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The Screen · Financials · Asset Management
T. Rowe Price
TROW · a US exchange · USD · Market cap $23.0B · 7,507 employees
T.
FAIL · Does not pass the screen
107.74 USD
At the last full screen 2026-09-09
Screened 2026-09-09 · the tape above runs as of 15:00 UTC · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markdown label.
T. Rowe Price holds its Markdown at $107.74. The statistical read favours the buyers, held for 33 days.
As held on the ledger · 2026-09-09
Phase
Markdown · caution
Quantitative state
The statistical read favours the buyers, held for 33 days
Price at the screen
$107.74
Valuation
10.82 trailing · 10.44 forward price to earnings
Values screen
FAIL· score 10.0
Beta
1.48
The Workings
Five Screens, Shown in Full
Does not pass. Business activity screen
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Business activity: Financials sector
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
What the Numbers Say It Is Worth
The Fair Value Range
Our framework reads AVOID: it trades at roughly a 15% discount to our $124.00 fair value, moderate competitive moat, 10.70% revenue growth.
Fair value range in USD, drawn from the 2026-09-09 screen. The gold marker is the market price at the same screen. A 15.1% margin of safety to the base estimate.
Third-party analyst targets: 12 covering, consensus Hold. The average target sits +4% from the screen price.
Reading the gap · Our model sees value the Street hasn't fully caught up to yet.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-09 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Savings giant trips over its own ethics test
Every monthly contribution into a workplace pension or retail fund travels through an asset manager that still posts a 28 percent profit margin and 19 percent ROE. T. Rowe Price looks steady on paper, yet we pass without hesitation.
The forward multiple of 11.3 times earnings prices in only modest 5 percent revenue growth, and twelve analysts already mark the shares 9 dollars below where they trade today. A moderate moat does little to change the arithmetic when the ethical screen returns a clear fail on business activity grounds.
That single red flag overrides any narrow valuation cushion and keeps the name firmly on the avoid list. Analysis, not advice.
The risks · The things to watch: it already moves more than the market on an average day; it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
TROW trades on a US exchange. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-09-15Markdown · changed$107.74-6.3%Entry 5
The framework has shifted from distribution to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 6.3% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 17%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (12 analysts) rates it hold, with a mean price target of $109.
The framework has shifted from accumulation to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved up 8.5% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 17%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (12 analysts) rates it hold, with a mean price target of $98.
2026-07-18Accumulation$105.99+0.0%Entry 3
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading neutral. Over the past year the shares are up 17%. Our forward projection puts the odds of a 10% gain over the next month near 13%. The street (12 analysts) rates it hold, with a mean price target of $98.
2026-07-03Accumulation$105.99+0.0%Entry 2
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
2026-07-02Accumulation$105.99Entry 1
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
