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APAM

STRONG BUYFLAG

Artisan Partners Asset Management Inc. · Financial Services · United States · $2.8B · Avg Vol: $35M/d

81
StockRank
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Q
81
V
60
M
35
P/E (TTM)
9.6x
ROE
72.5%
D/E
0.6x
Dividend %
8.8%
Dir. Trades · 180d
None →
Buybacks · 180d
None →
AI CONVICTION THESIS

Artisan Partners has strong quality at Q81 and value V61 with a token buyback, but momentum at M33 is well below the calibrated floor, so stage one fails.

COMPANY DESCRIPTION

Artisan Partners Asset Management Inc. is an independent investment management firm providing actively managed equity and fixed-income strategies to institutional and retail clients worldwide. The company maintains a competitive moat through its distinctive multi-boutique structure, which empowers independent investment teams and fosters a culture of high-conviction active management. Its consistent long-term investment performance attracts and retains a diversified global client base.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue993.3M975.1M1.1B1.2B6.4%1.2B1.2B1.3B4.1%
EPS2.943.193.664.0511.3%3.993.954.161.3%
Shares68.0M68.6M70.1M70.5M+3.7%71.0M———
Debt319.9M312.7M300.7M310.0M-1.0%309.4M———
Equity262.2M324.2M388.9M438.8M18.7%————
Op CF312.6M253.0M372.8M172.0M-18.1%195.9M———
Inv CF-63.7M-38.2M-24.9M35.2M—————
Fin CF-306.4M-175.0M-254.2M-183.0M—————
Loading 1Y...
PRICE (1Y)+12.3%
33.9735.5537.1338.7140.29Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$40.29
RSI (14)
76.6
52W High
$44.14
From 52W High
0.9%

SCORE BREAKDOWN

Quality
81
ROIC
41.5%98.7
ROE
72.5%99.3
GP/Assets
35.5%93.0
Op. Margin
31.1%49.6
FCF/Assets
18.4%96.1
Piotroski
656.2
Int. Cover
50.0x90.2
D/E Ratio
0.60x37.9
Current Ratio
2.89x68.5
Value
60
P/E (TTM)
9.6x72.3
EV/EBITDA
6.9x64.8
P/FCF
9.6x61.2
P/B
7.0x5.9
P/S
2.2x74.0
Div Yield
8.8%86.9
Momentum
35
52W High %
91%44.8
RS 6M
-9%30.9
SMA 50/200
0.96x20.4
EPS Rev 4W
-0.4%48.8
EPS Rev 12W
-0.2%49.8
EPS Improve
+1%21.2
Q Growth
-5%25.2

FUNDAMENTALS

Market Cap
$2.8B
P/E (Forward)
9.6x
Gross Margin
45.8%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of APAM are excluded.

TickerCompanyMkt CapStockRankSignal
APAMArtisan Partners Asset Management Inc.(you)$2.8B81STRONG BUY
AAMIAcadian Asset Management Inc.$2.6B77BUY
GQG.AXGQG Partners Inc.$3.0B87STRONG BUY
ETGEaton Vance Tax-Advantaged Global Dividend Income Fund$1.7B77BUY
CSWCCapital Southwest Corporation$1.5B81STRONG BUY
DNPDNP Select Income Fund Inc.$4.2B76BUY
NFJVirtus Dividend, Interest & Premium Strategy Fund$1.4B80BUY
BDJBlackRock Enhanced Equity Dividend Trust$1.7B76BUY
GDVThe Gabelli Dividend & Income Trust$2.6B67BUY
ADXAdams Diversified Equity Fund, Inc.$3.2B68BUY

Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%

Artisan Partners Asset Management Inc. (APAM) — Stock Score Summary

Artisan Partners Asset Management Inc. (APAM) has a MoatMap StockRank of 81/100 based on Quality (81/100), Value (60/100), and Momentum (35/100) factor scores. The current signal is STRONG BUY. Artisan Partners has strong quality at Q81 and value V61 with a token buyback, but momentum at M33 is well below the calibrated floor, so stage one fails.

Artisan Partners Asset Management Inc. is an independent investment management firm providing actively managed equity and fixed-income strategies to institutional and retail clients worldwide. The company maintains a competitive moat through its distinctive multi-boutique structure, which empowers independent investment teams and fosters a culture of high-conviction active management. Its consistent long-term investment performance attracts and retains a diversified global client base.

Key Financial Metrics

Price$40.29
Market Cap$2.8B
P/E (TTM)9.64
P/E (Forward)9.58
Price/Book7.02
Return on Equity72.5%
Return on Invested Capital41.5%
Debt/Equity0.60x
Gross Margin45.8%
Operating Margin31.1%
Revenue Growth9.3%
Dividend Yield8.8%
Free Cash Flow$290M

Artisan Partners Asset Management Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Artisan Partners Asset Management Inc.’s (APAM) StockRank?
MoatMap’s StockRank for Artisan Partners Asset Management Inc. (APAM) is 81/100, with a Strong Buy signal. It is a composite of Quality (81), Value (60), and Momentum (35) factor ranks across MoatMap’s 20,000+ stock universe.
Does Artisan Partners Asset Management Inc. have an economic moat?
Artisan Partners Asset Management Inc. (APAM) has a Quality factor score of 81/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Artisan Partners Asset Management Inc. a buy, hold, or sell?
MoatMap’s current signal for Artisan Partners Asset Management Inc. (APAM) is Strong Buy, based on a StockRank of 81/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Artisan Partners Asset Management Inc. in?
Artisan Partners Asset Management Inc. (APAM) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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