APAM
Price
$44.00
Change
+$0.70 (+1.62%)
Updated
May 14, 04:59 PM (EDT)
Capitalization
3.16B
82 days until earnings call
SCHD
Price
$25.98
Change
-$0.33 (-1.25%)
Updated
May 14, 04:59 PM (EDT)
Net Assets
68.27B
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APAM vs SCHD

Header iconAPAM vs SCHD Comparison
Open Charts APAM vs SCHDBanner chart's image
Artisan Partners Asset Management
Price$44.00
Change+$0.70 (+1.62%)
Volume$8.64K
Capitalization3.16B
Schwab US Dividend Equity ETF™
Price$25.98
Change-$0.33 (-1.25%)
Volume$36.04K
Net Assets68.27B
APAM vs SCHD Comparison Chart
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APAM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SCHD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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VS
APAM vs. SCHD commentary
May 15, 2025

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 StrongBuy and SCHD is a Hold.

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COMPARISON
Comparison
May 15, 2025
Stock price -- (APAM: $43.30)
Brand notoriety:
Market capitalization --

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 while.

  • APAM’s FA Score: 3 green, 2 red.

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 6 TA indicator(s) are bullish.

  • APAM’s TA Score: 6 bullish, 4 bearish.

Price Growth

APAM (@Investment Managers) experienced а +9.12% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +3.87%. For the same industry, the average monthly price growth was +8.38%, and the average quarterly price growth was +3.50%.

Reported Earning Dates

APAM is expected to report earnings on Aug 05, 2025.

Industries' Descriptions

@Investment Managers (+3.87% 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 RATINGS
APAM: Fundamental Ratings
APAM
OUTLOOK RATING
1..100
20
VALUATION
overvalued / fair valued / undervalued
1..100
13
Undervalued
PROFIT vs RISK RATING
1..100
27
SMR RATING
1..100
16
PRICE GROWTH RATING
1..100
47
P/E GROWTH RATING
1..100
67
SEASONALITY SCORE
1..100
50

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.

TECHNICAL ANALYSIS
Technical Analysis
APAMSCHD
RSI
ODDS (%)
Bearish Trend 2 days ago
67%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
65%
Bearish Trend 2 days ago
69%
Momentum
ODDS (%)
Bullish Trend 2 days ago
66%
Bullish Trend 2 days ago
89%
MACD
ODDS (%)
Bullish Trend 2 days ago
74%
Bullish Trend 2 days ago
77%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
66%
Bullish Trend 2 days ago
85%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
61%
Bullish Trend 2 days ago
84%
Advances
ODDS (%)
Bullish Trend 2 days ago
64%
Bullish Trend 7 days ago
84%
Declines
ODDS (%)
Bearish Trend 29 days ago
69%
Bearish Trend 9 days ago
72%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
74%
Bearish Trend 2 days ago
72%
Aroon
ODDS (%)
Bullish Trend 2 days ago
58%
Bearish Trend 2 days ago
72%
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APAM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SCHD
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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SCHD and

Correlation & Price change

A.I.dvisor indicates that over the last year, SCHD has been closely correlated with APAM. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHD jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCHD
1D Price
Change %
SCHD100%
-0.45%
APAM - SCHD
75%
Closely correlated
+1.38%
RF - SCHD
74%
Closely correlated
+0.85%
BLK - SCHD
74%
Closely correlated
+0.12%
BEN - SCHD
73%
Closely correlated
-0.51%
HBAN - SCHD
73%
Closely correlated
+1.00%
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