英文【高盛】美洲资产管理公司估值再次见顶，我们对该群体更具选择性；KKR、TPG、CG最具上行潜力

报告摘要

19 May 2025 | 6:26AM EDT Americas Asset Managers Peaking valuations (yet again) leave us more selective on

核心要点

19 May 2025 | 6:26AM EDT

报告信息

文件全名: 《英文【高盛】美洲资产管理公司估值再次见顶，我们对该群体更具选择性；KKR、TPG、CG最具上行潜力-36页.pdf》
适合读者: 战略规划行业研究员
核心数据: rallying 34% from their April trough on average. As a result, valuation levels are back
near historical highs (31X NTM P/E or 25X 2026 P/E on average — 30% above
growth accelerating to a 14% 2024-2026E CAGR from 9% in 2024 led by Wealth
FPAUM and Mgmt Fee Growth Outlook: Fee-paying AUM increased 3% q/q
on average in 1Q25 (excluding M&A) and 11% y/y. On a TTM basis, organic
核心议题: 管理

常见问题

《英文【高盛】美洲资产管理公司估值再次见顶，我们对该群体更具选择性；KKR、TPG、CG最具上行潜力》主要包含哪些内容?

19 May 2025 | 6:26AM EDT Americas Asset Managers Peaking valuations (yet again) leave us more selective on核心数据:rallying 34% from their April trough on average. As a result, valuation levels are back;near historical highs (31X NTM P/E or 25X 2026 P/E on average — 30% above;growth accelerating to a 14% 2024-2026E CAGR from 9% in 2024 led by Wealth。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 36。

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这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了管理等议题。