Company Analysis Artisan Partners Asset Management Inc.
1. Summary
Advantages
- Price (40.43 $) is less than fair price (47.83 $)
- Dividends (7.35%) are higher than the sector average (3%).
- Current debt level 18.58% is below 100% and has decreased over 5 years from 32.17%.
- The company's current efficiency (ROE=72.85%) is higher than the sector average (ROE=16.53%)
Disadvantages
- The stock's return over the last year (-10.26%) is lower than the sector average (18.47%).
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Artisan Partners Asset Management Inc. | Financials | Index | |
|---|---|---|---|
| 7 days | -5.9% | 0% | 0.9% |
| 90 days | -3.9% | -1.8% | 8.8% |
| 1 year | -10.3% | 18.5% | 12% |
APAM vs Sector: Artisan Partners Asset Management Inc. has significantly underperformed the "Financials" sector by -28.72% over the past year.
APAM vs Market: Artisan Partners Asset Management Inc. has significantly underperformed the market by -22.29% 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 -0.1972% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (40.43 $) is lower than the fair price (47.83 $).
Price not significantly lower than the fair price: The current price (40.43 $) is slightly lower than the fair price by 18.3%.
4.2. P/E
P/E vs Sector: The company's P/E (10.8) is lower than that of the sector as a whole (63.37).
P/E vs Market: The company's P/E (10.8) is lower than that of the market as a whole (62.2).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (3.74) is higher than that of the sector as a whole (2.69).
P/BV vs Market: The company's P/BV (3.74) is lower than that of the market as a whole (20.84).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.52) is lower than that of the sector as a whole (4.12).
P/S vs Market: The company's P/S indicator (2.52) is lower than that of the market as a whole (16.02).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (6.18) is higher than that of the sector as a whole (-69.15).
EV/Ebitda vs Market: The company's EV/Ebitda (6.18) is lower than that of the market as a whole (27.16).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Negative and has fallen by -3.16% over the last 5 years.
Accelerating profitability: The return for the last year (0%) exceeds the average return for 5 years (-3.16%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-52.19%).
5.4. ROE
ROE vs Sector: The company's ROE (72.85%) is higher than that of the sector as a whole (16.53%).
ROE vs Market: The company's ROE (72.85%) is higher than that of the market as a whole (43.08%).
5.5. ROA
ROA vs Sector: The company's ROA (17.18%) is higher than that of the sector as a whole (3.56%).
ROA vs Market: The company's ROA (17.18%) is lower than that of the market as a whole (23.27%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (59.01%) is higher than that of the sector as a whole (5.17%).
ROIC vs Market: The company's ROIC (59.01%) is higher than that of the market as a whole (9.29%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 7.35% is higher than the average for the sector '3%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 7.35% has been steadily paid over the past 7 years, DSI=0.79.
Weak dividend growth: The company's dividend yield 7.35% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (85.45%) are at a comfortable level.
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