Artisan Partners Asset Management vs Morningstar
APAM and MORN side by side, both in services allied with the exchange of securities. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How APAM and MORN compare
Morningstar is the larger company, worth 2.9 times as much as Artisan Partners Asset Management ($8.5B against $3.0B).
Morningstar grew revenue faster over the last twelve months (9.3% versus 8.7% for Artisan Partners Asset Management).
Both pay dividends: Artisan Partners Asset Management yields 11.0% and Morningstar 0.88%.
Artisan Partners Asset Management scores higher on the StockData Score (19 against 12 for Morningstar), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | APAM | MORN |
|---|---|---|
| Size and price | ||
| Market cap | $3.0B | $8.5B |
| Share price | $36.58 | $226.19 |
| Change, 1 year | −16.1% | 8.3% |
| Change, 5 years | −27.4% | −27.7% |
| Beta (5Y) | 1.33 | 1.01 |
| Employees | 567 | 11K |
| StockData Score | ||
| Total score | 19 (better) | 12 |
| Valuation score | 5 (better) | 3 |
| Growth score | 2 | 3 (better) |
| Performance score | 6 (better) | 0 |
| Health score | 2 | 3 (better) |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 8.6× | – |
| P/S | 2.4× (better) | 3.3× |
| P/B | 6.7× | – |
| EV/EBITDA | 6.1× (better) | 12.1× |
| P/FCF | 9.0× (better) | 17.1× |
| PEG | 0.77 | – |
| FCF yield | 11.1% (better) | 5.9% |
| Fair value | $55.75 | $286.32 |
| Margin of safety | 34.4% (better) | 21.0% |
| Growth | ||
| Revenue growth (TTM) | 8.7% | 9.3% (better) |
| Revenue growth, 5Y average | 5.9% | 12.0% (better) |
| Net income growth (TTM) | 16.5% | – |
| EPS growth (TTM) | 15.6% | – |
| EPS growth, 5Y average | 3.6% | 11.4% (better) |
| Profitability | ||
| Gross margin | – | 62.2% |
| Operating margin | 33.4% (better) | 23.5% |
| Net margin | 24.5% | – |
| FCF margin | 26.0% (better) | 19.4% |
| Return on equity | 73.1% | – |
| Return on invested capital | 537% | – |
| Financial health | ||
| Net debt / EBITDA | – | 1.50 |
| Interest coverage | 48.7× | – |
| Current ratio | – | 1.06 |
| Altman Z-score | 3.84 (better) | 3.76 |
| Piotroski F-score | 4 | – |
| Dividends and buybacks | ||
| Dividend yield | 11.0% (better) | 0.88% |
| Payout ratio | 93.0% | – |
| Years of dividend growth | 2 | 12 (better) |
| Dividend growth, 5Y average | 1.4% | 8.7% (better) |
| Buyback yield | – | 11.4% |
| Shareholder yield | 11.0% | 12.3% (better) |
| Ownership | ||
| Held by institutions | 85.9% | 64.6% |
| Held by insiders | 11.1% | 50.1% |
| Insider net buying, 12 months | −$298K (better) | −$76.1M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 4.0% | 7.6% |
Go deeper
- APAM stock overview
- APAM income statement
- APAM valuation and score
- MORN stock overview
- MORN income statement
- MORN valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.