APAM
Price
$43.76
Change
+$0.60 (+1.39%)
Updated
Dec 20, 04:59 PM (EDT)
45 days until earnings call
SCHD
Price
$27.29
Change
+$0.36 (+1.34%)
Updated
Dec 20 closing price
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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$43.76
Change+$0.60 (+1.39%)
Volume$7.43K
CapitalizationN/A
Schwab US Dividend Equity ETF™
Price$27.29
Change+$0.36 (+1.34%)
Volume$35.34M
CapitalizationN/A
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
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VS
APAM vs. SCHD commentary
Dec 21, 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 Hold and SCHD is a Hold.

COMPARISON
Comparison
Dec 21, 2024
Stock price -- (APAM: $43.74)
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 5 TA indicator(s) are bullish.

  • APAM’s TA Score: 5 bullish, 4 bearish.

Price Growth

APAM (@Investment Managers) experienced а -6.86% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.15%. For the same industry, the average monthly price growth was +0.72%, and the average quarterly price growth was +7.26%.

Reported Earning Dates

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

Industries' Descriptions

@Investment Managers (-2.15% 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
85
VALUATION
overvalued / fair valued / undervalued
1..100
12
Undervalued
PROFIT vs RISK RATING
1..100
25
SMR RATING
1..100
16
PRICE GROWTH RATING
1..100
54
P/E GROWTH RATING
1..100
72
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 (%)
Bullish Trend 1 day ago
72%
Bullish Trend 1 day ago
88%
Stochastic
ODDS (%)
Bullish Trend 1 day ago
68%
Bullish Trend 1 day ago
90%
Momentum
ODDS (%)
Bearish Trend 1 day ago
69%
Bearish Trend 1 day ago
73%
MACD
ODDS (%)
Bearish Trend 1 day ago
60%
Bearish Trend 1 day ago
89%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
65%
Bearish Trend 1 day ago
75%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
63%
Bearish Trend 1 day ago
78%
Advances
ODDS (%)
Bullish Trend 12 days ago
70%
Bullish Trend 27 days ago
83%
Declines
ODDS (%)
Bearish Trend 4 days ago
69%
Bearish Trend 3 days ago
72%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
68%
Bullish Trend 1 day ago
90%
Aroon
ODDS (%)
Bullish Trend 1 day ago
63%
Bullish Trend 1 day ago
88%
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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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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 75% 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%
+1.34%
JHG - APAM
75%
Closely correlated
+2.04%
CNS - APAM
68%
Closely correlated
+2.01%
BN - APAM
67%
Closely correlated
+1.08%
VRTS - APAM
66%
Closely correlated
+1.43%
TROW - APAM
66%
Closely correlated
+2.79%
More