Instrument overview

APAMArtisan Partners Asset Management

StockNYSEالولايات المتحدةFinancialsEU retail: available
4/10
Balanced 4/104/10Balanced
Growth6/10
Balanced4/10
Income2/10

The Smart Score (1–10) describes how this instrument compares with its peers on published, rules-based measures of value, quality, trend, stability and dividend safety. It is not a forecast and not personal advice.

Compared with: Financials companies in USA (n = 190)

Current rating first published: · last recomputed · rating log

Factor scores

Value58 / 100
Quality87 / 100
Trend21 / 100
Stability43 / 100
Dividend safety18 / 100

Percentiles within the peer group (100 = the best of its peers); dividend safety in points.

Main drivers

  • Book value + dividends growth (5 y)supports the score · percentile 98
  • Share issuance (1 y)weighs on the score · percentile 21
  • Return on equitysupports the score · percentile 98

Red flags and notes

  • Caution:Dividend cut risk Dividend Safety below 40 points.
  • Sources disagree Dividend or fundamental sources disagree beyond tolerance.
  • Unverified dividend A high yield reported by a single source only, not yet cross-checked.

Our rules see a meaningful risk that this dividend is cut.

Our sources disagree or are incomplete for this instrument.

Price chart

Interactive chart by TradingView: exchange prices are delayed, crypto and currencies are live.

Key metrics

Valuation

P/E
9.5
P/B
6.1
P/S
2.1
EV/EBIT
6.0
Free-cash-flow yield
10.1%
Market cap (EUR)
2.3 مليار €

Profitability and debt

Return on equity
74.9%
Return on invested capital
120.2%
Net debt / EBITDA
−0.38

Dividends

Dividend yield
12.70%
Payout ratio
98%
5-year dividend growth (per year)
0.2%
Years of dividend growth
3

Returns and risk

1 day
+1.6%
1 month
−15.3%
1 year
−20.5%
Volatility, 1 yr
27.2%
Max drawdown, 1 yr
−28.4%
Beta
1.05

Ratios from SEC filings and end-of-day prices; returns are price changes without dividends.

News and filings

  • FactA filing (SEC EDGAR) or an exchange notice (Moscow Exchange): the issuer's or the exchange's own statement.
  • Media reportA headline from a named media outlet. We link to it and do not check it.
  • RumourUnconfirmed: the headline itself hedges (“reportedly”, “sources say”, “in talks”), names no publisher, or comes from a news aggregator or an automated republisher.

Source: Filings: U.S. SEC EDGAR. The tone is scored automatically from the headline and can be wrong.

Score changes in the last 12 months

Every published rating and change, logged when it was published (EU Market Abuse Regulation).

DateEventBalancedGrowth · IncomeWarningsPrice at publication
Rating change 5 → 4/10 6 · 2 — Available with Invest Pro
First rating 5/10 6 · 2 Caution:Dividend cut risk Available with Invest Pro

Ratings are rules-based descriptions, valid until the next scoring run (about 06:20 and 21:50 UTC) and the same for every visitor.