APAM
Price
$43.74
Change
+$0.58 (+1.34%)
Updated
Dec 20 closing price
43 days until earnings call
VCTR
Price
$65.46
Change
+$2.87 (+4.59%)
Updated
Dec 20 closing price
46 days until earnings call
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APAM vs VCTR

Header iconAPAM vs VCTR Comparison
Open Charts APAM vs VCTRBanner chart's image
Artisan Partners Asset Management
Price$43.74
Change+$0.58 (+1.34%)
Volume$1.24M
CapitalizationN/A
Victory Capital Holdings
Price$65.46
Change+$2.87 (+4.59%)
Volume$990.45K
CapitalizationN/A
APAM vs VCTR Comparison Chart
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APAM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VCTR
Daily Signalchanged days ago
Gain/Loss if bought
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APAM vs. VCTR commentary
Dec 23, 2024

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 Hold and VCTR is a Hold.

COMPARISON
Comparison
Dec 23, 2024
Stock price -- (APAM: $43.74 vs. VCTR: $65.46)
Brand notoriety: APAM and VCTR are both not notable
Both companies represent the Investment Managers industry
Current volume relative to the 65-day Moving Average: APAM: 290% vs. VCTR: 224%
Market capitalization -- APAM: $3.16B vs. VCTR: $2.73B
APAM [@Investment Managers] is valued at $3.16B. VCTR’s [@Investment Managers] market capitalization is $2.73B. 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 $5.91B.

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 whileVCTR’s FA Score has 3 green FA rating(s).

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

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 5 TA indicator(s) are bullish while VCTR’s TA Score has 6 bullish TA indicator(s).

  • APAM’s TA Score: 5 bullish, 4 bearish.
  • VCTR’s TA Score: 6 bullish, 3 bearish.
According to our system of comparison, VCTR is a better buy in the short-term than APAM.

Price Growth

APAM (@Investment Managers) experienced а -6.86% price change this week, while VCTR (@Investment Managers) price change was +1.80% for the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was -2.17%. For the same industry, the average monthly price growth was +0.69%, and the average quarterly price growth was +9.08%.

Reported Earning Dates

APAM is expected to report earnings on Feb 04, 2025.

VCTR is expected to report earnings on Feb 06, 2025.

Industries' Descriptions

@Investment Managers (-2.17% 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 VCTR($2.73B). APAM has higher P/E ratio than VCTR: APAM (14.26) vs VCTR (13.35). VCTR YTD gains are higher at: 95.937 vs. APAM (6.526). APAM (402M) and VCTR (394M) have comparable annual earnings (EBITDA) . APAM has more cash in the bank: 178M vs. VCTR (124M). APAM has less debt than VCTR: APAM (313M) vs VCTR (989M). APAM has higher revenues than VCTR: APAM (975M) vs VCTR (821M).
APAMVCTRAPAM / VCTR
Capitalization3.16B2.73B116%
EBITDA402M394M102%
Gain YTD6.52695.9377%
P/E Ratio14.2613.35107%
Revenue975M821M119%
Total Cash178M124M144%
Total Debt313M989M32%
FUNDAMENTALS RATINGS
APAM vs VCTR: Fundamental Ratings
APAM
VCTR
OUTLOOK RATING
1..100
9481
VALUATION
overvalued / fair valued / undervalued
1..100
12
Undervalued
27
Undervalued
PROFIT vs RISK RATING
1..100
257
SMR RATING
1..100
1648
PRICE GROWTH RATING
1..100
5339
P/E GROWTH RATING
1..100
7220
SEASONALITY SCORE
1..100
50n/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.

APAM's Valuation (12) in the Investment Managers industry is in the same range as VCTR (27). This means that APAM’s stock grew similarly to VCTR’s over the last 12 months.

VCTR's Profit vs Risk Rating (7) in the Investment Managers industry is in the same range as APAM (25). This means that VCTR’s stock grew similarly to APAM’s over the last 12 months.

APAM's SMR Rating (16) in the Investment Managers industry is in the same range as VCTR (48). This means that APAM’s stock grew similarly to VCTR’s over the last 12 months.

VCTR's Price Growth Rating (39) in the Investment Managers industry is in the same range as APAM (53). This means that VCTR’s stock grew similarly to APAM’s over the last 12 months.

VCTR's P/E Growth Rating (20) in the Investment Managers industry is somewhat better than the same rating for APAM (72). This means that VCTR’s stock grew somewhat faster than APAM’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
APAMVCTR
RSI
ODDS (%)
Bullish Trend 3 days ago
72%
Bullish Trend 3 days ago
90%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
68%
Bullish Trend 3 days ago
88%
Momentum
ODDS (%)
Bearish Trend 3 days ago
69%
Bearish Trend 3 days ago
55%
MACD
ODDS (%)
Bearish Trend 3 days ago
60%
Bearish Trend 3 days ago
62%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
65%
Bullish Trend 3 days ago
81%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
63%
Bearish Trend 3 days ago
63%
Advances
ODDS (%)
Bullish Trend 13 days ago
70%
Bullish Trend 3 days ago
78%
Declines
ODDS (%)
Bearish Trend 5 days ago
69%
Bearish Trend 5 days ago
63%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
68%
Bullish Trend 3 days ago
90%
Aroon
ODDS (%)
Bullish Trend 3 days ago
63%
Bullish Trend 3 days ago
76%
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APAM
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
VCTR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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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 75% 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%
+1.34%
JHG - APAM
75%
Closely correlated
+2.04%
CNS - APAM
68%
Closely correlated
+2.01%
BN - APAM
67%
Closely correlated
+1.08%
TROW - APAM
67%
Closely correlated
+2.79%
VRTS - APAM
66%
Closely correlated
+1.43%
More

VCTR and

Correlation & Price change

A.I.dvisor indicates that over the last year, VCTR has been loosely correlated with APAM. These tickers have moved in lockstep 61% of the time. This A.I.-generated data suggests there is some statistical probability that if VCTR jumps, then APAM could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To VCTR
1D Price
Change %
VCTR100%
+4.59%
APAM - VCTR
61%
Loosely correlated
+1.34%
TPG - VCTR
61%
Loosely correlated
+1.31%
JHG - VCTR
60%
Loosely correlated
+2.04%
BN - VCTR
57%
Loosely correlated
+1.08%
HLNE - VCTR
57%
Loosely correlated
-0.48%
More