ACADIAN ASSET MANAGEMENT INC (AAMI) Fundamental Analysis & Valuation

NYSE:AAMI • US10948W1036

Current stock price

65.78 USD
-0.92 (-1.38%)
At close:
65.78 USD
0 (0%)
After Hours:

This AAMI fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. AAMI Profitability Analysis

1.1 Basic Checks

  • AAMI had positive earnings in the past year.
  • AAMI had a negative operating cash flow in the past year.
  • Each year in the past 5 years AAMI has been profitable.
  • The reported operating cash flow has been mixed in the past 5 years: AAMI reported negative operating cash flow in multiple 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 2025 0 200M 400M 600M 800M

1.2 Ratios

  • AAMI's Return On Assets of 11.82% is amongst the best of the industry. AAMI outperforms 87.92% of its industry peers.
  • With an excellent Return On Equity value of 131.94%, AAMI belongs to the best of the industry, outperforming 99.58% of the companies in the same industry.
  • The Return On Invested Capital of AAMI (22.45%) is better than 97.50% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for AAMI is significantly above the industry average of 7.28%.
  • The 3 year average ROIC (20.72%) for AAMI is below the current ROIC(22.45%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 11.82%
ROE 131.94%
ROIC 22.45%
ROA(3y)11.56%
ROA(5y)33.99%
ROE(3y)239.89%
ROE(5y)N/A
ROIC(3y)20.72%
ROIC(5y)24.42%
AAMI Yearly ROA, ROE, ROICAAMI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 -1K -2K -3K -4K

1.3 Margins

  • With a Profit Margin value of 14.19%, AAMI perfoms like the industry average, outperforming 47.08% of the companies in the same industry.
  • AAMI's Profit Margin has declined in the last couple of years.
  • Looking at the Operating Margin, with a value of 23.43%, AAMI is in line with its industry, outperforming 49.58% of the companies in the same industry.
  • AAMI's Operating Margin has declined in the last couple of years.
Industry RankSector Rank
OM 23.43%
PM (TTM) 14.19%
GM N/A
OM growth 3Y-16.49%
OM growth 5Y-4.6%
PM growth 3Y-16.2%
PM growth 5Y-24.38%
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 2025 50 100 150

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4

2. AAMI Health Analysis

2.1 Basic Checks

  • The number of shares outstanding for AAMI has been reduced compared to 1 year ago.
  • 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 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 500M 1B 1.5B

2.2 Solvency

  • An Altman-Z score of 3.95 indicates that AAMI is not in any danger for bankruptcy at the moment.
  • AAMI has a Altman-Z score of 3.95. This is amongst the best in the industry. AAMI outperforms 81.67% of its industry peers.
  • A Debt/Equity ratio of 3.43 is on the high side and indicates that AAMI has dependencies on debt financing.
  • With a Debt to Equity ratio value of 3.43, AAMI is not doing good in the industry: 83.33% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 3.43
Debt/FCF N/A
Altman-Z 3.95
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 2025 0 200M 400M

2.3 Liquidity

  • A Current Ratio of 1.08 indicates that AAMI should not have too much problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 1.08, AAMI is in line with its industry, outperforming 47.50% of the companies in the same industry.
  • AAMI has a Quick Ratio of 1.08. This is a normal value and indicates that AAMI is financially healthy and should not expect problems in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 1.08, AAMI is in line with its industry, outperforming 49.17% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.08
Quick Ratio 1.08
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 2025 100M 200M 300M 400M 500M

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8

3. AAMI Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 17.27% over the past year.
  • Measured over the past years, AAMI shows a quite strong growth in Earnings Per Share. The EPS has been growing by 13.25% on average per year.
  • The Revenue has grown by 11.49% in the past year. This is quite good.
  • Measured over the past years, AAMI shows a small growth in Revenue. The Revenue has been growing by 2.45% on average per year.
EPS 1Y (TTM)17.27%
EPS 3Y19.72%
EPS 5Y13.25%
EPS Q2Q%1.54%
Revenue 1Y (TTM)11.49%
Revenue growth 3Y10.55%
Revenue growth 5Y2.45%
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 32.41% on average per year.
  • The Revenue is expected to grow by 20.27% on average over the next years. This is a very strong growth
EPS Next Y42.15%
EPS Next 2Y31.34%
EPS Next 3Y32.41%
EPS Next 5YN/A
Revenue Next Year27.36%
Revenue Next 2Y20.73%
Revenue Next 3Y20.27%
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 accelerating.
  • 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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 200M 400M 600M 800M 1B
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 2028 2 4 6

