Castellan Group provides investment management, private investments, and family office services, aiming to serve clients with a hands-on, strategic approach. It is an independent SEC registered investment advisor wholly owned by a perpetual charitable trust, donating profits beyond expenses to charitable organizations.

Castellan Group

BlackRock, Inc. is an American multinational investment company and the world's largest asset manager, with $10 trillion in assets as of December 31, 2023. It provides investment, advisory, and risk management solutions to clients worldwide.

Sue Wagner

Laurence D. Fink

Robert S. Kapito

BlackRock, Inc.

Goldman Sachs Asset Management is a leading global investment management firm providing a wide range of financial services to a substantial and diversified client base.

Samuel Sachs

Marcus Goldman

Goldman Sachs Asset Management

UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions to ultra high net worth and high net worth clients. This segment also provides estate and wealth planning, investing, philanthropy, corporate and banking, and family advisory services, as well as mortgage, securities-based, and structured lending solutions. The Personal & Corporate Banking division provides personal banking products and services, such as deposits, cards, and online and mobile banking, as well as lending, investments, and retirement services; and corporate and institutional solutions, including equity and debt capital markets, syndicated and structured credit, private placements, leasing, traditional financing, trade and export finance, and global custody solutions, as well as transaction banking solutions for payment and cash management. The Asset Management division offers equities, fixed income, hedge funds, real estate and private markets, indexed and alternative beta strategies, asset allocation and currency investment strategies, customized multi-asset solutions, advisory and fiduciary services, and multi-manager hedge fund solutions and advisory services. The Investment Bank division advises clients on strategic business opportunities and helps them raise capital to fund their activities; enables its clients to buy, sell, and finance securities on capital markets and to manage their risks and liquidity; and offers clients differentiated content on major financial markets and securities. The company was formerly known as UBS AG and changed its name to UBS Group AG in December 2014. UBS Group AG was founded in 1862 and is based in Zurich, Switzerland.

Metric
Company Name	Castellan Group	BlackRock, Inc.	Goldman Sachs Asset Management	UBS Group AG
Symbol				UBSG
MSH ID	COM:CASTELLANGROUP	COM:BLACKROCK	COM:GSAM	COM:UBS
Market	PRIVATE	STOCKS	PRIVATE	STOCKS
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Investment Management	Financial Services & Finance	Financial Services
Country	US	US		CH
Stage
Employee Count	1	25.02K	10.00K	115.98K
Website	castellangroup.com	blackrock.com	gsam.com	ubs.com
LinkedIn		blackrock		ubs
Founders

Metric
Market Cap	251.22M		93.54B
Enterprise Value
Monthly Web Traffic	3.82M	232.26K
Web Traffic Growth	0.09	0.22
Valuation
Raised Capital	2.50B

Metric
Revenue				39.06B
Revenue (LTM)
Revenue (NTM)
Gross Profit				39.06B
EBITDA				32.80B
Operating Income				29.90B
Net Income				29.03B
EPS				9.21
Diluted EPS				8.81
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin				1
Operating Profit Margin				0.85
EBITDA Margin				0.84
Net Profit Margin				0.73
Return on Equity				0.37
Return on Assets				0.02
Return on Capital Employed				0.02

CAST

COM:CASTELLANGROUP

Castellan Group

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio				3.10
P/B Ratio				1.12
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio				2.55
EV Multiple				1.32

Metric
Days Sales Outstanding				379.04
Days Payables Outstanding
Days Inventory Outstanding				56.46K
Operating Cycle				57.13K
Cash Conversion Cycle				21.81K
Asset Turnover				0.03

Metric
Operating Cash Flow				86.07B
Free Cash Flow				84.38B
Cash Flow to Debt				0.35
Operating Cash Flow/Sales				2.88
Free Cash Flow Yield				0.48

Metric
Cash & Equivalents				314.15B
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization				0.82
Debt to Assets				0.22
Current Ratio				3.63
Quick Ratio				7.94

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue				-0.00
R&D to Revenue
SG&A to Revenue				0.67