COMP <GO>
APAM vs BRK-B // FREE CASH FLOW YIELD
Artisan Partners Asset Management Inc. (Class A) (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: APAM 9
— BRK-B 2
▲ FREE CASH FLOW YIELD LEADER: APAM
LAST: $36.39 (+4.78%) • MKT CAP: $2.95B
fcf-yield
5.82%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
fcf-yield
2.09%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APAM VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APAM | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 71.90% | 11.47% | +60.43 | APAM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.4x | 9.7x | -2.28 | APAM | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 5.82% | 2.09% | +3.73 | APAM | /fcf-yield <GO> |
| Operating Margin | 33.40% | 27.80% | +5.60 | APAM | /operating-margins <GO> |
| Net Profit Margin | 24.30% | 22.30% | +2.00 | APAM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.60% | 3.93% | +3.67 | 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 | 4/9 | +2.00 | APAM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.5 | 67.7 | -7.23 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.61 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.5x | 24.3x | -14.84 | APAM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.95B | $1.20T | -$1.19T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APAM REV | BRK-B REV | APAM GROSS % | BRK-B GROSS % | APAM FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.20B | $371.44B | — | — | $171.6M | $25.04B |
| FY 2024 | $1.11B | $371.43B | — | — | $371.3M | $11.62B |
| FY 2023 | $975.1M | $364.48B | — | — | $253.0M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APAM // BETA —
BRK-B // BETA 0.61