AAMI

Financial Services

Acadian Asset Management · Asset Management · $3B

UQS Score — Balanced Preset
48.2
Below Average

Acadian Asset Management scores 48.2/100 using the Balanced preset.

UQS vs Financial Services Sector
AAMI
48.2
Sector avg
39.7
Quality
Neutral
Moat
Weak
Growth
Good
Risk
Weak
Valuation
Good

What is Acadian Asset Management?

Acadian Asset Management is a Boston-based holding company focused on quantitative asset management services. It applies data-driven, factor-based investment processes across a broad range of asset classes and global markets.

Acadian operates through its Quant and Solutions segment, using computational models and technology to manage equity and multi-asset portfolios. Its strategies span global, non-U.S., emerging market, and managed volatility equities. Revenue is generated primarily through investment management fees tied to assets under management across institutional and other client channels.

The company traces its investment roots to 1980 and is headquartered in Boston, MA.

  • Quantitative equity strategies (global and non-U.S.)
  • Emerging markets equity portfolios
  • Managed volatility equity solutions
  • Multi-asset investment products

Is AAMI a Good Stock to Buy?

UQS Score rates AAMI as Below Average overall, reflecting a mixed picture across its five quality pillars.

The Growth pillar stands out as a relative bright spot, suggesting the business is expanding at a pace that compares favorably within its peer group. Valuation is rated Attractive, meaning the stock does not appear expensive relative to its fundamentals.

The Moat and Risk pillars are both rated Weak, pointing to limited competitive durability and above-average risk characteristics that weigh on the overall score.

Sign up to see the full pillar breakdown and the underlying financial metrics driving each rating. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does AAMI pay dividends?

Yes — Acadian Asset Management pays a dividend.

AAMI pays a regular dividend, which may appeal to income-oriented investors. For an asset management holding company, returning cash to shareholders through dividends can reflect confidence in recurring fee-based revenue. Investors should review the current yield and payout consistency on Acadian's investor relations page before drawing conclusions.

When does AAMI report earnings?

Acadian Asset Management reports earnings on a quarterly cadence, consistent with standard practice for U.S.-listed equities.

The Growth pillar rating suggests the business has been generating expanding revenues relative to sector peers. However, the Weak Risk rating indicates that earnings quality or volatility may be a concern worth monitoring across reporting periods.

For the most recent quarter's results and guidance, visit Acadian Asset Management's investor relations page directly.

AAMI Price History

+198.6% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

AAMI Long-term Outlook

The Good Growth pillar suggests Acadian's quantitative strategies are gaining traction, potentially driven by institutional demand for systematic, data-driven investment approaches. However, the Weak Moat rating signals that competitive barriers remain limited, making sustained outperformance harder to defend. The Weak Risk pillar adds further caution to the longer-term outlook.

Growth drivers

  • Growing institutional appetite for quantitative and factor-based strategies
  • Expansion into emerging market and multi-asset mandates
  • Technology-driven scalability of the Quant and Solutions platform

Key risks

  • Limited competitive moat in a crowded quantitative asset management space
  • Fee compression across the broader asset management industry
  • Elevated risk profile that could amplify earnings volatility in adverse markets

AAMI vs Peers

AAMI operates in a competitive financial services landscape alongside firms with distinct business models and client focuses.

BBUCSimilar UQS
Brookfield Business Corporation

Brookfield Business focuses on private equity and business services rather than quantitative public-market strategies, giving it a different return and risk profile.

WTAAMI scores lower
WisdomTree, Inc.

WisdomTree competes in the systematic investment space through ETF products, offering factor-based exposure in a more accessible, lower-fee wrapper than traditional institutional mandates.

OAK-PAAAMI scores lower
Oaktree Capital Group, LLC 6.625% PFD UT A

Oaktree is known for alternative credit and distressed investing, contrasting with Acadian's equity-focused quantitative approach.

Frequently Asked Questions

What does Acadian Asset Management do?

Acadian Asset Management provides quantitative investment management services. Through its Quant and Solutions segment, it uses data and computational models to manage equity and multi-asset portfolios across global, emerging market, and managed volatility strategies for institutional clients.

Does AAMI pay dividends?

