ARTISAN PARTNERS ASSET MA -A (APAM) Stock Fundamental Analysis

NYSE:APAM • US04316A1088

40.28 USD
-1.05 (-2.54%)
At close: Feb 27, 2026
40.28 USD
0 (0%)
After Hours: 2/27/2026, 7:00:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Taking everything into account, APAM scores 5 out of 10 in our fundamental rating. APAM was compared to 238 industry peers in the Capital Markets industry. APAM has only an average score on both its financial health and profitability. APAM is valued correctly, but it does not seem to be growing.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • In the past year APAM was profitable.
  • APAM had a positive operating cash flow in the past year.
  • APAM had positive earnings in 4 of the past 5 years.
  • Of the past 5 years APAM 4 years had a positive operating cash flow.
APAM Yearly Net Income VS EBIT VS OCF VS FCFAPAM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M

1.2 Ratios

  • The Return On Assets of APAM (15.18%) is better than 94.54% of its industry peers.
  • APAM has a better Return On Equity (59.73%) than 98.74% of its industry peers.
  • The Return On Invested Capital of APAM (34.16%) is better than 99.58% of its industry peers.
  • APAM had an Average Return On Invested Capital over the past 3 years of 34.78%. This is significantly above the industry average of 7.31%.
Industry RankSector Rank
ROA 15.18%
ROE 59.73%
ROIC 34.16%
ROA(3y)14.66%
ROA(5y)17.13%
ROE(3y)64.55%
ROE(5y)81.8%
ROIC(3y)34.78%
ROIC(5y)46.29%
APAM Yearly ROA, ROE, ROICAPAM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 20 40 60 80 100

1.3 Margins

  • With a Profit Margin value of 20.73%, APAM perfoms like the industry average, outperforming 55.46% of the companies in the same industry.
  • In the last couple of years the Profit Margin of APAM has grown nicely.
  • APAM has a better Operating Margin (32.57%) than 61.76% of its industry peers.
  • APAM's Operating Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 32.57%
PM (TTM) 20.73%
GM N/A
OM growth 3Y-9.19%
OM growth 5Y-1.45%
PM growth 3Y-4.94%
PM growth 5Y4.74%
GM growth 3YN/A
GM growth 5YN/A
APAM Yearly Profit, Operating, Gross MarginsAPAM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30 40

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • There is no outstanding debt for APAM. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
APAM Yearly Shares OutstandingAPAM Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M
APAM Yearly Total Debt VS Total AssetsAPAM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B

2.2 Solvency

  • An Altman-Z score of 3.21 indicates that APAM is not in any danger for bankruptcy at the moment.
  • The Altman-Z score of APAM (3.21) is better than 78.15% of its industry peers.
  • The Debt to FCF ratio of APAM is 0.76, which is an excellent value as it means it would take APAM, only 0.76 years of fcf income to pay off all of its debts.
  • APAM's Debt to FCF ratio of 0.76 is amongst the best of the industry. APAM outperforms 89.50% of its industry peers.
  • APAM has a Debt/Equity ratio of 0.47. This is a healthy value indicating a solid balance between debt and equity.
  • Looking at the Debt to Equity ratio, with a value of 0.47, APAM is in the better half of the industry, outperforming 64.71% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.47
Debt/FCF 0.76
Altman-Z 3.21
ROIC/WACCN/A
WACCN/A
APAM Yearly LT Debt VS Equity VS FCFAPAM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M

2.3 Liquidity

  • A Current Ratio of 0.70 indicates that APAM may have some problems paying its short term obligations.
  • APAM's Current ratio of 0.70 is on the low side compared to the rest of the industry. APAM is outperformed by 65.55% of its industry peers.
  • A Quick Ratio of 0.70 indicates that APAM may have some problems paying its short term obligations.
  • APAM's Quick ratio of 0.70 is on the low side compared to the rest of the industry. APAM is outperformed by 65.13% of its industry peers.
Industry RankSector Rank
Current Ratio 0.7
Quick Ratio 0.7
APAM Yearly Current Assets VS Current LiabilitesAPAM Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. Growth

3.1 Past

  • APAM shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 10.99%, which is quite good.
  • APAM shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 3.42% yearly.
EPS 1Y (TTM)10.99%
EPS 3Y8.09%
EPS 5Y3.42%
EPS Q2Q%20%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%12.96%

3.2 Future

  • APAM is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 3.80% yearly.
  • APAM is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.21% yearly.
EPS Next Y5.95%
EPS Next 2Y5.81%
EPS Next 3Y3.8%
EPS Next 5YN/A
Revenue Next Year7.36%
Revenue Next 2Y7.03%
Revenue Next 3Y5.21%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
APAM Yearly Revenue VS EstimatesAPAM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 500M 1B
APAM Yearly EPS VS EstimatesAPAM Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 1 2 3 4 5

More info and screens

Find the best growth stocksShow best growing peers

6

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 10.22 indicates a reasonable valuation of APAM.
  • Compared to the rest of the industry, the Price/Earnings ratio of APAM indicates a somewhat cheap valuation: APAM is cheaper than 64.71% of the companies listed in the same industry.
  • APAM is valuated cheaply when we compare the Price/Earnings ratio to 27.10, which is the current average of the S&P500 Index.
  • With a Price/Forward Earnings ratio of 9.65, the valuation of APAM can be described as very reasonable.
  • Based on the Price/Forward Earnings ratio, APAM is valued a bit cheaper than the industry average as 73.53% of the companies are valued more expensively.
  • APAM is valuated cheaply when we compare the Price/Forward Earnings ratio to 28.06, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 10.22
Fwd PE 9.65
APAM Price Earnings VS Forward Price EarningsAPAM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • 90.34% of the companies in the same industry are more expensive than APAM, based on the Enterprise Value to EBITDA ratio.
  • Based on the Price/Free Cash Flow ratio, APAM is valued a bit cheaper than the industry average as 71.85% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 13.08
EV/EBITDA 8.23
APAM Per share dataAPAM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • APAM has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)1.72
PEG (5Y)2.99
EPS Next 2Y5.81%
EPS Next 3Y3.8%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. Dividend

5.1 Amount

  • APAM has a Yearly Dividend Yield of 7.53%, which is a nice return.
  • Compared to an average industry Dividend Yield of 6.37, APAM pays a bit more dividend than its industry peers.
  • APAM's Dividend Yield is rather good when compared to the S&P500 average which is at 1.80.
Industry RankSector Rank
Dividend Yield 7.53%

5.2 History

  • The dividend of APAM has a limited annual growth rate of 2.62%.
  • APAM has been paying a dividend for at least 10 years, so it has a reliable track record.
  • The dividend of APAM decreased recently.
Dividend Growth(5Y)2.62%
Div Incr Years1
Div Non Decr Years1
APAM Yearly Dividends per shareAPAM Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1 2 3 4

5.3 Sustainability

  • 105.20% of the earnings are spent on dividend by APAM. This is not a sustainable payout ratio.
  • APAM's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP105.2%
EPS Next 2Y5.81%
EPS Next 3Y3.8%
APAM Yearly Income VS Free CF VS DividendAPAM Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M
APAM Dividend Payout.APAM Dividend Payout, showing the Payout Ratio.APAM Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

ARTISAN PARTNERS ASSET MA -A

NYSE:APAM (2/27/2026, 7:00:00 PM)

After market: 40.28 0 (0%)

