Switch to:
Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt No Debt
PZN's Cash to Debt is ranked higher than
93% of the 1543 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. PZN: No Debt )
Ranked among companies with meaningful Cash to Debt only.
PZN' s Cash to Debt Range Over the Past 10 Years
Min: 0.72  Med: N/A Max: No Debt
Current: No Debt
Equity to Asset 0.17
PZN's Equity to Asset is ranked lower than
92% of the 1418 Companies
in the Global Asset Management industry.

( Industry Median: 0.84 vs. PZN: 0.17 )
Ranked among companies with meaningful Equity to Asset only.
PZN' s Equity to Asset Range Over the Past 10 Years
Min: -0.02  Med: 0.19 Max: 0.23
Current: 0.17
-0.02
0.23
Interest Coverage 2214.05
PZN's Interest Coverage is ranked higher than
52% of the 1340 Companies
in the Global Asset Management industry.

( Industry Median: 793.80 vs. PZN: 2214.05 )
Ranked among companies with meaningful Interest Coverage only.
PZN' s Interest Coverage Range Over the Past 10 Years
Min: 2.45  Med: 1239.3 Max: No Debt
Current: 2214.05
F-Score: 4
Z-Score: 8.78
WACC vs ROIC
14.87%
266.78%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 43.48
PZN's Operating margin (%) is ranked lower than
52% of the 1436 Companies
in the Global Asset Management industry.

( Industry Median: 46.87 vs. PZN: 43.48 )
Ranked among companies with meaningful Operating margin (%) only.
PZN' s Operating margin (%) Range Over the Past 10 Years
Min: -172.85  Med: 48.13 Max: 63.5
Current: 43.48
-172.85
63.5
Net-margin (%) 6.93
PZN's Net-margin (%) is ranked lower than
70% of the 1439 Companies
in the Global Asset Management industry.

( Industry Median: 37.62 vs. PZN: 6.93 )
Ranked among companies with meaningful Net-margin (%) only.
PZN' s Net-margin (%) Range Over the Past 10 Years
Min: -621.67  Med: 5.19 Max: 11.76
Current: 6.93
-621.67
11.76
ROE (%) 44.56
PZN's ROE (%) is ranked higher than
98% of the 1544 Companies
in the Global Asset Management industry.

( Industry Median: 4.05 vs. PZN: 44.56 )
Ranked among companies with meaningful ROE (%) only.
PZN' s ROE (%) Range Over the Past 10 Years
Min: -284.38  Med: 41.08 Max: 52.68
Current: 44.56
-284.38
52.68
ROA (%) 7.11
PZN's ROA (%) is ranked higher than
73% of the 1575 Companies
in the Global Asset Management industry.

( Industry Median: 2.13 vs. PZN: 7.11 )
Ranked among companies with meaningful ROA (%) only.
PZN' s ROA (%) Range Over the Past 10 Years
Min: -1031.56  Med: 6.43 Max: 14.16
Current: 7.11
-1031.56
14.16
ROC (Joel Greenblatt) (%) 122.39
PZN's ROC (Joel Greenblatt) (%) is ranked higher than
61% of the 940 Companies
in the Global Asset Management industry.

( Industry Median: 36.65 vs. PZN: 122.39 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
PZN' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: -20553.94  Med: 172.01 Max: 530.25
Current: 122.39
-20553.94
530.25
Revenue Growth (3Y)(%) 13.70
PZN's Revenue Growth (3Y)(%) is ranked higher than
73% of the 1010 Companies
in the Global Asset Management industry.

( Industry Median: 0.60 vs. PZN: 13.70 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
PZN' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: -38.5 Max: 13.7
Current: 13.7
0
13.7
EBITDA Growth (3Y)(%) 11.70
PZN's EBITDA Growth (3Y)(%) is ranked higher than
65% of the 842 Companies
in the Global Asset Management industry.

( Industry Median: 0.40 vs. PZN: 11.70 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
PZN' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: -32.5 Max: 103.7
Current: 11.7
0
103.7
EPS Growth (3Y)(%) 16.00
PZN's EPS Growth (3Y)(%) is ranked higher than
66% of the 758 Companies
in the Global Asset Management industry.

