AAMI (Acadian Asset Management) ROIC %: 17.66% (As of Mar. 2026)


AAMI Acadian Asset Management Inc AAMI
86 GF Score
Price $71.82
GF Value $41.11
Valuation Significantly Overvalued
! 4 Warning Signs
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What is Acadian Asset Management ROIC %?

Acadian Asset Management AAMI +2.94% 86 ROIC % is 17.66% as of Mar. 2026. GuruFocus rates AAMI with a GF Score™ of 86/100 and a GF Value™ of $41.11 (Significantly Overvalued). The stock has 4 warning signs investors should review.

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. Acadian Asset Management's annualized return on invested capital (ROIC %) for the quarter that ended in Mar. 2026 was 17.66%.

As of today (2026-06-26), Acadian Asset Management's WACC % is 11.07%. Acadian Asset Management's ROIC % is 17.80% (calculated using TTM income statement data). Acadian Asset Management generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.


Acadian Asset Management  (NYSE:AAMI) ROIC % Explanation

ROIC % measures how well a company generates cash flow relative to the capital it has invested in its business. It is also called ROC %. The reason book values of debt and equity are used is because the book values are the capital the company received when issuing the debt or receiving the equity investments.

There are four key components to this definition. The first is the use of operating income or EBIT rather than net income in the numerator. The second is the tax adjustment to this operating income or EBIT, computed as a hypothetical tax based on an effective or marginal tax rate. The third is the use of book values for invested capital, rather than market values. The final is the timing difference; the capital invested is from the end of the prior year whereas the operating income or EBIT is the current year's number.

Why is ROIC % important?

Because it costs money to raise capital. A firm that generates higher returns on investment than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.

As of today, Acadian Asset Management's WACC % is 11.07%. Acadian Asset Management's ROIC % is 17.80% (calculated using TTM income statement data). Acadian Asset Management generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.


Be Aware

Like ROE % and ROA %, ROIC % is calculated with only 12 months of data. Fluctuations in the company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.


Acadian Asset Management ROIC % Related Terms


Acadian Asset Management ROIC % Historical Data

* Premium members only.

The historical data trend for Acadian Asset Management's ROIC % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Acadian Asset Management ROIC % Chart

Acadian Asset Management Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.99 29.14 18.49 18.91 17.28

Acadian Asset Management Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROIC % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 17.34 9.79 14.89 27.69 17.66

AAMI vs GDV, PTY, APAM: ROIC % Comparison

For the Asset Management subindustry, Acadian Asset Management's ROIC %, along with its competitors' market caps and ROIC % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Acadian Asset Management ROIC % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Acadian Asset Management's ROIC % distribution charts can be found below:

* The bar in red indicates where Acadian Asset Management's ROIC % falls into.


AAMI
86GF Score
Acadian Asset Management Inc AAMI
ROIC % is just one metric. See GF Score™, valuation, warning signs, and more.
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Acadian Asset Management ROIC % Calculation

Acadian Asset Management's annualized Return on Invested Capital (ROIC %) for the fiscal year that ended in Dec. 2025 is calculated as:

ROIC % (A: Dec. 2025 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (A: Dec. 2024 ) + Invested Capital (A: Dec. 2025 ))/ count )
=132.1 * ( 1 - 25.56% )/( (566.7 + 571.2)/ 2 )
=98.33524/568.95
=17.28 %

where

Acadian Asset Management's annualized Return on Invested Capital (ROIC %) for the quarter that ended in Mar. 2026 is calculated as:

ROIC % (Q: Mar. 2026 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (Q: Dec. 2025 ) + Invested Capital (Q: Mar. 2026 ))/ count )
=167.6 * ( 1 - 35.11% )/( (571.2 + 660.3)/ 2 )
=108.75564/615.75
=17.66 %

where

Note: The Operating Income data used here is four times the quarterly (Mar. 2026) data. The tax rate is limited to between 0% and 100%.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about ROIC % →
What does a ROIC % of 17.66% mean?
Acadian Asset Management (AAMI) has a ROIC % of 17.66% as of Mar. 2026. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Acadian Asset Management and its competitors.
Is Acadian Asset Management's ROIC % too high?
Acadian Asset Management's current ROIC % is 17.66%. The Asset Management industry median ROIC % is 1.21. Acadian Asset Management's value of 17.66% is 1359.5% above this industry median. Overall, Acadian Asset Management has a GF Score™ of 86/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Acadian Asset Management's ROIC % compare to GDV and PTY?
Acadian Asset Management's ROIC % of 17.66% can be compared against companies in the Asset Management industry. The industry median ROIC % is 1.21. Acadian Asset Management's value of 17.66% is 1359.5% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROIC % for an Asset Management company?
The median ROIC % among Asset Management companies is 1.21, based on 709 companies in the industry. Companies in the top quartile (top 25%) have a ROIC % significantly above this median, while those in the bottom quartile fall well below. However, ROIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Acadian Asset Management's current ROIC % of 17.66% is 1359.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROIC % mean?
A high ROIC % can signal that a stock is expensive relative to its fundamentals. Return on invested capital is the ratio of current-period net income to average two-period invested capital. View historical data on Acadian Asset Management and its competitors. For the Asset Management industry, the median ROIC % is 1.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Acadian Asset Management's current ROIC % is 17.66%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Acadian Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Acadian Asset Management (AAMI) is currently considered Significantly Overvalued. The stock's GF Value™ is $41.11, compared to a current price of $71.82 — trading 74.7% above its estimated fair value. The current ROIC % is 17.66% and 1359.5% above the Asset Management industry median of 1.21. Acadian Asset Management's overall GF Score™ is 86/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROIC % calculated?
ROIC % is calculated from a company's financial statements. For Acadian Asset Management (AAMI), the current ROIC % is 17.66% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Acadian Asset Management (AAMI) Overvalued in 2026?

Based on GuruFocus' analysis, Acadian Asset Management stock appears to be overvalued. The current stock price of $71.82 is trading 74.7% above its estimated GF Value™ of $41.11. GuruFocus considers Acadian Asset Management to be Significantly Overvalued.

Key valuation signals for AAMI:

  • ROIC %: 17.66%
  • GF Value™: $41.11 vs. price of $71.82 (74.7% above fair value)
  • GF Score™: 86/100 with 4 warning signs
  • Industry Position: 1359.5% above the Asset Management median

No single metric tells the full story. See the AAMI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Acadian Asset Management Business Description

Other Exchanges 2B9:Germany
Address 200 State Street, 13th Floor, Boston, MA, USA, 02109
Acadian Asset Management Inc is a holding company that operates a systematic investment management business through its subsidiary, that offers institutional investors across the globe access to a diversified array of systematic investment strategies designed to meet a range of risk and return objectives.
86GF Score

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ROIC % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$71.82
Price
$41.11
GF Value