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Acadian Asset Management Inc. AAMI R2K

Financial Services · Asset Management · United States
https://www.bsig.com
Company Profile ↓
$80.62
+104.13% 1Y
Mkt Cap$2.87B
P/E34.31
P/B36.11
Div. Yield0.51%
52W High$82.72
52W Low$38.61
Book Value$2.17
EPS (TTM)$2.35

Company Overview

Acadian Asset Management Inc. is a publicly owned asset management holding company. The firm provides its services to individuals and institutions. It manages separate client focused portfolios through its subsidiaries. The firm also launches equity mutual funds for its clients. It invests in public equity, fixed income, and alternative investment markets through its subsidiaries. The firm was founded in 1980 is based Boston, Massachusetts. It was formally known as BrightSphere Investment Group plc. Acadian Asset Management Inc. was formed in 1980 and is based in Boston, Massachusetts.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 111.7%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 39.9%.

Steady Revenue Expansion

Revenue has grown at a 10.6% CAGR over the past five years.

Healthy Margins

Operating margin of 25.1% supports profitability.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $563.70M (+11.5% YoY); net profit $80.00M.
  • Trailing 12 Months Year-on-year growth — revenue +39.3%, earnings +26.4%.
  • 5-Year Trend Long-term compounding — revenue CAGR 10.6%, profit CAGR -7.4%.

Growth & Price Performance

Compounded Sales Growth

5 Years:10.55%
1 Year:39.30%

Compounded Profit Growth

5 Years:-7.35%
1 Year:26.40%

Stock Price Performance

1 Year:+104.13%
6 Months:+57.46%
3 Months:+27.24%
1 Month:+3.89%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 95% of range
$38.61 $82.72
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)60.14 · Neutral
Price Performance
1M+3.89%
3M+27.24%
6M+57.46%
1Y+104.13%
Valuation vs Sector

P/E of 34.31 is above the sector median of 13.30 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 111.7%.
  • Healthy ROCE of 39.9%.
  • Compounding revenue at 10.6% over 5 years.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Earnings shrank at -7.4% CAGR over 5 years.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
34.31
Industry PE
13.30
Forward P/E
13.77
PEG Ratio
-
Book Value
$2.17
Price to Book
36.11
P/S
4.58
EV/EBITDA
19.32
Dividend Yield
0.51%

Growth (CAGR)

Revenue 5Y
10.55%
Profit 5Y
-7.35%
Revenue (YoY)
39.30%
Earnings (YoY)
26.40%

Profitability & Returns

ROCE
39.88%
ROE
111.73%
ROA
12.66%
Profit Margin
13.79%
Op Margin
25.09%
Gross Margin
41.21%
EPS (Latest Qtr)
$0.68
EPS (TTM)
$2.35

Balance Sheet & Liquidity

Debt/Equity
3.47
Quick Ratio
2.34
Current Ratio
2.50
Debt
$344.50M
Total Assets
$715.40M
Current Assets
$340.10M
Working Capital
$42.30M

Ownership

Promoter Holding
-
Chg in Prom Hold
-
FII / Inst Holding
-
Chg in FII Hold
-

Financial Snapshot

Enterprise Value
$2.87B
Total Revenue (TTM)
$610.80M
EBITDA
$157.10M
Free Cash Flow
$120.80M
Operating Cash Flow
$1.50M
Shares Outstanding
35.63M
Gross Margin
41.21%
Payout Ratio
5.53%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 AAMI Acadian Asset Management Inc. R2K 80.62 34.31 $2.87B 0.51% 39.88% 111.73% 10.55% -7.35%
2 JPM JPMorgan Chase & Co. SPX 342.89 16.42 $918.78B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 491.09 14.61 $686.70B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 356.02 31.01 $590.89B 0.83% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 538.02 31.10 $471.86B 0.71% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 60.62 15.04 $430.20B 2.00% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 227.67 20.62 $359.10B 1.87% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,140.00 20.83 $336.31B 1.69% - 14.55% - 2.21%
9 WFC Wells Fargo & Company SPX 85.29 13.18 $261.00B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue -226.40M229.60M-207.50M205.90M196.40M-142.60M170.70M178.20M-125.30M-----86.80M-91.80M96.30M107.30M105.70M109.00M123.10M119.90M127.40M144.20M172.20M167.00M
Cost of Revenue --------------------------61.50M85.20M90.00M86.30M96.60M
Gross Profit --------------------------58.40M42.20M54.20M85.90M70.40M
Operating Expenses --------------------------26.50M26.00M27.60M28.50M28.50M
Operating Income 25.60M15.30M13.30M29.60M68.00M46.60M51.90M83.80M40.70M29.90M34.20M26.90M32.50M36.10M28.70M48.50M43.20M46.70M30.10M47.90M19.80M20.40M30.20M22.90M20.60M27.00M31.90M16.20M26.60M57.40M41.90M
EBITDA --------------------------41.10M33.10M43.10M64.20M44.60M
Interest Expense --------------------------4.80M5.30M4.60M7.00M3.40M
Pretax Income --------------------------32.10M23.60M34.40M53.10M37.60M
Tax Provision --------------------------8.30M4.50M7.40M16.40M13.20M
Net Income 54.80M2.50M54.20M18.80M52.70M28.00M75.40M74.30M32.60M18.90M37.20M-27.00M532.70M229.50M-23.80M28.60M17.80M-12.00M11.40M19.60M14.60M11.00M16.90M20.10M10.10M15.10M34.70M24.30M
Diluted EPS 0.520.020.510.220.540.310.840.790.380.230.462.420.336.422.760.530.530.670.420.720.280.270.460.370.290.450.540.280.420.970.68

