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ACADIAN ASSET MANAGEMENT INC (AAMI) Stock Fundamental Analysis

NYSE:AAMI - New York Stock Exchange, Inc. - US10948W1036 - Common Stock - Currency: USD

35.24  -0.02 (-0.06%)

After market: 35.24 0 (0%)

Fundamental Rating

5

We assign a fundamental rating of 5 out of 10 to AAMI. AAMI was compared to 233 industry peers in the Capital Markets industry. AAMI has an average financial health and profitability rating. AAMI has a decent growth rate and is not valued too expensively.


Dividend Valuation Growth Profitability Health

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6

1. Profitability

1.1 Basic Checks

AAMI had positive earnings in the past year.
In the past year AAMI had a positive cash flow from operations.
In the past 5 years AAMI has always been profitable.
AAMI had a positive operating cash flow in 4 of the past 5 years.
AAMI Yearly Net Income VS EBIT VS OCF VS FCFAAMI Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M 400M 600M 800M

1.2 Ratios

Looking at the Return On Assets, with a value of 13.36%, AAMI belongs to the top of the industry, outperforming 94.42% of the companies in the same industry.
AAMI's Return On Equity of 416.35% is amongst the best of the industry. AAMI outperforms 100.00% of its industry peers.
With an excellent Return On Invested Capital value of 18.41%, AAMI belongs to the best of the industry, outperforming 94.85% of the companies in the same industry.
Measured over the past 3 years, the Average Return On Invested Capital for AAMI is significantly above the industry average of 7.84%.
The 3 year average ROIC (25.11%) for AAMI is well above the current ROIC(18.41%). The reason for the recent decline needs to be investigated.
Industry RankSector Rank
ROA 13.36%
ROE 416.35%
ROIC 18.41%
ROA(3y)14.08%
ROA(5y)35.78%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)25.11%
ROIC(5y)21.1%
AAMI Yearly ROA, ROE, ROICAAMI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 -1K -2K -3K -4K

1.3 Margins

AAMI has a Profit Margin (17.41%) which is comparable to the rest of the industry.
AAMI's Profit Margin has declined in the last couple of years.
AAMI's Operating Margin of 27.80% is in line compared to the rest of the industry. AAMI outperforms 49.79% of its industry peers.
AAMI's Operating Margin has declined in the last couple of years.
Industry RankSector Rank
OM 27.8%
PM (TTM) 17.41%
GM N/A
OM growth 3Y-1.26%
OM growth 5Y-6.43%
PM growth 3Y-52.63%
PM growth 5Y-14.89%
GM growth 3YN/A
GM growth 5YN/A
AAMI Yearly Profit, Operating, Gross MarginsAAMI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 50 100 150

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5

2. Health

2.1 Basic Checks

Compared to 1 year ago, AAMI has less shares outstanding
The number of shares outstanding for AAMI has been reduced compared to 5 years ago.
AAMI has a better debt/assets ratio than last year.
AAMI Yearly Shares OutstandingAAMI Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M 100M
AAMI Yearly Total Debt VS Total AssetsAAMI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B

2.2 Solvency

An Altman-Z score of 2.85 indicates that AAMI is not a great score, but indicates only limited risk for bankruptcy at the moment.
With a decent Altman-Z score value of 2.85, AAMI is doing good in the industry, outperforming 75.97% of the companies in the same industry.
AAMI has a debt to FCF ratio of 10.02. This is a negative value and a sign of low solvency as AAMI would need 10.02 years to pay back of all of its debts.
With a Debt to FCF ratio value of 10.02, AAMI perfoms like the industry average, outperforming 53.65% of the companies in the same industry.
A Debt/Equity ratio of 17.24 is on the high side and indicates that AAMI has dependencies on debt financing.
Looking at the Debt to Equity ratio, with a value of 17.24, AAMI is doing worse than 91.85% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 17.24
Debt/FCF 10.02
Altman-Z 2.85
ROIC/WACCN/A
WACCN/A
AAMI Yearly LT Debt VS Equity VS FCFAAMI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M 400M

2.3 Liquidity

AAMI has a Current Ratio of 1.64. This is a normal value and indicates that AAMI is financially healthy and should not expect problems in meeting its short term obligations.
Looking at the Current ratio, with a value of 1.64, AAMI is in the better half of the industry, outperforming 65.67% of the companies in the same industry.
AAMI has a Quick Ratio of 1.64. This is a normal value and indicates that AAMI is financially healthy and should not expect problems in meeting its short term obligations.
Looking at the Quick ratio, with a value of 1.64, AAMI is in the better half of the industry, outperforming 65.67% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.64
Quick Ratio 1.64
AAMI Yearly Current Assets VS Current LiabilitesAAMI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M

