VLYPO vs APAM

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

Both VLYPO and APAM are from the Financial Services sector.

5-Year PerformanceVLYPO has outperformed APAM, delivering a return of +7.0% compared to +4.3%

VLYPO vs APAM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VLYPO(COMPANY)	APAM(COMPANY)
Market Cap	$3.38B	$3.39B
Max Drawdown	44.28%	74.90%
Sharpe Ratio	0.39	-0.18
5Y Beta	0.17	1.11
Industry	Banks - Regional	Asset Management
P/E Ratio	22.85	11.25
Forward P/E	N/A	11.07
PEG Ratio	N/A	1.10
Dividend Yield	1.78%	8.11%
5Y Dividends CAGR	7.42%	4.86%
5Y EPS CAGR	N/A	-0.27%
Debt to Equity	N/A	45.23%
Free Cash Flow Yield	N/A	7.67%
P/S Ratio	1.84	2.40
P/B Ratio	N/A	7.13

Market Cap

VLYPO

$3.38B

Winner

APAM

$3.39B

Max Drawdown

Winner

VLYPO

44.28%

APAM

74.90%

Sharpe Ratio

Winner

VLYPO

0.39

APAM

-0.18

5Y Beta

Winner

VLYPO

0.17

APAM

1.11

Industry

VLYPO

Banks - Regional

APAM

Asset Management

P/E Ratio

VLYPO

22.85

Winner

APAM

11.25

Forward P/E

VLYPO

N/A

APAM

11.07

PEG Ratio

VLYPO

N/A

APAM

1.10

Dividend Yield

VLYPO

1.78%

Winner

APAM

8.11%

5Y Dividends CAGR

Winner

VLYPO

7.42%

APAM

4.86%

5Y EPS CAGR

VLYPO

N/A

APAM

-0.27%

Debt to Equity

VLYPO

N/A

APAM

45.23%

Free Cash Flow Yield

VLYPO

N/A

APAM

7.67%

P/S Ratio

Winner

VLYPO

1.84

APAM

2.40

P/B Ratio

VLYPO

N/A

APAM

7.13

VLYPO vs APAM - Historical Returns

Returns include dividend reinvestment.

Period	VLYPO	APAM
1 month	-0.68%	+9.96%
3 months	+0.80%	+15.60%
6 months	+2.53%	+1.13%
1 year	+6.58%	-3.08%
5 years(CAGR)	+6.98%	+4.30%
10 years(CAGR)	+6.53%	+14.26%
Max(CAGR)	+6.53%	+9.53%

VLYPO

-0.68%

Winner

APAM

+9.96%

VLYPO

+0.80%

Winner

APAM

+15.60%

Winner

VLYPO

+2.53%

APAM

+1.13%

Winner

VLYPO

+6.58%

APAM

-3.08%

5Y(CAGR)

Winner

VLYPO

+6.98%

APAM

+4.30%

10Y(CAGR)

VLYPO

+6.53%

Winner

APAM

+14.26%

Max(CAGR)

VLYPO

+6.53%

Winner

APAM

+9.53%

VLYPO vs APAM - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	VLYPO	APAM
2026	+2.49%	+7.87%
2025	+10.75%	+4.03%
2024	+16.56%	+5.31%
2023	+2.67%	+54.66%
2022	+5.25%	-31.26%
2021	+3.28%	+5.31%
2020	+2.73%	+69.97%
2019	+22.90%	+65.93%
2018	-8.97%	-36.76%
2017	+4.67%	+40.58%
2016	N/A	-6.31%
2015	N/A	-23.09%
2014	N/A	-16.63%
2013	N/A	+70.49%

VLYPO vs APAM Drawdown Comparison

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

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

The current VLYPO drawdown is -1.12%. The current APAM drawdown is -4.19%.

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

Correlation

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

0.88

-101

Dividend Comparison (2013 - 2026)

VLYPO vs APAM dividend yield comparison.

Year	VLYPO	APAM
2026	3.85%	5.57%
2025	8.04%	8.91%
2024	9.13%	7.34%
2023	9.56%	6.02%
2022	5.94%	12.36%
2021	5.40%	8.88%
2020	5.25%	6.73%
2019	5.17%	10.49%
2018	6.06%	14.43%
2017	2.14%	6.99%
2016	0.00%	9.41%
2015	0.00%	9.29%
2014	0.00%	7.58%
2013	0.00%	1.32%