Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AB
HOLDAllianceBernstein Holding L.P. · Financial Services · United States · $3.3B · Avg Vol: $11M/d
COMPANY DESCRIPTION
AllianceBernstein Holding L.P. is a leading global investment management firm providing diversified investment services to institutional, high-net-worth, and retail clients worldwide. Its competitive moat is built on its deep research capabilities, diverse range of actively managed investment strategies across asset classes, and strong reputation for performance. AllianceBernstein is a well-established and respected player in the asset management industry, known for its intellectual capital and global reach.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 305.5M | 299.8M | 461.9M | 332.8M | 2.9% | 332.8M | 352.7M | 381.1M | 7.0% |
| EPS | — | 2.69 | 2.34 | 3.71 | 2.97 | 3.3% | 3.22 | 3.13 | 3.50 | 8.6% |
| Shares | — | 113.8M | 114.4M | 110.5M | 92.3M | -18.9% | 93.4M | — | — | — |
| Debt | — | — | — | — | — | — | — | — | — | — |
| Equity | — | 2.1B | 2.1B | 2.0B | 1.2B | -15.8% | — | — | — | — |
| Op CF | — | 362.6M | 294.0M | 340.5M | 352.4M | -1.0% | 325.6M | — | — | — |
| Inv CF | -3.4M | -1.8M | 0 | 0 | — | — | — | — | — | — |
| Fin CF | — | -360.8M | -294.0M | -340.5M | -352.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of AB are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AB | AllianceBernstein Holding L.P.(you) | $3.3B | 48 | HOLD |
| NEA | Nuveen AMT-Free Quality Municipal Income Fund | $3.4B | 51 | HOLD |
| HTGC | Hercules Capital, Inc. | $2.9B | 47 | HOLD |
| GBDC | Golub Capital BDC, Inc. | $3.3B | 52 | HOLD |
| NAD | Nuveen Quality Municipal Income Fund | $2.7B | 48 | HOLD |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $2.9B | 46 | HOLD |
| CSQ | Calamos Strategic Total Return Fund | $3.2B | 53 | HOLD |
| JPC | Nuveen Preferred & Income Opportunities Fund | $2.9B | 52 | HOLD |
| UTG | Reaves Utility Income Fund | $3.7B | 54 | HOLD |
| HLNE | Hamilton Lane Incorporated | $4.6B | 46 | HOLD |
Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%