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ACADIAN ASSET MANAGEMENT INC (AAMI) Stock Fundamental Analysis

NYSE:AAMI - US10948W1036 - Common Stock

51 USD
+0.36 (+0.71%)
Last: 8/28/2025, 9:37:29 AM
Fundamental Rating

6

Taking everything into account, AAMI scores 6 out of 10 in our fundamental rating. AAMI was compared to 238 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 has a decent growth rate and is not valued too expensively.


Dividend Valuation Growth Profitability Health

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6

1. Profitability

1.1 Basic Checks

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

1.2 Ratios

AAMI has a better Return On Assets (13.33%) than 94.12% of its industry peers.
AAMI has a better Return On Equity (970.14%) than 99.58% of its industry peers.
AAMI has a Return On Invested Capital of 19.14%. This is amongst the best in the industry. AAMI outperforms 95.80% of its industry peers.
The Average Return On Invested Capital over the past 3 years for AAMI is significantly above the industry average of 7.60%.
The 3 year average ROIC (25.11%) for AAMI is well above the current ROIC(19.14%). The reason for the recent decline needs to be investigated.
Industry RankSector Rank
ROA 13.33%
ROE 970.14%
ROIC 19.14%
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 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 -1K -2K -3K -4K

1.3 Margins

The Profit Margin of AAMI (16.65%) is comparable to the rest of the industry.
AAMI's Profit Margin has declined in the last couple of years.
The Operating Margin of AAMI (26.03%) is comparable to the rest of the industry.
AAMI's Operating Margin has declined in the last couple of years.
Industry RankSector Rank
OM 26.03%
PM (TTM) 16.65%
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

AAMI has less shares outstanding than it did 1 year ago.
The number of shares outstanding for AAMI has been reduced compared to 5 years ago.
Compared to 1 year ago, AAMI has an improved debt to assets ratio.
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

An Altman-Z score of 3.21 indicates that AAMI is not in any danger for bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 3.21, AAMI is in the better half of the industry, outperforming 78.57% of the companies in the same industry.
AAMI has a debt to FCF ratio of 6.04. This is a slightly negative value and a sign of low solvency as AAMI would need 6.04 years to pay back of all of its debts.
The Debt to FCF ratio of AAMI (6.04) is better than 67.23% of its industry peers.
A Debt/Equity ratio of 34.67 is on the high side and indicates that AAMI has dependencies on debt financing.
The Debt to Equity ratio of AAMI (34.67) is worse than 91.18% of its industry peers.
Industry RankSector Rank
Debt/Equity 34.67
Debt/FCF 6.04
Altman-Z 3.21
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 1.16 indicates that AAMI should not have too much problems paying its short term obligations.
The Current ratio of AAMI (1.16) is comparable to the rest of the industry.
A Quick Ratio of 1.16 indicates that AAMI should not have too much problems paying its short term obligations.
The Quick ratio of AAMI (1.16) is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 1.16
Quick Ratio 1.16
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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6

3. Growth

3.1 Past

AAMI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 45.50%, which is quite impressive.
AAMI shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 9.45% yearly.
AAMI shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 18.76%.
The Revenue has been decreasing by -3.19% on average over the past years.
EPS 1Y (TTM)45.5%
EPS 3Y21.5%
EPS 5Y9.45%
EPS Q2Q%42.22%
Revenue 1Y (TTM)18.76%
Revenue growth 3Y-1.17%
Revenue growth 5Y-3.19%
Sales Q2Q%14.59%

3.2 Future

AAMI is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 22.82% yearly.
The Revenue is expected to grow by 14.84% on average over the next years. This is quite good.
EPS Next Y29.33%
EPS Next 2Y28.07%
EPS Next 3Y22.82%
EPS Next 5YN/A
Revenue Next Year23.53%
Revenue Next 2Y19.9%
Revenue Next 3Y14.84%
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.
The Revenue 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 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 4 5

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6

4. Valuation

4.1 Price/Earnings Ratio

Based on the Price/Earnings ratio of 16.61, the valuation of AAMI can be described as correct.
The rest of the industry has a similar Price/Earnings ratio as AAMI.
Compared to an average S&P500 Price/Earnings ratio of 27.14, AAMI is valued a bit cheaper.
With a Price/Forward Earnings ratio of 11.19, the valuation of AAMI can be described as very reasonable.
Based on the Price/Forward Earnings ratio, AAMI is valued a bit cheaper than the industry average as 66.81% of the companies are valued more expensively.
AAMI's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 22.80.
Industry RankSector Rank
PE 16.61
Fwd PE 11.19
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

