How do you interpret institutional investment management — average assets?

Higher average assets generally support higher fee-based revenue potential, though it requires monitoring for asset quality.

How does institutional investment management — average assets compare across companies?

Standard scale metric for banking and asset management segments.

UMB Financial UMBF Institutional Investment Management — Average Assets

Discontinued — last reported Q1 '17

Similar metrics at other companies

MTBInstitutional Services and Wealth Management — Average total assets

$4.74B+15.7%

STTInvestment Management — Average assets (in billions)

$3.9B+14.7%

MTBInstitutional Services And Wealth Management — Average Assets

$918.75M+2.1%

BKInvestment and Wealth Management — Average assets

$27.26B+3.3%

MTBInstitutional Services and Wealth Management — Total Average Assets

$3.9B+6.4%

PNCAsset Management Group — Average assets (a)

$14.8B+2.2%

Other financials

Income statement

See full

Revenue$739.2M+31.1%

Net income$261.4M+221%

EPS (diluted)$3.35+177%

Balance sheet

See full

Total debt$477.2M-27.1%

Total equity$7.8B+16.0%

Total assets$72.7B+4.8%

Cash flow

See full

Operating cash flow$361.3M-0.5%

CapEx$4.5M-48.8%

Free cash flow$356.8M+0.7%

Valuation

See full

Market cap$10.11B+16.9%

P/E11.5×-9.5×

P/S3.6×-1.2×

Profitability

See full

Net margin31.2%+8.2pp

FCF margin34.7%—

Returns & leverage

See full

Return on equity12.1%+3.8pp

Debt / equity0.1×0.0×

Where this comes from

Reported directly by UMB Financial in its filing.

Tagged under the XBRL concept umbf:AverageAssets.

The official record: UMB Financial’s 10-Q, filed May 2, 2017, on SEC EDGAR. View the filing →

Questions, answered.

What does institutional investment management — average assets mean?: The average size of the asset base managed by the Institutional Investment Management segment.
How do you interpret institutional investment management — average assets?: Higher average assets generally support higher fee-based revenue potential, though it requires monitoring for asset quality.
How does institutional investment management — average assets compare across companies?: Standard scale metric for banking and asset management segments.