Bull Rankings model

Artisan Partners Asset Management Inc. (APAM) stock analysis

Asset Management. Scored on the same transparent model behind the daily rankings.

★
APAM
Artisan Partners Asset Management Inc. · Asset Management
90.0Asset manager strength
$31.25Oct 13 close$2.2B
1Y Target$36.25Analyst consensus · 4 analysts
5Y Target$45.76Compound horizon
10Y Target$58.69Long-dated conviction
Rev+7.6%
B
Revenue +7.6% — at or above S&P median
P/E7.5x
A
P/E 7.5 — cheapest decile in Financial Services (≈10th pctile)
ROE64.6%
A
ROE 64.6% — world-class capital efficiency
P/B5.48
D
P/B 5.48 — very expensive relative to book value
Yield10.3%
C+
Yield 10.3% — unusually high; verify the payout is sustainable

Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology

Financial strength · 90.0 / 100
Profitability100.0
Value (P/E)100.0
Income60.0

A peer-relative read for asset managers on profitability (ROE), valuation, and covered income — the quality-growth (FCF/ROIC) screen doesn't apply to balance-sheet businesses. Not comparable to the 0–100 quality-growth score shown on other stocks.

Entry · Margin of safety
52-week rangeNear 52-week low
33% off the 12-month high

Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards

Why now
Asset Management · market cap $2.2b. Down 33% from 52-week high of $46.53 — deep drawdown territory. 4 sell-side analysts rate this a Hold with a mean 1-yr target of $36.25 (implying +16% upside).
Moat
Net margin 24% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 65% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Down 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.69 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Dividend payout 82% of earnings on a 10.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Horizon
1-3 yr $36.25 (4-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $45.76 at ~8% CAGR — dividend compounding plus earnings growth. 10 yr $58.69 if the moat survives secular pressure.

Not enough history yet — the model records APAM's score after each daily run, and the chart appears once a few days have accumulated.

APAM at a glance

FINANCIAL STRENGTH · ASSET MANAGERPROFITABILITY100VALUE100COVERED INCOME6090/100 on our peer scale — not the quality-growth score.
PRICE IN ITS 52-WEEK RANGE$31.3LOW $30.9HIGH $46.5Trading near its 52-week low ($30.9–$46.5).
ONE-YEAR MOVE VS ITS BETAFLATThis stock-23%Trailing one-year price change. Price history is not an inputto the Bull Rankings score.

Same audited fundamentals as the score, unless a card says otherwise.

Analyst estimate revisions

30-day change-5.6%
90-day change-7.2%
Forward EPS estimate$3.75

Over the last 90 days, what analysts expect APAM to earn is materially lower (-7.2%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.

Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →

Shares to buy
64
Position size
$2,000
4.0% of portfolio
Stop price
$23.44
25% below $31.25
$ at risk if stopped
$500.00
budget $500.00 · 1% of portfolio

Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.

Artisan Partners Asset Management Inc. (APAM): score, valuation & FAQ

Artisan Partners Asset Management Inc. (APAM) is an Asset Management company. As a bank, insurer or REIT it runs on a different financial model from the rest of the market, so Bull Rankings grades it on a sector-appropriate card — price-to-book, dividend yield, payout ratio and cash-flow coverage — rather than the 0–100 quality-growth score used elsewhere. The read below is a transparent screen, not a buy recommendation.

Its strongest graded signals are P/E (A) and ROE (A), while P/B (D) rate weaker.

Is APAM a good stock to buy?

Bull Rankings grades APAM on a sector-appropriate card — price-to-book, dividend yield, payout and cash-flow coverage — rather than a single quality-growth score. That is driven by P/E (A) and ROE (A). A score is a quantitative screen of Artisan Partners Asset Management Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

How does Bull Rankings grade APAM?

As a bank, insurer or REIT, APAM isn't given a quality-growth score — signals like free cash flow, debt-to-equity and P/E don't translate cleanly to a balance-sheet business. Instead it's graded on a sector-appropriate card: price-to-book, dividend yield, payout ratio and operating-cash-flow coverage, where it rates strongest on P/E (A) and ROE (A) and weakest on P/B (D).

Is APAM overvalued or undervalued?

We don't publish a discounted-cash-flow value for APAM, and not because the business is unprofitable. For a lender, insurer or property trust, "free cash flow" measures balance-sheet growth rather than owner earnings — loan originations and repayments run through operating cash flow — so discounting it would produce a confident-looking number with nothing behind it. APAM is judged on book value, return on equity and income cover instead, which is what the financial-strength card shows.

What are the main risks of investing in APAM?

Down 33% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.69 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Dividend payout 82% of earnings on a 10.3% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.

New to these metrics? See the guides and the methodology.

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