COMP <GO>
APAM vs JPM // REVENUE GROWTH (YOY)
Artisan Partners Asset Management Inc. (Class A) (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: APAM 7
— JPM 4
▲ REVENUE GROWTH (YOY) LEADER: JPM
LAST: $38.43 (+5.06%) • MKT CAP: $3.12B
revenue-growth
7.60%
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
revenue-growth
13.23%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (APAM VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | APAM | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 71.90% | 17.72% | +54.18 | APAM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.4x | 9.5x | -2.10 | APAM | /valuation <GO> |
| Free Cash Flow Yield | 5.82% | -9.41% | +15.23 | APAM | /fcf-yield <GO> |
| Operating Margin | 33.40% | 41.98% | -8.58 | JPM | /operating-margins <GO> |
| Net Profit Margin | 24.30% | 32.48% | -8.18 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 7.60% | 13.23% | -5.63 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 8.71% | 1.95% | +6.76 | APAM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 3/9 | +3.00 | APAM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.6 | 53.6 | +14.00 | APAM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.5x | 13.3x | -3.77 | APAM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.12B | $905.33B | -$902.21B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | APAM REV | JPM REV | APAM GROSS % | JPM GROSS % | APAM FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.20B | $182.45B | — | — | $171.6M | -$147.78B |
| FY 2024 | $1.11B | $177.56B | — | — | $371.3M | -$42.01B |
| FY 2023 | $975.1M | $158.10B | — | — | $253.0M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
APAM // BETA —
JPM // BETA 1.00