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APAM vs JPM

APAM
Artisan Partners Asset Management Inc.
NEUTRAL
Price
$43.09
Market Cap
$3.04B
Sector
Financial Services
AI Confidence
75%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
APAM
11.61
JPM
15.68
Forward P/E
APAM
10.53
JPM
13.42
P/B Ratio
APAM
7.55
JPM
2.47
P/S Ratio
APAM
2.62
JPM
5.03
EV/EBITDA
APAM
8.51
JPM
--

Profitability

Gross Margin
APAM
45.41%
JPM
0.0%
Operating Margin
APAM
33.79%
JPM
41.06%
Profit Margin
APAM
22.9%
JPM
33.91%
ROE
APAM
49.58%
JPM
16.13%
ROA
APAM
14.81%
JPM
1.35%

Growth

Revenue Growth
APAM
7.8%
JPM
2.5%
Earnings Growth
APAM
-9.4%
JPM
-3.6%

Financial Health

Debt/Equity
APAM
0.45
JPM
--
Current Ratio
APAM
2.8
JPM
--
Quick Ratio
APAM
2.7
JPM
--

Dividends

Dividend Yield
APAM
7.12%
JPM
1.91%
Payout Ratio
APAM
82.75%
JPM
28.97%

AI Verdict

APAM NEUTRAL

APAM exhibits strong financial health with a Piotroski F-Score of 7/9, indicating solid operational performance and balance sheet strength. The company trades at a significant premium to its Graham Number ($21.82) and intrinsic value estimate ($25.97), though its low P/E of 11.61 relative to sector average (21.34) suggests value appeal. However, declining earnings growth (YoY: -9.40%) and bearish insider activity offset strong profitability metrics like 49.58% ROE and 33.79% operating margin. Analysts hold a consensus 'hold' rating with a near-current target price of $43.25, aligning with muted expectations.

Strengths
Strong Piotroski F-Score of 7/9 indicates high financial stability and quality earnings
Exceptional profitability with ROE of 49.58%, ROA of 14.81%, and operating margin of 33.79%
Low P/E ratio of 11.61 well below sector average of 21.34, suggesting potential undervaluation
Risks
Earnings declining YoY (-9.40%) and Q/Q (-8.40%), signaling potential operational headwinds
Stock trades at a premium to Graham Number ($21.82) and intrinsic value ($25.97), implying overvaluation on defensive metrics
Bearish technical trend (0/100) and weak short-term price momentum (6M: -4.3%)
JPM NEUTRAL

JPM exhibits a concerning Piotroski F-Score of 2/9, indicating weak short-term fundamental health, and currently trades at a significant premium to both its Graham Number ($239.11) and Intrinsic Value ($140.07). While the company maintains a strong ROE of 16.13% and dominant market positioning, negative YoY earnings growth (-3.60%) and bearish insider activity from the CEO and CFO signal internal caution. The stock's current price of $313.68 suggests the market is pricing in a growth premium that is not currently supported by the deterministic health or value metrics.

Strengths
Strong profitability with a 33.91% profit margin
Robust Return on Equity (ROE) of 16.13%
Conservative dividend payout ratio of 28.97%
Risks
Very low Piotroski F-Score (2/9) suggesting deteriorating financial health
Significant overvaluation relative to Intrinsic Value ($140.07)
Negative Year-over-Year earnings growth (-3.60%)

Compare Another Pair

APAM vs JPM: Head-to-Head Comparison

This page compares Artisan Partners Asset Management Inc. (APAM) and JPMorgan Chase & Co. (JPM) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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