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

NYSE:APAM • US04316A1088

39.6 USD
-0.82 (-2.03%)
Last: Mar 3, 2026, 09:45 AM
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 has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

7

1. Profitability

1.1 Basic Checks

  • In the past year APAM was profitable.
  • In the past year APAM had a positive cash flow from operations.
  • In the past 5 years APAM has always 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

  • Looking at the Return On Assets, with a value of 16.70%, APAM belongs to the top of the industry, outperforming 95.80% of the companies in the same industry.
  • 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.
  • APAM has a Return On Invested Capital of 32.63%. This is amongst the best in the industry. APAM outperforms 99.58% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for APAM is significantly above the industry average of 7.32%.
  • The 3 year average ROIC (30.91%) for APAM is below the current ROIC(32.63%), indicating increased profibility in the last year.
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 57.56% 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.
  • In the last couple of years the Operating Margin of APAM has declined.
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

  • The number of shares outstanding for APAM has been increased compared to 1 year ago.
  • The number of shares outstanding for APAM has been increased compared to 5 years ago.
  • 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 3.37. This indicates that APAM is financially healthy and has little risk of bankruptcy at the moment.
  • APAM's Altman-Z score of 3.37 is fine compared to the rest of the industry. APAM outperforms 78.57% of its industry peers.
  • APAM has a debt to FCF ratio of 1.41. This is a very positive value and a sign of high solvency as it would only need 1.41 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 1.41, APAM belongs to the top of the industry, outperforming 87.82% of the companies in the same industry.
  • A Debt/Equity ratio of 0.43 indicates that APAM is not too dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.43, APAM is in the better half of the industry, outperforming 65.97% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.43
Debt/FCF 1.41
Altman-Z 3.37
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.
  • APAM has a worse Current ratio (0.73) 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.
  • APAM's Quick ratio of 0.73 is on the low side compared to the rest of the industry. APAM is outperformed by 63.87% of its industry peers.
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.
  • Looking at the last year, APAM shows a very negative growth in Revenue. The Revenue has decreased by -13.04% in the last year.
  • APAM shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 5.87% yearly.
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

  • APAM is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 3.80% yearly.
  • APAM is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.43% yearly.
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.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
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

  • APAM is valuated reasonably with a Price/Earnings ratio of 10.05.
  • APAM's Price/Earnings ratio is a bit cheaper when compared to the industry. APAM is cheaper than 65.13% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.13. APAM is valued rather cheaply when compared to this.
  • APAM is valuated reasonably with a Price/Forward Earnings ratio of 9.49.
  • Based on the Price/Forward Earnings ratio, APAM is valued a bit cheaper than 72.69% of the companies in the same industry.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 28.11, APAM is valued rather cheaply.
Industry RankSector Rank
PE 10.05
Fwd PE 9.49
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

  • Based on the Enterprise Value to EBITDA ratio, APAM is valued cheaper than 90.76% of the companies in the same industry.
  • APAM's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. APAM is cheaper than 61.34% of the companies in the same industry.
Industry RankSector Rank
P/FCF 23.8
EV/EBITDA 7.82
APAM Per share dataAPAM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10

4.3 Compensation for Growth

  • APAM's 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)1.69
PEG (5Y)2.94
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

  • With a Yearly Dividend Yield of 7.98%, APAM is a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 6.45, APAM pays a bit more dividend than its industry peers.
  • 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.
  • APAM's earnings are growing slower than its dividend. 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

More info and screens

Find the best dividend stocksShow peers with best dividend

ARTISAN PARTNERS ASSET MA -A

NYSE:APAM (3/3/2026, 9:45:03 AM)

39.6

-0.82 (-2.03%)

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 Cap3.20B
Revenue(TTM)1.20B
Net Income(TTM)263.40M
Analysts48.89
Price Target43.61 (10.13%)
Short Float %8.35%
Short Ratio10.58
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 10.05
Fwd PE 9.49
P/S 2.67
P/FCF 23.8
P/OCF 23.68
P/B 7.29
P/tB 7.29
EV/EBITDA 7.82
EPS(TTM)3.94
EY9.95%
EPS(NY)4.17
Fwd EY10.54%
FCF(TTM)1.66
FCFY4.2%
OCF(TTM)1.67
OCFY4.22%
SpS14.82
BVpS5.44
TBVpS5.44
PEG (NY)1.69
PEG (5Y)2.94
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 3.37
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 10.05 and the Price/Book (PB) ratio is 7.29.


Can you provide the financial health for APAM stock?

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