Artisan Partners Asset Management (NYSE:APAM) and U.S. Global Investors (NASDAQ:GROW) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their valuation, risk, analyst recommendations, profitability, institutional ownership, dividends and earnings.
Artisan Partners Asset Management pays an annual dividend of $2.40 per share and has a dividend yield of 10.8%. U.S. Global Investors pays an annual dividend of $0.03 per share and has a dividend yield of 2.4%. Artisan Partners Asset Management pays out 99.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.
This table compares Artisan Partners Asset Management and U.S. Global Investors’ net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Artisan Partners Asset Management||11.60%||199.82%||25.27%|
|U.S. Global Investors||-29.56%||-5.84%||-5.26%|
Institutional & Insider Ownership
62.6% of Artisan Partners Asset Management shares are held by institutional investors. Comparatively, 23.3% of U.S. Global Investors shares are held by institutional investors. 28.2% of Artisan Partners Asset Management shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.
Volatility & Risk
Artisan Partners Asset Management has a beta of 1.71, meaning that its share price is 71% more volatile than the S&P 500. Comparatively, U.S. Global Investors has a beta of 0.7, meaning that its share price is 30% less volatile than the S&P 500.
Valuation and Earnings
This table compares Artisan Partners Asset Management and U.S. Global Investors’ revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Artisan Partners Asset Management||$795.60 million||2.14||$49.59 million||$2.41||9.20|
|U.S. Global Investors||$6.26 million||3.05||$640,000.00||N/A||N/A|
Artisan Partners Asset Management has higher revenue and earnings than U.S. Global Investors.
This is a summary of current ratings for Artisan Partners Asset Management and U.S. Global Investors, as reported by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Artisan Partners Asset Management||1||2||1||0||2.00|
|U.S. Global Investors||0||0||0||0||N/A|
Artisan Partners Asset Management presently has a consensus target price of $32.25, suggesting a potential upside of 45.40%. Given Artisan Partners Asset Management’s higher possible upside, analysts clearly believe Artisan Partners Asset Management is more favorable than U.S. Global Investors.
Artisan Partners Asset Management beats U.S. Global Investors on 11 of the 13 factors compared between the two stocks.
Artisan Partners Asset Management Company Profile
Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of companies across all market capitalization. For fixed income component of its portfolio the firm invests in non-investment grade corporate bonds and secured and unsecured loans. It employs fundamental analysis to create its portfolios. Artisan Partners Asset Management Inc. was founded in 1994 and is based in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.
U.S. Global Investors Company Profile
U.S. Global Investors, Inc. is a publicly owned investment manager. The firm primarily provides its services to investment companies. It also provides its services to pooled investment vehicles. The firm manages equity and fixed income mutual funds for its clients. It also manages hedge funds. The firm also manages exchange traded funds. It invests in the public equity and fixed income markets across the globe. It invests in G.A.R.P. and value stocks to make its equity investments. The firm employs a fundamental and quantitative analysis with top-down and bottom-up stock picking approach to make its investments. U.S. Global Investors, Inc. was founded in 1968 and is based in San Antonio, Texas.
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