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Artisan Partners Asset Management Inc. (APAM)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US04316A1088

CUSIP

04316A108

Sector

Financial Services

IPO Date

Mar 7, 2013

Highlights

Market Cap

$2.45B

EPS (TTM)

$3.66

PE Ratio

9.57

PEG Ratio

1.38

Total Revenue (TTM)

$850.91M

Gross Profit (TTM)

$398.46M

EBITDA (TTM)

$337.60M

Year Range

$32.75 - $48.04

Target Price

$38.44

Short %

4.95%

Short Ratio

3.46

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
APAM vs. APPLX APAM vs. ONEQ APAM vs. SPY APAM vs. MLI APAM vs. VOO APAM vs. MO
Popular comparisons:
APAM vs. APPLX APAM vs. ONEQ APAM vs. SPY APAM vs. MLI APAM vs. VOO APAM vs. MO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Artisan Partners Asset Management Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


150.00%200.00%250.00%300.00%NovemberDecember2025FebruaryMarchApril
153.25%
242.09%
APAM (Artisan Partners Asset Management Inc.)
Benchmark (^GSPC)

Returns By Period

Artisan Partners Asset Management Inc. had a return of -16.07% year-to-date (YTD) and -10.06% in the last 12 months. Over the past 10 years, Artisan Partners Asset Management Inc. had an annualized return of 6.89%, while the S&P 500 had an annualized return of 9.70%, indicating that Artisan Partners Asset Management Inc. did not perform as well as the benchmark.


APAM

YTD

-16.07%

1M

-14.22%

6M

-21.61%

1Y

-10.06%

5Y*

18.41%

10Y*

6.89%

^GSPC (Benchmark)

YTD

-10.18%

1M

-6.92%

6M

-9.92%

1Y

5.42%

5Y*

12.98%

10Y*

9.70%

*Annualized

Monthly Returns

The table below presents the monthly returns of APAM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.81%-2.58%-7.39%-10.38%-16.07%
2024-5.16%5.39%6.27%-10.57%9.01%-6.27%7.00%-4.14%4.16%1.80%12.57%-11.76%4.85%
202323.97%-8.16%-3.00%8.41%-6.27%22.84%5.55%-5.86%-2.60%-11.81%16.08%17.34%60.26%
2022-9.30%-7.96%3.25%-18.32%22.14%-7.39%11.78%-13.75%-20.23%5.87%23.74%-14.38%-31.31%
2021-3.85%0.55%9.83%-2.40%2.08%-0.51%-5.37%10.16%-5.85%1.27%-7.78%6.51%2.74%
20203.34%-11.46%-24.81%36.99%0.67%12.19%11.48%8.73%0.72%2.74%14.48%11.87%71.01%
20195.47%20.37%-4.30%12.59%-14.70%16.36%7.52%-7.86%6.01%-3.15%10.95%8.93%66.94%
2018-0.89%-10.31%-1.33%-3.45%2.34%-6.66%14.26%-1.97%-2.26%-15.40%1.64%-18.80%-38.17%
2017-2.69%1.45%-2.99%6.16%-1.32%8.48%8.31%-5.82%6.19%5.52%16.76%0.00%45.24%
2016-13.20%-5.91%8.67%4.77%3.11%-15.30%1.01%-4.39%4.01%-4.41%17.23%-0.17%-8.74%
2015-4.47%3.82%-6.27%-1.47%-0.19%5.33%2.78%-13.29%-13.80%8.57%3.79%-7.75%-23.11%
2014-2.71%3.35%1.71%-9.62%0.03%-1.46%-8.08%7.55%-6.18%-6.86%7.97%-2.36%-17.02%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of APAM is 32, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of APAM is 3232
Overall Rank
The Sharpe Ratio Rank of APAM is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of APAM is 3131
Sortino Ratio Rank
The Omega Ratio Rank of APAM is 3333
Omega Ratio Rank
The Calmar Ratio Rank of APAM is 3131
Calmar Ratio Rank
The Martin Ratio Rank of APAM is 3131
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Artisan Partners Asset Management Inc. (APAM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for APAM, currently valued at -0.33, compared to the broader market-2.00-1.000.001.002.003.00
APAM: -0.33
^GSPC: 0.24
The chart of Sortino ratio for APAM, currently valued at -0.26, compared to the broader market-6.00-4.00-2.000.002.004.00
APAM: -0.26
^GSPC: 0.47
The chart of Omega ratio for APAM, currently valued at 0.97, compared to the broader market0.501.001.502.00
APAM: 0.97
^GSPC: 1.07
The chart of Calmar ratio for APAM, currently valued at -0.37, compared to the broader market0.001.002.003.004.00
APAM: -0.37
^GSPC: 0.24
The chart of Martin ratio for APAM, currently valued at -1.01, compared to the broader market-5.000.005.0010.0015.0020.00
APAM: -1.01
^GSPC: 1.08

