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, 8:04:00 PM
We assign a fundamental rating of 6 out of 10 to APAM. APAM was compared to 238 industry peers in the Capital Markets industry. APAM scores excellent on profitability, but there are some minor concerns on its financial health. APAM is not valued too expensively and it also shows a decent growth rate.
1. Profitability
1.1 Basic Checks
- APAM had positive earnings in the past year.
- In the past year APAM had a positive cash flow from operations.
- Each year in the past 5 years APAM has been profitable.
- Each year in the past 5 years APAM had a positive operating cash flow.
1.2 Ratios
- APAM has a Return On Assets of 16.70%. This is amongst the best in the industry. APAM outperforms 95.83% of its industry peers.
- APAM has a better Return On Equity (60.02%) than 98.33% of its industry peers.
- With an excellent Return On Invested Capital value of 32.63%, APAM belongs to the best of the industry, outperforming 99.58% of the companies in the same industry.
- Measured over the past 3 years, the Average Return On Invested Capital for APAM is significantly above the industry average of 7.32%.
- The 3 year average ROIC (30.91%) for APAM is below the current ROIC(32.63%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 16.7% | ||
| ROE | 60.02% | ||
| ROIC | 32.63% |
ROA(3y)15.31%
ROA(5y)17.22%
ROE(3y)61.36%
ROE(5y)72.94%
ROIC(3y)30.91%
ROIC(5y)40.88%
1.3 Margins
- APAM has a Profit Margin (22.01%) which is comparable to the rest of the industry.
- In the last couple of years the Profit Margin of APAM has remained more or less at the same level.
- Looking at the Operating Margin, with a value of 33.39%, APAM is in the better half of the industry, outperforming 62.50% of the companies in the same industry.
- In the last couple of years the Operating Margin of APAM has declined.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 33.39% | ||
| PM (TTM) | 22.01% | ||
| GM | N/A |
OM growth 3Y-1.22%
OM growth 5Y-3.51%
PM growth 3Y6.26%
PM growth 5Y1.09%
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
- The number of shares outstanding for APAM has been increased compared to 1 year ago.
- Compared to 5 years ago, APAM has more shares outstanding
- The debt/assets ratio for APAM has been reduced compared to a year ago.
2.2 Solvency
- APAM has an Altman-Z score of 3.36. This indicates that APAM is financially healthy and has little risk of bankruptcy at the moment.
- With a decent Altman-Z score value of 3.36, APAM is doing good in the industry, outperforming 78.75% of the companies in the same industry.
- APAM has a debt to FCF ratio of 1.41. This is a very positive value and a sign of high solvency as it would only need 1.41 years to pay back of all of its debts.
- APAM has a Debt to FCF ratio of 1.41. This is amongst the best in the industry. APAM outperforms 88.33% of its industry peers.
- A Debt/Equity ratio of 0.43 indicates that APAM is not too dependend on debt financing.
- Looking at the Debt to Equity ratio, with a value of 0.43, APAM is in the better half of the industry, outperforming 65.83% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.43 | ||
| Debt/FCF | 1.41 | ||
| Altman-Z | 3.36 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 0.73 indicates that APAM may have some problems paying its short term obligations.
- With a Current ratio value of 0.73, APAM is not doing good in the industry: 64.58% of the companies in the same industry are doing better.
- APAM has a Quick Ratio of 0.73. This is a bad value and indicates that APAM is not financially healthy enough and could expect problems in meeting its short term obligations.
- APAM's Quick ratio of 0.73 is on the low side compared to the rest of the industry. APAM is outperformed by 64.17% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.73 | ||
| Quick Ratio | 0.73 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an nice 10.99% over the past year.
- APAM shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 3.42% yearly.
- Looking at the last year, APAM shows a very negative growth in Revenue. The Revenue has decreased by -13.04% in the last year.
- The Revenue has been growing slightly by 5.87% on average over the past years.
EPS 1Y (TTM)10.99%
EPS 3Y8.09%
EPS 5Y3.42%
EPS Q2Q%20%
Revenue 1Y (TTM)-13.04%
Revenue growth 3Y6.41%
Revenue growth 5Y5.87%
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.
- Based on estimates for the next years, APAM will show a small growth in Revenue. The Revenue will grow by 5.43% on average per year.
EPS Next Y5.95%
EPS Next 2Y5.81%
EPS Next 3Y3.8%
EPS Next 5YN/A
Revenue Next Year6.45%
Revenue Next 2Y5.83%
Revenue Next 3Y5.43%
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.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
4. Valuation
4.1 Price/Earnings Ratio
- APAM is valuated reasonably with a Price/Earnings ratio of 10.22.
- 65.00% of the companies in the same industry are more expensive than APAM, based on the Price/Earnings ratio.
- Compared to an average S&P500 Price/Earnings ratio of 27.07, APAM is valued rather cheaply.
- With a Price/Forward Earnings ratio of 9.65, the valuation of APAM can be described as very reasonable.
- 72.92% of the companies in the same industry are more expensive than APAM, based on the Price/Forward Earnings ratio.
- APAM is valuated cheaply when we compare the Price/Forward Earnings ratio to 28.05, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 10.22 | ||
| Fwd PE | 9.65 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, APAM is valued cheaper than 90.00% of the companies in the same industry.
- The rest of the industry has a similar Price/Free Cash Flow ratio as APAM.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 24.21 | ||
| EV/EBITDA | 7.79 |
4.3 Compensation for Growth
- APAM's 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%
5. Dividend
5.1 Amount
- APAM has a Yearly Dividend Yield of 7.98%, which is a nice return.
- Compared to an average industry Dividend Yield of 6.42, APAM pays a bit more dividend than its industry peers.
