APAM vs VLYPO

Comparison between Artisan Partners Asset Management Inc - Class A (APAM, Company) and Valley National Bancorp (VLYPO, Company).

Both APAM and VLYPO are from the Financial Services sector.

5-Year PerformanceVLYPO has outperformed APAM, delivering a return of +7.0% compared to +4.6%

APAM vs VLYPO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APAM(COMPANY)	VLYPO(COMPANY)
Market Cap	$3.39B	$3.38B
Max Drawdown	74.90%	44.28%
Sharpe Ratio	-0.08	0.52
5Y Beta	1.11	0.17
Industry	Asset Management	Banks - Regional
P/E Ratio	11.25	22.85
Forward P/E	11.07	N/A
PEG Ratio	1.10	N/A
Dividend Yield	8.20%	1.77%
5Y Dividends CAGR	4.86%	7.42%
5Y EPS CAGR	-0.27%	N/A
Debt to Equity	45.23%	N/A
Free Cash Flow Yield	7.67%	N/A
P/S Ratio	N/A	1.84

Market Cap

Winner

APAM

$3.39B

VLYPO

$3.38B

Max Drawdown

APAM

74.90%

Winner

VLYPO

44.28%

Sharpe Ratio

APAM

-0.08

Winner

VLYPO

0.52

5Y Beta

APAM

1.11

Winner

VLYPO

0.17

Industry

APAM

Asset Management

VLYPO

Banks - Regional

P/E Ratio

Winner

APAM

11.25

VLYPO

22.85

Forward P/E

APAM

11.07

VLYPO

N/A

PEG Ratio

APAM

1.10

VLYPO

N/A

Dividend Yield

Winner

APAM

8.20%

VLYPO

1.77%

5Y Dividends CAGR

APAM

4.86%

Winner

VLYPO

7.42%

5Y EPS CAGR

APAM

-0.27%

VLYPO

N/A

Debt to Equity

APAM

45.23%

VLYPO

N/A

Free Cash Flow Yield

APAM

7.67%

VLYPO

N/A

P/S Ratio

APAM

N/A

VLYPO

1.84

APAM vs VLYPO - Historical Returns

Returns include dividend reinvestment.

Period	APAM	VLYPO
1 month	+16.41%	-0.07%
3 months	+18.23%	+0.75%
6 months	+2.38%	+2.70%
1 year	-3.01%	+6.77%
5 years(CAGR)	+4.56%	+7.02%
10 years(CAGR)	+14.55%	+6.55%
Max(CAGR)	+9.63%	+6.55%

Winner

APAM

+16.41%

VLYPO

-0.07%

Winner

APAM

+18.23%

VLYPO

+0.75%

APAM

+2.38%

Winner

VLYPO

+2.70%

APAM

-3.01%

Winner

VLYPO

+6.77%

5Y(CAGR)

APAM

+4.56%

Winner

VLYPO

+7.02%

10Y(CAGR)

Winner

APAM

+14.55%

VLYPO

+6.55%

Max(CAGR)

Winner

APAM

+9.63%

VLYPO

+6.55%

APAM vs VLYPO - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	APAM	VLYPO
2026	+9.20%	+2.65%
2025	+4.03%	+10.75%
2024	+5.31%	+16.56%
2023	+54.66%	+2.67%
2022	-31.26%	+5.25%
2021	+5.31%	+3.28%
2020	+69.97%	+2.73%
2019	+65.93%	+22.90%
2018	-36.76%	-8.97%
2017	+40.58%	+4.67%
2016	-6.31%	N/A
2015	-23.09%	N/A
2014	-16.63%	N/A
2013	+70.49%	N/A

APAM vs VLYPO Drawdown Comparison

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

The maximum drawdown for VLYPO was -42.05%, occurring on Mar 18, 2020. Recovery took 225 trading sessions.

The current APAM drawdown is -3.01%. The current VLYPO drawdown is -0.96%.

Rank	APAM	VLYPO
#1	-59.53% Jan 22, 2014 - Aug 5, 2020	-42.05% Jan 3, 2020 - Nov 23, 2020
#2	-47.37% Apr 15, 2021 - Dec 15, 2023	-39.45% Mar 6, 2023 - Dec 11, 2023
#3	-28.94% Dec 2, 2024 - Jul 9, 2025	-15.07% Nov 5, 2021 - Nov 15, 2022
#4	-22.84% Aug 13, 2025 - Jul 1, 2026	-14.33% Jan 30, 2024 - Apr 23, 2024
#5	-17.52% Apr 9, 2024 - Oct 16, 2024	-12.60% Jul 6, 2018 - Mar 21, 2019
#6	-15.66% Jun 18, 2013 - Oct 22, 2013	-7.39% Mar 19, 2025 - May 8, 2025
#7	-13.29% Jan 13, 2021 - Mar 17, 2021	-6.01% May 13, 2024 - Jul 29, 2024
#8	-13.02% Oct 16, 2020 - Nov 10, 2020	-5.92% Oct 13, 2017 - Jul 5, 2018
#9	-10.82% Sep 2, 2020 - Oct 7, 2020	-4.43% Dec 31, 2020 - Apr 5, 2021
#10	-8.84% Dec 15, 2023 - Mar 4, 2024	-4.28% Oct 17, 2024 - Jan 16, 2025
#11	-7.91% Oct 18, 2024 - Nov 6, 2024	-4.24% Aug 2, 2021 - Nov 3, 2021
#12	-7.44% Nov 13, 2013 - Dec 6, 2013	-3.09% Jan 10, 2024 - Jan 30, 2024
#13	-7.25% Jul 10, 2025 - Aug 13, 2025	-2.76% Jun 14, 2021 - Jul 30, 2021
#14	-7.03% May 21, 2013 - Jun 10, 2013	-2.70% Nov 29, 2019 - Dec 19, 2019
#15	-6.48% Oct 29, 2013 - Nov 12, 2013	-2.69% Dec 15, 2020 - Dec 31, 2020

Correlation

Correlation between APAM and VLYPO is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2013 - 2026)

APAM vs VLYPO dividend yield comparison.

Year	APAM	VLYPO
2026	5.50%	3.84%
2025	8.91%	8.04%
2024	7.34%	9.13%
2023	6.02%	9.56%
2022	12.36%	5.94%
2021	8.88%	5.40%
2020	6.73%	5.25%
2019	10.49%	5.17%
2018	14.43%	6.06%
2017	6.99%	2.14%
2016	9.41%	0.00%
2015	9.29%	0.00%
2014	7.58%	0.00%
2013	1.32%	0.00%