APAM
Price
$43.41
Change
+$1.00 (+2.36%)
Updated
Oct 11 closing price
16 days until earnings call
TROW
Price
$108.98
Change
+$0.98 (+0.91%)
Updated
Oct 11 closing price
19 days until earnings call
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APAM vs TROW

Header iconAPAM vs TROW Comparison
Open Charts APAM vs TROWBanner chart's image
Artisan Partners Asset Management
Price$43.41
Change+$1.00 (+2.36%)
Volume$344.44K
CapitalizationN/A
T Rowe Price Group
Price$108.98
Change+$0.98 (+0.91%)
Volume$1.07M
CapitalizationN/A
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APAM vs TROW Comparison Chart
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APAM
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
TROW
Daily Signalchanged days ago
Gain/Loss if shorted
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VS
APAM vs. TROW commentary
Oct 13, 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 StrongBuy and TROW is a StrongBuy.

COMPARISON
Comparison
Oct 13, 2024
Stock price -- (APAM: $43.41 vs. TROW: $108.98)
Brand notoriety: APAM and TROW are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: APAM: 88% vs. TROW: 105%
Market capitalization -- APAM: $3.16B vs. TROW: $26.92B
APAM [@Investment Managers] is valued at $3.16B. TROW’s [@Investment Managers] market capitalization is $26.92B. 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 whileTROW’s FA Score has 0 green FA rating(s).

  • APAM’s FA Score: 3 green, 2 red.
  • TROW’s FA Score: 0 green, 5 red.
According to our system of comparison, APAM is a better buy in the long-term than TROW.

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 while TROW’s TA Score has 5 bullish TA indicator(s).

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

Price Growth

APAM (@Investment Managers) experienced а +1.19% price change this week, while TROW (@Investment Managers) price change was +0.47% 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.

TROW is expected to report earnings on Jan 23, 2025.

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
TROW($26.9B) has a higher market cap than APAM($3.16B). TROW has higher P/E ratio than APAM: TROW (15.51) vs APAM (14.26). TROW YTD gains are higher at: 4.613 vs. APAM (3.909). TROW has higher annual earnings (EBITDA): 2.52B vs. APAM (402M). TROW has more cash in the bank: 2.07B vs. APAM (178M). TROW (308M) and APAM (313M) have identical debt. TROW has higher revenues than APAM: TROW (6.46B) vs APAM (975M).
APAMTROWAPAM / TROW
Capitalization3.16B26.9B12%
EBITDA402M2.52B16%
Gain YTD3.9094.61385%
P/E Ratio14.2615.5192%
Revenue975M6.46B15%
Total Cash178M2.07B9%
Total Debt313M308M102%
FUNDAMENTALS RATINGS
APAM vs TROW: Fundamental Ratings
APAM
TROW
OUTLOOK RATING
1..100
8585
VALUATION
overvalued / fair valued / undervalued
1..100
11
Undervalued
86
Overvalued
PROFIT vs RISK RATING
1..100
2684
SMR RATING
1..100
1647
PRICE GROWTH RATING
1..100
4754
P/E GROWTH RATING
1..100
6782
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 significantly better than the same rating for TROW (86). This means that APAM’s stock grew significantly faster than TROW’s over the last 12 months.

APAM's Profit vs Risk Rating (26) in the Investment Managers industry is somewhat better than the same rating for TROW (84). This means that APAM’s stock grew somewhat faster than TROW’s over the last 12 months.

APAM's SMR Rating (16) in the Investment Managers industry is in the same range as TROW (47). This means that APAM’s stock grew similarly to TROW’s over the last 12 months.

APAM's Price Growth Rating (47) in the Investment Managers industry is in the same range as TROW (54). This means that APAM’s stock grew similarly to TROW’s over the last 12 months.

APAM's P/E Growth Rating (67) in the Investment Managers industry is in the same range as TROW (82). This means that APAM’s stock grew similarly to TROW’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
APAMTROW
RSI
ODDS (%)
Bearish Trend 3 days ago
61%
Bearish Trend 3 days ago
52%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
78%
Bullish Trend 3 days ago
53%
Momentum
ODDS (%)
Bullish Trend 3 days ago
76%
Bearish Trend 3 days ago
49%
MACD
ODDS (%)
Bearish Trend 3 days ago
72%
Bullish Trend 3 days ago
63%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
71%
Bullish Trend 3 days ago
65%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
65%
Bullish Trend 3 days ago
66%
Advances
ODDS (%)
Bullish Trend 20 days ago
70%
Bullish Trend 3 days ago
66%
Declines
ODDS (%)
Bearish Trend 6 days ago
69%
Bearish Trend 6 days ago
62%
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
52%
Aroon
ODDS (%)
N/A
N/A
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APAM
Daily Signalchanged days ago
Gain/Loss if shorted
Show more...
TROW
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%
+2.36%
JHG - APAM
74%
Closely correlated
+1.21%
CNS - APAM
73%
Closely correlated
+2.17%
IVZ - APAM
68%
Closely correlated
+0.06%
BX - APAM
67%
Closely correlated
+2.69%
TROW - APAM
66%
Closely correlated
+0.91%
More

TROW and

Correlation & Price change

A.I.dvisor indicates that over the last year, TROW has been closely correlated with JHG. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if TROW jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To TROW
1D Price
Change %
TROW100%
+0.91%
JHG - TROW
69%
Closely correlated
+1.21%
BN - TROW
68%
Closely correlated
+1.00%
PFG - TROW
67%
Closely correlated
+1.97%
BLK - TROW
67%
Closely correlated
+3.63%
APAM - TROW
66%
Closely correlated
+2.36%
More