- Compared to an average S&P500 Dividend Yield of 1.82, APAM pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.98% |
5.2 History
- The dividend of APAM has a limited annual growth rate of 4.22%.
- 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)4.22%
Div Incr Years1
Div Non Decr Years1
5.3 Sustainability
- APAM pays out 97.61% of its income as dividend. This is not a sustainable payout ratio.
- The dividend of APAM is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP97.61%
EPS Next 2Y5.81%
EPS Next 3Y3.8%
40.28
-1.05 (-2.54%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-03 2026-02-03/amc
Earnings (Next)04-27 2026-04-27
Inst Owners94.36%
Inst Owner Change0.99%
Ins Owners2%
Ins Owner Change1%
Market Cap3.25B
Revenue(TTM)1.20B
Net Income(TTM)263.40M
Analysts48.89
Price Target43.61 (8.27%)
Short Float %5.93%
Short Ratio7.56
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 7.98% |
Yearly Dividend3.19
Dividend Growth(5Y)4.22%
DP97.61%
Div Incr Years1
Div Non Decr Years1
Ex-Date02-13 2026-02-13 (0.57)
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)8.47%
Min EPS beat(2)3.09%
Max EPS beat(2)13.85%
EPS beat(4)4
Avg EPS beat(4)6.46%
Min EPS beat(4)0.77%
Max EPS beat(4)13.85%
EPS beat(8)6
Avg EPS beat(8)3.22%
EPS beat(12)8
Avg EPS beat(12)2.16%
EPS beat(16)10
Avg EPS beat(16)0.79%
Revenue beat(2)1
Avg Revenue beat(2)-0.69%
Min Revenue beat(2)-2.95%
Max Revenue beat(2)1.57%
Revenue beat(4)1
Avg Revenue beat(4)-1.58%
Min Revenue beat(4)-2.95%
Max Revenue beat(4)1.57%
Revenue beat(8)1
Avg Revenue beat(8)-2.05%
Revenue beat(12)1
Avg Revenue beat(12)-1.94%
Revenue beat(16)2
Avg Revenue beat(16)-2.06%
PT rev (1m)-5.52%
PT rev (3m)-6.56%
EPS NQ rev (1m)1.81%
EPS NQ rev (3m)0.27%
EPS NY rev (1m)0.61%
EPS NY rev (3m)-0.79%
Revenue NQ rev (1m)0.07%
Revenue NQ rev (3m)-0.85%
Revenue NY rev (1m)-0.54%
Revenue NY rev (3m)-1.38%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 10.22 | ||
| Fwd PE | 9.65 | ||
| P/S | 2.72 | ||
| P/FCF | 24.21 | ||
| P/OCF | 24.09 | ||
| P/B | 7.41 | ||
| P/tB | 7.41 | ||
| EV/EBITDA | 7.79 |
EPS(TTM)3.94
EY9.78%
EPS(NY)4.17
Fwd EY10.36%
FCF(TTM)1.66
FCFY4.13%
OCF(TTM)1.67
OCFY4.15%
SpS14.82
BVpS5.44
TBVpS5.44
PEG (NY)1.72
PEG (5Y)2.99
Graham Number21.95
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 16.7% | ||
| ROE | 60.02% | ||
| ROCE | 41.1% | ||
| ROIC | 32.63% | ||
| ROICexc | 44.27% | ||
| ROICexgc | 44.56% | ||
| OM | 33.39% | ||
| PM (TTM) | 22.01% | ||
| GM | N/A | ||
| FCFM | 11.22% |
ROA(3y)15.31%
ROA(5y)17.22%
ROE(3y)61.36%
ROE(5y)72.94%
ROIC(3y)30.91%
ROIC(5y)40.88%
ROICexc(3y)41.51%
ROICexc(5y)56.21%
ROICexgc(3y)41.81%
ROICexgc(5y)56.86%
ROCE(3y)38.92%
ROCE(5y)51.48%
ROICexgc growth 3Y-7.4%
ROICexgc growth 5Y-14.41%
ROICexc growth 3Y-7.33%
ROICexc growth 5Y-14.12%
OM growth 3Y-1.22%
OM growth 5Y-3.51%
PM growth 3Y6.26%
PM growth 5Y1.09%
GM growth 3YN/A
GM growth 5YN/A
F-Score5
Asset Turnover0.76
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.43 | ||
| Debt/FCF | 1.41 | ||
| Debt/EBITDA | 0.46 | ||
| Cap/Depr | 7.22% | ||
| Cap/Sales | 0.06% | ||
| Interest Coverage | 51.22 | ||
| Cash Conversion | 33.01% | ||
| Profit Quality | 51% | ||
| Current Ratio | 0.73 | ||
| Quick Ratio | 0.73 | ||
| Altman-Z | 3.36 |
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)49.24%
Cap/Depr(5y)96.93%
Cap/Sales(3y)0.46%
Cap/Sales(5y)0.76%
Profit Quality(3y)107.43%
Profit Quality(5y)119.77%
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)-13.04%
Revenue growth 3Y6.41%
Revenue growth 5Y5.87%
Sales Q2Q%12.96%
Revenue Next Year6.45%
Revenue Next 2Y5.83%
Revenue Next 3Y5.43%
Revenue Next 5YN/A
EBIT growth 1Y-10.05%
EBIT growth 3Y5.11%
EBIT growth 5Y2.15%
EBIT Next Year12.82%
EBIT Next 3Y8.53%
EBIT Next 5YN/A
FCF growth 1Y-63.11%
FCF growth 3Y-22.9%
FCF growth 5Y-15.7%
OCF growth 1Y-63.4%
OCF growth 3Y-24.41%
OCF growth 5Y-15.78%
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 7.41.
Can you provide the financial health for APAM stock?
The financial health rating of ARTISAN PARTNERS ASSET MA -A (APAM) is 5 / 10.