safety
- Sixth Street Specialty Lending Inc (TSLX): slightly undervalued, +9% margin of safety
- Patria Investments Ltd (PAX): undervalued, +42% margin of safety
- Trinity Capital Inc (TRIN): undervalued, +69% margin of safety
- Capital Southwest Corp (CSWC): undervalued, +64% margin of safety
- Morgan Stanley Direct Lending Fund (MSDL): undervalued, +62% margin of safety
- Prospect Capital Corp (PSEC): slightly undervalued, +18% margin of safety
- Goldman Sachs BDC Inc (GSBD): undervalued, +47% margin of safety
- Oaktree Specialty Lending Corp (OCSL): undervalued, +47% margin of safety
- Destiny Tech100 Inc (DXYZ): not valued
- Barings BDC Inc (BBDC): undervalued, +74% margin of safety
- Burford Capital Limited (BUR): no published value
- Ridgepost Capital Inc (RPC): undervalued, +37% margin of safety
- Kayne Anderson BDC Inc (KBDC): not valued
- Virtus Investment Partners Inc (VRTS): undervalued, +58% margin of safety
- Carlyle Secured Lending Inc (CGBD): undervalued, +34% margin of safety
- Fidus Investment Corp (FDUS): undervalued, +62% margin of safety
- MidCap Financial Investment Corp (MFIC): undervalued, +62% margin of safety
- Bain Capital Specialty Finance Inc (BCSF): undervalued, +55% margin of safety
- PennantPark Floating Rate Capital Ltd (PFLT): undervalued, +75% margin of safety
- New Mountain Finance Corp (NMFC): overvalued, -6777% margin of safety
- SLR Investment Corp (SLRC): undervalued, +74% margin of safety
- Tiptree Inc (TIPT): overvalued, -146% margin of safety
- Gladstone Investment Corp (GAIN): undervalued, +76% margin of safety
- Vinci Compass Investments Ltd (VINP): undervalued, +66% margin of safety
- Nuveen Churchill Direct Lending Corp (NCDL): undervalued, +74% margin of safety
- MSC Income Fund Inc (MSIF): no reliable verdict
- Noah Holdings Ltd ADR (NOAH): undervalued, +64% margin of safety
- Nuveen Dynamic Municipal Opportunities Fund (NDMO): overvalued, -120% margin of safety
- AlTi Global Inc (ALTI): not valued
- Nuveen Multi-Asset Income Fund (NMAI): undervalued, +54% margin of safety
- Gladstone Capital Corp (GLAD): undervalued, +72% margin of safety
- Crescent Capital BDC Inc (CCAP): undervalued, +76% margin of safety
- Robinhood Ventures Fund I (RVI): no published value
- CION Invt Corp (CION): not valued
- BlackRock TCP Capital Corp (TCPC): no published value
- Palmer Square Capital BDC Inc (PSBD): not valued
- Horizon Technology Finance Corp (HRZN): undervalued, +28% margin of safety
- RiverNorth Flexible Municipal Income Fund II Inc (RFMZ): undervalued, +74% margin of safety
- Saratoga Investment Corp (SAR): undervalued, +73% margin of safety
- Runway Growth Finance Corp (RWAY): undervalued, +57% margin of safety
- Kingsway Corp (KWY): undervalued, +63% margin of safety
- Chicago Atlantic BDC Inc (LIEN): not valued
- Stellus Capital Investment Corp (SCM): no reliable verdict
- PennantPark Investment Corp (PNNT): slightly undervalued, +16% margin of safety
- Neostellar Capital Corp (NSLR): no reliable verdict
- Saba Capital Income & Opportunities Fund II (SABA): not valued
- DeFi Development Corp (DFDV): not valued
- TriplePoint Venture Growth BDC Corp (TPVG): undervalued, +67% margin of safety
- Solana Co (HSDT): overvalued, -721% margin of safety
- Sound Point Meridian Capital Inc (SPMC): not valued
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