Yes, AAMI pays a regular dividend. Income-focused investors may find this appealing, though they should review the current yield and payout history on the company's investor relations page to assess sustainability.

When does AAMI report earnings?

Acadian Asset Management reports on a quarterly cadence, in line with standard U.S. listing requirements. For the exact schedule and most recent results, check the company's investor relations page.

Is AAMI a good stock to buy?

UQS Score rates AAMI as Below Average overall. While the Growth and Valuation pillars show relative strength, the Weak Moat and Risk ratings temper the overall picture. The full pillar breakdown is available to Pro members on UQS Score.

Is AAMI overvalued?

The UQS Valuation pillar for AAMI is rated Attractive, suggesting the stock is not trading at a premium relative to its fundamentals. However, valuation alone does not determine investment quality — the full five-pillar view provides important context.

How does AAMI compare to its competitors?

Compared to peers like WisdomTree and Brookfield Business, Acadian's differentiation lies in its institutional, quantitative equity focus. Its Below Average UQS Score reflects challenges in moat and risk relative to the broader financial services sector.

What is AAMI's market cap bracket?

AAMI is classified as a mid-cap stock. This places it in a range that typically offers more growth potential than large-caps but with greater volatility than the largest financial services firms.

Who founded Acadian Asset Management?

Acadian Asset Management was established in 1980. For detailed founding history and leadership information, the company's official website and investor relations materials are the most reliable sources.

Is AAMI a long-term quality investment?

As a long-term quality indicator, AAMI's Below Average UQS Score — driven by Weak Moat and Risk ratings — suggests caution. The Good Growth pillar offers some optimism, but durable competitive advantages appear limited based on current pillar assessments.

What is the main competitive advantage of Acadian Asset Management?

Acadian's primary edge lies in its systematic, data-driven investment process built over decades. However, the UQS Moat pillar rates this advantage as Weak, reflecting that quantitative strategies face significant competition and limited barriers to replication in today's market.

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Pro Analysis

AAMI — Score History

4045505560Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 30/36 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 23, 202647.955.026.069.014.677.6+0.2
May 22, 202647.755.026.069.014.676.6-0.2
May 21, 202647.955.026.069.014.677.6-0.4
May 20, 202648.355.026.069.014.680.5+0.1
May 17, 202648.255.026.069.014.679.6-0.1
May 16, 202648.355.026.069.014.680.2+0.3
May 15, 202648.055.026.069.014.678.10.0
May 14, 202648.055.026.069.014.678.6+0.1
May 13, 202647.955.026.069.014.677.6+0.1
May 12, 202647.855.026.069.014.676.8-0.3

AAMI — Pillar Breakdown

Quality

55.0/100 (25%)

Acadian Asset Management shows solid profitability with healthy returns on capital and reasonable margins.

Return on EquityStrong

Profitability relative to shareholders' equity.

Operating ProfitabilityModerate

Ability to convert revenue into operating profit.

Net ProfitabilityModerate

Bottom-line profit as a share of revenue.

Cash GenerationWeak

Free cash flow relative to market value.

Growth

69.0/100 (20%)

Acadian Asset Management demonstrates healthy growth trends across revenue and earnings.

Recent Revenue TrendModerate

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthWeak

Year-over-year earnings per share growth.

Forward Revenue OutlookStrong

Analyst consensus for future revenue growth.

Forward EPS GrowthStrong

Analyst consensus for future earnings growth.

Risk

14.6/100 (15%)

Acadian Asset Management presents elevated risk with concerns around leverage or financial stability.

Debt/EquityWeak

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageModerate

Earnings capacity relative to interest payments.

Valuation

79.9/100 (15%)

Acadian Asset Management appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioStrong

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorModerate

Enterprise value multiple relative to sector median.

Moat

26/100 (25%)

Acadian Asset Management operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for AAMI.

Score Composition

Quality
55.0×25%13.8
Growth
69.0×20%13.8
Risk
14.6×15%2.2
Valuation
79.9×15%12.0
Moat
26.0×25%6.5
Total
48.2Below Average

Financial Data

More Stock Analysis

How is the AAMI UQS Score Calculated?

The UQS (Unified Quality Score) for Acadian Asset Management is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Acadian Asset Management's competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Acadian Asset Management is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.