| SECTOR | INDUSTRY |
| Financials | Capital Markets |
A+ Stock Grade Summary:
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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
Michael Rose
Jenna Brashear
Jenna Brashear
Jenna Brashear
| Share Statistics | APAM | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $2,785.8 | $2,836.7 | 58% |
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| Shares Out (Mil) | 66.1 | 74.1 | 54% |
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| Institutional Ownership | 97.1% | 79.1% | 73% |
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| Float (Mil) | 63.4 | 69.7 | 53% |
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| Beta | 1.67 | 0.94 | 86% |
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| Avg Daily Volume (000s) | 909 | 445 | 69% |
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| Price Change (52-week) |
(12.1%) | 72.7% | 36% |
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| Growth | APAM | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 5.9% | 7.7% | 40% |
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| Net Income (5yr) | 6.4% | 8.9% | 49% |
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| EPS (5yr) | 3.6% | 9.6% | 36 |
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| Dividends (5yr) | 1.4% | 1.3% | 95% |
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| Cash Flow (5yr) | (17.9%) | 0.9% | 38% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 4 | 4 | 4 | |
| Current EPS | $0.970 | $3.853 | $4.000 | |
| Month Ago EPS | $0.960 | $3.818 | $3.970 | |
| # Rev Up | 0 | 1 | 1 | |
| # Rev Down | 1 | 0 | 0 | |
| Three Months Ago EPS | $0.975 | $3.825 | $4.003 | |
| Year/Year Chg | 28.0% | (4.9%) | (2.7%) | |
| Financials | APAM | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $1,223 | $871 | 53% |
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| Net Income (TTM) (Mil) | $287 | $85 | 72% |
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| EPS (TTM) | $3.985 | $1.000 | 83% |
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| Operating Cash Flow (TTM) (Mil) | $196 | $64 | 59% |
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| Net Cash Flow (TTM) (Mil) | $71 | $25 | 74% |
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| Long-Term Debt (Q1) (Mil) | $309 | $209 | 54% |
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| Enterprise Value (Q1) (Mil) | $2,700 | $1,297 | 53% |
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| Valuation | APAM | Industry Median |
Percentile (All Stocks) |
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| P/B | 7.16 | 2.69 | 85% |
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| P/E | 9.8 | 19.1 | 15% |
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| Dividend Yield | 10.3% | 0.9% | 98% |
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| PEG (5yr hist) | 2.7 | 1.4 | 76% |
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| Ratios | APAM | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 45.6% | 75.0% | 57% |
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| Net Margin | 24.1% | 15.8% | 83% |
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| ROA | 20.4% | 2.1% | 96% |
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| ROE | 77.0% | 13.4% | 95% |
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| Liabilities to Assets | 64.4% | 59.1% | 59% |
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| F-Score | 5 | 5 | 51% |
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Passing Stock Screens
As of 7/31/2026, 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