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 858.00M905.00M807.00M697.90M-417.20M426.60M505.60M563.70M
Cost of Revenue -----159.60M220.70M266.40M323.00M
Gross Profit -----257.60M205.90M239.20M240.70M
Operating Expenses -----89.70M99.90M103.70M108.60M
Operating Income 71.00M83.80M222.20M131.70M-167.90M106.00M135.50M132.10M
EBITDA -----183.90M133.40M163.60M181.50M
Interest Expense -----20.50M19.60M19.40M21.70M
Pretax Income -----144.80M96.50M125.70M143.20M
Tax Provision -----44.20M29.40M38.90M36.60M
Net Income 4.20M136.40M223.90M286.70M-100.60M65.80M85.00M80.00M
Diluted EPS 0.041.262.453.49-2.331.552.222.21

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --1.55B1.42B1.38B-518.70M611.40M703.20M677.00M
Current Assets ------245.70M293.70M266.20M305.80M
Cash & Equivalents ------108.40M146.80M94.80M101.20M
Inventory ----------
Receivables ------122.50M143.40M164.70M178.50M
Total Liabilities --1.38B1.22B994.80M-540.30M561.90M616.10M593.00M
Current Liabilities ------35.90M41.90M41.70M263.50M
Long Term Debt --393.30M568.80M400.00M394.90M273.50M273.90M274.30M-
Total Debt ------349.30M346.30M341.60M261.40M
Total Equity 165.00M127.30M134.20M114.50M384.40M--21.60M40.20M20.00M60.60M
Shares Outstanding ------41.44M41.37M37.48M35.71M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 139.70M195.10M-138.50M90.50M-116.80M68.30M55.80M-2.40M
Investing Cash Flow 54.80M17.40M9.00M270.00M--13.00M-43.90M-50.10M15.70M
Financing Cash Flow -96.40M-67.40M-95.00M-77.40M--233.70M1.80M-54.40M12.10M
Capital Expenditure ------16.10M-13.80M-9.90M-11.90M
Free Cash Flow -----100.70M54.50M45.90M-14.30M
Net Change in Cash ------129.90M26.20M-48.70M25.40M

Ratios (Annual)

Figures in %.

Metric Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -----61.7%48.3%47.3%42.7%
Operating Margin % 8.3%9.3%27.5%18.9%-40.2%24.8%26.8%23.4%
Net Margin % 0.5%15.1%27.7%41.1%-24.1%15.4%16.8%14.2%
ROE % 3.3%101.6%195.5%74.6%--465.7%163.7%425.0%132.0%
ROCE % -----34.8%18.6%20.5%31.9%

Analyst View

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Latest News

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Is the Options Market Predicting a Spike in Acadian Asset Management Stock?

Investors need to pay close attention to AAMI stock based on the movements in the options market lately.

AAMI — Frequently Asked Questions

What is the current share price of Acadian Asset Management Inc. (AAMI)?

As of 2026-07-14 21:23 PDT, Acadian Asset Management Inc. (AAMI) trades at $80.62 on NYSE. Its 52-week range is $38.61 to $82.72.

What is the market capitalisation of AAMI?

Acadian Asset Management Inc. (AAMI) has a market capitalisation of $2.87B on NYSE.

What is the P/E ratio of AAMI?

AAMI trades at a trailing price-to-earnings (P/E) ratio of 34.31. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 36.11.

Does AAMI pay a dividend?

Acadian Asset Management Inc. (AAMI) currently offers a dividend yield of 0.51%.

What is the return on equity (ROE) of AAMI?

AAMI has a return on equity (ROE) of 111.73%. Its return on capital employed (ROCE) is 39.88%.

Is AAMI a good stock to buy?

This page provides a data-driven analysis of Acadian Asset Management Inc. (AAMI), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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