APAM:NYE-Artisan Partners Asset Management Inc (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 51.01

Change

+0.09 (+0.18)%

Market Cap

USD 4.03B

Volume

0.62M

Average Target Price

USD 60.00 (+17.62%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of companies across all market capitalization. For fixed income component of its portfolio the firm invests in non-investment grade corporate bonds and secured and unsecured loans. It employs fundamental analysis to create its portfolios. Artisan Partners Asset Management Inc. was founded in 1994 and is based in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-05-13 )

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STT-PG State Street Corporation

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STT-PD State Street Corporation

+0.14 (+0.50%)

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ETFs Containing APAM

Symbol Name Weight Mer Price(Change) Market Cap
SDIV Global X SuperDividend ET.. 0.00 % 0.59 %

+0.10 (+0.72%)

USD0.92B
JPLS JPMorgan Long/Short ETF 0.00 % 0.69 %

N/A

USD0.02B
DESE:LSE WisdomTree Issuer ICAV - .. 0.00 % 0.38 %

N/A

USD7.63M
WTEC:F WisdomTree US SmallCap Di.. 0.00 % 0.38 %

N/A

USD7.63M
WTEC:XETRA WisdomTree Issuer ICAV - .. 0.00 % 0.38 %

N/A

USD7.63M

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.33% 27% F 35% F
Dividend Return 4.29% 96% A 96% A
Total Return 5.62% 42% F 44% F
Trailing 12 Months  
Capital Gain 87.95% 95% A 76% C
Dividend Return 13.49% 93% A 96% A
Total Return 101.44% 96% A 79% C+
Trailing 5 Years  
Capital Gain 68.57% 94% A 67% D+
Dividend Return 43.99% 74% C 93% A
Total Return 112.56% 95% A 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 15.76% 97% A+ 81% B-
Dividend Return 8.59% 81% B- 95% A
Total Return 24.34% 99% A+ 87% B+
Risk Return Profile  
Volatility (Standard Deviation) 39.15% 3% F 23% F
Risk Adjusted Return 62.18% 75% C 75% C
Market Capitalization 4.03B 96% A 71% C-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 12.58 47% F 70% C-
Price/Book Ratio 21.95 1% F 4% F
Price / Cash Flow Ratio 12.65 43% F 37% F
EV/EBITDA 8.79 66% D 73% C
Management Effectiveness  
Return on Equity 154.61% 99% A+ 99% A+
Return on Invested Capital 39.68% 97% A+ 97% A+
Return on Assets 22.69% 99% A+ 99% A+
Debt to Equity Ratio 338.96% 7% F 8% F
Technical Ratios  
Short Ratio 4.33 4% F 23% F
Short Percent 5.11% 7% F 44% F
Beta 1.87 2% F 14% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.