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5

3. Growth

3.1 Past

AAMI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 48.45%, which is quite impressive.
The Earnings Per Share has been growing by 9.45% on average over the past years. This is quite good.
The Revenue has grown by 18.00% in the past year. This is quite good.
The Revenue has been decreasing by -3.19% on average over the past years.
EPS 1Y (TTM)48.45%
EPS 3Y21.5%
EPS 5Y9.45%
EPS Q2Q%22.73%
Revenue 1Y (TTM)18%
Revenue growth 3Y-1.17%
Revenue growth 5Y-3.19%
Sales Q2Q%13.43%

3.2 Future

Based on estimates for the next years, AAMI will show a quite strong growth in Earnings Per Share. The EPS will grow by 9.00% on average per year.
The Revenue is expected to grow by 5.34% on average over the next years.
EPS Next Y2.12%
EPS Next 2Y8.19%
EPS Next 3Y9%
EPS Next 5YN/A
Revenue Next Year7.16%
Revenue Next 2Y6.7%
Revenue Next 3Y5.34%
Revenue Next 5YN/A

3.3 Evolution

The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.
The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
AAMI Yearly Revenue VS EstimatesAAMI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 200M 400M 600M 800M 1B
AAMI Yearly EPS VS EstimatesAAMI Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 1 2 3

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5

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 12.24, which indicates a correct valuation of AAMI.
Based on the Price/Earnings ratio, AAMI is valued a bit cheaper than 63.52% of the companies in the same industry.
AAMI is valuated cheaply when we compare the Price/Earnings ratio to 27.15, which is the current average of the S&P500 Index.
The Price/Forward Earnings ratio is 10.83, which indicates a very decent valuation of AAMI.
AAMI's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. AAMI is cheaper than 66.52% of the companies in the same industry.
Compared to an average S&P500 Price/Forward Earnings ratio of 21.60, AAMI is valued a bit cheaper.
Industry RankSector Rank
PE 12.24
Fwd PE 10.83
AAMI Price Earnings VS Forward Price EarningsAAMI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

88.84% of the companies in the same industry are more expensive than AAMI, based on the Enterprise Value to EBITDA ratio.
The rest of the industry has a similar Price/Free Cash Flow ratio as AAMI.
Industry RankSector Rank
P/FCF 33.73
EV/EBITDA 9.21
AAMI Per share dataAAMI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10

4.3 Compensation for Growth

The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates AAMI does not grow enough to justify the current Price/Earnings ratio.
AAMI has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)5.77
PEG (5Y)1.29
EPS Next 2Y8.19%
EPS Next 3Y9%

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3

5. Dividend

5.1 Amount

AAMI has a yearly dividend return of 0.12%, which is pretty low.
Compared to an average industry Dividend Yield of 8.00, AAMI is paying slightly less dividend.
With a Dividend Yield of 0.12, AAMI pays less dividend than the S&P500 average, which is at 2.42.
Industry RankSector Rank
Dividend Yield 0.12%

5.2 History

The dividend of AAMI decreases each year by -36.80%.
AAMI has been paying a dividend for over 5 years, so it has already some track record.
AAMI has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-36.8%
Div Incr Years0
Div Non Decr Years3
AAMI Yearly Dividends per shareAAMI Yearly Dividends per shareYearly Dividends per share 2020 2021 2022 2023 2024 2025 0.02 0.04 0.06 0.08 0.1

5.3 Sustainability

1.66% of the earnings are spent on dividend by AAMI. This is a low number and sustainable payout ratio.
DP1.66%
EPS Next 2Y8.19%
EPS Next 3Y9%
AAMI Yearly Income VS Free CF VS DividendAAMI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M 400M 600M 800M
AAMI Dividend Payout.AAMI Dividend Payout, showing the Payout Ratio.AAMI Dividend Payout.PayoutRetained Earnings

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ACADIAN ASSET MANAGEMENT INC

NYSE:AAMI (6/30/2025, 8:04:00 PM)

After market: 35.24 0 (0%)

