Correlation
The correlation between APAM and MO is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
APAM vs. MO
Compare and contrast key facts about Artisan Partners Asset Management Inc. (APAM) and Altria Group, Inc. (MO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APAM or MO.
Performance
APAM vs. MO - Performance Comparison
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Key characteristics
APAM:
0.02
MO:
2.30
APAM:
0.18
MO:
3.19
APAM:
1.02
MO:
1.42
APAM:
-0.04
MO:
4.29
APAM:
-0.10
MO:
10.01
APAM:
11.08%
MO:
4.40%
APAM:
32.49%
MO:
19.37%
APAM:
-59.70%
MO:
-57.39%
APAM:
-14.04%
MO:
-0.49%
Fundamentals
APAM:
$2.87B
MO:
$100.19B
APAM:
$3.64
MO:
$5.96
APAM:
11.19
MO:
9.98
APAM:
1.38
MO:
4.01
APAM:
2.56
MO:
4.95
APAM:
8.04
MO:
27.30
APAM:
$1.14B
MO:
$20.99B
APAM:
$520.46M
MO:
$15.08B
APAM:
$443.04M
MO:
$14.03B
Returns By Period
In the year-to-date period, APAM achieves a -1.96% return, which is significantly lower than MO's 18.00% return. Both investments have delivered pretty close results over the past 10 years, with APAM having a 8.67% annualized return and MO not far behind at 8.63%.
APAM
-1.96%
10.68%
-13.50%
0.69%
9.58%
15.94%
8.67%
MO
18.00%
2.47%
8.94%
44.24%
12.87%
18.28%
8.63%
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Risk-Adjusted Performance
APAM vs. MO — Risk-Adjusted Performance Rank
APAM
MO
APAM vs. MO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Artisan Partners Asset Management Inc. (APAM) and Altria Group, Inc. (MO). 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. MO - Dividend Comparison
APAM's dividend yield for the trailing twelve months is around 8.81%, more than MO's 6.67% 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% |
MO Altria Group, Inc. | 6.67% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% |
Drawdowns
APAM vs. MO - Drawdown Comparison
The maximum APAM drawdown since its inception was -59.70%, roughly equal to the maximum MO drawdown of -57.39%. Use the drawdown chart below to compare losses from any high point for APAM and MO.
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Volatility
APAM vs. MO - Volatility Comparison
Artisan Partners Asset Management Inc. (APAM) has a higher volatility of 9.03% compared to Altria Group, Inc. (MO) at 6.60%. This indicates that APAM's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
APAM vs. MO - Financials Comparison
This section allows you to compare key financial metrics between Artisan Partners Asset Management Inc. and Altria Group, 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. MO - 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%.
MO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Altria Group, Inc. reported a gross profit of 3.99B and revenue of 5.26B. Therefore, the gross margin over that period was 75.9%.
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%.
MO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Altria Group, Inc. reported an operating income of 1.79B and revenue of 5.26B, resulting in an operating margin of 34.0%.
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%.
MO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Altria Group, Inc. reported a net income of 1.08B and revenue of 5.26B, resulting in a net margin of 20.5%.