AAMI Stock Analysis: Acadian Asset Management | NYSE
Asset Management | NYSE, USA | Market Cap: 3.332m USD | 12M Return: 104.7% | US10948W1036 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 38.9M
EPS Trend: 98.8%
Qual. Beats: 2
Rev. Trend: 98.5%
Qual. Beats: 2
Warnings
No concerns identified
Tailwinds
Seasonality 11.7 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. (AAMI) is a publicly traded asset management holding company headquartered in Boston, Massachusetts, founded in 1980 and formerly known as BrightSphere Investment Group plc. The firm serves both individual and institutional clients, managing separate client-focused portfolios and launching equity mutual funds through its subsidiaries.
The company invests across public equity, fixed income, and alternative investment markets, operating within the asset management sector (GICS: Financials). As a holding company structure, Acadian generates revenue primarily through management and performance fees on assets under management, a common fee-based business model in the asset management industry. AAMI trades on the NYSE and has been publicly listed since 2018.
- Global equity market gains boost AUM and fee revenue
- Net client outflows pressure fee-based earnings growth
- Performance fees swing with relative investment returns
| Net Income: 101.4m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.05 > 0.02 and ΔFCF/TA -2.81 > 1.0 |
| NWC/Revenue: -0.99% < 20% (prev 13.51%; Δ -14.50% < -1%) |
| CFO/TA 0.07 > 3% & CFO 59.5m > Net Income 101.4m |
| Net Debt (250.4m) to EBITDA (198.0m): 1.26 < 3 |
| Current Ratio: 0.98 > 1.5 & < 3 |
| Outstanding Shares: last quarter (35.7m) vs 12m ago -0.56% < -2% |
| Gross Margin: 94.01% > 18% (prev 45.63%; Δ 48.38% > 0.5%) |
| Asset Turnover: 92.39% > 50% (prev 80.05%; Δ 12.33% > 0%) |
| Interest Coverage Ratio: 9.81 > 6 (EBIT TTM 182.5m / Interest Expense TTM 18.6m) |
| A: -0.01 (Total Current Assets 278.2m - Total Current Liabilities 285.2m) / Total Assets 856.9m |
| B: 0.10 (Retained Earnings 88.7m / Total Assets 856.9m) |
| C: 0.24 (EBIT TTM 182.5m / Avg Total Assets 764.6m) |
| D: 0.13 (Book Value of Equity 92.0m / Total Liabilities 723.7m) |
| Altman-Z'' = 2.02 = BBB |
| DSRI: 1.24 (Receivables 213.6m/130.9m, Revenue 706.4m/538.2m) |
| GMI: 0.49 (GM 45.63% / 94.01%) |
| AQI: 1.15 (AQ_t 0.62 / AQ_t-1 0.54) |
| SGI: 1.31 (Revenue 706.4m / 538.2m) |
| TATA: 0.05 (NI 101.4m - CFO 59.5m) / TA 856.9m) |
| Beneish M = -2.98 (Cap -4..+1) = A |
As of October 05, 2026, the stock is trading at USD 94.17 with a total of 415,284 shares traded. Over the past week, the price has changed by +0.31%, over one month by +4.74%, over three months by +28.98% and over the past year by +104.68%.
Current recommended Stop Loss: 86.60 (which is 8% or 2.3 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 | 91 | -3.4% |
P/E Trailing = 33.1731
P/E Forward = 14.4928
P/S = 4.984
P/B = 34.9269
Revenue TTM = 706.4m USD
EBIT TTM = 182.5m USD
EBITDA TTM = 198.0m USD
Long Term Debt = unknown (none)
Short Term Debt = 200.0m USD (from shortLongTermDebt, last quarter)
Debt = 315.0m USD (from shortLongTermDebtTotal, last quarter) + Leases 57.5m
Net Debt = 250.4m USD (calculated: Debt 315.0m - CCE 64.6m)
Enterprise Value = 3.58b USD (3.33b + Debt 315.0m - CCE 64.6m)
Interest Coverage Ratio = 9.81 (Ebit TTM 182.5m / Interest Expense TTM 18.6m)
EV/FCF = 82.35x (Enterprise Value 3.58b / FCF TTM 43.5m)
FCF Yield = 1.21% (FCF TTM 43.5m / Enterprise Value 3.58b)
FCF Margin = 6.16% (FCF TTM 43.5m / Revenue TTM 706.4m)
Net Margin = 14.35% (Net Income TTM 101.4m / Revenue TTM 706.4m)
Gross Margin = 94.01% ((Revenue TTM 706.4m - Cost of Revenue TTM 42.3m) / Revenue TTM)
Gross Margin QoQ = none% (prev none%)
Tobins Q-Ratio = 4.18 (Enterprise Value 3.58b / Total Assets 856.9m)
Interest Expense / Debt = 5.90% (Interest Expense 18.6m / Debt 315.0m)
Taxrate = 28.31% (46.4m / 163.9m)
NOPAT = 130.8m (EBIT 182.5m * (1 - 28.31%))
Current Ratio = 0.98 (Total Current Assets 278.2m / Total Current Liabilities 285.2m)
Debt / Equity = 3.42 (Debt 315.0m / totalStockholderEquity, last quarter 92.0m)
Debt / EBITDA = 1.26 (Net Debt 250.4m / EBITDA 198.0m)
Debt / FCF = 5.76 (Net Debt 250.4m / FCF TTM 43.5m)
Total Stockholder Equity = 62.6m (last 4 quarters mean from totalStockholderEquity)
RoA = 13.26% (Net Income 101.4m / Total Assets 856.9m)
RoE = 161.9% (Net Income TTM 101.4m / Total Stockholder Equity 62.6m)
RoCE = 31.92% (EBIT 182.5m / Capital Employed (Total Assets 856.9m - Current Liab 285.2m))
RoIC = 24.39% (NOPAT 130.8m / Invested Capital 536.4m)
WACC = 10.14% (E(3.33b)/V(3.65b) * Re(10.70%) + D(315.0m)/V(3.65b) * Rd(5.90%) * (1-Tc(0.28)))
Discount Rate = 10.70% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -92.80 | Cagr: -4.64%
[DCF] Terminal Value 66.71% ; FCFF base≈47.3m ; Y1≈41.5m ; Y5≈33.5m
[DCF] Fair Price = 4.66 (EV 415.8m - Net Debt 250.4m = Equity 165.4m / Shares 35.5m; r=10.14% [WACC]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: 98.84 | EPS CAGR: 40.36% | SUE: 2.58 | # QB: 2
Revenue Correlation: 98.45 | Revenue CAGR: 19.99% | SUE: 2.02 | # QB: 2
EPS current Quarter (2026-09-30): EPS=1.26 | Chg30d=+3.01% | Revisions=+0% | Analysts=3
EPS current Year (2026-12-31): EPS=5.41 | Chg30d=+0.65% | Revisions=+40% | GrowthEPS=+66.5% | GrowthRev=+42.6%
EPS next Year (2027-12-31): EPS=6.48 | Chg30d=-0.51% | Revisions=+40% | GrowthEPS=+19.8% | GrowthRev=+16.6%
[Analyst] Revisions Ratio: +44% (up=5, down=1)