Structured JSON API for this factor page: https://sharemaestro.com/factors/api/tickers/e40209da-17f1-4551-8148-c5930543df41/
APAM
Artisan Partners Asset Management IncSnapshot 2026-06-07 · 0.0w · Fresh
Strategy Eligibility
9 of 23 passing
★
OS Composite
OS 0.820
↗
Trending Value
✗
◆
Quality × Value
QV 0.812
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
P/E 9.2
◇
VC2 Cheapest
✗
📐
EBITDA/EV
19.5%
◐
Veiled Value
Yes
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
Noneyr
🌱
GARP
✗
🔄
Shareholder Yield
10.4%
💰
High Yield
Div 10.4%
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
Vol 20%
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
74.0%ile
P/E
9.2×
P/S
2.2×
P/B
6.8×
E/P
0.1085
FCF Yield
0.078
EBITDA/EV
0.195
SH Yield
0.104
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
28.00000000
/100 — 1=cheapest
VC2 (Trending Value)
20.00000000
/100
VC3 (Buyback)
20.00000000
/100
P/E of 9.2x places this firmly in deep value territory. FCF yield of 7.8% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
89.0%ile
ROE
0.738
ROA
0.199
Net Margin
0.233
Op Margin
0.396
GPA
0.622
D/E
2.38
Current
0.97
F-Score
6/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.094
Earn Growth
0.099
Stability
0.174
lower=better
Accruals
0.063
lower=better
5yr Consist
Yes
ROE of 74% is exceptional. Highly leveraged with D/E of 2.38 — returns are being amplified by debt.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
24.0%ile
6M Return
-7.6%
12M Return
0.3%
12-1 Mom
0.4%
Risk-Adj
0.02
Vol 252d
19.6%
Vol 60d
44.8%
↑ Expanding
Max DD 12M
-20.5%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (45%) is expanding vs long-term (20%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.82
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services
· 500 peers
Sector Value %ile
30.7%
Sector Quality %ile
85.6%
P/E z-score
-0.23
P/B z-score
0.15
Sector Avg OS
86.5%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
Factor Interactions
Value + Quality Intersection
Top-tier on both cheapness (74th) and quality (89th) — the O'Shaughnessy sweet spot, historically the strongest long-term combination.
Strong Capital Return
Shareholder yield 10.4% backed by 7.8% FCF yield. Returns are well-funded.
Leveraged Returns
Strong ROE (74%) boosted by high leverage (D/E 2.4). Returns look good but come with balance sheet risk.
Volatility Expanding
60-day vol (45%) significantly exceeds 252-day (20%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
A
76.2% avg (7 factors)
Quality
B
73.5% avg (8 factors)
Momentum
D
30.3% avg (4 factors)
Risk
A
84.0% avg (1 factors)
This stock sits in the O'Shaughnessy sweet spot — cheap AND high quality. Historically, this combination has generated the strongest long-term returns. Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
| Factor | Current | Streak | Trend | Spark |
|---|---|---|---|---|
| OS Composite | 0.820 | —1 | — | |
| Value %ile | 0.740 | —1 | — | |
| Quality %ile | 0.890 | —1 | — | |
| Momentum %ile | 0.240 | —1 | — | |
| F-Score | 6.000 | —0 | — | |
| Confidence | 1.000 | —1 | — | |
| Volatility | 0.196 | —1 | — |
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
9.22
Earnings Yield (E/P)
0.1085
Price / Sales
2.15
Price / Book
6.81
Price / Cash Flow
13.52
FCF Yield
7.8%
EBITDA / EV
19.5%
Sales Yield (1/P·S)
0.4849
Shareholder Yield
Div + net buyback / mktcap
10.4%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
73.8%
Return on Assets
19.9%
Net Margin
23.3%
Operating Margin
39.6%
Gross Profit / Assets
Novy-Marx GPA
62.2%
Debt / Equity
2.38
Current Ratio
0.97
Accruals Ratio
(NI-OCF)/Assets — lower=better
0.063
MomentumPrice trend strength over different horizons
6M Return
-7.6%
12M Return
0.3%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
0.4%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.02
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
9.4%
Earnings Growth (YoY)
9.9%
Earnings Stability (CV)
Lower = more stable
0.174
5yr Consistent
EPS up every year for 5 years
Yes
Piotroski F-Score
6
Dividend Yield
10.4%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
28
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
20
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
20
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
Yes
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
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Op Income
OCF
CapEx
Equity