APAM vs DBRG-P-J

Comparison between Artisan Partners Asset Management Inc - Class A (APAM, Company) and DigitalBridge Group Inc 7.125 Cum Red Perp Pfd Ser J (DBRG-P-J, Company).

5-Year PerformanceAPAM has outperformed DBRG-P-J, delivering a return of +3.6% compared to -1.8%

APAM vs DBRG-P-J - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APAM(COMPANY)	DBRG-P-J(COMPANY)
Market Cap	$3.18B	$3.17B
Max Drawdown	74.90%	45.14%
Sharpe Ratio	-0.42	-0.94
5Y Beta	1.13	0.25
Industry	Asset Management	N/A
P/E Ratio	11.04	34.26
Forward P/E	10.58	N/A
PEG Ratio	1.17	N/A
Dividend Yield	8.65%	N/A
5Y Dividends CAGR	4.86%	37.97%
5Y EPS CAGR	1.89%	N/A
Debt to Equity	48.84%	15.98%
Free Cash Flow Yield	6.14%	6.65%
P/S Ratio	2.23	N/A
P/B Ratio	6.69	N/A

Market Cap

Winner

APAM

$3.18B

DBRG-P-J

$3.17B

Max Drawdown

APAM

74.90%

Winner

DBRG-P-J

45.14%

Sharpe Ratio

Winner

APAM

-0.42

DBRG-P-J

-0.94

5Y Beta

APAM

1.13

Winner

DBRG-P-J

0.25

Industry

APAM

Asset Management

DBRG-P-J

N/A

P/E Ratio

Winner

APAM

11.04

DBRG-P-J

34.26

Forward P/E

APAM

10.58

DBRG-P-J

N/A

PEG Ratio

APAM

1.17

DBRG-P-J

N/A

Dividend Yield

APAM

8.65%

DBRG-P-J

N/A

5Y Dividends CAGR

APAM

4.86%

Winner

DBRG-P-J

37.97%

5Y EPS CAGR

APAM

1.89%

DBRG-P-J

N/A

Debt to Equity

APAM

48.84%

Winner

DBRG-P-J

15.98%

Free Cash Flow Yield

APAM

6.14%

Winner

DBRG-P-J

6.65%

P/S Ratio

APAM

2.23

DBRG-P-J

N/A

P/B Ratio

APAM

6.69

DBRG-P-J

N/A

APAM vs DBRG-P-J - Historical Returns

Returns include dividend reinvestment.

Period	APAM	DBRG-P-J
1 month	+8.89%	-2.25%
3 months	+5.48%	-2.62%
6 months	-5.68%	-17.45%
1 year	-4.94%	-22.18%
5 years(CAGR)	+3.58%	-1.78%
10 years(CAGR)	+13.25%	N/A
Max(CAGR)	+8.97%	-1.57%

Winner

APAM

+8.89%

DBRG-P-J

-2.25%

Winner

APAM

+5.48%

DBRG-P-J

-2.62%

Winner

APAM

-5.68%

DBRG-P-J

-17.45%

Winner

APAM

-4.94%

DBRG-P-J

-22.18%

5Y(CAGR)

Winner

APAM

+3.58%

DBRG-P-J

-1.78%

10Y(CAGR)

APAM

+13.25%

DBRG-P-J

N/A

Max(CAGR)

Winner

APAM

+8.97%

DBRG-P-J

-1.57%

APAM vs DBRG-P-J - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	APAM	DBRG-P-J
2026	+0.20%	-23.74%
2025	+4.03%	-4.00%
2024	+5.31%	+16.81%
2023	+54.66%	+29.63%
2022	-31.26%	-22.74%
2021	+5.31%	+6.89%
2020	+69.97%	N/A
2019	+65.93%	N/A
2018	-36.76%	N/A
2017	+40.58%	N/A
2016	-6.31%	N/A
2015	-23.09%	N/A
2014	-16.63%	N/A
2013	+70.49%	N/A

APAM vs DBRG-P-J Drawdown Comparison

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

The maximum drawdown for DBRG-P-J was -34.72%, occurring on May 26, 2026. This drawdown has not yet recovered.

The current APAM drawdown is -11.00%. The current DBRG-P-J drawdown is -29.46%.

Rank	APAM	DBRG-P-J
#1	-59.53% Jan 22, 2014 - Aug 5, 2020	-34.72% Feb 28, 2025 - May 26, 2026
#2	-47.37% Apr 15, 2021 - Dec 15, 2023	-27.44% Jan 7, 2022 - Dec 8, 2023
#3	-28.94% Dec 2, 2024 - Jul 9, 2025	-6.56% Mar 6, 2024 - Jun 28, 2024
#4	-22.84% Aug 13, 2025 - Jul 1, 2026	-5.19% Jul 3, 2024 - Aug 15, 2024
#5	-17.52% Apr 9, 2024 - Oct 16, 2024	-4.58% Sep 30, 2024 - Feb 26, 2025
#6	-15.66% Jun 18, 2013 - Oct 22, 2013	-4.00% Oct 29, 2021 - Dec 30, 2021
#7	-13.29% Jan 13, 2021 - Mar 17, 2021	-3.05% Jan 12, 2024 - Feb 15, 2024
#8	-13.02% Oct 16, 2020 - Nov 10, 2020	-2.44% Jul 1, 2021 - Aug 4, 2021
#9	-10.82% Sep 2, 2020 - Oct 7, 2020	-2.30% Aug 16, 2024 - Sep 16, 2024
#10	-8.84% Dec 15, 2023 - Mar 4, 2024	-2.02% Dec 12, 2023 - Dec 20, 2023
#11	-7.91% Oct 18, 2024 - Nov 6, 2024	-1.46% Aug 4, 2021 - Sep 23, 2021
#12	-7.44% Nov 13, 2013 - Dec 6, 2013	-1.33% Sep 17, 2024 - Sep 20, 2024
#13	-7.25% Jul 10, 2025 - Aug 13, 2025	-1.32% Oct 13, 2021 - Oct 29, 2021
#14	-7.03% May 21, 2013 - Jun 10, 2013	-1.18% Sep 24, 2024 - Sep 30, 2024
#15	-6.48% Oct 29, 2013 - Nov 12, 2013	-1.05% Dec 20, 2023 - Dec 29, 2023

Correlation

Correlation between APAM and DBRG-P-J is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2013 - 2026)

APAM vs DBRG-P-J dividend yield comparison.

Year	APAM	DBRG-P-J
2026	6.00%	8.77%
2025	8.91%	8.03%
2024	7.34%	7.17%
2023	6.02%	7.76%
2022	12.36%	10.65%
2021	8.88%	3.38%
2020	6.73%	0.00%
2019	10.49%	0.00%
2018	14.43%	0.00%
2017	6.99%	0.00%
2016	9.41%	0.00%
2015	9.29%	0.00%
2014	7.58%	0.00%
2013	1.32%	0.00%