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Artisan Partners Asset Management (APAM) Competitors

$43.71
+0.55 (+1.27%)
(As of 07/26/2024 ET)

APAM vs. MORN, BEN, HLI, EVR, HLNE, IVZ, JHG, STEP, AMG, 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), Hamilton Lane (HLNE), Invesco (IVZ), Janus Henderson Group (JHG), StepStone Group (STEP), Affiliated Managers Group (AMG), 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 better investment? We will compare the two businesses based on the strength of their media sentiment, valuation, profitability, risk, institutional ownership, analyst recommendations, earnings, dividends and community ranking.

In the previous week, Artisan Partners Asset Management had 11 more articles in the media than Morningstar. MarketBeat recorded 19 mentions for Artisan Partners Asset Management and 8 mentions for Morningstar. Morningstar's average media sentiment score of 0.68 beat Artisan Partners Asset Management's score of 0.64 indicating that Morningstar is being referred to more favorably in the news media.

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

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 company insiders. Comparatively, 39.9% of Morningstar shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Artisan Partners Asset Management pays an annual dividend of $2.44 per share and has a dividend yield of 5.6%. Morningstar pays an annual dividend of $1.62 per share and has a dividend yield of 0.5%. 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.

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$975.10M3.60$222.29M$3.2813.33
Morningstar$2.17B6.43$141.10M$4.9565.92

Artisan Partners Asset Management has a beta of 1.81, meaning that its share price is 81% more volatile than the S&P 500. Comparatively, Morningstar has a beta of 1.17, meaning that its share price is 17% 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 52.62% of users gave Artisan Partners Asset Management an outperform vote.

CompanyUnderperformOutperform
Artisan Partners Asset ManagementOutperform Votes
331
52.62%
Underperform Votes
298
47.38%
MorningstarOutperform Votes
283
57.52%
Underperform Votes
209
42.48%

Artisan Partners Asset Management currently has a consensus target price of $42.00, suggesting a potential downside of 3.91%. Morningstar has a consensus target price of $320.00, suggesting a potential downside of 1.93%. Given Morningstar's stronger consensus rating and higher possible upside, analysts plainly 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 a net margin of 22.75% compared to Morningstar's net margin of 11.34%. Artisan Partners Asset Management's return on equity of 71.76% beat Morningstar's return on equity.

Company Net Margins Return on Equity Return on Assets
Artisan Partners Asset Management22.75% 71.76% 17.19%
Morningstar 11.34%22.83%8.91%

Summary

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

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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$3.51B$10.16B$9.92B$18.50B
Dividend Yield5.89%24.29%6.62%3.51%
P/E Ratio13.3345.2947.1825.04
Price / Sales3.605.913,593.2415.37
Price / Cash13.6516.4717.2819.61
Price / Book9.463.952.595.08
Net Income$222.29M$308.03M$1.02B$977.27M
7 Day Performance3.85%2.41%1.80%1.57%
1 Month Performance7.82%7.60%7.74%5.69%
1 Year Performance6.12%17.35%14.98%9.05%

Artisan Partners Asset Management Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MORN
Morningstar
3.7707 of 5 stars
3.77 / 5 stars
$305.48
-1.1%
$320.00
+4.8%
+51.6%$13.06B$2.04B61.7111,334Earnings Report
News Coverage
BEN
Franklin Resources
4.6185 of 5 stars
4.62 / 5 stars
$23.49
-0.5%
$25.15
+7.1%
-20.4%$12.36B$7.85B13.429,200Options Volume
News Coverage
HLI
Houlihan Lokey
4.3207 of 5 stars
4.32 / 5 stars
$143.98
-1.5%
$148.00
+2.8%
+38.3%$9.87B$1.91B35.032,610Upcoming Earnings
Analyst Forecast
Short Interest ↑
News Coverage
EVR
Evercore
4.2174 of 5 stars
4.22 / 5 stars
$240.51
-0.5%
$207.00
-13.9%
+82.6%$9.26B$2.43B37.762,195Earnings Report
Dividend Announcement
Analyst Forecast
Analyst Revision
News Coverage
HLNE
Hamilton Lane
3.9308 of 5 stars
3.93 / 5 stars
$139.89
-0.8%
$114.29
-18.3%
+62.6%$7.55B$553.84M37.91600Short Interest ↑
IVZ
Invesco
3.5573 of 5 stars
3.56 / 5 stars
$16.21
-0.5%
$16.81
+3.7%
+6.0%$7.29B$5.72B-21.618,500Earnings Report
Dividend Announcement
Analyst Upgrade
Options Volume
News Coverage
JHG
Janus Henderson Group
4.5981 of 5 stars
4.60 / 5 stars
$35.39
-0.1%
$30.81
-12.9%
+25.4%$5.68B$2.10B13.352,200Upcoming Earnings
Insider Buying
News Coverage
Positive News
STEP
StepStone Group
3.0218 of 5 stars
3.02 / 5 stars
$48.54
-0.4%
$40.19
-17.2%
+76.6%$5.37B$711.63M53.93790News Coverage
AMG
Affiliated Managers Group
4.2718 of 5 stars
4.27 / 5 stars
$167.94
-0.9%
$174.40
+3.8%
+25.0%$5.35B$2.06B9.324,000Upcoming Earnings
LAZ
Lazard
3.3499 of 5 stars
3.35 / 5 stars
$44.80
-0.5%
$45.00
+0.4%
+35.0%$5.05B$2.52B-128.003,291Earnings Report
Dividend Announcement
Analyst Forecast
Short Interest ↑
News Coverage

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This page (NYSE:APAM) was last updated on 7/27/2024 by MarketBeat.com Staff

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