ACADIAN ASSET MANAGEMENT INC (AAMI) Stock Fundamental Analysis

NYSE:AAMI • US10948W1036

53.86 USD
-1.92 (-3.44%)
At close: Feb 27, 2026
53.86 USD
0 (0%)
After Hours: 2/27/2026, 8:04:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Taking everything into account, AAMI scores 4 out of 10 in our fundamental rating. AAMI was compared to 238 industry peers in the Capital Markets industry. AAMI has a medium profitability rating, but doesn't score so well on its financial health evaluation. AAMI is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

5

1. Profitability

1.1 Basic Checks

  • AAMI had positive earnings in the past year.
  • AAMI had a negative operating cash flow in the past year.
  • Of the past 5 years AAMI 4 years were profitable.
  • In multiple years AAMI reported negative operating cash flow during the last 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 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M 400M 600M 800M

1.2 Ratios

  • AAMI has a better Return On Assets (11.68%) than 87.08% of its industry peers.
  • AAMI has a Return On Equity of 429.64%. This is amongst the best in the industry. AAMI outperforms 100.00% of its industry peers.
  • With an excellent Return On Invested Capital value of 18.14%, AAMI belongs to the best of the industry, outperforming 93.75% of the companies in the same industry.
  • AAMI had an Average Return On Invested Capital over the past 3 years of 25.11%. This is significantly above the industry average of 7.32%.
  • The last Return On Invested Capital (18.14%) for AAMI is well below the 3 year average (25.11%), which needs to be investigated, but indicates that AAMI had better years and this may not be a problem.
Industry RankSector Rank
ROA 11.68%
ROE 429.64%
ROIC 18.14%
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 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 -1K -2K -3K -4K

1.3 Margins

  • AAMI has a Profit Margin (15.70%) which is comparable to the rest of the industry.
  • In the last couple of years the Profit Margin of AAMI has declined.
  • AAMI has a Operating Margin (24.98%) which is in line with its industry peers.
  • In the last couple of years the Operating Margin of AAMI has declined.
Industry RankSector Rank
OM 24.98%
PM (TTM) 15.7%
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 2016 2017 2018 2019 2020 2021 2022 2023 2024 50 100 150

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ROAROEROICOperating and Profit MarginShow most profitable peers

3

2. Health

2.1 Basic Checks

  • There is no outstanding debt for AAMI. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
AAMI Yearly Shares OutstandingAAMI Yearly Shares OutstandingYearly Shares Outstanding 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 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B

2.2 Solvency

  • An Altman-Z score of 3.02 indicates that AAMI is not in any danger for bankruptcy at the moment.
  • AAMI has a Altman-Z score of 3.02. This is in the better half of the industry: AAMI outperforms 76.67% of its industry peers.
  • A Debt/Equity ratio of 14.71 is on the high side and indicates that AAMI has dependencies on debt financing.
  • AAMI has a Debt to Equity ratio of 14.71. This is amonst the worse of the industry: AAMI underperforms 90.42% of its industry peers.
Industry RankSector Rank
Debt/Equity 14.71
Debt/FCF N/A
Altman-Z 3.02
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 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M 400M

2.3 Liquidity

  • AAMI has a Current Ratio of 1.11. This is a normal value and indicates that AAMI is financially healthy and should not expect problems in meeting its short term obligations.
  • AAMI has a Current ratio (1.11) which is in line with its industry peers.
  • AAMI has a Quick Ratio of 1.11. This is a normal value and indicates that AAMI is financially healthy and should not expect problems in meeting its short term obligations.
  • AAMI has a Quick ratio (1.11) which is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 1.11
Quick Ratio 1.11
AAMI Yearly Current Assets VS Current LiabilitesAAMI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M

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

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 17.27%, which is quite good.
  • AAMI shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 13.25% yearly.
EPS 1Y (TTM)17.27%
EPS 3Y19.72%
EPS 5Y13.25%
EPS Q2Q%1.54%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%2.62%

3.2 Future

  • Based on estimates for the next years, AAMI will show a very strong growth in Earnings Per Share. The EPS will grow by 28.08% on average per year.
  • Based on estimates for the next years, AAMI will show a quite strong growth in Revenue. The Revenue will grow by 18.23% on average per year.
EPS Next Y38.5%
EPS Next 2Y28.08%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year24.36%
Revenue Next 2Y18.23%
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • The EPS 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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 200M 400M 600M 800M
AAMI Yearly EPS VS EstimatesAAMI Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 1 2 3 4 5

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Find the best growth stocksShow best growing peers

5

4. Valuation

4.1 Price/Earnings Ratio

  • AAMI is valuated correctly with a Price/Earnings ratio of 16.52.
  • AAMI's Price/Earnings ratio is in line with the industry average.
  • When comparing the Price/Earnings ratio of AAMI to the average of the S&P500 Index (27.07), we can say AAMI is valued slightly cheaper.
  • AAMI is valuated reasonably with a Price/Forward Earnings ratio of 11.93.
  • Based on the Price/Forward Earnings ratio, AAMI is valued a bit cheaper than the industry average as 60.83% of the companies are valued more expensively.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.05, AAMI is valued rather cheaply.
Industry RankSector Rank
PE 16.52
Fwd PE 11.93
AAMI Price Earnings VS Forward Price EarningsAAMI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of AAMI indicates a rather cheap valuation: AAMI is cheaper than 81.25% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 13.29
AAMI Per share dataAAMI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 10 15

4.3 Compensation for Growth

  • AAMI's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • AAMI's earnings are expected to grow with 28.08% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.43
PEG (5Y)1.25
EPS Next 2Y28.08%
EPS Next 3YN/A