85.29% of the companies in the same industry are more expensive than AAMI, based on the Enterprise Value to EBITDA ratio.
The rest of the industry has a similar Price/Free Cash Flow ratio as AAMI.
Industry RankSector Rank
P/FCF 34.46
EV/EBITDA 12.82
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.
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 22.82% in the coming years.
PEG (NY)0.57
PEG (5Y)1.76
EPS Next 2Y28.07%
EPS Next 3Y22.82%

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3

5. Dividend

5.1 Amount

With a yearly dividend of 0.08%, AAMI is not a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 8.00, AAMI is paying slightly less dividend.
With a Dividend Yield of 0.08, AAMI pays less dividend than the S&P500 average, which is at 2.34.
Industry RankSector Rank
Dividend Yield 0.08%

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

1.67% of the earnings are spent on dividend by AAMI. This is a low number and sustainable payout ratio.
DP1.67%
EPS Next 2Y28.07%
EPS Next 3Y22.82%
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 (8/28/2025, 9:37:29 AM)

51

+0.36 (+0.71%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)07-31 2025-07-31/bmo
Earnings (Next)10-29 2025-10-29
Inst Owners76.58%
Inst Owner ChangeN/A
Ins Owners0.78%
Ins Owner Change-4.46%
Market Cap1.83B
Analysts47.5
Price Target40.8 (-20%)
Short Float %1.65%
Short Ratio2.24
Dividend
Industry RankSector Rank
Dividend Yield 0.08%
Yearly Dividend0.04
Dividend Growth(5Y)-36.8%
DP1.67%
Div Incr Years0
Div Non Decr Years3
Ex-Date09-12 2025-09-12 (0.01)
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)10.59%
Min EPS beat(2)2.8%
Max EPS beat(2)18.39%
EPS beat(4)4
Avg EPS beat(4)19.77%
Min EPS beat(4)2.8%
Max EPS beat(4)36.56%
EPS beat(8)8
Avg EPS beat(8)20.99%
EPS beat(12)10
Avg EPS beat(12)20.4%
EPS beat(16)13
Avg EPS beat(16)18.45%
Revenue beat(2)2
Avg Revenue beat(2)4.87%
Min Revenue beat(2)4.13%
Max Revenue beat(2)5.61%
Revenue beat(4)4
Avg Revenue beat(4)7.6%
Min Revenue beat(4)4.13%
Max Revenue beat(4)12.53%
Revenue beat(8)8
Avg Revenue beat(8)6.33%
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)17.65%
PT rev (3m)50%
EPS NQ rev (1m)18.05%
EPS NQ rev (3m)31.93%
EPS NY rev (1m)19.22%
EPS NY rev (3m)32.35%
Revenue NQ rev (1m)10.11%
Revenue NQ rev (3m)19.86%
Revenue NY rev (1m)11.65%
Revenue NY rev (3m)17.77%
Valuation
Industry RankSector Rank
PE 16.61
Fwd PE 11.19
P/S 3.39
P/FCF 34.46
P/OCF 28.85
P/B 197.74
P/tB N/A
EV/EBITDA 12.82
EPS(TTM)3.07
EY6.02%
EPS(NY)4.56
Fwd EY8.94%
FCF(TTM)1.48
FCFY2.9%
OCF(TTM)1.77
OCFY3.47%
SpS15.03
BVpS0.26
TBVpS-0.31
PEG (NY)0.57
PEG (5Y)1.76
Profitability
Industry RankSector Rank
ROA 13.33%
ROE 970.14%
ROCE 29.1%
ROIC 19.14%
ROICexc 23.29%
ROICexgc 26.96%
OM 26.03%
PM (TTM) 16.65%
GM N/A
FCFM 9.85%
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 Turnover0.8
Health
Industry RankSector Rank
Debt/Equity 34.67
Debt/FCF 6.04
Debt/EBITDA 2.03
Cap/Depr 59.54%
Cap/Sales 1.91%
Interest Coverage 9.66
Cash Conversion 40.22%
Profit Quality 59.15%
Current Ratio 1.16
Quick Ratio 1.16
Altman-Z 3.21
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)45.5%
EPS 3Y21.5%
EPS 5Y9.45%
EPS Q2Q%42.22%
EPS Next Y29.33%
EPS Next 2Y28.07%
EPS Next 3Y22.82%
EPS Next 5YN/A
Revenue 1Y (TTM)18.76%
Revenue growth 3Y-1.17%
Revenue growth 5Y-3.19%
Sales Q2Q%14.59%
Revenue Next Year23.53%
Revenue Next 2Y19.9%
Revenue Next 3Y14.84%
Revenue Next 5YN/A
EBIT growth 1Y28.18%
EBIT growth 3Y-2.41%
EBIT growth 5Y-9.42%
EBIT Next Year31.89%
EBIT Next 3Y19.83%
EBIT Next 5YN/A
FCF growth 1Y-29.8%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-30.67%
OCF growth 3YN/A
OCF growth 5YN/A