AAMI Stock Analysis: Acadian Asset Management | NYSE
Asset Management | NYSE, USA | Market Cap: 2.991m USD | 12M Return: 108.6% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 32.6M
EPS Trend: 99.0%
Qual. Beats: 1
Rev. Trend: 99.2%
Qual. Beats: 1
Warnings
No concerns identified
Tailwinds
Seasonality 10.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Acadian Asset Management Inc. (NYSE: AAMI) is a publicly traded asset management holding company headquartered in Boston, Massachusetts, and founded in 1980. The firm provides investment management services to both individual and institutional clients, managing separate client-focused portfolios and launching equity mutual funds through its subsidiaries. Its investment capabilities span public equity, fixed income, and alternative investment markets. Acadian was formerly known as BrightSphere Investment Group plc and trades as a mid-cap stock within the Financials sector, specifically the Asset Management & Custody Banks sub-industry, having completed its IPO in March 2018. Asset management firms like Acadian typically operate under a fee-based business model, generating revenue primarily as a percentage of client assets under management (AUM), and Boston is recognized as one of the largest U.S. hubs for institutional asset management, hosting numerous competing firms.
- Equity market performance boosts AUM and performance fees
- Net client inflows drive base management fee growth
- Active multi-asset strategies compete with passive funds on fees
| Net Income: 84.2m TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.01 > 0.02 and ΔFCF/TA -6.82 > 1.0 |
| NWC/Revenue: -5.85% < 20% (prev 15.28%; Δ -21.12% < -1%) |
| CFO/TA 0.01 > 3% & CFO 4.00m > Net Income 84.2m |
| Net Debt (275.0m) to EBITDA (185.0m): 1.49 < 3 |
| Current Ratio: 0.89 > 1.5 & < 3 |
| Outstanding Shares: last quarter (35.8m) vs 12m ago -4.23% < -2% |
| Gross Margin: 93.41% > 18% (prev 48.11%; Δ 45.29% > 0.5%) |
| Asset Turnover: 92.12% > 50% (prev 76.75%; Δ 15.38% > 0%) |
| Interest Coverage Ratio: 8.33 > 6 (EBIT TTM 169.0m / Interest Expense TTM 20.3m) |
| A: -0.05 (Total Current Assets 319.0m - Total Current Liabilities 356.5m) / Total Assets 715.4m |
| B: 0.10 (Retained Earnings 74.2m / Total Assets 715.4m) |
| C: 0.24 (EBIT TTM 169.0m / Avg Total Assets 696.4m) |
| D: 0.13 (Book Value of Equity 77.5m / Total Liabilities 616.0m) |
| Altman-Z'' = 1.76 = BBB |
| DSRI: 1.17 (Receivables 190.0m/132.0m, Revenue 641.5m/519.8m) |
| GMI: 0.52 (GM 48.11% / 93.41%) |
| AQI: 0.98 (AQ_t 0.49 / AQ_t-1 0.50) |
| SGI: 1.23 (Revenue 641.5m / 519.8m) |
| TATA: 0.11 (NI 84.2m - CFO 4.00m) / TA 715.4m) |
| Beneish M = -3.16 (Cap -4..+1) = AA |
As of July 28, 2026, the stock is trading at USD 82.85 with a total of 345,272 shares traded. Over the past week, the price has changed by +0.85%, over one month by +16.41%, over three months by +21.67% and over the past year by +108.62%.
Current recommended Stop Loss: 75.90 (which is 8.4% or 2.4 ATR below the current price).
Acadian Asset Management has received a consensus analysts rating of 3.00. Therefore, it is recommended to hold AAMI.
- StrongBuy: 0
- Buy: 0
- Hold: 3
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 78 | -5.9% |
P/E Trailing = 34.9792
P/E Forward = 16.835
P/S = 4.8969
P/B = 37.7667
Revenue TTM = 641.5m USD
EBIT TTM = 169.0m USD
EBITDA TTM = 185.0m USD
Long Term Debt = 59.5m USD (estimated: total debt 344.5m - short term 285.0m)
Short Term Debt = 285.0m USD (from shortTermDebt, last quarter)
Debt = 404.0m USD (from shortLongTermDebtTotal, last quarter) + Leases 59.5m
Net Debt = 275.0m USD (calculated: Debt 404.0m - CCE 129.0m)
Enterprise Value = 3.27b USD (2.99b + Debt 404.0m - CCE 129.0m)
Interest Coverage Ratio = 8.33 (Ebit TTM 169.0m / Interest Expense TTM 20.3m)
EV/FCF = -351.2x (Enterprise Value 3.27b / FCF TTM -9.30m)
FCF Yield = -0.28% (FCF TTM -9.30m / Enterprise Value 3.27b)
FCF Margin = -1.45% (FCF TTM -9.30m / Revenue TTM 641.5m)
Net Margin = 13.13% (Net Income TTM 84.2m / Revenue TTM 641.5m)
Gross Margin = 93.41% ((Revenue TTM 641.5m - Cost of Revenue TTM 42.3m) / Revenue TTM)
Gross Margin QoQ = none% (prev none%)
Tobins Q-Ratio = 4.57 (Enterprise Value 3.27b / Total Assets 715.4m)
Interest Expense / Debt = 5.02% (Interest Expense 20.3m / Debt 404.0m)
Taxrate = 27.91% (41.5m / 148.7m)
NOPAT = 121.8m (EBIT 169.0m * (1 - 27.91%))
Current Ratio = 0.89 (Total Current Assets 319.0m / Total Current Liabilities 356.5m)
Debt / Equity = 5.21 (Debt 404.0m / totalStockholderEquity, last quarter 77.5m)
Debt / EBITDA = 1.49 (Net Debt 275.0m / EBITDA 185.0m)
Debt / FCF = -29.57 (negative FCF - burning cash) (Net Debt 275.0m / FCF TTM -9.30m)
Total Stockholder Equity = 41.9m (last 4 quarters mean from totalStockholderEquity)
RoA = 12.09% (Net Income 84.2m / Total Assets 715.4m)
RoE = 200.8% (Net Income TTM 84.2m / Total Stockholder Equity 41.9m)
RoCE = 166.6% (EBIT 169.0m / Capital Employed (Equity 41.9m + L.T.Debt 59.5m))
RoIC = 19.91% (NOPAT 121.8m / Invested Capital 611.8m)
WACC = 10.09% (E(2.99b)/V(3.40b) * Re(10.96%) + D(404.0m)/V(3.40b) * Rd(5.02%) * (1-Tc(0.28)))
Discount Rate = 10.96% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -93.98 | Cagr: -5.99%
[DCF] Fair Price = unknown (Cash Flow -9.30m)
EPS Correlation: 98.97 | EPS CAGR: 38.95% | SUE: 1.70 | # QB: 1
Revenue Correlation: 99.20 | Revenue CAGR: 17.96% | SUE: 1.21 | # QB: 1
EPS current Quarter (2026-06-30): EPS=1.03 | Chg30d=+5.08% | Revisions=+25% | Analysts=2
EPS next Quarter (2026-09-30): EPS=1.19 | Chg30d=+11.74% | Revisions=+25% | Analysts=2
EPS current Year (2026-12-31): EPS=5.04 | Chg30d=+5.04% | Revisions=+40% | GrowthEPS=+55.0% | GrowthRev=+41.3%
EPS next Year (2027-12-31): EPS=6.32 | Chg30d=+7.91% | Revisions=+50% | GrowthEPS=+25.5% | GrowthRev=+17.2%
[Analyst] Revisions Ratio: +70% (up=7, down=0)