( Industry Median: 3.80 vs. PZN: 16.00 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
PZN' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 4.6 Max: 41.5
Current: 16
0
41.5
GuruFocus has detected 9 Warning Signs with Pzena Investment Management Inc $PZN.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» PZN's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

Guru Trades

Q4 2015

PZN Guru Trades in Q4 2015

Barrow, Hanley, Mewhinney & Strauss 12,195 sh (New)
Chuck Royce 504,600 sh (+41.05%)
Jim Simons 366,200 sh (+12.26%)
Mario Gabelli 70,037 sh (unchged)
» More
Q1 2016

PZN Guru Trades in Q1 2016

Barrow, Hanley, Mewhinney & Strauss 25,295 sh (+107.42%)
Jim Simons 425,100 sh (+16.08%)
Chuck Royce 582,400 sh (+15.42%)
Mario Gabelli 70,037 sh (unchged)
» More
Q2 2016

PZN Guru Trades in Q2 2016

Jim Simons 470,100 sh (+10.59%)
Mario Gabelli 70,037 sh (unchged)
Barrow, Hanley, Mewhinney & Strauss 24,683 sh (-2.42%)
Chuck Royce 522,400 sh (-10.30%)
» More
Q3 2016

PZN Guru Trades in Q3 2016

Barrow, Hanley, Mewhinney & Strauss 35,513 sh (+43.88%)
Jim Simons 538,300 sh (+14.51%)
Mario Gabelli 70,037 sh (unchged)
Chuck Royce 6,100 sh (-98.83%)
» More
» Details

Insider Trades

Latest Guru Trades with PZN

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Business Description

Industry: Asset Management » Asset Management    NAICS: 523930    SIC: 6282
Compare:OTCPK:FRRPF, NYSE:NMZ, NAS:ECPG, NAS:VRTS, NYSE:NKX, AMEX:EIM, OTCPK:TCNGF, NAS:DHIL, AMEX:GGN, NYSE:MC, NAS:SLRC, NAS:TCPC, AMEX:MVF, NYSE:GBL, AMEX:EAD, ARCA:PSLV, NYSE:NXJ, AMEX:NML, NAS:PNNT, AMEX:CET » details
Traded in other countries:3PZ1.Germany,
Pzena Investment Management Inc is an investment management company. The Company provides investment management and advisory services to funds in both U.S. and non-U.S. capital markets.

Pzena Investment Management Inc is an investment management company and is the sole managing member of Pzena Investment Management, LLC, which is its operating company. The Company has built a diverse, global client base of institutional investors, high net worth individuals and select third-party distributed mutual funds for which its acts as sub-investment adviser. It utilizes a classic value approach to investing and seeks to make investments in good businesses at low prices. The Company managed assets in fifteen value-oriented investment strategies across a wide range of market capitalizations in both U.S. and non-U.S. capital markets. It competes in all aspects of its business with a large number of investment management firms, broker-dealers, commercial banks, insurance companies and other financial institutions.

Ratios

vs
industry
vs
history
P/E(ttm) 25.38
PZN's P/E(ttm) is ranked lower than
72% of the 1071 Companies
in the Global Asset Management industry.

( Industry Median: 14.13 vs. PZN: 25.38 )
Ranked among companies with meaningful P/E(ttm) only.
PZN' s P/E(ttm) Range Over the Past 10 Years
Min: 9.26  Med: 19.36 Max: 55
Current: 25.38
9.26
55
PE(NRI) 25.38
PZN's PE(NRI) is ranked lower than
71% of the 1084 Companies
in the Global Asset Management industry.

( Industry Median: 14.54 vs. PZN: 25.38 )
Ranked among companies with meaningful PE(NRI) only.
PZN' s PE(NRI) Range Over the Past 10 Years
Min: 9.26  Med: 19.19 Max: 34.38
Current: 25.38
9.26
34.38
P/B 42.92
PZN's P/B is ranked lower than
99% of the 1524 Companies
in the Global Asset Management industry.

( Industry Median: 0.99 vs. PZN: 42.92 )
Ranked among companies with meaningful P/B only.
PZN' s P/B Range Over the Past 10 Years
Min: 15.33  Med: 36.9 Max: 427.5
Current: 42.92
15.33
427.5
P/S 7.15
PZN's P/S is ranked lower than
52% of the 1200 Companies
in the Global Asset Management industry.

