Correlation
The correlation between APAM and EFC is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
APAM vs. EFC
Compare and contrast key facts about Artisan Partners Asset Management Inc. (APAM) and Ellington Financial Inc. (EFC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APAM or EFC.
Performance
APAM vs. EFC - Performance Comparison
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Key characteristics
APAM:
0.02
EFC:
0.85
APAM:
0.18
EFC:
1.40
APAM:
1.02
EFC:
1.20
APAM:
-0.04
EFC:
1.03
APAM:
-0.10
EFC:
3.36
APAM:
11.08%
EFC:
5.81%
APAM:
32.49%
EFC:
21.53%
APAM:
-59.70%
EFC:
-79.08%
APAM:
-14.04%
EFC:
-9.75%
Fundamentals
APAM:
$2.87B
EFC:
$1.21B
APAM:
$3.64
EFC:
$1.39
APAM:
11.19
EFC:
9.23
APAM:
1.38
EFC:
0.86
APAM:
2.56
EFC:
3.93
APAM:
8.04
EFC:
0.95
APAM:
$1.14B
EFC:
$284.66M
APAM:
$520.46M
EFC:
$284.66M
APAM:
$443.04M
EFC:
$216.47M
Returns By Period
In the year-to-date period, APAM achieves a -1.96% return, which is significantly lower than EFC's 9.04% return. Over the past 10 years, APAM has outperformed EFC with an annualized return of 8.67%, while EFC has yielded a comparatively lower 7.14% annualized return.
APAM
-1.96%
10.68%
-13.50%
0.69%
9.58%
15.94%
8.67%
EFC
9.04%
-2.54%
8.09%
18.12%
6.48%
17.20%
7.14%
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Risk-Adjusted Performance
APAM vs. EFC — Risk-Adjusted Performance Rank
APAM
EFC
APAM vs. EFC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Partners Asset Management Inc. (APAM) and Ellington Financial Inc. (EFC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
APAM vs. EFC - Dividend Comparison
APAM's dividend yield for the trailing twelve months is around 8.81%, less than EFC's 13.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APAM Artisan Partners Asset Management Inc. | 8.81% | 7.34% | 6.02% | 12.36% | 8.88% | 6.73% | 10.49% | 14.43% | 6.99% | 9.41% | 9.29% | 7.58% |
EFC Ellington Financial Inc. | 13.44% | 13.20% | 14.16% | 14.55% | 9.60% | 8.49% | 9.87% | 10.70% | 12.13% | 12.56% | 14.60% | 15.43% |
Drawdowns
APAM vs. EFC - Drawdown Comparison
The maximum APAM drawdown since its inception was -59.70%, smaller than the maximum EFC drawdown of -79.08%. Use the drawdown chart below to compare losses from any high point for APAM and EFC.
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Volatility
APAM vs. EFC - Volatility Comparison
Artisan Partners Asset Management Inc. (APAM) has a higher volatility of 9.03% compared to Ellington Financial Inc. (EFC) at 5.28%. This indicates that APAM's price experiences larger fluctuations and is considered to be riskier than EFC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
APAM vs. EFC - Financials Comparison
This section allows you to compare key financial metrics between Artisan Partners Asset Management Inc. and Ellington Financial Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
APAM vs. EFC - Profitability Comparison
APAM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Artisan Partners Asset Management Inc. reported a gross profit of 125.46M and revenue of 288.00M. Therefore, the gross margin over that period was 43.6%.
EFC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Ellington Financial Inc. reported a gross profit of 72.28M and revenue of 72.28M. Therefore, the gross margin over that period was 100.0%.
APAM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Artisan Partners Asset Management Inc. reported an operating income of 97.40M and revenue of 288.00M, resulting in an operating margin of 33.8%.
EFC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Ellington Financial Inc. reported an operating income of 30.92M and revenue of 72.28M, resulting in an operating margin of 42.8%.
APAM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Artisan Partners Asset Management Inc. reported a net income of 61.10M and revenue of 288.00M, resulting in a net margin of 21.2%.
EFC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Ellington Financial Inc. reported a net income of 38.68M and revenue of 72.28M, resulting in a net margin of 53.5%.