| SECTOR | INDUSTRY |
| Financials | Capital Markets |
A+ Stock Grade Summary:
| VALUE: |
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| GROWTH: |
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| MOMENTUM: |
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| EPS REVISIONS: |
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| QUALITY: |
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Rosalio Madrigal
Jenna Brashear
Rosalio Madrigal
Michael Rose
Jenna Brashear
| Share Statistics | APAM | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $3,000.3 | $3,012.5 | 59% |
|
| Shares Out (Mil) | 66.4 | 79.0 | 54% |
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| Institutional Ownership | 97.2% | 77.5% | 73% |
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| Float (Mil) | 63.4 | 74.0 | 52% |
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| Beta | 1.65 | 0.94 | 87% |
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| Avg Daily Volume (000s) | 799 | 425 | 66% |
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| Price Change (52-week) |
(6.5%) | 75.5% | 38% |
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| Growth | APAM | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 5.9% | 8.4% | 40% |
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| Net Income (5yr) | 6.4% | 8.9% | 49% |
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| EPS (5yr) | 3.6% | 9.3% | 36 |
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| Dividends (5yr) | 1.4% | 1.1% | 95% |
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| Cash Flow (5yr) | (17.9%) | 0.5% | 39% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 3 | 4 | 4 | |
| Current EPS | $0.987 | $3.863 | $4.023 | |
| Month Ago EPS | $0.990 | $3.825 | $4.015 | |
| # Rev Up | 0 | 1 | 1 | |
| # Rev Down | 1 | 0 | 0 | |
| Three Months Ago EPS | $0.973 | $3.828 | $4.003 | |
| Year/Year Chg | (11.1%) | (4.6%) | (2.7%) | |
| Financials | APAM | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $1,248 | $873 | 53% |
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| Net Income (TTM) (Mil) | $301 | $102 | 72% |
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| EPS (TTM) | $4.167 | $0.900 | 83% |
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| Operating Cash Flow (TTM) (Mil) | $261 | $72 | 62% |
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| Net Cash Flow (TTM) (Mil) | $69 | $15 | 73% |
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| Long-Term Debt (Q1) (Mil) | $315 | $163 | 54% |
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| Enterprise Value (Q1) (Mil) | $2,882 | $1,406 | 54% |
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| Valuation | APAM | Industry Median |
Percentile (All Stocks) |
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| P/B | 7.14 | 2.71 | 85% |
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| P/E | 10.1 | 19.7 | 17% |
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| Dividend Yield | 9.5% | 0.9% | 98% |
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| PEG (5yr hist) | 2.8 | 1.4 | 77% |
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| Ratios | APAM | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 45.6% | 74.7% | 57% |
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| Net Margin | 24.1% | 15.8% | 83% |
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| ROA | 20.7% | 1.8% | 96% |
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| ROE | 74.9% | 13.0% | 95% |
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| Liabilities to Assets | 62.2% | 59.0% | 56% |
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| F-Score | 5 | 5 | 50% |
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Passing Stock Screens
As of 8/21/2026, from a list of 60 stock screening strategies,
| Performance Since Inception: | 13.7% |
| +/- S&P 500: | +6.2 |
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors
