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

USA • New York Stock Exchange • NYSE:APAM • US04316A1088

44.525 USD
-0.88 (-1.95%)
Last: Feb 11, 2026, 02:58 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

APAM gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 238 industry peers in the Capital Markets industry. APAM has an average financial health and profitability rating. APAM has a valuation in line with the averages, but on the other hand it scores bad on growth.


Dividend Valuation Growth Profitability Health

6

1. Profitability

1.1 Basic Checks

  • In the past year APAM was profitable.
  • In the past year APAM had a positive cash flow from operations.
  • Of the past 5 years APAM 4 years were profitable.
  • APAM had a positive operating cash flow in 4 of the past 5 years.
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

  • APAM's Return On Assets of 15.18% is amongst the best of the industry. APAM outperforms 94.96% of its industry peers.
  • Looking at the Return On Equity, with a value of 59.73%, APAM belongs to the top of the industry, outperforming 99.16% of the companies in the same industry.
  • With an excellent Return On Invested Capital value of 34.16%, APAM belongs to the best of the industry, outperforming 99.58% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for APAM is significantly above the industry average of 7.26%.
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

  • APAM has a Profit Margin (20.73%) which is in line with its industry peers.
  • In the last couple of years the Profit Margin of APAM has grown nicely.
  • Looking at the Operating Margin, with a value of 32.57%, APAM is in the better half of the industry, outperforming 62.60% of the companies in the same industry.
  • In the last couple of years the Operating Margin of APAM has remained more or less at the same level.
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

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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

  • APAM has an Altman-Z score of 3.38. This indicates that APAM is financially healthy and has little risk of bankruptcy at the moment.
  • With an excellent Altman-Z score value of 3.38, APAM belongs to the best of the industry, outperforming 80.25% of the companies in the same industry.
  • 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.
  • With an excellent Debt to FCF ratio value of 0.76, APAM belongs to the best of the industry, outperforming 89.92% of the companies in the same industry.
  • A Debt/Equity ratio of 0.47 indicates that APAM is not too dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.47, APAM is in the better half of the industry, outperforming 65.55% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.47
Debt/FCF 0.76
Altman-Z 3.38
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.
  • With a Current ratio value of 0.70, APAM is not doing good in the industry: 65.13% of the companies in the same industry are doing better.
  • APAM has a Quick Ratio of 0.70. This is a bad value and indicates that APAM is not financially healthy enough and could expect problems in meeting its short term obligations.
  • The Quick ratio of APAM (0.70) is worse than 64.71% 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

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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.
  • Measured over the past 5 years, APAM shows a small growth in Earnings Per Share. The EPS has been growing by 3.42% on average per year.
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

  • Based on estimates for the next years, APAM will show a small growth in Earnings Per Share. The EPS will grow by 3.80% on average per year.
  • 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

  • Based on the Price/Earnings ratio of 11.30, the valuation of APAM can be described as reasonable.
  • APAM's Price/Earnings ratio is a bit cheaper when compared to the industry. APAM is cheaper than 61.34% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 28.03, APAM is valued rather cheaply.
  • APAM is valuated reasonably with a Price/Forward Earnings ratio of 10.67.
  • APAM's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. APAM is cheaper than 67.65% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 27.97. APAM is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 11.3
Fwd PE 10.67
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

  • 89.08% of the companies in the same industry are more expensive than APAM, based on the Enterprise Value to EBITDA ratio.
  • 71.01% of the companies in the same industry are more expensive than APAM, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 14.46
EV/EBITDA 9.08
APAM Per share dataAPAM 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 APAM does not grow enough to justify the current Price/Earnings ratio.
  • APAM has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)1.9
PEG (5Y)3.3
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

  • With a Yearly Dividend Yield of 7.14%, APAM is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 6.12, APAM pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.80, APAM pays a better dividend.
Industry RankSector Rank
Dividend Yield 7.14%

5.2 History

  • The dividend of APAM has a limited annual growth rate of 2.62%.
  • APAM has paid a dividend for at least 10 years, which is a reliable track record.
  • APAM has decreased its dividend 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.
  • The dividend of APAM is growing, but earnings are growing more, so the dividend growth is 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 (2/11/2026, 2:58:04 PM)

44.525

-0.88 (-1.95%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-03
Earnings (Next)04-27
Inst Owners94.36%
Inst Owner Change-0.75%
Ins Owners2%
Ins Owner Change1.97%
Market Cap3.59B
Revenue(TTM)N/A
Net Income(TTM)240.14M
Analysts48.89
Price Target44.12 (-0.91%)
Short Float %5.72%
Short Ratio7.85
Dividend
Industry RankSector Rank
Dividend Yield 7.14%
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)-3.89%
EPS NQ rev (1m)0.93%
EPS NQ rev (3m)-0.23%
EPS NY rev (1m)-0.07%
EPS NY rev (3m)-0.33%
Revenue NQ rev (1m)1.13%
Revenue NQ rev (3m)-0.05%
Revenue NY rev (1m)0.33%
Revenue NY rev (3m)0%
Valuation
Industry RankSector Rank
PE 11.3
Fwd PE 10.67
P/S 3.1
P/FCF 14.46
P/OCF 14.41
P/B 8.94
P/tB 8.94
EV/EBITDA 9.08
EPS(TTM)3.94
EY8.85%
EPS(NY)4.17
Fwd EY9.38%
FCF(TTM)3.08
FCFY6.92%
OCF(TTM)3.09
OCFY6.94%
SpS14.35
BVpS4.98
TBVpS4.98
PEG (NY)1.9
PEG (5Y)3.3
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 3.38
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 11.3 and the Price/Book (PB) ratio is 8.94.


Can you provide the financial health for APAM stock?

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