APAM vs CVBF

Comparison between Artisan Partners Asset Management Inc - Class A (APAM, Company) and CVB Financial Corp (CVBF, Company).

Both APAM and CVBF are from the Financial Services sector.

5-Year PerformanceAPAM has outperformed CVBF, delivering a return of +2.5% compared to +2.5%

APAM vs CVBF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APAM(COMPANY)	CVBF(COMPANY)
Market Cap	$3.08B	$3.06B
Max Drawdown	74.90%	68.05%
Sharpe Ratio	0.10	0.45
5Y Beta	1.15	0.88
Industry	Asset Management	Banks - Regional
P/E Ratio	10.68	14.72
Forward P/E	10.42	11.53
PEG Ratio	1.13	2.88
Dividend Yield	8.97%	3.93%
5Y Dividends CAGR	4.86%	2.13%
5Y EPS CAGR	1.89%	0.45%
Debt to Equity	48.84%	0.00%
Free Cash Flow Yield	6.34%	7.76%

Market Cap

Winner

APAM

$3.08B

CVBF

$3.06B

Max Drawdown

APAM

74.90%

Winner

CVBF

68.05%

Sharpe Ratio

APAM

0.10

Winner

CVBF

0.45

5Y Beta

APAM

1.15

Winner

CVBF

0.88

Industry

APAM

Asset Management

CVBF

Banks - Regional

P/E Ratio

Winner

APAM

10.68

CVBF

14.72

Forward P/E

Winner

APAM

10.42

CVBF

11.53

PEG Ratio

Winner

APAM

1.13

CVBF

2.88

Dividend Yield

Winner

APAM

8.97%

CVBF

3.93%

5Y Dividends CAGR

Winner

APAM

4.86%

CVBF

2.13%

5Y EPS CAGR

Winner

APAM

1.89%

CVBF

0.45%

Debt to Equity

APAM

48.84%

Winner

CVBF

0.00%

Free Cash Flow Yield

APAM

6.34%

Winner

CVBF

7.76%

APAM vs CVBF - Historical Returns

Returns include dividend reinvestment.

Period	APAM	CVBF
1 month	+1.71%	+0.74%
3 months	-3.72%	+7.65%
6 months	-3.82%	+4.89%
1 year	+1.13%	+10.58%
5 years(CAGR)	+2.53%	+2.50%
10 years(CAGR)	+11.23%	+5.27%
Max(CAGR)	+8.82%	+7.07%

Winner

APAM

+1.71%

CVBF

+0.74%

APAM

-3.72%

Winner

CVBF

+7.65%

APAM

-3.82%

Winner

CVBF

+4.89%

APAM

+1.13%

Winner

CVBF

+10.58%

5Y(CAGR)

Winner

APAM

+2.53%

CVBF

+2.50%

10Y(CAGR)

Winner

APAM

+11.23%

CVBF

+5.27%

Max(CAGR)

Winner

APAM

+8.82%

CVBF

+7.07%

APAM vs CVBF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	APAM	CVBF
2026	-2.87%	+10.87%
2025	+4.03%	-6.98%
2024	+5.31%	+12.55%
2023	+54.66%	-16.82%
2022	-31.26%	+23.04%
2021	+5.31%	+13.46%
2020	+69.97%	-5.75%
2019	+65.93%	+8.65%
2018	-36.76%	-11.72%
2017	+40.58%	+4.59%
2016	-6.31%	+42.42%
2015	-23.09%	+9.74%
2014	-16.63%	-1.95%
2013	+70.49%	+63.16%
2012	N/A	+4.90%
2011	N/A	+18.56%
2010	N/A	-0.95%
2009	N/A	-21.99%
2008	N/A	+24.68%
2007	N/A	-21.03%
2006	N/A	-10.54%
2005	N/A	-2.97%
2004	N/A	+42.50%
2003	N/A	-4.98%
2002	N/A	+35.83%
2001	N/A	+41.98%
2000	N/A	+0.46%
1999	N/A	-11.28%

APAM vs CVBF Drawdown Comparison

The maximum drawdown for APAM was -59.53%, occurring on Feb 10, 2016. Recovery took 1646 trading sessions.

The maximum drawdown for CVBF was -63.31%, occurring on Jul 10, 2009. Recovery took 1962 trading sessions.

The current APAM drawdown is -13.73%. The current CVBF drawdown is -17.55%.

Rank	APAM	CVBF
#1	-59.53% Jan 22, 2014 - Aug 5, 2020	-63.31% Dec 1, 2004 - Sep 14, 2012
#2	-47.37% Apr 15, 2021 - Dec 15, 2023	-61.73% Nov 10, 2022 - May 11, 2023
#3	-28.94% Dec 2, 2024 - Jul 9, 2025	-36.15% Aug 21, 2018 - Mar 8, 2021
#4	-21.92% Aug 13, 2025 - Mar 12, 2026	-36.01% Nov 5, 1999 - Aug 16, 2001
#5	-17.52% Apr 9, 2024 - Oct 16, 2024	-28.07% May 16, 2002 - Nov 1, 2002
#6	-15.66% Jun 18, 2013 - Oct 22, 2013	-24.03% Sep 14, 2012 - Jul 5, 2013
#7	-13.29% Jan 13, 2021 - Mar 17, 2021	-23.42% Nov 6, 2015 - Nov 9, 2016
#8	-13.02% Oct 16, 2020 - Nov 10, 2020	-22.81% Mar 12, 2021 - Apr 21, 2022
#9	-10.82% Sep 2, 2020 - Oct 7, 2020	-18.11% Dec 26, 2013 - Jun 3, 2015
#10	-8.84% Dec 15, 2023 - Mar 4, 2024	-18.06% Mar 1, 2017 - Oct 2, 2017
#11	-7.91% Oct 18, 2024 - Nov 6, 2024	-16.37% Jun 4, 2003 - Dec 29, 2003
#12	-7.44% Nov 13, 2013 - Dec 6, 2013	-15.73% Jul 16, 2015 - Oct 28, 2015
#13	-7.25% Jul 10, 2025 - Aug 13, 2025	-12.80% Dec 29, 2003 - Apr 2, 2004
#14	-7.03% May 21, 2013 - Jun 10, 2013	-12.35% Jan 8, 2002 - Mar 27, 2002
#15	-6.48% Oct 29, 2013 - Nov 12, 2013	-12.08% Nov 29, 2017 - Aug 21, 2018

Correlation

Correlation between APAM and CVBF is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2000 - 2026)

APAM vs CVBF dividend yield comparison.

Year	APAM	CVBF
2026	6.19%	0.98%
2025	8.91%	4.30%
2024	7.34%	4.67%
2023	6.02%	2.97%
2022	12.36%	2.99%
2021	8.88%	3.36%
2020	6.73%	4.62%
2019	10.49%	3.15%
2018	14.43%	2.77%
2017	6.99%	2.21%
2016	9.41%	1.57%
2015	9.29%	2.84%
2014	7.58%	2.50%
2013	1.32%	2.75%
2012	0.00%	4.09%
2011	0.00%	2.54%
2010	0.00%	3.92%
2009	0.00%	3.94%
2008	0.00%	3.57%
2007	0.00%	3.29%
2006	0.00%	2.37%
2005	0.00%	1.62%
2004	0.00%	1.81%
2003	0.00%	2.99%
2002	0.00%	2.06%
2001	0.00%	2.35%
2000	0.00%	2.68%