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ACADIAN ASSET MANAGEMENT INC (AAMI) Stock Fundamental Analysis

NYSE:AAMI - New York Stock Exchange, Inc. - US10948W1036 - Common Stock - Currency: USD

37.58  +0.83 (+2.26%)

After market: 37.58 0 (0%)

Fundamental Rating

5

AAMI gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 233 industry peers in the Capital Markets industry. Both the profitability and the financial health of AAMI get a neutral evaluation. Nothing too spectacular is happening here. AAMI is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

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6

1. Profitability

1.1 Basic Checks

In the past year AAMI was profitable.
In the past year AAMI had a positive cash flow from operations.
AAMI had positive earnings in each of the past 5 years.
Of the past 5 years AAMI 4 years had a positive operating cash flow.
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M 400M 600M 800M

1.2 Ratios

The Return On Assets of AAMI (13.36%) is better than 94.42% of its industry peers.
The Return On Equity of AAMI (416.35%) is better than 100.00% of its industry peers.
AAMI has a Return On Invested Capital of 18.41%. This is amongst the best in the industry. AAMI outperforms 94.85% of its industry peers.
AAMI had an Average Return On Invested Capital over the past 3 years of 25.11%. This is significantly above the industry average of 7.84%.
The 3 year average ROIC (25.11%) for AAMI is well above the current ROIC(18.41%). The reason for the recent decline needs to be investigated.
Industry RankSector Rank
ROA 13.36%
ROE 416.35%
ROIC 18.41%
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 -1K -2K -3K -4K

1.3 Margins

AAMI has a Profit Margin (17.41%) which is in line with its industry peers.
AAMI's Profit Margin has declined in the last couple of years.
AAMI has a Operating Margin (27.80%) which is comparable to the rest of the industry.
In the last couple of years the Operating Margin of AAMI has declined.
Industry RankSector Rank
OM 27.8%
PM (TTM) 17.41%
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 50 100 150

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5

2. Health

2.1 Basic Checks

Compared to 1 year ago, AAMI has less shares outstanding
The number of shares outstanding for AAMI has been reduced compared to 5 years ago.
The debt/assets ratio for AAMI has been reduced compared to a year ago.
AAMI Yearly Shares OutstandingAAMI Yearly Shares OutstandingYearly Shares Outstanding 2015 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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B

2.2 Solvency

AAMI has an Altman-Z score of 2.93. This is not the best score and indicates that AAMI is in the grey zone with still only limited risk for bankruptcy at the moment.
AAMI's Altman-Z score of 2.93 is fine compared to the rest of the industry. AAMI outperforms 75.97% of its industry peers.
The Debt to FCF ratio of AAMI is 10.02, which is on the high side as it means it would take AAMI, 10.02 years of fcf income to pay off all of its debts.
AAMI has a Debt to FCF ratio of 10.02. This is comparable to the rest of the industry: AAMI outperforms 53.65% of its industry peers.
A Debt/Equity ratio of 17.24 is on the high side and indicates that AAMI has dependencies on debt financing.
AAMI has a Debt to Equity ratio of 17.24. This is amonst the worse of the industry: AAMI underperforms 91.85% of its industry peers.
Industry RankSector Rank
Debt/Equity 17.24
Debt/FCF 10.02
Altman-Z 2.93
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 200M 400M

2.3 Liquidity

A Current Ratio of 1.64 indicates that AAMI should not have too much problems paying its short term obligations.
AAMI has a Current ratio of 1.64. This is in the better half of the industry: AAMI outperforms 65.67% of its industry peers.
A Quick Ratio of 1.64 indicates that AAMI should not have too much problems paying its short term obligations.
AAMI has a Quick ratio of 1.64. This is in the better half of the industry: AAMI outperforms 65.67% of its industry peers.
Industry RankSector Rank
Current Ratio 1.64
Quick Ratio 1.64
AAMI Yearly Current Assets VS Current LiabilitesAAMI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M

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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 48.45%, which is quite impressive.
The Earnings Per Share has been growing by 9.45% on average over the past years. This is quite good.
AAMI shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 18.00%.
Measured over the past years, AAMI shows a decrease in Revenue. The Revenue has been decreasing by -3.19% on average per year.
EPS 1Y (TTM)48.45%
EPS 3Y21.5%
EPS 5Y9.45%
EPS Q2Q%22.73%
Revenue 1Y (TTM)18%
Revenue growth 3Y-1.17%
Revenue growth 5Y-3.19%
Sales Q2Q%13.43%

3.2 Future

AAMI is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 9.00% yearly.
Based on estimates for the next years, AAMI will show a small growth in Revenue. The Revenue will grow by 5.34% on average per year.
EPS Next Y2.12%
EPS Next 2Y8.19%
EPS Next 3Y9%
EPS Next 5YN/A
Revenue Next Year7.16%
Revenue Next 2Y6.7%
Revenue Next 3Y5.34%
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.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
AAMI Yearly Revenue VS EstimatesAAMI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 200M 400M 600M 800M 1B
AAMI Yearly EPS VS EstimatesAAMI Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 1 2 3

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5

4. Valuation

4.1 Price/Earnings Ratio

Based on the Price/Earnings ratio of 13.05, the valuation of AAMI can be described as correct.
Based on the Price/Earnings ratio, AAMI is valued a bit cheaper than the industry average as 60.52% of the companies are valued more expensively.
AAMI's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.45.
The Price/Forward Earnings ratio is 11.55, which indicates a very decent valuation of AAMI.
AAMI's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. AAMI is cheaper than 64.81% of the companies in the same industry.
AAMI's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 21.90.
Industry RankSector Rank
PE 13.05
Fwd PE 11.55
AAMI Price Earnings VS Forward Price EarningsAAMI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

