Artisan Partners Asset Management Inc. (APAM) 📈: анализ компании, ее дивидендная стратегия и оценка мультипликаторов, прогноз цены и инвестиционные идеи для Artisan Partners Asset Management Inc.

1. Summary

Advantages

Dividends (8.05%) are higher than the sector average (2.68%).
The stock's return over the last year (16.9%) is higher than the sector average (6.43%).
Current debt level 18.58% is below 100% and has decreased over 5 years from 25.39%.

Disadvantages

Price (43.31 $) is higher than fair price (43.23 $)
The company's current efficiency (ROE=72.85%) is lower than the sector average (ROE=88.37%)

Similar companies

Deutsche Bank AG

Mitsubishi UFJ Financial Group

JPMorgan Chase

Visa

2. Share price and performance

2.1. Share price

2.3. Market efficiency

	Artisan Partners Asset Management Inc.	Financials	Index
7 days	-0.6%	-4.2%	0.1%
90 days	-3.6%	-1.9%	1.3%
1 year	16.9%	6.4%	13.6%

APAM vs Sector: Artisan Partners Asset Management Inc. has outperformed the "Financials" sector by 10.47% over the past year.

APAM vs Market: Artisan Partners Asset Management Inc. has outperformed the market by 3.28% over the past year.

Stable price: APAM is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.

Long period: APAM with weekly volatility of 0.32% over the past year.

3. Summary of the report

3.1. General

P/E: 10.8

P/S: 2.52

More data on APAM

3.2. Revenue

EPS	4
ROE	72.85%
ROA	17.18%
ROIC	59.01%
Ebitda margin	40.42%

More data on APAM

5. Fundamental Analysis

5.1. Stock price and price forecast

The fair price is calculated taking into account the Central Bank refinancing rate and earnings per share (EPS)

Above fair price: The current price (43.31 $) is higher than the fair price (43.23 $).

Price is higher than fair: The current price (43.31 $) is 0.2% higher than the fair price.

5.2. P/E

P/E vs Sector: The company's P/E (10.8) is lower than that of the sector as a whole (98.11).

P/E vs Market: The company's P/E (10.8) is lower than that of the market as a whole (73.07).

5.2.1 P/E Similar companies

5.3. P/BV

P/BV vs Sector: The company's P/BV (3.74) is lower than that of the sector as a whole (8.69).

P/BV vs Market: The company's P/BV (3.74) is lower than that of the market as a whole (20.47).

5.3.1 P/BV Similar companies

5.5. P/S

P/S vs Sector: The company's P/S indicator (2.52) is lower than that of the sector as a whole (19.51).

P/S vs Market: The company's P/S indicator (2.52) is lower than that of the market as a whole (30.61).

5.5.1 P/S Similar companies

5.5. EV/Ebitda

EV/Ebitda vs Sector: The company's EV/Ebitda (6.32) is lower than that of the sector as a whole (15.84).

EV/Ebitda vs Market: The company's EV/Ebitda (6.32) is lower than that of the market as a whole (36.13).

6. Profitability

6.1. Profitability and revenue

6.2. Earnings per share - EPS

6.3. Past profitability Net Income

Yield Trend: Negative and has fallen by -4.56% over the last 5 years.

Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-4.56%).

Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-82.11%).

6.4. ROE

ROE vs Sector: The company's ROE (72.85%) is lower than that of the sector as a whole (88.37%).

ROE vs Market: The company's ROE (72.85%) is higher than that of the market as a whole (51.53%).

6.6. ROA

ROA vs Sector: The company's ROA (17.18%) is lower than that of the sector as a whole (24.35%).

ROA vs Market: The company's ROA (17.18%) is higher than that of the market as a whole (11.18%).

6.6. ROIC

ROIC vs Sector: The company's ROIC (59.01%) is lower than that of the sector as a whole (193.21%).

ROIC vs Market: The company's ROIC (59.01%) is higher than that of the market as a whole (44.99%).

7. Finance

7.1. Assets and debt

Debt level: (18.58%) is quite low in relation to assets.

Debt reduction: over 5 years, the debt has decreased from 25.39% to 18.58%.

Excess of debt: The debt is not covered by net income, percentage 115.77%.

7.2. Profit growth and share price

8. Dividends

8.1. Dividend yield vs Market

High yield: The dividend yield of the company 8.05% is higher than the average for the sector '2.68%.

8.2. Stability and increase in payments

Dividend stability: The company's dividend yield 8.05% has been steadily paid over the past 7 years, DSI=0.79.

Weak dividend growth: The company's dividend yield 8.05% has been growing weakly or stagnant over the past 5 years. Growth over only 1 year.

8.3. Payout percentage

Dividend Coverage: Current payments from income (85.45%) are at a comfortable level.

Investing Port

Artisan Partners Asset Management Inc.

Company Analysis Artisan Partners Asset Management Inc.