COMP <GO>
APAM vs FSK // 10Y YIELD & FRED MACRO BETA
Artisan Partners Asset Management Inc. (Class A) (NYSE) VS. FS KKR Capital Corp. (NYSE) • 15-METRIC TALLY: APAM 4
— FSK 2
■ METRIC PARITY
LAST: $36.39 (+4.78%) • MKT CAP: $2.95B
macro-sensitivity
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LAST: $11.17 (+4.30%) • MKT CAP: $3.09B
macro-sensitivity
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APAM VS. FSK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APAM | FSK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 71.90% | 0.20% | +71.70 | APAM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.4x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 5.82% | 19.18% | -13.36 | FSK | /fcf-yield <GO> |
| Operating Margin | 33.40% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 24.30% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 7.60% | — | — | TIE | /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 | 60.5 | 54.7 | +5.76 | APAM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.5x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.95B | $3.09B | -$136.5M | FSK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APAM REV | FSK REV | APAM GROSS % | FSK GROSS % | APAM FCF | FSK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.20B | $0 | — | — | $171.6M | $592.0M |
| FY 2024 | $1.11B | $0 | — | — | $371.3M | $1.90B |
| FY 2023 | $975.1M | $0 | — | — | $253.0M | $1.38B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APAM // BETA —
FSK // BETA —