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Artisan Partners Asset Management (APAM) Competitors

$42.64
-0.12 (-0.28%)
(As of 06/10/2024 ET)

APAM vs. MORN, BEN, HLI, EVR, IVZ, HLNE, JHG, AMG, STEP, and LAZ

Should you be buying Artisan Partners Asset Management stock or one of its competitors? The main competitors of Artisan Partners Asset Management include Morningstar (MORN), Franklin Resources (BEN), Houlihan Lokey (HLI), Evercore (EVR), Invesco (IVZ), Hamilton Lane (HLNE), Janus Henderson Group (JHG), Affiliated Managers Group (AMG), StepStone Group (STEP), and Lazard (LAZ). These companies are all part of the "investment advice" industry.

Artisan Partners Asset Management vs.

Artisan Partners Asset Management (NYSE:APAM) and Morningstar (NASDAQ:MORN) are both finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, media sentiment, earnings, institutional ownership, dividends, profitability, community ranking, risk and valuation.

Artisan Partners Asset Management has a beta of 1.84, suggesting that its stock price is 84% more volatile than the S&P 500. Comparatively, Morningstar has a beta of 1.16, suggesting that its stock price is 16% more volatile than the S&P 500.

Artisan Partners Asset Management received 48 more outperform votes than Morningstar when rated by MarketBeat users. However, 57.52% of users gave Morningstar an outperform vote while only 52.88% of users gave Artisan Partners Asset Management an outperform vote.

CompanyUnderperformOutperform
Artisan Partners Asset ManagementOutperform Votes
331
52.88%
Underperform Votes
295
47.12%
MorningstarOutperform Votes
283
57.52%
Underperform Votes
209
42.48%

Artisan Partners Asset Management has a net margin of 22.99% compared to Morningstar's net margin of 10.13%. Artisan Partners Asset Management's return on equity of 72.77% beat Morningstar's return on equity.

Company Net Margins Return on Equity Return on Assets
Artisan Partners Asset Management22.99% 72.77% 16.91%
Morningstar 10.13%21.79%8.32%

Artisan Partners Asset Management pays an annual dividend of $2.44 per share and has a dividend yield of 5.7%. Morningstar pays an annual dividend of $1.62 per share and has a dividend yield of 0.6%. Artisan Partners Asset Management pays out 74.4% of its earnings in the form of a dividend. Morningstar pays out 32.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

86.5% of Artisan Partners Asset Management shares are owned by institutional investors. Comparatively, 57.0% of Morningstar shares are owned by institutional investors. 18.5% of Artisan Partners Asset Management shares are owned by insiders. Comparatively, 37.7% of Morningstar shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, Morningstar had 10 more articles in the media than Artisan Partners Asset Management. MarketBeat recorded 13 mentions for Morningstar and 3 mentions for Artisan Partners Asset Management. Artisan Partners Asset Management's average media sentiment score of 1.70 beat Morningstar's score of 0.85 indicating that Artisan Partners Asset Management is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Artisan Partners Asset Management
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Morningstar
9 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Artisan Partners Asset Management currently has a consensus price target of $43.00, indicating a potential upside of 0.82%. Morningstar has a consensus price target of $320.00, indicating a potential upside of 10.67%. Given Morningstar's stronger consensus rating and higher possible upside, analysts clearly believe Morningstar is more favorable than Artisan Partners Asset Management.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Artisan Partners Asset Management
0 Sell rating(s)
1 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.50
Morningstar
0 Sell rating(s)
0 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
3.00

Artisan Partners Asset Management has higher earnings, but lower revenue than Morningstar. Artisan Partners Asset Management is trading at a lower price-to-earnings ratio than Morningstar, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Artisan Partners Asset Management$975.10M3.51$222.29M$3.2813.00
Morningstar$2.04B6.06$141.10M$4.9558.42

Summary

Morningstar beats Artisan Partners Asset Management on 10 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding APAM and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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APAM vs. The Competition

MetricArtisan Partners Asset ManagementInvestment advice IndustryFinance SectorNYSE Exchange
Market Cap$3.43B$9.10B$9.04B$17.74B
Dividend Yield5.71%24.18%10.54%3.57%
P/E Ratio13.0040.4156.2421.23
Price / Sales3.516.703,531.4114.52
Price / Cash14.0915.3527.6915.70
Price / Book9.713.652.435.01
Net Income$222.29M$308.03M$1.01B$975.80M
7 Day Performance-2.45%-1.24%-0.42%-0.33%
1 Month Performance-3.22%-1.72%-0.78%-1.15%
1 Year Performance18.15%14.32%20.18%9.79%

Artisan Partners Asset Management Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MORN
Morningstar
3.8317 of 5 stars
$287.89
-1.6%
$320.00
+11.2%
+41.4%$12.31B$2.04B58.1611,334
BEN
Franklin Resources
4.7707 of 5 stars
$22.89
-1.4%
$26.00
+13.6%
-13.3%$12.04B$7.85B13.089,200Positive News
HLI
Houlihan Lokey
4.5218 of 5 stars
$130.57
-1.0%
$124.33
-4.8%
+41.9%$8.96B$1.91B31.772,610Positive News
EVR
Evercore
3.9862 of 5 stars
$192.60
-1.6%
$180.67
-6.2%
+61.2%$7.42B$2.43B30.242,195
IVZ
Invesco
4.5663 of 5 stars
$15.03
-1.5%
$16.79
+11.7%
-5.9%$6.76B$5.72B-20.048,500Positive News
HLNE
Hamilton Lane
4.3232 of 5 stars
$118.57
-2.0%
$114.00
-3.9%
+59.8%$6.40B$553.84M32.13600Dividend Increase
Positive News
JHG
Janus Henderson Group
3.9416 of 5 stars
$32.36
-1.2%
$30.37
-6.2%
+17.0%$5.19B$2.10B12.212,200Positive News
AMG
Affiliated Managers Group
4.7213 of 5 stars
$155.63
-0.6%
$173.80
+11.7%
+4.8%$4.96B$2.06B8.644,000Positive News
STEP
StepStone Group
2.7898 of 5 stars
$41.45
-2.2%
$35.79
-13.7%
+77.1%$4.59B$711.63M46.06980Gap Up
LAZ
Lazard
3.863 of 5 stars
$38.25
-0.4%
$45.67
+19.4%
+26.1%$4.31B$2.52B-109.283,291

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This page (NYSE:APAM) was last updated on 6/11/2024 by MarketBeat.com Staff

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