35.24

-0.02 (-0.06%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)05-01 2025-05-01/bmo
Earnings (Next)07-24 2025-07-24
Inst Owners76.97%
Inst Owner ChangeN/A
Ins Owners0.85%
Ins Owner Change0.98%
Market Cap1.26B
Analysts47.5
Price Target29.58 (-16.06%)
Short Float %1.39%
Short Ratio1.79
Dividend
Industry RankSector Rank
Dividend Yield 0.12%
Yearly Dividend0.04
Dividend Growth(5Y)-36.8%
DP1.66%
Div Incr Years0
Div Non Decr Years3
Ex-Date06-13 2025-06-13 (0.01)
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)19.68%
Min EPS beat(2)2.8%
Max EPS beat(2)36.56%
EPS beat(4)4
Avg EPS beat(4)16.75%
Min EPS beat(4)2.8%
Max EPS beat(4)36.56%
EPS beat(8)7
Avg EPS beat(8)18.44%
EPS beat(12)10
Avg EPS beat(12)19.27%
EPS beat(16)13
Avg EPS beat(16)18.26%
Revenue beat(2)2
Avg Revenue beat(2)9.07%
Min Revenue beat(2)5.61%
Max Revenue beat(2)12.53%
Revenue beat(4)4
Avg Revenue beat(4)7.04%
Min Revenue beat(4)1.87%
Max Revenue beat(4)12.53%
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)8.75%
PT rev (3m)8.75%
EPS NQ rev (1m)3.31%
EPS NQ rev (3m)-2.8%
EPS NY rev (1m)4.51%
EPS NY rev (3m)-0.48%
Revenue NQ rev (1m)4.62%
Revenue NQ rev (3m)-0.17%
Revenue NY rev (1m)2.16%
Revenue NY rev (3m)0.17%
Valuation
Industry RankSector Rank
PE 12.24
Fwd PE 10.83
P/S 2.43
P/FCF 33.73
P/OCF 26.62
P/B 58.04
P/tB 878.12
EV/EBITDA 9.21
EPS(TTM)2.88
EY8.17%
EPS(NY)3.25
Fwd EY9.23%
FCF(TTM)1.04
FCFY2.96%
OCF(TTM)1.32
OCFY3.76%
SpS14.52
BVpS0.61
TBVpS0.04
PEG (NY)5.77
PEG (5Y)1.29
Profitability
Industry RankSector Rank
ROA 13.36%
ROE 416.35%
ROCE 27.6%
ROIC 18.41%
ROICexc 23.6%
ROICexgc 26.87%
OM 27.8%
PM (TTM) 17.41%
GM N/A
FCFM 7.2%
ROA(3y)14.08%
ROA(5y)35.78%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)25.11%
ROIC(5y)21.1%
ROICexc(3y)36.89%
ROICexc(5y)33.77%
ROICexgc(3y)46.54%
ROICexgc(5y)43.9%
ROCE(3y)36.76%
ROCE(5y)30.76%
ROICexcg growth 3Y-19.94%
ROICexcg growth 5Y4.08%
ROICexc growth 3Y-17.27%
ROICexc growth 5Y12%
OM growth 3Y-1.26%
OM growth 5Y-6.43%
PM growth 3Y-52.63%
PM growth 5Y-14.89%
GM growth 3YN/A
GM growth 5YN/A
F-Score6
Asset Turnover0.77
Health
Industry RankSector Rank
Debt/Equity 17.24
Debt/FCF 10.02
Debt/EBITDA 2.3
Cap/Depr 55.25%
Cap/Sales 1.92%
Interest Coverage 9.97
Cash Conversion 29.15%
Profit Quality 41.33%
Current Ratio 1.64
Quick Ratio 1.64
Altman-Z 2.85
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)73.28%
Cap/Depr(5y)77.21%
Cap/Sales(3y)3.02%
Cap/Sales(5y)3.48%
Profit Quality(3y)78.98%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)48.45%
EPS 3Y21.5%
EPS 5Y9.45%
EPS Q2Q%22.73%
EPS Next Y2.12%
EPS Next 2Y8.19%
EPS Next 3Y9%
EPS Next 5YN/A
Revenue 1Y (TTM)18%
Revenue growth 3Y-1.17%
Revenue growth 5Y-3.19%
Sales Q2Q%13.43%
Revenue Next Year7.16%
Revenue Next 2Y6.7%
Revenue Next 3Y5.34%
Revenue Next 5YN/A
EBIT growth 1Y32.45%
EBIT growth 3Y-2.41%
EBIT growth 5Y-9.42%
EBIT Next Year12.23%
EBIT Next 3Y8.78%
EBIT Next 5YN/A
FCF growth 1Y-53.07%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-50.78%
OCF growth 3YN/A
OCF growth 5YN/A