( Industry Median: 6.88 vs. PZN: 7.15 )
Ranked among companies with meaningful P/S only.
PZN' s P/S Range Over the Past 10 Years
Min: 0.21  Med: 4.47 Max: 29.38
Current: 7.15
0.21
29.38
PFCF 15.69
PZN's PFCF is ranked lower than
53% of the 348 Companies
in the Global Asset Management industry.

( Industry Median: 15.04 vs. PZN: 15.69 )
Ranked among companies with meaningful PFCF only.
PZN' s PFCF Range Over the Past 10 Years
Min: 0.28  Med: 8.08 Max: 17.8
Current: 15.69
0.28
17.8
POCF 15.58
PZN's POCF is ranked higher than
52% of the 747 Companies
in the Global Asset Management industry.

( Industry Median: 16.65 vs. PZN: 15.58 )
Ranked among companies with meaningful POCF only.
PZN' s POCF Range Over the Past 10 Years
Min: 0.28  Med: 7.38 Max: 17.75
Current: 15.58
0.28
17.75
EV-to-EBIT 17.25
PZN's EV-to-EBIT is ranked lower than
61% of the 1003 Companies
in the Global Asset Management industry.

( Industry Median: 13.46 vs. PZN: 17.25 )
Ranked among companies with meaningful EV-to-EBIT only.
PZN' s EV-to-EBIT Range Over the Past 10 Years
Min: 0.2  Med: 11.2 Max: 30.4
Current: 17.25
0.2
30.4
EV-to-EBITDA 16.83
PZN's EV-to-EBITDA is ranked lower than
62% of the 1024 Companies
in the Global Asset Management industry.

( Industry Median: 12.49 vs. PZN: 16.83 )
Ranked among companies with meaningful EV-to-EBITDA only.
PZN' s EV-to-EBITDA Range Over the Past 10 Years
Min: 0.2  Med: 11.1 Max: 30.1
Current: 16.83
0.2
30.1
PEG 2.93
PZN's PEG is ranked lower than
77% of the 239 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. PZN: 2.93 )
Ranked among companies with meaningful PEG only.
PZN' s PEG Range Over the Past 10 Years
Min: 1.91  Med: 2.16 Max: 2.93
Current: 2.93
1.91
2.93
Shiller P/E 38.12
PZN's Shiller P/E is ranked lower than
84% of the 380 Companies
in the Global Asset Management industry.

( Industry Median: 18.98 vs. PZN: 38.12 )
Ranked among companies with meaningful Shiller P/E only.
PZN' s Shiller P/E Range Over the Past 10 Years
Min: 23.61  Med: 27.1 Max: 40.34
Current: 38.12
23.61
40.34
Current Ratio 4.31
PZN's Current Ratio is ranked higher than
50% of the 1049 Companies
in the Global Asset Management industry.

( Industry Median: 4.36 vs. PZN: 4.31 )
Ranked among companies with meaningful Current Ratio only.
PZN' s Current Ratio Range Over the Past 10 Years
Min: 1.73  Med: 4.63 Max: 13.24
Current: 4.31
1.73
13.24
Quick Ratio 4.31
PZN's Quick Ratio is ranked higher than
51% of the 1049 Companies
in the Global Asset Management industry.

( Industry Median: 4.24 vs. PZN: 4.31 )
Ranked among companies with meaningful Quick Ratio only.
PZN' s Quick Ratio Range Over the Past 10 Years
Min: 1.73  Med: 4.63 Max: 13.24
Current: 4.31
1.73
13.24
Days Sales Outstanding 94.52
PZN's Days Sales Outstanding is ranked lower than
74% of the 487 Companies
in the Global Asset Management industry.

( Industry Median: 43.50 vs. PZN: 94.52 )
Ranked among companies with meaningful Days Sales Outstanding only.
PZN' s Days Sales Outstanding Range Over the Past 10 Years
Min: 0.14  Med: 69.75 Max: 94.52
Current: 94.52
0.14
94.52

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.06
PZN's Dividend Yield is ranked lower than
60% of the 1471 Companies
in the Global Asset Management industry.

