COMP <GO>
APAM vs AAMI // RETURN ON INVESTED CAPITAL (ROIC)
Artisan Partners Asset Management Inc. (Class A) (NYSE) VS. Acadian Asset Management Inc. (NYSE) • 15-METRIC TALLY: APAM 9
— AAMI 2
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: APAM
LAST: $38.43 (+5.06%) • MKT CAP: $2.97B
roic
71.90%
LAST: $87.52 (-1.57%) • MKT CAP: $3.16B
roic
40.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APAM VS. AAMI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APAM | AAMI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 71.90% | 40.30% | +31.60 | APAM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.4x | 22.2x | -14.80 | APAM | /valuation <GO> |
| Free Cash Flow Yield | 5.82% | -0.86% | +6.68 | APAM | /fcf-yield <GO> |
| Operating Margin | 33.40% | 23.40% | +10.00 | APAM | /operating-margins <GO> |
| Net Profit Margin | 24.30% | 14.20% | +10.10 | APAM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.60% | 11.50% | -3.90 | AAMI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 8.71% | 0.00% | +8.71 | APAM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | APAM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.1 | 40.9 | +19.20 | APAM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.08 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.5x | 37.7x | -28.20 | APAM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.97B | $3.16B | -$190.1M | AAMI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APAM REV | AAMI REV | APAM GROSS % | AAMI GROSS % | APAM FCF | AAMI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.20B | $563.7M | — | — | $171.6M | -$27.8M |
| FY 2024 | $1.11B | $505.6M | — | — | $371.3M | $33.0M |
| FY 2023 | $975.1M | $426.6M | — | — | $253.0M | $49.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APAM // BETA —
AAMI // BETA 1.08