APAM
Price
$42.19
Change
-$0.30 (-0.71%)
Updated
Oct 8 closing price
20 days until earnings call
BAM
Price
$46.92
Change
-$0.11 (-0.23%)
Updated
Oct 9, 09:40 AM (EDT)
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APAM vs BAM

Header iconAPAM vs BAM Comparison
Open Charts APAM vs BAMBanner chart's image
Artisan Partners Asset Management
Price$42.19
Change-$0.30 (-0.71%)
Volume$381.5K
CapitalizationN/A
Brookfield Asset Management
Price$46.92
Change-$0.11 (-0.23%)
Volume$625
CapitalizationN/A
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APAM vs BAM Comparison Chart
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APAM
Daily Signalchanged days ago
Gain/Loss if shorted
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BAM
Daily Signalchanged days ago
Gain/Loss if shorted
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VS
APAM vs. BAM commentary
Oct 09, 2024

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APAM is a StrongSell and BAM is a StrongSell.

COMPARISON
Comparison
Oct 09, 2024
Stock price -- (APAM: $42.19 vs. BAM: $47.03)
Brand notoriety: APAM and BAM are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: APAM: 94% vs. BAM: 62%
Market capitalization -- APAM: $3.16B vs. BAM: $16.34B
APAM [@Investment Managers] is valued at $3.16B. BAM’s [@Investment Managers] market capitalization is $16.34B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.9B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

APAM’s FA Score shows that 3 FA rating(s) are green whileBAM’s FA Score has 1 green FA rating(s).

  • APAM’s FA Score: 3 green, 2 red.
  • BAM’s FA Score: 1 green, 4 red.
According to our system of comparison, APAM is a better buy in the long-term than BAM.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

APAM’s TA Score shows that 4 TA indicator(s) are bullish while BAM’s TA Score has 2 bullish TA indicator(s).

  • APAM’s TA Score: 4 bullish, 5 bearish.
  • BAM’s TA Score: 2 bullish, 6 bearish.
According to our system of comparison, APAM is a better buy in the short-term than BAM.

Price Growth

APAM (@Investment Managers) experienced а -0.71% price change this week, while BAM (@Investment Managers) price change was -1.14% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -0.30%. For the same industry, the average monthly price growth was +4.44%, and the average quarterly price growth was +3.48%.

Reported Earning Dates

APAM is expected to report earnings on Feb 04, 2025.

BAM is expected to report earnings on Feb 08, 2023.

Industries' Descriptions

@Investment Managers (-0.30% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
BAM($16.3B) has a higher market cap than APAM($3.16B). BAM has higher P/E ratio than APAM: BAM (37.12) vs APAM (14.26). BAM YTD gains are higher at: 20.437 vs. APAM (0.988). BAM has higher annual earnings (EBITDA): 522M vs. APAM (402M). APAM has more cash in the bank: 178M vs. BAM (9M). BAM has less debt than APAM: BAM (256M) vs APAM (313M). APAM has higher revenues than BAM: APAM (975M) vs BAM (383M).
APAMBAMAPAM / BAM
Capitalization3.16B16.3B19%
EBITDA402M522M77%
Gain YTD0.98820.4375%
P/E Ratio14.2637.1238%
Revenue975M383M255%
Total Cash178M9M1,978%
Total Debt313M256M122%
FUNDAMENTALS RATINGS
APAM vs BAM: Fundamental Ratings
APAM
BAM
OUTLOOK RATING
1..100
7723
VALUATION
overvalued / fair valued / undervalued
1..100
11
Undervalued
20
Undervalued
PROFIT vs RISK RATING
1..100
2857
SMR RATING
1..100
1655
PRICE GROWTH RATING
1..100
4739
P/E GROWTH RATING
1..100
67100
SEASONALITY SCORE
1..100
7575

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

APAM's Valuation (11) in the Investment Managers industry is in the same range as BAM (20) in the null industry. This means that APAM’s stock grew similarly to BAM’s over the last 12 months.

APAM's Profit vs Risk Rating (28) in the Investment Managers industry is in the same range as BAM (57) in the null industry. This means that APAM’s stock grew similarly to BAM’s over the last 12 months.

APAM's SMR Rating (16) in the Investment Managers industry is somewhat better than the same rating for BAM (55) in the null industry. This means that APAM’s stock grew somewhat faster than BAM’s over the last 12 months.

BAM's Price Growth Rating (39) in the null industry is in the same range as APAM (47) in the Investment Managers industry. This means that BAM’s stock grew similarly to APAM’s over the last 12 months.

APAM's P/E Growth Rating (67) in the Investment Managers industry is somewhat better than the same rating for BAM (100) in the null industry. This means that APAM’s stock grew somewhat faster than BAM’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
APAMBAM
RSI
ODDS (%)
Bearish Trend 1 day ago
69%
Bearish Trend 1 day ago
68%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
68%
Bearish Trend 1 day ago
61%
Momentum
ODDS (%)
Bearish Trend 1 day ago
66%
Bearish Trend 1 day ago
55%
MACD
ODDS (%)
Bearish Trend 1 day ago
65%
Bearish Trend 1 day ago
56%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
66%
Bearish Trend 1 day ago
58%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
65%
Bullish Trend 1 day ago
59%
Advances
ODDS (%)
Bullish Trend 16 days ago
70%
Bullish Trend 8 days ago
64%
Declines
ODDS (%)
Bearish Trend 1 day ago
69%
Bearish Trend 1 day ago
62%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
71%
Bearish Trend 1 day ago
57%
Aroon
ODDS (%)
N/A
Bullish Trend 1 day ago
55%
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APAM
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
BAM
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
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APAM and

Correlation & Price change

A.I.dvisor indicates that over the last year, APAM has been closely correlated with JHG. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if APAM jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APAM
1D Price
Change %
APAM100%
-0.71%
JHG - APAM
74%
Closely correlated
+0.80%
CNS - APAM
72%
Closely correlated
-0.79%
IVZ - APAM
68%
Closely correlated
-1.48%
BX - APAM
67%
Closely correlated
+0.25%
TROW - APAM
66%
Closely correlated
-0.03%
More