APAM
Price
$40.73
Change
-$1.26 (-3.00%)
Updated
Jan 10 closing price
Capitalization
3.16B
23 days until earnings call
PAX
Price
$11.28
Change
-$0.31 (-2.67%)
Updated
Jan 10 closing price
Capitalization
2.2B
37 days until earnings call
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APAM vs PAX

Header iconAPAM vs PAX Comparison
Open Charts APAM vs PAXBanner chart's image
Artisan Partners Asset Management
Price$40.73
Change-$1.26 (-3.00%)
Volume$465.5K
Capitalization3.16B
Patria Investments
Price$11.28
Change-$0.31 (-2.67%)
Volume$473.26K
Capitalization2.2B
APAM vs PAX Comparison Chart
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APAM
Daily Signalchanged days ago
Gain/Loss if bought
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PAX
Daily Signalchanged days ago
Gain/Loss if bought
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VS
APAM vs. PAX commentary
Jan 12, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is APAM is a StrongBuy and PAX is a Hold.

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COMPARISON
Comparison
Jan 12, 2025
Stock price -- (APAM: $40.73 vs. PAX: $11.28)
Brand notoriety: APAM and PAX are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: APAM: 114% vs. PAX: 75%
Market capitalization -- APAM: $3.16B vs. PAX: $2.2B
APAM [@Investment Managers] is valued at $3.16B. PAX’s [@Investment Managers] market capitalization is $2.2B. The market cap for tickers in the [@Investment Managers] industry ranges from $124.17B to $0. The average market capitalization across the [@Investment Managers] industry is $5.94B.

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

APAM’s FA Score shows that 3 FA rating(s) are green whilePAX’s FA Score has 2 green FA rating(s).

  • APAM’s FA Score: 3 green, 2 red.
  • PAX’s FA Score: 2 green, 3 red.
According to our system of comparison, APAM is a better buy in the long-term than PAX.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

APAM’s TA Score shows that 4 TA indicator(s) are bullish while PAX’s TA Score has 4 bullish TA indicator(s).

  • APAM’s TA Score: 4 bullish, 4 bearish.
  • PAX’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, APAM is a better buy in the short-term than PAX.

Price Growth

APAM (@Investment Managers) experienced а -4.77% price change this week, while PAX (@Investment Managers) price change was -1.31% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.05%. For the same industry, the average monthly price growth was -3.43%, and the average quarterly price growth was +4.75%.

Reported Earning Dates

APAM is expected to report earnings on May 06, 2025.

PAX is expected to report earnings on May 01, 2025.

Industries' Descriptions

@Investment Managers (-2.05% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS
Fundamentals
APAM($3.16B) has a higher market cap than PAX($2.2B). PAX has higher P/E ratio than APAM: PAX (18.37) vs APAM (14.26). PAX YTD gains are higher at: -3.009 vs. APAM (-5.389). APAM has higher annual earnings (EBITDA): 402M vs. PAX (143M). APAM has more cash in the bank: 178M vs. PAX (12.8M). PAX has less debt than APAM: PAX (15.6M) vs APAM (313M). APAM has higher revenues than PAX: APAM (975M) vs PAX (307M).
APAMPAXAPAM / PAX
Capitalization3.16B2.2B144%
EBITDA402M143M281%
Gain YTD-5.389-3.009179%
P/E Ratio14.2618.3778%
Revenue975M307M318%
Total Cash178M12.8M1,391%
Total Debt313M15.6M2,006%
FUNDAMENTALS RATINGS
APAM: Fundamental Ratings
APAM
OUTLOOK RATING
1..100
83
VALUATION
overvalued / fair valued / undervalued
1..100
12
Undervalued
PROFIT vs RISK RATING
1..100
30
SMR RATING
1..100
16
PRICE GROWTH RATING
1..100
60
P/E GROWTH RATING
1..100
76
SEASONALITY SCORE
1..100
n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
APAMPAX
RSI
ODDS (%)
Bullish Trend 3 days ago
62%
N/A
Stochastic
ODDS (%)
Bullish Trend 3 days ago
75%
Bullish Trend 3 days ago
67%
Momentum
ODDS (%)
N/A
Bearish Trend 3 days ago
64%
MACD
ODDS (%)
N/A
Bearish Trend 3 days ago
51%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
66%
Bearish Trend 3 days ago
65%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
63%
Bearish Trend 3 days ago
60%
Advances
ODDS (%)
Bullish Trend 18 days ago
69%
Bullish Trend 18 days ago
65%
Declines
ODDS (%)
Bearish Trend 6 days ago
69%
Bearish Trend 14 days ago
68%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
74%
Aroon
ODDS (%)
Bearish Trend 3 days ago
65%
Bullish Trend 3 days ago
63%
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APAM
Daily Signalchanged days ago
Gain/Loss if bought
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PAX
Daily Signalchanged days ago
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APAM and

Correlation & Price change

A.I.dvisor indicates that over the last year, APAM has been closely correlated with JHG. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if APAM jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To APAM
1D Price
Change %
APAM100%
-3.00%
JHG - APAM
74%
Closely correlated
-4.01%
CNS - APAM
69%
Closely correlated
-4.15%
VRTS - APAM
69%
Closely correlated
-4.74%
BN - APAM
68%
Closely correlated
-5.94%
TROW - APAM
67%
Closely correlated
-3.80%
More

PAX and

Correlation & Price change

A.I.dvisor indicates that over the last year, PAX has been loosely correlated with BAM. These tickers have moved in lockstep 58% of the time. This A.I.-generated data suggests there is some statistical probability that if PAX jumps, then BAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PAX
1D Price
Change %
PAX100%
-2.67%
BAM - PAX
58%
Loosely correlated
-6.53%
BN - PAX
56%
Loosely correlated
-5.94%
CG - PAX
55%
Loosely correlated
-3.80%
APAM - PAX
55%
Loosely correlated
-3.00%
BX - PAX
54%
Loosely correlated
-5.24%
More