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

NYSE:APAM • US04316A1088

40.42 USD
+0.14 (+0.35%)
At close: Mar 2, 2026
40.42 USD
0 (0%)
After Hours: 3/2/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

6

Taking everything into account, APAM scores 6 out of 10 in our fundamental rating. APAM was compared to 238 industry peers in the Capital Markets industry. While APAM has a great profitability rating, there are some minor concerns on its financial health. APAM is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • In the past year APAM was profitable.
  • APAM had a positive operating cash flow in the past year.
  • Each year in the past 5 years APAM has been profitable.
  • APAM had a positive operating cash flow in each 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 2025 100M 200M 300M 400M 500M

1.2 Ratios

  • APAM has a better Return On Assets (16.70%) than 95.80% of its industry peers.
  • APAM has a Return On Equity of 60.02%. This is amongst the best in the industry. APAM outperforms 98.32% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 32.63%, APAM belongs to the top 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 7.32%.
  • The last Return On Invested Capital (32.63%) for APAM is above the 3 year average (30.91%), which is a sign of increasing profitability.
Industry RankSector 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%
APAM Yearly ROA, ROE, ROICAPAM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20 40 60 80 100

1.3 Margins

  • With a Profit Margin value of 22.01%, APAM perfoms like the industry average, outperforming 57.98% of the companies in the same 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 62.60% of the companies in the same industry.
  • APAM's Operating Margin has declined in the last couple of years.
Industry RankSector 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
APAM Yearly Profit, Operating, Gross MarginsAPAM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40

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ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • APAM has more shares outstanding than it did 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.
APAM Yearly Shares OutstandingAPAM Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 500M 1B 1.5B

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.
  • APAM has a Altman-Z score of 3.36. This is in the better half of the industry: APAM outperforms 78.57% of its industry peers.
  • The Debt to FCF ratio of APAM is 1.41, which is an excellent value as it means it would take APAM, only 1.41 years of fcf income to pay off all of its debts.
  • APAM has a Debt to FCF ratio of 1.41. This is amongst the best in the industry. APAM outperforms 88.24% of its industry peers.
  • A Debt/Equity ratio of 0.43 indicates that APAM is not too dependend on debt financing.
  • APAM has a Debt to Equity ratio of 0.43. This is in the better half of the industry: APAM outperforms 65.97% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.43
Debt/FCF 1.41
Altman-Z 3.36
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 2025 100M 200M 300M 400M

2.3 Liquidity

  • APAM has a Current 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.
  • The Current ratio of APAM (0.73) is worse than 64.29% of its industry peers.
  • 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.
  • With a Quick ratio value of 0.73, APAM is not doing good in the industry: 63.87% of the companies in the same industry are doing better.
Industry RankSector Rank
Current Ratio 0.73
Quick Ratio 0.73
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 2025 200M 400M 600M

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

4

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.
  • The Earnings Per Share has been growing slightly by 3.42% on average over the past years.
  • APAM shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -13.04%.
  • Measured over the past years, APAM shows a small growth in Revenue. The Revenue has been growing by 5.87% on average per year.
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

  • The Earnings Per Share is expected to grow by 3.80% on average over the next years.
  • The Revenue is expected to grow by 5.43% on average over the next years.
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

  • 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 stable: in the next years the growth will be about the same than in the last years.
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

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Find the best growth stocksShow best growing peers

6

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 10.26 indicates a reasonable valuation of APAM.
  • 65.13% of the companies in the same industry are more expensive than APAM, based on the Price/Earnings ratio.
  • APAM is valuated cheaply when we compare the Price/Earnings ratio to 27.13, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 9.68, the valuation of APAM can be described as reasonable.
  • APAM's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. APAM is cheaper than 72.69% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 28.11. APAM is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 10.26
Fwd PE 9.68
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

  • APAM's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. APAM is cheaper than 89.92% of the companies in the same industry.
  • 60.50% 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 24.3
EV/EBITDA 7.79
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.
  • The decent profitability rating of APAM may justify a higher PE ratio.
PEG (NY)1.72
PEG (5Y)3
EPS Next 2Y5.81%
EPS Next 3Y3.8%

More info and screens

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

5

5. Dividend

5.1 Amount

  • APAM has a Yearly Dividend Yield of 7.98%, which is a nice return.
  • APAM's Dividend Yield is a higher than the industry average which is at 6.45.
  • Compared to an average S&P500 Dividend Yield of 1.82, APAM pays a better dividend.
Industry RankSector Rank
Dividend Yield 7.98%

5.2 History

  • The dividend of APAM has a limited annual growth rate of 4.22%.
  • 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)4.22%
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 2026 1 2 3 4

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%
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 2025 100M 200M 300M
APAM Dividend Payout.APAM Dividend Payout, showing the Payout Ratio.APAM Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

ARTISAN PARTNERS ASSET MA -A

NYSE:APAM (3/2/2026, 8:04:00 PM)

After market: 40.42 0 (0%)

40.42

+0.14 (+0.35%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-03
Earnings (Next)04-27
Inst Owners94.36%
Inst Owner Change0.99%
Ins Owners2%
Ins Owner Change1%
Market Cap3.26B
Revenue(TTM)1.20B
Net Income(TTM)263.40M
Analysts48.89
Price Target43.61 (7.89%)
Short Float %5.93%
Short Ratio7.56
Dividend
Industry RankSector 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
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 RankSector Rank
PE 10.26
Fwd PE 9.68
P/S 2.73
P/FCF 24.3
P/OCF 24.17
P/B 7.44
P/tB 7.44
EV/EBITDA 7.79
EPS(TTM)3.94
EY9.75%
EPS(NY)4.17
Fwd EY10.33%
FCF(TTM)1.66
FCFY4.12%
OCF(TTM)1.67
OCFY4.14%
SpS14.82
BVpS5.44
TBVpS5.44
PEG (NY)1.72
PEG (5Y)3
Graham Number21.95
Profitability
Industry RankSector 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 RankSector 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 6 / 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 7 / 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 10.26 and the Price/Book (PB) ratio is 7.44.


Can you provide the financial health for APAM stock?

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