40.28

-1.05 (-2.54%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-03
Earnings (Next)04-27
Inst Owners94.36%
Inst Owner Change0.96%
Ins Owners2%
Ins Owner Change1%
Market Cap3.25B
Revenue(TTM)N/A
Net Income(TTM)240.14M
Analysts48.89
Price Target44.12 (9.53%)
Short Float %5.93%
Short Ratio7.56
Dividend
Industry RankSector Rank
Dividend Yield 7.53%
Yearly Dividend2.77
Dividend Growth(5Y)2.62%
DP105.2%
Div Incr Years1
Div Non Decr Years1
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)1.93%
Min EPS beat(2)0.77%
Max EPS beat(2)3.09%
EPS beat(4)4
Avg EPS beat(4)4.95%
Min EPS beat(4)0.77%
Max EPS beat(4)8.14%
EPS beat(8)6
Avg EPS beat(8)1.96%
EPS beat(12)8
Avg EPS beat(12)1.19%
EPS beat(16)9
Avg EPS beat(16)-0.13%
Revenue beat(2)0
Avg Revenue beat(2)-2.48%
Min Revenue beat(2)-2.95%
Max Revenue beat(2)-2.01%
Revenue beat(4)0
Avg Revenue beat(4)-2.11%
Min Revenue beat(4)-2.95%
Max Revenue beat(4)-0.52%
Revenue beat(8)0
Avg Revenue beat(8)-2.47%
Revenue beat(12)0
Avg Revenue beat(12)-2.12%
Revenue beat(16)1
Avg Revenue beat(16)-2.28%
PT rev (1m)-4.42%
PT rev (3m)-5.46%
EPS NQ rev (1m)0.46%
EPS NQ rev (3m)-0.23%
EPS NY rev (1m)0.13%
EPS NY rev (3m)-0.33%
Revenue NQ rev (1m)0.53%
Revenue NQ rev (3m)-0.05%
Revenue NY rev (1m)0.17%
Revenue NY rev (3m)0%
Valuation
Industry RankSector Rank
PE 10.22
Fwd PE 9.65
P/S 2.81
P/FCF 13.08
P/OCF 13.04
P/B 8.09
P/tB 8.09
EV/EBITDA 8.23
EPS(TTM)3.94
EY9.78%
EPS(NY)4.17
Fwd EY10.36%
FCF(TTM)3.08
FCFY7.64%
OCF(TTM)3.09
OCFY7.67%
SpS14.35
BVpS4.98
TBVpS4.98
PEG (NY)1.72
PEG (5Y)2.99
Graham Number21.01
Profitability
Industry RankSector Rank
ROA 15.18%
ROE 59.73%
ROCE 42.53%
ROIC 34.16%
ROICexc 55.61%
ROICexgc 55.61%
OM 32.57%
PM (TTM) 20.73%
GM N/A
FCFM 21.46%
ROA(3y)14.66%
ROA(5y)17.13%
ROE(3y)64.55%
ROE(5y)81.8%
ROIC(3y)34.78%
ROIC(5y)46.29%
ROICexc(3y)45.82%
ROICexc(5y)67.07%
ROICexgc(3y)46.19%
ROICexgc(5y)68.12%
ROCE(3y)43.3%
ROCE(5y)57.63%
ROICexgc growth 3Y-25.48%
ROICexgc growth 5Y-14.62%
ROICexc growth 3Y-25.17%
ROICexc growth 5Y-14.51%
OM growth 3Y-9.19%
OM growth 5Y-1.45%
PM growth 3Y-4.94%
PM growth 5Y4.74%
GM growth 3YN/A
GM growth 5YN/A
F-Score5
Asset Turnover0.73
Health
Industry RankSector Rank
Debt/Equity 0.47
Debt/FCF 0.76
Debt/EBITDA 0.49
Cap/Depr 8.43%
Cap/Sales 0.07%
Interest Coverage 250
Cash Conversion 64.46%
Profit Quality 103.53%
Current Ratio 0.7
Quick Ratio 0.7
Altman-Z 3.21
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)130.45%
Cap/Depr(5y)104.84%
Cap/Sales(3y)1.09%
Cap/Sales(5y)0.82%
Profit Quality(3y)143.69%
Profit Quality(5y)143%
High Growth Momentum
Growth
EPS 1Y (TTM)10.99%
EPS 3Y8.09%
EPS 5Y3.42%
EPS Q2Q%20%
EPS Next Y5.95%
EPS Next 2Y5.81%
EPS Next 3Y3.8%
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%12.96%
Revenue Next Year7.36%
Revenue Next 2Y7.03%
Revenue Next 3Y5.21%
Revenue Next 5YN/A
EBIT growth 1Y-8.32%
EBIT growth 3Y-12.14%
EBIT growth 5Y5.28%
EBIT Next Year12.24%
EBIT Next 3Y9.54%
EBIT Next 5Y8.62%
FCF growth 1Y-2.34%
FCF growth 3Y0.59%
FCF growth 5Y5.77%
OCF growth 1Y-5.56%
OCF growth 3Y0.47%
OCF growth 5Y4.73%

ARTISAN PARTNERS ASSET MA -A / APAM FAQ

What is the fundamental rating for APAM stock?

ChartMill assigns a fundamental rating of 5 / 10 to APAM.


What is the valuation status of ARTISAN PARTNERS ASSET MA -A (APAM) stock?

ChartMill assigns a valuation rating of 6 / 10 to ARTISAN PARTNERS ASSET MA -A (APAM). This can be considered as Fairly Valued.


What is the profitability of APAM stock?

ARTISAN PARTNERS ASSET MA -A (APAM) has a profitability rating of 6 / 10.


Can you provide the PE and PB ratios for APAM stock?

The Price/Earnings (PE) ratio for ARTISAN PARTNERS ASSET MA -A (APAM) is 10.22 and the Price/Book (PB) ratio is 8.09.


Can you provide the financial health for APAM stock?

The financial health rating of ARTISAN PARTNERS ASSET MA -A (APAM) is 5 / 10.