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APAM vs TROW
Which Stock Would AI Choose? Artisan Partners Asset Management (APAM) vs. T. Rowe Price Group (TROW) Stock Comparison
Key Takeaways
- Both APAM and TROW are asset managers navigating industry-wide outflows offset by market appreciation in recent weeks.
- APAM provides a higher dividend yield of 8.65% compared to TROW's 5.13%, attracting income-oriented investors.
- APAM trades at a lower trailing P/E ratio of 9.41 versus TROW's 10.97, indicating potentially better relative valuation.
- TROW oversees significantly larger assets under management (AUM), totaling $1.71 trillion as of March 2026, compared to APAM's $173 billion.
- Year-to-date, APAM has shown stronger momentum with a 2.90% return against TROW's 0.48%.
- Analysts maintain a "Hold" rating on both stocks, reflecting balanced market sentiment amid upcoming earnings.
Introduction
In the asset management sector, APAM (Artisan Partners Asset Management) and TROW (T. Rowe Price Group) represent contrasting scales and strategies for investors evaluating financial services exposure. This stock comparison analyzes their recent performance, operational metrics, and market positioning to assist traders seeking short-term opportunities and long-term holders focused on dividends and growth. Amid broader market volatility and sector headwinds like client outflows, understanding relative strengths in valuation, yield, and momentum provides actionable insights for portfolio decisions.
APAM Overview and Recent Performance
Artisan Partners Asset Management (APAM) is a global investment firm specializing in high-conviction equity and fixed income strategies across various market caps and regions. As of March 2026, its assets under management (AUM) stood at $173 billion, supported by market gains despite net outflows. The stock, trading around $38, has exhibited mixed performance in recent weeks, with year-to-date gains of 2.90% and a 52-week range of $34.99 to $48.50. Sentiment has been influenced by anticipation of Q1 2026 earnings on April 28 and steady dividend payouts, though broader equity market fluctuations and industry flow pressures have capped upside. Valuation metrics, including a P/E of 9.41, underscore its appeal in a value context.
TROW Overview and Recent Performance
T. Rowe Price Group (TROW) is a major investment manager emphasizing retirement accounts, with about two-thirds of AUM in such vehicles. Its March 2026 AUM reached $1.71 trillion, down slightly from prior months due to outflows but bolstered by equity and credit market appreciation. Shares hover near $101, within a 52-week range of $85.22 to $118.22, reflecting year-to-date returns of 0.48% amid recent rebounds. Performance drivers include fixed income inflows and product expansions like CLO offerings, tempered by earnings uncertainty and structural outflows. A P/E ratio of 10.97 and reliable dividends have sustained investor interest in recent market activity.
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Head-to-Head Comparison
APAM and TROW share an asset management business model reliant on AUM growth, fee income, and market performance, but differ in scale and focus. TROW benefits from its massive size and retirement-heavy portfolio, providing stability and diversified revenue, while APAM emphasizes boutique, high-alpha strategies in global equities and fixed income. Recent momentum favors APAM's YTD gains, but TROW shows stronger one-year returns. Risk factors include shared outflow pressures, with APAM more sensitive due to smaller scale. Valuation edges to APAM, while TROW offers lower sector beta from its institutional base. Market sentiment remains neutral for both, balancing growth drivers like market rallies against flow challenges.
Tickeron AI Verdict
Tickeron’s AI currently favors APAM over TROW based on trend consistency, attractive valuation multiples, superior dividend yield, and stronger recent momentum. These factors position APAM with higher probability for near-term outperformance in a yield-sensitive environment, though TROW’s scale provides defensive qualities.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
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 TROW is a StrongBuy.
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 2 FA rating(s) are green whileTROW’s FA Score has 1 green FA rating(s).
- APAM’s FA Score: 2 green, 3 red.
- TROW’s FA Score: 1 green, 4 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 4 TA indicator(s) are bullish while TROW’s TA Score has 5 bullish TA indicator(s).
- APAM’s TA Score: 4 bullish, 5 bearish.
- TROW’s TA Score: 5 bullish, 4 bearish.
Price Growth
APAM (@Investment Managers) experienced а -3.52% price change this week, while TROW (@Investment Managers) price change was +3.44% for the same time period.
The average weekly price growth across all stocks in the @Investment Managers industry was +1.75%. For the same industry, the average monthly price growth was -0.79%, and the average quarterly price growth was -7.30%.
Reported Earning Dates
APAM is expected to report earnings on Aug 04, 2026.
TROW is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Investment Managers (+1.75% 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.
| APAM | TROW | APAM / TROW | |
| Capitalization | 2.55B | 23.5B | 11% |
| EBITDA | 496M | 3.17B | 16% |
| Gain YTD | -6.706 | 8.686 | -77% |
| P/E Ratio | 8.99 | 11.76 | 76% |
| Revenue | 1.22B | 7.41B | 17% |
| Total Cash | 300M | 3.73B | 8% |
| Total Debt | 309M | 438M | 71% |
APAM | TROW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 77 | 32 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 4 Undervalued | 95 Overvalued | |
PROFIT vs RISK RATING 1..100 | 88 | 100 | |
SMR RATING 1..100 | 16 | 46 | |
PRICE GROWTH RATING 1..100 | 59 | 28 | |
P/E GROWTH RATING 1..100 | 76 | 44 | |
SEASONALITY SCORE 1..100 | 85 | 20 |
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 (4) in the Investment Managers industry is significantly better than the same rating for TROW (95). This means that APAM’s stock grew significantly faster than TROW’s over the last 12 months.
APAM's Profit vs Risk Rating (88) in the Investment Managers industry is in the same range as TROW (100). This means that APAM’s stock grew similarly to TROW’s over the last 12 months.
APAM's SMR Rating (16) in the Investment Managers industry is in the same range as TROW (46). This means that APAM’s stock grew similarly to TROW’s over the last 12 months.
TROW's Price Growth Rating (28) in the Investment Managers industry is in the same range as APAM (59). This means that TROW’s stock grew similarly to APAM’s over the last 12 months.
TROW's P/E Growth Rating (44) in the Investment Managers industry is in the same range as APAM (76). This means that TROW’s stock grew similarly to APAM’s over the last 12 months.
| APAM | TROW | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 61% |
| Stochastic ODDS (%) | 1 day ago 60% | 1 day ago 62% |
| Momentum ODDS (%) | 1 day ago 67% | 1 day ago 65% |
| MACD ODDS (%) | 1 day ago 70% | 1 day ago 49% |
| TrendWeek ODDS (%) | 1 day ago 65% | 1 day ago 60% |
| TrendMonth ODDS (%) | 1 day ago 58% | 1 day ago 59% |
| Advances ODDS (%) | 1 day ago 58% | 1 day ago 58% |
| Declines ODDS (%) | 6 days ago 68% | 6 days ago 63% |
| BollingerBands ODDS (%) | 1 day ago 56% | 1 day ago 58% |
| Aroon ODDS (%) | 1 day ago 48% | 1 day ago 56% |
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