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

3

5. Dividend

5.1 Amount

  • AAMI has a yearly dividend return of 0.72%, which is pretty low.
  • Compared to an average industry Dividend Yield of 6.42, AAMI is paying slightly less dividend.
  • With a Dividend Yield of 0.72, AAMI pays less dividend than the S&P500 average, which is at 1.82.
Industry RankSector Rank
Dividend Yield 0.72%

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 2026 0.02 0.04 0.06 0.08 0.1

5.3 Sustainability

  • 1.59% of the earnings are spent on dividend by AAMI. This is a low number and sustainable payout ratio.
DP1.59%
EPS Next 2Y28.08%
EPS Next 3YN/A
AAMI Yearly Income VS Free CF VS DividendAAMI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 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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Find the best dividend stocksShow peers with best dividend

ACADIAN ASSET MANAGEMENT INC

NYSE:AAMI (2/27/2026, 8:04:00 PM)

After market: 53.86 0 (0%)

53.86

-1.92 (-3.44%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-05
Earnings (Next)04-29
Inst Owners78.27%
Inst Owner ChangeN/A
Ins Owners0.78%
Ins Owner Change1.82%
Market Cap1.92B
Revenue(TTM)N/A
Net Income(TTM)87.80M
Analysts47.5
Price Target54.4 (1%)
Short Float %2.5%
Short Ratio3.49
Dividend
Industry RankSector Rank
Dividend Yield 0.72%
Yearly Dividend0.04
Dividend Growth(5Y)-36.8%
DP1.59%
Div Incr Years0
Div Non Decr Years3
Ex-Date03-13
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)9.2%
Min EPS beat(2)0.01%
Max EPS beat(2)18.39%
EPS beat(4)4
Avg EPS beat(4)14.44%
Min EPS beat(4)0.01%
Max EPS beat(4)36.56%
EPS beat(8)8
Avg EPS beat(8)14.9%
EPS beat(12)11
Avg EPS beat(12)20.43%
EPS beat(16)14
Avg EPS beat(16)18.79%
Revenue beat(2)1
Avg Revenue beat(2)0.15%
Min Revenue beat(2)-3.83%
Max Revenue beat(2)4.13%
Revenue beat(4)3
Avg Revenue beat(4)4.61%
Min Revenue beat(4)-3.83%
Max Revenue beat(4)12.53%
Revenue beat(8)7
Avg Revenue beat(8)4.79%
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)6.67%
PT rev (3m)8.84%
EPS NQ rev (1m)2.71%
EPS NQ rev (3m)1.09%
EPS NY rev (1m)-0.87%
EPS NY rev (3m)-8.29%
Revenue NQ rev (1m)-3.55%
Revenue NQ rev (3m)-3.55%
Revenue NY rev (1m)-0.89%
Revenue NY rev (3m)-4.47%
Valuation
Industry RankSector Rank
PE 16.52
Fwd PE 11.93
P/S 3.44
P/FCF N/A
P/OCF N/A
P/B 94.12
P/tB 14173.46
EV/EBITDA 13.29
EPS(TTM)3.26
EY6.05%
EPS(NY)4.52
Fwd EY8.38%
FCF(TTM)-1.15
FCFYN/A
OCF(TTM)-0.85
OCFYN/A
SpS15.66
BVpS0.57
TBVpS0
PEG (NY)0.43
PEG (5Y)1.25
Graham Number6.48
Profitability
Industry RankSector Rank
ROA 11.68%
ROE 429.64%
ROCE 27.52%
ROIC 18.14%
ROICexc 23.25%
ROICexgc 29.07%
OM 24.98%
PM (TTM) 15.7%
GM N/A
FCFM N/A
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%
ROICexgc growth 3Y-19.94%
ROICexgc 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-Score5
Asset Turnover0.74
Health
Industry RankSector Rank
Debt/Equity 14.71
Debt/FCF N/A
Debt/EBITDA 1.92
Cap/Depr 63.31%
Cap/Sales 1.91%
Interest Coverage 9.63
Cash Conversion N/A
Profit Quality N/A
Current Ratio 1.11
Quick Ratio 1.11
Altman-Z 3.02
F-Score5
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)17.27%
EPS 3Y19.72%
EPS 5Y13.25%
EPS Q2Q%1.54%
EPS Next Y38.5%
EPS Next 2Y28.08%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%2.62%
Revenue Next Year24.36%
Revenue Next 2Y18.23%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y31.67%
EBIT growth 3Y-2.41%
EBIT growth 5Y-9.42%
EBIT Next Year28.31%
EBIT Next 3Y24.22%
EBIT Next 5YN/A
FCF growth 1Y-162.92%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-138.18%
OCF growth 3YN/A
OCF growth 5YN/A

ACADIAN ASSET MANAGEMENT INC / AAMI FAQ

What is the fundamental rating for AAMI stock?

ChartMill assigns a fundamental rating of 4 / 10 to AAMI.


What is the valuation status of ACADIAN ASSET MANAGEMENT INC (AAMI) stock?

ChartMill assigns a valuation rating of 5 / 10 to ACADIAN ASSET MANAGEMENT INC (AAMI). This can be considered as Fairly Valued.


What is the profitability of AAMI stock?

ACADIAN ASSET MANAGEMENT INC (AAMI) has a profitability rating of 5 / 10.


What are the PE and PB ratios of ACADIAN ASSET MANAGEMENT INC (AAMI) stock?

The Price/Earnings (PE) ratio for ACADIAN ASSET MANAGEMENT INC (AAMI) is 16.52 and the Price/Book (PB) ratio is 94.12.


What is the earnings growth outlook for ACADIAN ASSET MANAGEMENT INC?

The Earnings per Share (EPS) of ACADIAN ASSET MANAGEMENT INC (AAMI) is expected to grow by 38.5% in the next year.