What is Artisan Partners Asset Management 3-Year ROIIC %?
Artisan Partners Asset ManagementAPAM +2.10%80 3-Year ROIIC % is 17.99 as of Dec. 2025, which is 43% above its 10-year median of 12.61. GuruFocus rates APAM with a GF Score™ of 80/100 and a GF Value™ of $47.32 (Modestly Undervalued). The stock has 3 warning signs investors should review. Among 649 Asset Management companies, Artisan Partners Asset Management ranks better than 69.03% on this metric.
3-Year Return on Invested Incremental Capital (3-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 3-year.
Artisan Partners Asset Management's 3-Year ROIIC % for the quarter that ended in Dec. 2025 was 17.99%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Artisan Partners Asset Management 3-Year ROIIC % Related Terms
Artisan Partners Asset Management 3-Year ROIIC % Historical Data
* 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.
For the Asset Management subindustry, Artisan Partners Asset Management's 3-Year ROIIC %, along with its competitors' market caps and 3-Year ROIIC % 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.
Artisan Partners Asset Management 3-Year ROIIC % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Artisan Partners Asset Management's 3-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Artisan Partners Asset Management's 3-Year ROIIC % falls into.
* 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.
** Annual data of NOPAT and Invested Capital was used to calculate 3-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Artisan Partners Asset Management (APAM) has a 3-Year ROIIC % of 17.99 as of Dec. 2025. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Artisan Partners Asset Management and its competitors. This is 43% above median its historical median of 12.61. According to the industry distribution chart, Artisan Partners Asset Management ranks #201 out of 649 companies in the Asset Management industry, placing it in the top 31%.
Is Artisan Partners Asset Management's 3-Year ROIIC % too high?
Artisan Partners Asset Management's current 3-Year ROIIC % of 17.99 is 43% above median its 10-year median of 12.61. The Asset Management industry median 3-Year ROIIC % is 2.25. Artisan Partners Asset Management's value of 17.99 is 699.6% above this industry median. Based on the distribution chart, Artisan Partners Asset Management ranks #201 out of 649 companies in the Asset Management industry, which is above the industry midpoint. Overall, Artisan Partners Asset Management has a GF Score™ of 80/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Artisan Partners Asset Management's 3-Year ROIIC % compare to NVG and AAMI?
According to the Asset Management industry distribution chart, Artisan Partners Asset Management ranks #201 out of 649 companies for 3-Year ROIIC %. This puts Artisan Partners Asset Management in the upper half of its industry. The industry median 3-Year ROIIC % is 2.25. Artisan Partners Asset Management's value of 17.99 is 699.6% above this benchmark. While the company's 10-year median is 12.61 vs. the industry median of 2.25, Artisan Partners Asset Management has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year ROIIC % for an Asset Management company?
The median 3-Year ROIIC % among Asset Management companies is 2.25, based on 649 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Artisan Partners Asset Management's current 3-Year ROIIC % of 17.99 is 699.6% 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 3-Year ROIIC % mean?
A high 3-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 3-Year ROIIC % measures the change in earnings as a percentage of change in investment over 3-year. View historical data on Artisan Partners Asset Management and its competitors. For the Asset Management industry, the median 3-Year ROIIC % is 2.25 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Artisan Partners Asset Management's current 3-Year ROIIC % is 17.99, which is 43% above median its own 10-year median of 12.61. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Artisan Partners Asset Management stock overvalued right now?
Based on GuruFocus' analysis, Artisan Partners Asset Management (APAM) is currently considered Modestly Undervalued. The stock's GF Value™ is $47.32, compared to a current price of $35.57 — trading 24.8% below its estimated fair value. The current 3-Year ROIIC % is 17.99, which is 43% above median its 10-year median of 12.61 and 699.6% above the Asset Management industry median of 2.25. Artisan Partners Asset Management's overall GF Score™ is 80/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year ROIIC % calculated?
3-Year ROIIC % is calculated from a company's financial statements. For Artisan Partners Asset Management (APAM), the current 3-Year ROIIC % is 17.99 as of Dec. 2025. 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 Artisan Partners Asset Management (APAM) Overvalued in 2026?
Based on GuruFocus' analysis, Artisan Partners Asset Management stock appears to be undervalued.
The current stock price of $35.57 is trading 24.8% below its estimated GF Value™ of $47.32.
GuruFocus considers Artisan Partners Asset Management to be Modestly Undervalued.
Key valuation signals for APAM:
3-Year ROIIC %: 17.99 (43% above median its 10-year median of 12.61)
GF Value™: $47.32 vs. price of $35.57 (24.8% below fair value)
Industry Position: 699.6% above the Asset Management median (#201 of 649)
No single metric tells the full story. See the APAM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Artisan Partners Asset Management Business Description
Artisan Partners Asset Management Inc is a investment management firm providing a range of investment strategies to a diverse group of clients around the world. Each of the company's strategies is managed by one of its several investment teams. Investment management services are offered to institutions through separate accounts and mutual funds. Artisan's investment offerings include several long-only, equity investment strategies across a multitude of market capitalization segments and investing styles in both the United States and international markets. The company operates as one segment in the investment management business. The company generates maximum portion of its revenues from clients domiciled in countries outside the United States.
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