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Artisan Partners Asset Management Inc

APAM | US

34.79

USD

-2.40

-6.45%

APAM | US
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About Artisan Partners Asset Management Inc

Sector

Financial Services

Industry

Asset Management

Earnings date

30/06/2024

As of date

08/06/2026

Close

34.79

Open

37.15

High

37.36

Low

34.78

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.

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APAM | US

Risk
30.5
Sharpe
-0.48
Luna's Score
43/100
Recommendation
Sell

Luna says (APAM | US)

What's Working

Low 6-Month Volatility (<30%)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Strong Operating Margin (> 25%)

Strong Revenue Growth (> 10%)

What's not Working

Negative Momentum (Declining Price)

Weakness based on declining price with high volume

Price Below SMA10D

High Short-term Volatility

High Current Volume and Negative 1-Day Return

Midcap (2B - 10B USD)

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

Rich in Valuation (Price to Book > 8)

Weak Sharpe Ratio (< 0.3)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

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10 days

37.8%

1 month

30.5%

3 months

26.8%

6 months

26.8%

Returns

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Fundamental Ratios

PE

14.00

Fwd. PE

13.23

Price to book

9.48

Debt to equity

0.90

Debt to assets

0.20

Ent. to EBITDA

7.92

Ent. to rev.

3.21

PEG

1.38

Other Fundamentals

EBITDA

332.54M

MarketCap

2.43B

MarketCap(USD)

2.43B

Div. yield

6.14

Op. margin

31.99

Erngs. growth

5.30

Rev. growth

11.50

Ret. on equity

55.84

Short ratio

6.22

Short perc.

5.89

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bullish (SMA1M > SMA3M)

Long-term: Bearish (SMA6M < SMA12M)

SMAs: Stock Price Trends

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Range10D

3.46

Range1M

3.46

Range3M

3.97

Volumes: Market Activity

Volume Averages

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Rel. volume

2.03

Price X volume

52.31M

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  • 1

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  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA7.92332.92Cheaper
Ent. to Revenue3.2118.60Cheaper
PE Ratio14.0020.20Cheaper
Price to Book9.482.63Expensive
Dividend Yield6.147.25Par
Std. Deviation (3M)26.7821.97Riskier
Debt to Equity0.9050.50Cheaper
Debt to Assets0.2044.08Cheaper
Market Cap2.43B8.59BEmerging
  • 1

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