( Industry Median: 4.16 vs. PZN: 1.06 )
Ranked among companies with meaningful Dividend Yield only.
PZN' s Dividend Yield Range Over the Past 10 Years
Min: 0.43  Med: 3.8 Max: 13.78
Current: 1.06
0.43
13.78
Dividend Payout 1.00
PZN's Dividend Payout is ranked lower than
62% of the 845 Companies
in the Global Asset Management industry.

( Industry Median: 0.60 vs. PZN: 1.00 )
Ranked among companies with meaningful Dividend Payout only.
PZN' s Dividend Payout Range Over the Past 10 Years
Min: 0.27  Med: 0.66 Max: 1
Current: 1
0.27
1
Dividend Growth (3y) 13.60
PZN's Dividend Growth (3y) is ranked higher than
76% of the 642 Companies
in the Global Asset Management industry.

( Industry Median: 2.80 vs. PZN: 13.60 )
Ranked among companies with meaningful Dividend Growth (3y) only.
PZN' s Dividend Growth (3y) Range Over the Past 10 Years
Min: 0  Med: -15.35 Max: 57.3
Current: 13.6
0
57.3
Forward Dividend Yield 1.06
PZN's Forward Dividend Yield is ranked lower than
92% of the 1385 Companies
in the Global Asset Management industry.

( Industry Median: 4.55 vs. PZN: 1.06 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 5.52
PZN's Yield on cost (5-Year) is ranked higher than
91% of the 1721 Companies
in the Global Asset Management industry.

( Industry Median: 4.89 vs. PZN: 5.52 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
PZN' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 2.24  Med: 19.79 Max: 71.76
Current: 5.52
2.24
71.76
3-Year Average Share Buyback Ratio -1.40
PZN's 3-Year Average Share Buyback Ratio is ranked higher than
51% of the 866 Companies
in the Global Asset Management industry.

( Industry Median: -1.50 vs. PZN: -1.40 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
PZN' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -1.4  Med: -0.2 Max: 0
Current: -1.4
-1.4
0

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 74.40
PZN's Price/Net Current Asset Value is ranked lower than
96% of the 610 Companies
in the Global Asset Management industry.

( Industry Median: 2.96 vs. PZN: 74.40 )
Ranked among companies with meaningful Price/Net Current Asset Value only.
PZN' s Price/Net Current Asset Value Range Over the Past 10 Years
Min: 30.82  Med: 75.5 Max: 377.33
Current: 74.4
30.82
377.33
Price/Tangible Book 42.92
PZN's Price/Tangible Book is ranked lower than
99% of the 1460 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. PZN: 42.92 )
Ranked among companies with meaningful Price/Tangible Book only.
PZN' s Price/Tangible Book Range Over the Past 10 Years
Min: 15.33  Med: 35.2 Max: 398.75
Current: 42.92
15.33
398.75
Price/Projected FCF 1.72
PZN's Price/Projected FCF is ranked lower than
81% of the 491 Companies
in the Global Asset Management industry.

( Industry Median: 1.05 vs. PZN: 1.72 )
Ranked among companies with meaningful Price/Projected FCF only.
PZN' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.1  Med: 1.18 Max: 1.89
Current: 1.72
0.1
1.89
Price/Median PS Value 1.60
PZN's Price/Median PS Value is ranked lower than
82% of the 799 Companies
in the Global Asset Management industry.

( Industry Median: 1.02 vs. PZN: 1.60 )
Ranked among companies with meaningful Price/Median PS Value only.
PZN' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.06  Med: 1.01 Max: 5.42
Current: 1.6
0.06
5.42
Price/Graham Number 6.98
PZN's Price/Graham Number is ranked lower than
98% of the 960 Companies
in the Global Asset Management industry.

( Industry Median: 0.86 vs. PZN: 6.98 )
Ranked among companies with meaningful Price/Graham Number only.
PZN' s Price/Graham Number Range Over the Past 10 Years
Min: 2.56  Med: 5.23 Max: 20.58
Current: 6.98
2.56
20.58
Earnings Yield (Greenblatt) (%) 5.81
PZN's Earnings Yield (Greenblatt) (%) is ranked higher than
58% of the 1457 Companies
in the Global Asset Management industry.

