Valuation

APAMArtisan Partners Asset Management

StockNYSEUnited StatesFinancialsEU retail investors: available

+1.8% today · −2.3% over a year

3/10 A 1–10 summary of how an instrument compares with similar ones (same sector and region) by published rules. It describes today's data; it is not a price forecast. More in the glossary → «Balanced» — higher than 41% of the instruments we score

Quality: among the best of its peers; Trend, Dividend safety: among the weakest. Dividend yield 10.12%.

Artisan Partners Asset Management (APAM) valuation against sector peers: P/E 11.5 (sector median 12.7), P/B 7.3, EV/EBIT 7.3, free-cash-flow yield 10.1%, P/S 2.6.

Ratios vs sector

Medians of Financials companies in the same region (stocks and REITs).

Lower P/E, P/B, P/S and EV/EBIT mean cheaper; higher yields, returns and margins mean more for the price. Negative multiples (losses) are left out of the medians.
MetricAPAMSector medianvs median
P/E11.512.7 · n=2999% below
P/B7.31.6 · n=320360% above
P/S2.62.7 · n=3127% below
EV/EBIT7.317.2 · n=7157% below
Free-cash-flow yield10.1%8.5% · n=22320% above
Dividend yield10.12%1.84% · n=351449% above
Return on equity73.1%12.4% · n=333488% above
Return on invested capital133.5%15.2% · n=80776% above
Gross margin—60.4% · n=39—
Net debt / EBITDA−0.440.61 · n=71172% below

Value factor: 48 of 100 within the peer group. Full score breakdown →

Sector peers

The largest companies of the same sector and region.

JPMJPMorgan14.12.4——1.8%6/10
MAMastercard33.985.127.72.8%0.5%8/10
BACBank of America Corp11.31.2——2.3%6/10
MSMorgan Stanley14.72.5——2.3%3/10
GSGoldman Sachs12.32.4—−15.3%2.0%3/10
WFCWells Fargo & Company11.71.6——2.7%4/10
AXPAmerican Express17.86.1—6.4%1.1%3/10
CCitigroup16.41.1—−34.8%2.1%3/10
BLKBlackRock25.93.220.32.5%1.8%4/10
SCHWThe Charles Schwab Corporation15.63.5—7.3%1.3%5/10

Fiscal-year history

From annual SEC filings; each bar is a fiscal year, labelled by the year it ended.

Filings: U.S. SEC EDGAR · ratios computed by AI-Stock Invest from public filings and end-of-day prices · latest period 30 Sep 2026 · filed 29 Oct 2026