COMP <GO>

NAN vs APAM // REVENUE GROWTH (YOY)

Nuveen New York Quality Municipal Income Fund (NYSE) VS. Artisan Partners Asset Management Inc. (Class A) (NYSE) • 15-METRIC TALLY: NAN 1 — APAM 2

■ METRIC PARITY

NAN — Nuveen New York Quality Municipal Income Fund ROARABLE D • RQD 45/100

LAST: $9.97 (+1.63%) • MKT CAP: $3.01B

DES <GO> FA <GO> 10-K RED <GO>

revenue-growth

—

APAM — Artisan Partners Asset Management Inc. (Class A) ROARABLE C- • RQD 59/100

LAST: $36.39 (+4.78%) • MKT CAP: $2.95B

DES <GO> FA <GO> 10-K RED <GO>

revenue-growth

7.60%

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NAN VS. APAM) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	NAN	APAM	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	—	—	—	TIE	/gross-margins <GO>
Return on Invested Capital (ROIC)	—	71.90%	—	TIE	/roic <GO>
EV/EBITDA & P/E Valuation	—	7.4x	—	TIE	/valuation <GO>
Free Cash Flow Yield	—	5.82%	—	TIE	/fcf-yield <GO>
Operating Margin	—	33.40%	—	TIE	/operating-margins <GO>
Net Profit Margin	—	24.30%	—	TIE	/net-margins <GO>
Revenue Growth (YoY) ACTIVE	—	7.60%	—	TIE	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.00%	8.71%	-8.71	APAM	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	—	—	—	TIE	/balance-sheet <GO>
Piotroski F-Score Quality	—	6/9	—	TIE	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	—	—	—	TIE	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	51.8	59.2	-7.40	APAM	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	—	—	—	TIE	/macro-sensitivity <GO>
Forward P/E Multiple	—	9.5x	—	TIE	/forward-pe <GO>
Enterprise Scale & Market Cap	$3.01B	$2.95B	$63.9M	NAN	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	NAN REV	APAM REV	NAN GROSS %	APAM GROSS %	NAN FCF	APAM FCF
FY 2025	—	$1.20B	—	—	—	$171.6M
FY 2024	—	$1.11B	—	—	—	$371.3M
FY 2023	—	$975.1M	—	—	—	$253.0M

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

NAN // BETA —

APAM // BETA —