APAM
Price
$36.10
Change
+$0.55 (+1.55%)
Updated
Apr 23, 04:59 PM (EDT)
Capitalization
3.16B
5 days until earnings call
VRTS
Price
$153.78
Change
+$3.37 (+2.24%)
Updated
Apr 23, 04:59 PM (EDT)
Capitalization
1.71B
One day until earnings call
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APAM vs VRTS

Header iconAPAM vs VRTS Comparison
Open Charts APAM vs VRTSBanner chart's image
Artisan Partners Asset Management
Price$36.10
Change+$0.55 (+1.55%)
Volume$3.33K
Capitalization3.16B
Virtus Investment Partners
Price$153.78
Change+$3.37 (+2.24%)
Volume$411
Capitalization1.71B
APAM vs VRTS Comparison Chart
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APAM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VRTS
Daily Signalchanged days ago
Gain/Loss if bought
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VS
APAM vs. VRTS commentary
Apr 24, 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 VRTS is a Hold.

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COMPARISON
Comparison
Apr 24, 2025
Stock price -- (APAM: $35.55 vs. VRTS: $150.41)
Brand notoriety: APAM and VRTS are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: APAM: 94% vs. VRTS: 122%
Market capitalization -- APAM: $3.16B vs. VRTS: $1.71B
APAM [@Investment Managers] is valued at $3.16B. VRTS’s [@Investment Managers] market capitalization is $1.71B. 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 $5.99B.

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 whileVRTS’s FA Score has 1 green FA rating(s).

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

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 VRTS’s TA Score has 4 bullish TA indicator(s).

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

Price Growth

APAM (@Investment Managers) experienced а +0.20% price change this week, while VRTS (@Investment Managers) price change was -2.31% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +1.16%. For the same industry, the average monthly price growth was -5.45%, and the average quarterly price growth was -4.83%.

Reported Earning Dates

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

VRTS is expected to report earnings on Jul 25, 2025.

Industries' Descriptions

@Investment Managers (+1.16% 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
APAM($3.16B) has a higher market cap than VRTS($1.72B). APAM (14.26) and VRTS (13.66) have similar P/E ratio . APAM YTD gains are higher at: -14.846 vs. VRTS (-31.077). VRTS has higher annual earnings (EBITDA): 434M vs. APAM (402M). VRTS has more cash in the bank: 340M vs. APAM (178M). APAM has less debt than VRTS: APAM (313M) vs VRTS (2.18B). APAM has higher revenues than VRTS: APAM (975M) vs VRTS (841M).
APAMVRTSAPAM / VRTS
Capitalization3.16B1.72B184%
EBITDA402M434M93%
Gain YTD-14.846-31.07748%
P/E Ratio14.2613.66104%
Revenue975M841M116%
Total Cash178M340M52%
Total Debt313M2.18B14%
FUNDAMENTALS RATINGS
APAM vs VRTS: Fundamental Ratings
APAM
VRTS
OUTLOOK RATING
1..100
547
VALUATION
overvalued / fair valued / undervalued
1..100
11
Undervalued
16
Undervalued
PROFIT vs RISK RATING
1..100
3457
SMR RATING
1..100
1657
PRICE GROWTH RATING
1..100
7986
P/E GROWTH RATING
1..100
7882
SEASONALITY SCORE
1..100
5050

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 VRTS (16). This means that APAM’s stock grew similarly to VRTS’s over the last 12 months.

APAM's Profit vs Risk Rating (34) in the Investment Managers industry is in the same range as VRTS (57). This means that APAM’s stock grew similarly to VRTS’s over the last 12 months.

APAM's SMR Rating (16) in the Investment Managers industry is somewhat better than the same rating for VRTS (57). This means that APAM’s stock grew somewhat faster than VRTS’s over the last 12 months.

APAM's Price Growth Rating (79) in the Investment Managers industry is in the same range as VRTS (86). This means that APAM’s stock grew similarly to VRTS’s over the last 12 months.

APAM's P/E Growth Rating (78) in the Investment Managers industry is in the same range as VRTS (82). This means that APAM’s stock grew similarly to VRTS’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
APAMVRTS
RSI
ODDS (%)
Bullish Trend 2 days ago
79%
Bullish Trend 2 days ago
64%
Stochastic
ODDS (%)
Bullish Trend 2 days ago
75%
Bullish Trend 2 days ago
71%
Momentum
ODDS (%)
Bullish Trend 2 days ago
73%
Bearish Trend 2 days ago
61%
MACD
ODDS (%)
Bearish Trend 2 days ago
62%
Bearish Trend 2 days ago
72%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
66%
Bearish Trend 2 days ago
67%
TrendMonth
ODDS (%)
Bearish Trend 2 days ago
63%
Bearish Trend 2 days ago
67%
Advances
ODDS (%)
Bullish Trend 10 days ago
65%
Bullish Trend 9 days ago
70%
Declines
ODDS (%)
Bearish Trend 8 days ago
69%
Bearish Trend 16 days ago
68%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
76%
Aroon
ODDS (%)
Bearish 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...
VRTS
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 TROW. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if APAM jumps, then TROW could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APAM
1D Price
Change %
APAM100%
+3.98%
TROW - APAM
76%
Closely correlated
+3.15%
VRTS - APAM
75%
Closely correlated
+5.03%
BN - APAM
74%
Closely correlated
+4.23%
CNS - APAM
73%
Closely correlated
+4.35%
IVZ - APAM
72%
Closely correlated
+8.27%
More

VRTS and

Correlation & Price change

A.I.dvisor indicates that over the last year, VRTS has been closely correlated with IVZ. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if VRTS jumps, then IVZ could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VRTS
1D Price
Change %
VRTS100%
+5.03%
IVZ - VRTS
73%
Closely correlated
+8.27%
AMG - VRTS
72%
Closely correlated
+3.29%
TROW - VRTS
71%
Closely correlated
+3.15%
STT - VRTS
70%
Closely correlated
+3.98%
PFG - VRTS
70%
Closely correlated
+3.69%
More