COMP <GO>
APAM vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
Artisan Partners Asset Management Inc. (Class A) (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: APAM 8
— BAC 3
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: APAM
LAST: $36.39 (+4.78%) • MKT CAP: $2.95B
roic
71.90%
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APAM VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APAM | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 71.90% | 2.50% | +69.40 | APAM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.4x | 30.2x | -22.80 | APAM | /valuation <GO> |
| Free Cash Flow Yield | 5.82% | 2.10% | +3.72 | APAM | /fcf-yield <GO> |
| Operating Margin | 33.40% | 32.90% | +0.50 | APAM | /operating-margins <GO> |
| Net Profit Margin | 24.30% | 27.00% | -2.70 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 7.60% | 6.80% | +0.80 | APAM | /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 | 7/9 | -1.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.5 | 38.3 | +22.17 | APAM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.5x | 10.9x | -1.40 | APAM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.95B | $357.61B | -$354.66B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APAM REV | BAC REV | APAM GROSS % | BAC GROSS % | APAM FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.20B | $113.10B | — | — | $171.6M | $7.52B |
| FY 2024 | $1.11B | $105.86B | — | — | $371.3M | -$13.57B |
| FY 2023 | $975.1M | $102.77B | — | — | $253.0M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APAM // BETA —
BAC // BETA 0.90