AAMI's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. AAMI is cheaper than 88.41% of the companies in the same industry.
The rest of the industry has a similar Price/Free Cash Flow ratio as AAMI.
Industry RankSector Rank
P/FCF 35.97
EV/EBITDA 9.72
AAMI Per share dataAAMI 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 an expensive valuation of the company.
The decent profitability rating of AAMI may justify a higher PE ratio.
PEG (NY)6.15
PEG (5Y)1.38
EPS Next 2Y8.19%
EPS Next 3Y9%

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3

5. Dividend

5.1 Amount

With a yearly dividend of 0.12%, AAMI is not a good candidate for dividend investing.
AAMI's Dividend Yield is slightly below the industry average, which is at 8.00.
With a Dividend Yield of 0.12, AAMI pays less dividend than the S&P500 average, which is at 2.42.
Industry RankSector Rank
Dividend Yield 0.12%

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 0.02 0.04 0.06 0.08 0.1

5.3 Sustainability

1.66% of the earnings are spent on dividend by AAMI. This is a low number and sustainable payout ratio.
DP1.66%
EPS Next 2Y8.19%
EPS Next 3Y9%
AAMI Yearly Income VS Free CF VS DividendAAMI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 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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ACADIAN ASSET MANAGEMENT INC

NYSE:AAMI (7/3/2025, 8:25:36 PM)

After market: 37.58 0 (0%)

37.58

+0.83 (+2.26%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)05-01 2025-05-01/bmo
Earnings (Next)07-24 2025-07-24
Inst Owners76.97%
Inst Owner ChangeN/A
Ins Owners0.85%
Ins Owner Change0.98%
Market Cap1.35B
Analysts47.5
Price Target29.58 (-21.29%)
Short Float %1.66%
Short Ratio2.21
Dividend
Industry RankSector Rank
Dividend Yield 0.12%
Yearly Dividend0.04
Dividend Growth(5Y)-36.8%
DP1.66%
Div Incr Years0
Div Non Decr Years3
Ex-Date06-13 2025-06-13 (0.01)
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)19.68%
Min EPS beat(2)2.8%
Max EPS beat(2)36.56%
EPS beat(4)4
Avg EPS beat(4)16.75%
Min EPS beat(4)2.8%
Max EPS beat(4)36.56%
EPS beat(8)7
Avg EPS beat(8)18.44%
EPS beat(12)10
Avg EPS beat(12)19.27%
EPS beat(16)13
Avg EPS beat(16)18.26%
Revenue beat(2)2
Avg Revenue beat(2)9.07%
Min Revenue beat(2)5.61%
Max Revenue beat(2)12.53%
Revenue beat(4)4
Avg Revenue beat(4)7.04%
Min Revenue beat(4)1.87%
Max Revenue beat(4)12.53%
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
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)8.75%
PT rev (3m)8.75%
EPS NQ rev (1m)3.31%
EPS NQ rev (3m)-2.8%
EPS NY rev (1m)4.51%
EPS NY rev (3m)-0.48%
Revenue NQ rev (1m)4.62%
Revenue NQ rev (3m)-0.17%
Revenue NY rev (1m)2.16%
Revenue NY rev (3m)0.17%
Valuation
Industry RankSector Rank
PE 13.05
Fwd PE 11.55
P/S 2.59
P/FCF 35.97
P/OCF 28.38
P/B 61.89
P/tB 936.43
EV/EBITDA 9.72
EPS(TTM)2.88
EY7.66%
EPS(NY)3.25
Fwd EY8.66%
FCF(TTM)1.04
FCFY2.78%
OCF(TTM)1.32
OCFY3.52%
SpS14.52
BVpS0.61
TBVpS0.04
PEG (NY)6.15
PEG (5Y)1.38
Profitability
Industry RankSector Rank
ROA 13.36%
ROE 416.35%
ROCE 27.6%
ROIC 18.41%
ROICexc 23.6%
ROICexgc 26.87%
OM 27.8%
PM (TTM) 17.41%
GM N/A
FCFM 7.2%
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%
ROICexcg growth 3Y-19.94%
ROICexcg 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-Score6
Asset Turnover0.77
Health
Industry RankSector Rank
Debt/Equity 17.24
Debt/FCF 10.02
Debt/EBITDA 2.3
Cap/Depr 55.25%
Cap/Sales 1.92%
Interest Coverage 9.97
Cash Conversion 29.15%
Profit Quality 41.33%
Current Ratio 1.64
Quick Ratio 1.64
Altman-Z 2.93
F-Score6
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)48.45%
EPS 3Y21.5%
EPS 5Y9.45%
EPS Q2Q%22.73%
EPS Next Y2.12%
EPS Next 2Y8.19%
EPS Next 3Y9%
EPS Next 5YN/A
Revenue 1Y (TTM)18%
Revenue growth 3Y-1.17%
Revenue growth 5Y-3.19%
Sales Q2Q%13.43%
Revenue Next Year7.16%
Revenue Next 2Y6.7%
Revenue Next 3Y5.34%
Revenue Next 5YN/A
EBIT growth 1Y32.45%
EBIT growth 3Y-2.41%
EBIT growth 5Y-9.42%
EBIT Next Year12.23%
EBIT Next 3Y8.78%
EBIT Next 5YN/A
FCF growth 1Y-53.07%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-50.78%
OCF growth 3YN/A
OCF growth 5YN/A