( Industry Median: 4.30 vs. PZN: 5.81 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
PZN' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 3.3  Med: 8.9 Max: 429.2
Current: 5.81
3.3
429.2
Forward Rate of Return (Yacktman) (%) -9.27
PZN's Forward Rate of Return (Yacktman) (%) is ranked lower than
78% of the 474 Companies
in the Global Asset Management industry.

( Industry Median: 4.28 vs. PZN: -9.27 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
PZN' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -17  Med: -2.5 Max: 62.5
Current: -9.27
-17
62.5

More Statistics

Revenue (TTM) (Mil) $106.9
EPS (TTM) $ 0.44
Beta1.66
Short Percentage of Float2.41%
52-Week Range $5.91 - 11.85
Shares Outstanding (Mil)67.42
» More Articles for PZN

Headlines

Articles On GuruFocus.com
Och-Ziff Capital Is a Wreck and David Abrams Is Buying Sep 26 2016 
Guru Stocks With High Yield and Profitability May 02 2016 
Pzena's Top Three Positions – Safe Bets? Feb 28 2014 
My 4 Favorites from the Highest Growing Dividend Stocks in February 2013 Feb 28 2013 
Stocks with Fastest Dividend Growth February 2012 Feb 22 2012 
PZENA INV MGMT CL A Reports Operating Results (10-K) Mar 15 2011 
PZENA INV MGMT CL A Reports Operating Results (10-Q) Nov 04 2010 
Big Time Investors Who Made Some Big Time Mistakes – Example 1 Richard Pzena Sep 01 2010 
PZENA INV MGMT CL A Reports Operating Results (10-Q) Aug 04 2010 
PZENA INV MGMT CL A Reports Operating Results (10-Q) May 07 2010 

More From Other Websites
3 Reasons Momentum Stock Investors Will Love Pzena Investment (PZN) Jan 19 2017
PZENA INVESTMENT MANAGEMENT, INC. Files SEC form 8-K, Other Events, Financial Statements and... Jan 09 2017
Pzena Investment Management, Inc. Announces December 31, 2016 Assets Under Management Jan 09 2017
Is Pzena Investment Management, Inc. (PZN) A Good Stock to Buy? Dec 16 2016
PZENA INVESTMENT MANAGEMENT, INC. Files SEC form 8-K, Other Events, Financial Statements and... Dec 07 2016
Pzena Investment Management, Inc. Announces November 30, 2016 Assets Under Management Dec 07 2016
Pzena’s Biggest Q3 Moves: Hilton, Exxon, Seagate, More Dec 01 2016
PZENA INVESTMENT MANAGEMENT, INC. Financials Nov 11 2016
PZENA INVESTMENT MANAGEMENT, INC. Files SEC form 8-K, Other Events, Financial Statements and... Nov 07 2016
Pzena Investment Management, Inc. Announces October 31, 2016 Assets Under Management Nov 07 2016
Pzena Investment Management, Inc. Announces October 31, 2016 Assets Under Management Nov 07 2016
PZENA INVESTMENT MANAGEMENT, INC. Files SEC form 10-Q, Quarterly Report Nov 04 2016
Pzena Investment Management, Inc. : PZN-US: Dividend Analysis : October 28th, 2016 (record date) :... Oct 27 2016
Richard Pzena Bullish On Banks & Seagate (STX), Adds Hilton (HLT) Oct 27 2016
Pzena Investment Management, Inc. :PZN-US: Earnings Analysis: Q3, 2016 By the Numbers : October 25,... Oct 25 2016
Pzena Investment Management CEO Rich Pzena Expects a Rate Hike by Year's End Oct 20 2016
Edited Transcript of PZN earnings conference call or presentation 19-Oct-16 2:00pm GMT Oct 19 2016
Pzena Investment Management, Inc. Reports Results for the Third Quarter of 2016 Oct 18 2016
PZENA INVESTMENT MANAGEMENT, INC. Files SEC form 8-K, Results of Operations and Financial Condition,... Oct 18 2016
Pzena Investment Management, Inc. : PZN-US: Dividend Analysis : July 29th, 2016 (record date) : By... Oct 11 2016

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)