Artisan Competitors
| APAM Stock | USD 44.55 0.88 1.94% |
Artisan Partners vs Golub Capital Correlation
Modest diversification
The correlation between Artisan Partners Asset and GBDC is 0.25 (i.e., Modest diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Artisan Partners Asset and GBDC in the same portfolio, assuming nothing else is changed.
Moving together with Artisan Stock
Moving against Artisan Stock
As of the 3rd of February 2026, Return On Tangible Assets is likely to grow to 0.20. Also, Return On Capital Employed is likely to grow to 0.32. At this time, Artisan Partners' Total Assets are very stable compared to the past year. As of the 3rd of February 2026, Non Current Assets Total is likely to grow to about 1.5 B, while Total Current Assets are likely to drop about 270 M.Artisan Partners Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Artisan Partners and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Artisan and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Artisan Partners Asset does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Artisan Stock performing well and Artisan Partners Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Artisan Partners' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| HTGC | 0.81 | 0.07 | 0.03 | 0.76 | 0.97 | 1.67 | 4.36 | |||
| CNS | 1.26 | (0.17) | 0.00 | (0.27) | 0.00 | 1.92 | 9.91 | |||
| ECC | 1.39 | (0.20) | 0.00 | (0.34) | 0.00 | 2.49 | 11.59 | |||
| FHI | 1.03 | 0.12 | 0.07 | 0.62 | 1.23 | 1.97 | 5.39 | |||
| OAK-PA | 0.65 | (0.01) | (0.05) | (0.38) | 1.02 | 1.19 | 4.83 | |||
| OAK-PB | 0.54 | 0.00 | (0.05) | 0.10 | 0.75 | 1.34 | 4.82 | |||
| WSFS | 1.18 | 0.27 | 0.19 | 0.70 | 1.07 | 2.96 | 8.78 | |||
| GBDC | 0.71 | (0.07) | 0.00 | (0.33) | 0.00 | 1.37 | 3.69 |
Cross Equities Net Income Analysis
Compare Artisan Partners Asset and related stocks such as Hercules Capital, Cohen Steers, and Eagle Point Credit Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HTGC | (2 M) | 46.9 M | 46.8 M | 99.4 M | 71.2 M | 42.9 M | 68.7 M | 79 M | 76.5 M | 173.6 M | 227.3 M | 174.2 M | 102.1 M | 337.5 M | 263 M | 302.4 M | 317.5 M |
| CNS | 11.6 M | 54.3 M | 66.1 M | 68.1 M | 75.5 M | 64.6 M | 92.9 M | 91.9 M | 113.9 M | 134.6 M | 76.6 M | 211.4 M | 171 M | 129 M | 151.3 M | 144.9 M | 78.9 M |
| ECC | 8.3 M | 8.3 M | 8.3 M | 8.3 M | 8.3 M | (41 M) | 91 M | 31.1 M | (54.8 M) | (8.7 M) | 60.9 M | 131.9 M | (101.8 M) | 118.8 M | 80.3 M | 92.4 M | 97 M |
| FHI | 51.4 M | 150.9 M | 188.1 M | 162.2 M | 149.2 M | 169.8 M | 208.9 M | 291.3 M | 220.3 M | 272.3 M | 326.4 M | 270.3 M | 239.5 M | 299 M | 268.3 M | 414.1 M | 226.6 M |
| WSFS | 1.5 M | 22.7 M | 31.3 M | 46.9 M | 53.8 M | 53.5 M | 64.1 M | 50.2 M | 134.7 M | 148.8 M | 114.8 M | 271.4 M | 222.4 M | 269.2 M | 263.7 M | 287.3 M | 301.7 M |
| GBDC | 59 K | 31.8 M | 46.5 M | 65.4 M | 70.8 M | 69.2 M | 82.3 M | 82 M | (18.6 M) | 54.9 M | 340.3 M | 153.4 M | 258.6 M | 273.8 M | 396.8 M | 456.3 M | 479.1 M |
Artisan Partners Asset and related stocks such as Hercules Capital, Cohen Steers, and Eagle Point Credit Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Artisan Partners Asset financial statement analysis. It represents the amount of money remaining after all of Artisan Partners Asset operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Artisan Partners Competitive Analysis
The better you understand Artisan Partners competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Artisan Partners' competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Artisan Partners' competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Artisan Partners Competition Performance Charts
Five steps to successful analysis of Artisan Partners Competition
Artisan Partners' competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Artisan Partners Asset in relation to its competition. Artisan Partners' competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Artisan Partners in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Artisan Partners' competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Artisan Partners Asset, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
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Check out Artisan Partners Correlation with its peers. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
Will Asset Management & Custody Banks sector continue expanding? Could Artisan diversify its offerings? Factors like these will boost the valuation of Artisan Partners. If investors know Artisan will grow in the future, the company's valuation will be higher. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Artisan Partners data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.09) | Dividend Share 3.13 | Earnings Share 3.71 | Revenue Per Share | Quarterly Revenue Growth 0.078 |
The market value of Artisan Partners Asset is measured differently than its book value, which is the value of Artisan that is recorded on the company's balance sheet. Investors also form their own opinion of Artisan Partners' value that differs from its market value or its book value, called intrinsic value, which is Artisan Partners' true underlying value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Because Artisan Partners' market value can be influenced by many factors that don't directly affect Artisan Partners' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Understanding that Artisan Partners' value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether Artisan Partners represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Meanwhile, Artisan Partners' quoted price indicates the marketplace figure where supply meets demand through bilateral consent.