Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
APAM
Strong BuyUnloved QualityFLAGArtisan Partners Asset Management Inc. · Financial Services · United States · $3.1B · Avg Vol: $31M/d
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)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 993.3M | 975.1M | 1.1B | 1.2B | 6.4% | 1.2B | 1.2B | 1.3B | 4.2% |
| EPS | 2.94 | 3.19 | 3.66 | 4.05 | 11.3% | 4.17 | 3.98 | 4.15 | 1.2% |
| Shares | 68.0M | 68.6M | 70.1M | 70.5M | +3.7% | 71.0M | — | — | — |
| Debt | 319.9M | 312.7M | 300.7M | 310.0M | -1.0% | 314.9M | — | — | — |
| Equity | 262.2M | 324.2M | 388.9M | 438.8M | 18.7% | — | — | — | — |
| Op CF | 312.6M | 253.0M | 372.8M | 172.0M | -18.1% | 260.7M | — | — | — |
| Inv CF | -63.7M | -38.2M | -24.9M | 35.2M | — | — | — | — | — |
| Fin CF | -306.4M | -175.0M | -254.2M | -183.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of APAM are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| APAM | Artisan Partners Asset Management Inc.(you) | $3.1B | 87 | Strong Buy |
| HTGC | Hercules Capital, Inc. | $3.3B | 82 | Strong Buy |
| FHI | Federated Hermes, Inc. | $4.8B | 86 | Strong Buy |
| GQG.AX | GQG Partners Inc. | $2.8B | 75 | Buy |
| CSWC | Capital Southwest Corporation | $1.6B | 83 | Strong Buy |
| BSTZ | BlackRock Science and Technology Term Trust | $2.2B | 76 | Buy |
| ETG | Eaton Vance Tax-Advantaged Global Dividend Income Fund | $1.9B | 78 | Buy |
| VCTR | Victory Capital Holdings, Inc. | $7.3B | 90 | Strong Buy |
| ADX | Adams Diversified Equity Fund, Inc. | $3.2B | 68 | Buy |
| WT | WisdomTree, Inc. | $3.7B | 70 | Buy |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%