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

Company Info

ISINUS04316A1088
CUSIP04316A108
SectorFinancial Services
IndustryAsset Management

Highlights

Market Cap$3.13B
EPS$3.31
PE Ratio13.55
PEG Ratio1.38
Revenue (TTM)$1.00B
Gross Profit (TTM)$483.30M
EBITDA (TTM)$322.47M
Year Range$29.36 - $46.14
Target Price$42.19
Short %7.29%
Short Ratio7.82

Share Price Chart


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Artisan Partners Asset Management Inc.

Popular comparisons: APAM vs. ONEQ

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.


140.00%160.00%180.00%200.00%220.00%240.00%December2024FebruaryMarchAprilMay
210.51%
244.59%
APAM (Artisan Partners Asset Management Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Artisan Partners Asset Management Inc. had a return of 7.96% year-to-date (YTD) and 47.76% in the last 12 months. Over the past 10 years, Artisan Partners Asset Management Inc. had an annualized return of 6.94%, while the S&P 500 had an annualized return of 10.87%, indicating that Artisan Partners Asset Management Inc. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date7.96%11.56%
1 month9.15%7.13%
6 months29.09%17.26%
1 year47.76%26.92%
5 years (annualized)23.07%13.56%
10 years (annualized)6.94%10.87%

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
2024-5.16%5.39%6.27%-10.57%7.96%
202323.97%-8.18%-3.00%8.41%-6.28%22.84%5.55%-5.87%-2.60%-11.81%16.06%17.34%60.16%
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%12.18%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%4.02%-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%
2014-2.72%3.35%1.71%-9.62%0.03%-1.46%-8.08%7.55%-6.18%-6.86%7.98%-2.36%-17.02%
20131.60%-5.45%25.28%6.81%6.19%-8.70%9.11%14.34%3.82%5.62%70.48%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of APAM is 85, placing it in the top 15% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of APAM is 8585
APAM (Artisan Partners Asset Management Inc.)
The Sharpe Ratio Rank of APAM is 8989Sharpe Ratio Rank
The Sortino Ratio Rank of APAM is 8585Sortino Ratio Rank
The Omega Ratio Rank of APAM is 8282Omega Ratio Rank
The Calmar Ratio Rank of APAM is 8888Calmar Ratio Rank
The Martin Ratio Rank of APAM is 8282Martin 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.


APAM
Sharpe ratio
The chart of Sharpe ratio for APAM, currently valued at 1.77, compared to the broader market-2.00-1.000.001.002.003.004.001.77
Sortino ratio
The chart of Sortino ratio for APAM, currently valued at 2.46, compared to the broader market-4.00-2.000.002.004.006.002.46
Omega ratio
The chart of Omega ratio for APAM, currently valued at 1.30, compared to the broader market0.501.001.502.001.30
Calmar ratio
The chart of Calmar ratio for APAM, currently valued at 1.61, compared to the broader market0.002.004.006.001.61
Martin ratio
The chart of Martin ratio for APAM, currently valued at 5.73, compared to the broader market-10.000.0010.0020.0030.005.73
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.34, compared to the broader market-2.00-1.000.001.002.003.004.002.34
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.31, compared to the broader market-4.00-2.000.002.004.006.003.31
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.41, compared to the broader market0.501.001.502.001.41
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.90, compared to the broader market0.002.004.006.001.90
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.93, compared to the broader market-10.000.0010.0020.0030.008.93

Sharpe Ratio

The current Artisan Partners Asset Management Inc. Sharpe ratio is 1.77. 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 Ratio0.501.001.502.002.503.00December2024FebruaryMarchAprilMay
1.77
2.34
APAM (Artisan Partners Asset Management Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Artisan Partners Asset Management Inc. granted a 6.27% dividend yield in the last twelve months. The annual payout for that period amounted to $2.88 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.88$2.64$3.67$4.23$3.39$3.39$3.19$2.76$2.80$3.35$3.83$0.86

Dividend yield

6.27%5.97%12.36%8.88%6.73%10.49%14.43%6.99%9.41%9.29%7.58%1.32%

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
2024$0.00$1.02$0.00$0.00$0.61$1.63
2023$0.00$0.89$0.00$0.00$0.50$0.00$0.00$0.61$0.00$0.00$0.64$0.00$2.64
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$0.00$2.18$0.00$0.00$0.55$0.00$0.00$0.55$0.00$0.00$0.55$0.00$3.83
2013$0.43$0.00$0.00$0.43$0.00$0.86

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%6.3%
Artisan Partners Asset Management Inc. has a dividend yield of 6.27%, which means its dividend payment is significantly above the market average.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%96.0%
Artisan Partners Asset Management Inc. has a payout ratio of 95.99%, 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.


-20.00%-15.00%-10.00%-5.00%0.00%December2024FebruaryMarchAprilMay
-0.47%
0
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 0.47%.


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
-15.66%Jun 19, 201351Aug 29, 201337Oct 22, 201388
-13.28%Jan 14, 202134Mar 4, 20219Mar 17, 202143
-13.02%Oct 19, 20209Oct 29, 20208Nov 10, 202017

Volatility

Volatility Chart

The current Artisan Partners Asset Management Inc. volatility is 8.00%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%December2024FebruaryMarchAprilMay
8.00%
3.10%
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.

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Values in undefined except per share items