Artisan Partners Asset Management, Inc. (APAM) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

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Artisan Partners Asset Management, Inc.

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AllianceBernstein Holding LP

Why is Artisan Partners Asset Management, Inc. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 90.41%

With ROE of 66.27%, it has a very attractive valuation with a 9.21 Price to Book Value

The stock is trading at a premium compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of -13.86%, its profits have risen by 12.7% ; the PEG ratio of the company is 1.3

Real-Time Research Report

Verdict Report

How much should you hold?

Overall Portfolio exposure to Artisan Partners Asset Management, Inc. should be less than 10%
Overall Portfolio exposure to Capital Markets should be less than 30%

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock

Is Artisan Partners Asset Management, Inc. for you?

Medium Risk, Low Return

Absolute

Risk Adjusted

Volatility

Artisan Partners Asset Management, Inc.

-17.26%

-0.09

30.35%

S&P 500

22.24%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

6.78%

EBIT Growth (5y)

5.99%

EBIT to Interest (avg)

44.71

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

20.72%

Dividend Payout Ratio

77.23%

Pledged Shares

Institutional Holding

98.33%

ROCE (avg)

875.49%

ROE (avg)

90.41%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

6.46

EV to EBIT

5.29

EV to EBITDA

5.19

EV to Capital Employed

14.08

EV to Sales

2.01

PEG Ratio

1.00

Dividend Yield

10.91%

ROCE (Latest)

266.33%

ROE (Latest)

60.02%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Mildly Bearish

Dow Theory

Mildly Bullish

No Trend

OBV

Mildly Bullish

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

3What is working for the Company

DIVIDEND PAYOUT RATIO(Y)

Highest at 133.23%

RAW MATERIAL COST(Y)

Fallen by 0% (YoY

CASH AND EQV(HY)

Highest at USD 555.95 MM

-9What is not working for the Company

INTEREST COVERAGE RATIO(Q)

Lowest at 4,237.43

DEBTORS TURNOVER RATIO(HY)

Lowest at 8.28 times

PRE-TAX PROFIT(Q)

Lowest at USD 86.38 MM

NET PROFIT(Q)

Lowest at USD 50.13 MM

EPS(Q)

Lowest at USD 0.76

Here's what is working for Artisan Partners Asset Management, Inc.

Cash and Eqv

Highest at USD 555.95 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is improving

Cash and Cash Equivalents

Dividend Payout Ratio

Highest at 133.23%

in the last five years

MOJO Watch

Company is distributing higher proportion of profits generated as dividend

DPR (%)

Raw Material Cost

Fallen by 0% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin

Raw Material Cost as a percentage of Sales

Here's what is not working for Artisan Partners Asset Management, Inc.

Interest Coverage Ratio

Lowest at 4,237.43

in the last five periods

MOJO Watch

The company's ability to manage interest payments is deteriorating

Operating Profit to Interest

Pre-Tax Profit

At USD 86.38 MM has Fallen at -29.36%

over average net sales of the previous four periods of USD 122.28 MM

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (USD MM)

Pre-Tax Profit

Lowest at USD 86.38 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is negative

Pre-Tax Profit (USD MM)

Net Profit

Lowest at USD 50.13 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is negative

Net Profit (USD MM)

Net Profit

At USD 50.13 MM has Fallen at -23.87%

over average net sales of the previous four periods of USD 65.85 MM

MOJO Watch

Near term Net Profit trend is negative

Net Profit (USD MM)

EPS

Lowest at USD 0.76

in the last five periods

MOJO Watch

Declining profitability; company has created lower earnings for shareholders

EPS (USD)

Debtors Turnover Ratio

Lowest at 8.28 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio

Non Operating Income

Highest at USD 0.02 MM

in the last five periods

MOJO Watch

Increased income from non business activities may not be sustainable

Non Operating income