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Artisan Partners Asset Management Inc. (APAM) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Artisan Partners Asset Management Inc.

APAMMarket cap $2.48BPrice $35.0

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Manages high-conviction investment strategies across equities, fixed income, and alternatives for institutions and individuals worldwide. Its boutique-style, autonomous investment teams have made it one of the most successful active managers still thriving in a world obsessed with passive investing.

In Bastion Portfolios?

52W Return-12%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+6%5

Revenue Forecast

Rev CAGR (1y)+4%4

Rev CAGR (3y)+2%2

Rev CAGR (5y)+1%1

Earnings Forecast

EPS Growth Y+1+9%6

EPS Growth Y+2+1%4

EPS Growth Y+3-8%3

Quality

Margins

EBIT Margin33%9

Net Income Margin24%8

Free Cash Flow Margin21%8

Debt

Net Debt/EBITDA-0.110

Efficiency

ROE69%10

ROA26%10

Earnings Stability55

GEAR+STRONG78

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)810

P/E Ratio (Forward 3y)89

P/BV6.82

EV Multiples

EV/EBITDA Fwd510

EV/EBIT Fwd510

Yield

Free Cash Flow Yield0.0%9

Dividend Yield9.1%10

Momentum

Short term

1 month return-16%1

3 month return-1%6

YTD return-7%4

Mid term

Price vs 52wHigh79%5

1 year return-11%3

Long term

3 year return+24%4

5 year return+8%4

Risk Shield

Price Risk

Beta1.13

Volatility27%8

Free Cash Flow

Free Cash Flow Margin21%8

Free Cash Flow Yield0.0%9

Quality

ROCE32%10

Earnings Stability55

Net Debt/EBITDA-0.110

02Growth

Is it actually growing, and how fast?

APAMArtisan Partners Asset Management

Revenue FY25$1.2B

GROWTH RATING↗

VERY WEAK11 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+4%4

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+9%6

EPS growth, FY27E+1%4

EPS growth, FY28E-8%3

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 6%/yr over the last 3 years; forecasts see it cooling to 2%/yr.

Earnings are set to grow in step with sales (EPS about 1%/yr vs revenue 2%/yr). One year dips: EPS falls 8% in year 3.

WEAKNESSES

Growth is the weak spot here, trailing 89% of companies worldwide.

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 0.9%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK24 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-16%1

3-month return-1%6

YTD return-7%4

MID & LONG-TERM▾SCORE

% of 52-week high79%5

1-year return-11%3

3-year return+24%4

5-year return+8%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+24% over three years and +7.8% over five), roughly average for the market.

It's down 11% over the past year, now 21% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over three months (-1%) and so far this year (-7%).

WEAKNESSES

The stock is underperforming over the past month (-16%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Artisan Partners. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

APAMArtisan Partners Asset Management

Revenue FY25$1.2B

GROWTH RATING↗

VERY WEAK11 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+4%4

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+1%1

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+9%6

EPS growth, FY27E+1%4

EPS growth, FY28E-8%3

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 6%/yr over the last 3 years; forecasts see it cooling to 2%/yr.

Earnings are set to grow in step with sales (EPS about 1%/yr vs revenue 2%/yr). One year dips: EPS falls 8% in year 3.

WEAKNESSES

Growth is the weak spot here, trailing 89% of companies worldwide.

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 0.9%/yr, behind 90% of companies worldwide.1/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK24 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-16%1

3-month return-1%6

YTD return-7%4

MID & LONG-TERM▾SCORE

% of 52-week high79%5

1-year return-11%3

3-year return+24%4

5-year return+8%4

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+24% over three years and +7.8% over five), roughly average for the market.

It's down 11% over the past year, now 21% below its 52-week high. That is a touch behind the market.

Returns sit at the market level over three months (-1%) and so far this year (-7%).

WEAKNESSES

The stock is underperforming over the past month (-16%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Artisan Partners. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community