Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AB
HoldFallen FavouriteAllianceBernstein Holding L.P. · Financial Services · United States · $3.4B · 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% | 80.0M | 346.9M | 375.2M | 6.2% |
| EPS | — | 2.69 | 2.34 | 3.71 | 2.97 | 3.3% | 3.35 | 3.09 | 3.44 | 7.7% |
| Shares | — | 113.8M | 114.4M | 110.5M | 92.3M | -18.9% | 93.1M | — | — | — |
| Debt | — | — | — | — | — | — | — | — | — | — |
| Equity | — | 2.1B | 2.1B | 2.0B | 1.2B | -15.8% | — | — | — | — |
| Op CF | — | 362.6M | 294.0M | 340.5M | 352.4M | -1.0% | 313.9M | — | — | — |
| 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) | $3.4B | 44 | Hold |
| FSK | FS KKR Capital Corp. | $3.4B | 44 | Hold |
| UTG | Reaves Utility Income Fund | $3.4B | 46 | Hold |
| NEA | Nuveen AMT-Free Quality Municipal Income Fund | $3.4B | 40 | Hold |
| KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $2.5B | 45 | Hold |
| JPC | Nuveen Preferred & Income Opportunities Fund | $2.8B | 39 | Hold |
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund | $2.3B | 42 | Hold |
| GBDC | Golub Capital BDC, Inc. | $3.4B | 53 | Hold |
| PTY | PIMCO Corporate & Income Opportunity Fund | $2.5B | 40 | Hold |
| UTF | Cohen & Steers Infrastructure Fund, Inc | $3.1B | 53 | Hold |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%