Value
7.5/10data confidence 83%| Component | Sub-score |
|---|---|
| P/E | 9.1 |
| P/S | 8.9 |
| EV/EBITDA | 7.8 |
| Fwd P/E | 9.4 |
| Analyst target | 4.0 |
- ▸Forward P/E: 9.3x
- ▸Attractively valued
APAM · Why this verdict
Why Artisan Partners Asset Manageme (APAM) is rated BUY WAIT
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictBUY WAIT
Overall score5.6/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
8.5/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 10.0 |
| ROA | 10.0 |
| Gross margin | 5.2 |
| Op margin | 10.0 |
| Net margin | 10.0 |
| Current ratio | 9.7 |
| FCF quality | 7.0 |
| Moat | 6.9 |
| Piotroski F | 7.8 |
- ▸Excellent ROE: 72%
- ▸Strong margins: 23%
- ▸Strong Piotroski F-Score: 7/9
- ▸High-quality business
Growth
2.6/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 4.8 |
| EPS growth | 0.5 |
Momentum
3.2/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 3.5 |
| MACD | 0.6 |
| OBV | 1.0 |
| MA position | 1.0 |
| Volume | 9.9 |
- ▸Volume distribution (falling OBV)
- ▸Below 200-MA, MA slope -2.0%/30d — confirmed downtrend
Sentiment
5.4/10data confidence 100%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
| Price target | 6.2 |
| erm sentiment | 5.0 |
Insider
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.1 |
- ▸No net insider activity — $0 (0.000% of mkt cap)
Peer rank
5.3/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 7.5 |
| quality rank | 7.3 |
| growth rank | 6.5 |
- ▸Superior ROE vs peers
Technical
8.6/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 10.0 |
| support resistance | 10.0 |
| 52w position | 5.8 |
Risk (lower is worse)
4.6/10data confidence 100%| Component | Sub-score |
|---|---|
| short interest | 4.5 |
| days to cover | 2.3 |
| volatility | 5.4 |
| put call | 10.0 |
| implied vol | 0.0 |
| max pain risk | 3.0 |
| beta | 4.5 |
| debt equity | 7.4 |
- ▸High IV: 129%
- ▸Above max pain $22
Catalyst
5.3/10data confidence 100%| Component | Sub-score |
|---|---|
| erm | 5.0 |
| earnings history | 6.7 |
| earnings timing | 5.0 |
| surprise avg | 4.5 |
| dividend safety | 5.2 |
- ▸Strong earnings: 3B/1M
- ▸Dividend: 912.0%
How the verdict was assembled
Engine trigger
Fundamentals strong but target reached (-7.8% upside).
Engine technical detail
verdict_path:
L4:PATH_A_VALUE_MOS33|V8:TARGET_REACHED|ENTRY_STICKY:WITHIN_BANDPassed (6)
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:50d clear
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (3)
- MOMENTUM:3.2<4.5
- ASYMMETRY:-1.4=NEGATIVE
- DEATH_CROSS:HARD_BLOCK
Warning (0)
none
Reward-to-Risk
-1.37
Upside
-7.8%
Downside
5.7%
Sizing output
STARTER
SetupFALLING_KNIFE — Death cross, below all MAs, RSI 38, MACD bearish
EdgeTEMP_HEADWIND — High quality (8.5) with weak momentum (3.2)
SuitabilityAGGRESSIVE — Beta 1.66>1.3, MCap $2.6B<$5B
Investment implication
The STRONG_BUY_WAIT verdict reflects the MOMENTUM gate's 3.2<4.5 outcome against Technical at 8.6 and asymmetric R:R of -1.37.
The strongest dimensions are Technical at 8.6, Quality at 8.5, and Value at 7.5; the weakest are Growth at 2.6, Momentum at 3.2, and Risk (lower is worse) at 4.6. The V9 engine flagged 3 failed gates, producing an asymmetric reward-to-risk of -1.37 and an engine sizing output of STARTER.