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5

4. AAMI Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 20.18, the valuation of AAMI can be described as rather expensive.
  • Based on the Price/Earnings ratio, AAMI is valued a bit more expensive than 61.67% of the companies in the same industry.
  • AAMI is valuated rather cheaply when we compare the Price/Earnings ratio to 27.71, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 14.19, the valuation of AAMI can be described as correct.
  • The rest of the industry has a similar Price/Forward Earnings ratio as AAMI.
  • AAMI's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 38.09.
Industry RankSector Rank
PE 20.18
Fwd PE 14.19
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

  • Based on the Enterprise Value to EBITDA ratio, AAMI is valued a bit cheaper than the industry average as 76.25% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 16.69
AAMI Per share dataAAMI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5 10 15

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • The decent profitability rating of AAMI may justify a higher PE ratio.
  • A more expensive valuation may be justified as AAMI's earnings are expected to grow with 32.41% in the coming years.
PEG (NY)0.48
PEG (5Y)1.52
EPS Next 2Y31.34%
EPS Next 3Y32.41%

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

3

5. AAMI Dividend Analysis

5.1 Amount

  • AAMI has a yearly dividend return of 0.60%, which is pretty low.
  • Compared to an average industry Dividend Yield of 6.47, AAMI is paying slightly less dividend.
  • Compared to an average S&P500 Dividend Yield of 1.81, AAMI's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.6%

5.2 History

  • The dividend of AAMI decreases each year by -20.84%.
  • AAMI has been paying a dividend for over 5 years, so it has already some track record.
  • As AAMI did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)-20.84%
Div Incr Years1
Div Non Decr Years5
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

  • AAMI pays out 1.88% of its income as dividend. This is a sustainable payout ratio.
DP1.88%
EPS Next 2Y31.34%
EPS Next 3Y32.41%
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 2025 0 200M 400M 600M 800M
AAMI Dividend Payout.AAMI Dividend Payout, showing the Payout Ratio.AAMI Dividend Payout.PayoutRetained Earnings

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AAMI Fundamentals: All Metrics, Ratios and Statistics

ACADIAN ASSET MANAGEMENT INC

NYSE:AAMI (4/21/2026, 8:04:00 PM)

After market: 65.78 0 (0%)

65.78

-0.92 (-1.38%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-05
Earnings (Next)04-30
Inst Owners79.63%
Inst Owner ChangeN/A
Ins Owners0.79%
Ins Owner Change1.82%
Market Cap2.35B
Revenue(TTM)563.70M
Net Income(TTM)80.00M
Analysts47.5
Price Target56.78 (-13.68%)
Short Float %2.32%
Short Ratio2.65
Dividend
Industry RankSector Rank
Dividend Yield 0.6%
Yearly Dividend0.04
Dividend Growth(5Y)-20.84%
DP1.88%
Div Incr Years1
Div Non Decr Years5
Ex-Date03-13
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-3.44%
Min EPS beat(2)-6.9%
Max EPS beat(2)0.01%
EPS beat(4)3
Avg EPS beat(4)3.58%
Min EPS beat(4)-6.9%
Max EPS beat(4)18.39%
EPS beat(8)7
Avg EPS beat(8)10.36%
EPS beat(12)10
Avg EPS beat(12)13.39%
EPS beat(16)13
Avg EPS beat(16)16.06%
Revenue beat(2)0
Avg Revenue beat(2)-6.85%
Min Revenue beat(2)-9.87%
Max Revenue beat(2)-3.83%
Revenue beat(4)2
Avg Revenue beat(4)-0.99%
Min Revenue beat(4)-9.87%
Max Revenue beat(4)5.61%
Revenue beat(8)6
Avg Revenue beat(8)2.99%
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)4.38%
PT rev (3m)11.33%
EPS NQ rev (1m)0.75%
EPS NQ rev (3m)5.88%
EPS NY rev (1m)1.79%
EPS NY rev (3m)-0.07%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.04%
Revenue NY rev (1m)2.41%
Revenue NY rev (3m)1.78%
Valuation
Industry RankSector Rank
PE 20.18
Fwd PE 14.19
P/S 4.17
P/FCF N/A
P/OCF N/A
P/B 38.75
P/tB 58.25
EV/EBITDA 16.69
EPS(TTM)3.26
EY4.96%
EPS(NY)4.63
Fwd EY7.04%
FCF(TTM)-0.4
FCFYN/A
OCF(TTM)-0.07
OCFYN/A
SpS15.78
BVpS1.7
TBVpS1.13
PEG (NY)0.48
PEG (5Y)1.52
Graham Number11.1586 (-83.04%)
Profitability
Industry RankSector Rank
ROA 11.82%
ROE 131.94%
ROCE 31.88%
ROIC 22.45%
ROICexc 29.53%
ROICexgc 38.29%
OM 23.43%
PM (TTM) 14.19%
GM N/A
FCFM N/A
ROA(3y)11.56%
ROA(5y)33.99%
ROE(3y)239.89%
ROE(5y)N/A
ROIC(3y)20.72%
ROIC(5y)24.42%
ROICexc(3y)28.56%
ROICexc(5y)37.86%
ROICexgc(3y)35.16%
ROICexgc(5y)48.01%
ROCE(3y)29.59%
ROCE(5y)34.46%
ROICexgc growth 3Y-20.9%
ROICexgc growth 5Y8.46%
ROICexc growth 3Y-20.36%
ROICexc growth 5Y14.48%
OM growth 3Y-16.49%
OM growth 5Y-4.6%
PM growth 3Y-16.2%
PM growth 5Y-24.38%
GM growth 3YN/A
GM growth 5YN/A
F-Score5
Asset Turnover0.83
Health
Industry RankSector Rank
Debt/Equity 3.43
Debt/FCF N/A
Debt/EBITDA 1.4
Cap/Depr 71.69%
Cap/Sales 2.11%
Interest Coverage 6.61
Cash Conversion N/A
Profit Quality N/A
Current Ratio 1.08
Quick Ratio 1.08
Altman-Z 3.95
F-Score5
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)68.32%
Cap/Depr(5y)71.91%
Cap/Sales(3y)2.43%
Cap/Sales(5y)2.81%
Profit Quality(3y)N/A
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 Y42.15%
EPS Next 2Y31.34%
EPS Next 3Y32.41%
EPS Next 5YN/A
Revenue 1Y (TTM)11.49%
Revenue growth 3Y10.55%
Revenue growth 5Y2.45%
Sales Q2Q%2.62%
Revenue Next Year27.36%
Revenue Next 2Y20.73%
Revenue Next 3Y20.27%
Revenue Next 5YN/A
EBIT growth 1Y-2.51%
EBIT growth 3Y-7.68%
EBIT growth 5Y-2.26%
EBIT Next Year46.12%
EBIT Next 3Y26.1%
EBIT Next 5YN/A
FCF growth 1Y-131.15%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-104.3%
OCF growth 3YN/A
OCF growth 5YN/A

ACADIAN ASSET MANAGEMENT INC / AAMI Fundamental Analysis FAQ

What is the fundamental rating for AAMI stock?

ChartMill assigns a fundamental rating of 6 / 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.


How profitable is ACADIAN ASSET MANAGEMENT INC (AAMI) stock?

ACADIAN ASSET MANAGEMENT INC (AAMI) has a profitability rating of 6 / 10.


Can you provide the PE and PB ratios for AAMI stock?

The Price/Earnings (PE) ratio for ACADIAN ASSET MANAGEMENT INC (AAMI) is 20.18 and the Price/Book (PB) ratio is 38.75.


How financially healthy is ACADIAN ASSET MANAGEMENT INC?

The financial health rating of ACADIAN ASSET MANAGEMENT INC (AAMI) is 4 / 10.