The current Artisan Partners Asset Management Inc. Sharpe ratio is -0.33. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Artisan Partners Asset Management Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.33
0.24
APAM (Artisan Partners Asset Management Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Artisan Partners Asset Management Inc. provided a 9.93% dividend yield over the last twelve months, with an annual payout of $3.48 per share.


6.00%8.00%10.00%12.00%14.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.48$3.16$2.66$3.67$4.23$3.39$3.39$3.19$2.76$2.80$3.35$3.83

Dividend yield

9.93%7.34%6.02%12.36%8.88%6.73%10.49%14.43%6.99%9.41%9.29%7.58%

Monthly Dividends

The table displays the monthly dividend distributions for Artisan Partners Asset Management Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$1.34$0.00$0.00$1.34
2024$0.00$1.02$0.00$0.00$0.61$0.00$0.00$0.71$0.00$0.00$0.82$0.00$3.16
2023$0.00$0.90$0.00$0.00$0.50$0.00$0.00$0.61$0.00$0.00$0.65$0.00$2.66
2022$0.00$1.75$0.00$0.00$0.76$0.00$0.00$0.60$0.00$0.00$0.56$0.00$3.67
2021$0.00$1.28$0.00$0.00$0.88$0.00$0.00$1.00$0.00$0.00$1.07$0.00$4.23
2020$0.00$1.28$0.00$0.00$0.61$0.00$0.00$0.67$0.00$0.00$0.83$0.00$3.39
2019$0.00$1.59$0.00$0.00$0.55$0.00$0.00$0.60$0.00$0.00$0.65$0.00$3.39
2018$0.00$1.39$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$3.19
2017$0.00$0.96$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$2.76
2016$0.00$1.00$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$2.80
2015$0.00$1.55$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$3.35
2014$2.18$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00$3.83

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
APAM: 9.9%
Artisan Partners Asset Management Inc. has a dividend yield of 9.93%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
APAM: 98.0%
Artisan Partners Asset Management Inc. has a payout ratio of 98.03%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-26.41%
-14.02%
APAM (Artisan Partners Asset Management Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Artisan Partners Asset Management Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Artisan Partners Asset Management Inc. was 59.70%, occurring on Feb 10, 2016. Recovery took 1129 trading sessions.

The current Artisan Partners Asset Management Inc. drawdown is 26.41%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.7%Jan 23, 2014517Feb 10, 20161129Aug 5, 20201646
-47.38%Apr 16, 2021383Oct 20, 2022290Dec 15, 2023673
-28.91%Dec 3, 202486Apr 8, 2025
-17.53%Apr 10, 202483Aug 7, 202449Oct 16, 2024132
-15.66%Jun 19, 201351Aug 29, 201337Oct 22, 201388

Volatility

Volatility Chart

The current Artisan Partners Asset Management Inc. volatility is 15.88%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
15.88%
13.60%
APAM (Artisan Partners Asset Management Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Artisan Partners Asset Management Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Artisan Partners Asset Management Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
APAM: 9.6
The chart displays the Price-to-Earnings (P/E) ratio for APAM, comparing it with other companies in the Asset Management industry. Currently, APAM has a P/E ratio of 9.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
APAM: 1.4
The chart shows the Price/Earnings to Growth (PEG) ratio for APAM compared to other companies in the Asset Management industry. APAM currently has a PEG ratio of 1.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
APAM: 2.2
This chart shows the Price-to-Sales (P/S) ratio for APAM relative to other companies in the Asset Management industry. Currently, APAM has a P/S ratio of 2.2. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
2.04.06.08.010.0
APAM: 6.3
The chart illustrates the Price-to-Book (P/B) ratio for APAM in comparison with other companies in the Asset Management industry. Currently, APAM has a P/B value of 6.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Artisan Partners Asset Management Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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