NASDAQ · Asset Management

Artisan Mid Cap Fund Inv Shs (ARTMX) Stock

$35.53 +0.00% NASDAQ: ARTMX Financial Services

The fund generally allocates a minimum of 80% of its total assets, which includes any capital borrowed for investment purposes, to common stock issued by mid-sized corporations. These investments are valued at their market price upon acquisition.

Valuation

MetricValue
Price$35.53
Market Cap$3.42B
P/E Ratio11.14
P/B Ratio10.81
P/S Ratio3.51
EPS (TTM)$3.19
52-Week High$40.43
52-Week Low$29.55
Dividend Yield17.82%

Financials & Margins

MetricValue
ROE69.04%
ROA14.40%
ROCE24.58%
Gross Margin45.75%
Operating Margin31.13%
Net Margin20.76%
Debt/Equity0.91
Current Ratio1.80

Annual Financials (USD)

Metric20192020202120222023
Revenue$799.0M$900.0M$1.2B$993.0M$975.0M
Operating Profit$286.0M$359.0M$540.0M$346.0M$304.0M
Net Profit$135.0M$189.0M$305.0M$184.0M$202.0M
EPS$2.65$3.40$5.09$2.94$3.19
Op Margin35.7%39.9%44.0%34.8%31.1%

Balance Sheet (USD)

Metric20192020202120222023
Total Assets$934.0M$1.2B$1.2B$1.2B$1.4B
Total Liabilities$752.0M$867.0M$801.0M$820.0M$802.0M
Cash$144.0M$199.0M$200.0M$143.0M$178.0M
Borrowings$300.0M$292.0M$300.0M$320.0M$294.0M

Cash Flow (USD)

Metric20192020202120222023
Operating Cash Flow$293.0M$319.0M$399.0M$313.0M$253.0M
Investing Cash Flow$-35.0M$16.0M$-33.0M$-83.0M$-47.0M
Financing Cash Flow$-121.0M$-147.0M$-117.0M$-66.0M$2.0M
Net Cash Flow$-31.0M$55.0M$1.0M$-58.0M$35.0M
Free Cash Flow$275.0M$316.0M$393.0M$293.0M$244.0M

Valuation & Return Ratios

MetricValue
PEG Ratio0.68
EV / EBITDA11.31
FCF Yield7.14%
Quick Ratio1.80
Interest Coverage0.00
Return 1Y14.57%
Return 3Y47.36%
Return 5Y6.55%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
ABSYXAmerican Beacon Small Cap Value Fund Class Y $29.73 +0.58% $4.01B 8.38%
APHMXArtisan Mid Cap Fund $45.33 +0.00% $3.42B 13.96%
AVFIXAmerican Beacon Small Cap Value Fund Class R5 $30.56 +0.56% $4.01B 8.18%
AVPAXAmerican Beacon Small Cap Value Fund Investor Class $28.39 +0.57% $4.01B 8.49%
BARAXBaron Asset Fund Retail Class $92.56 -1.20% $3.47B 0.01%

About Artisan Mid Cap Fund Inv Shs

The fund generally allocates a minimum of 80% of its total assets, which includes any capital borrowed for investment purposes, to common stock issued by mid-sized corporations. These investments are valued at their market price upon acquisition. The fund's management defines a medium-sized company as one with a market capitalization that is greater than the smallest firm in the Russell Midcap® Index, but simultaneously less than three times the weighted average market capitalization of the companies comprising that index.

Artisan Mid Cap Fund Inv Shs is headquartered in US.

Artisan Mid Cap Fund Inv Shs (ARTMX) stock trades at $35.53 with a market capitalization of $3.42B. The stock is valued at a price-to-earnings (P/E) ratio of 11.14, price-to-book of 10.81, price-to-sales of 3.51. Over the past 52 weeks the stock has ranged between $29.55 and $40.43, and currently trades 12.1% below its 52-week high. It pays a dividend yielding 17.82%.

On profitability, Artisan Mid Cap Fund Inv Shs generates a return on equity (ROE) of 69.04% — well above the market average, a sign of a high-quality business, return on capital employed of 24.58%, an operating margin of 31.13%, a net profit margin of 20.76%.

Official website: www.artisanpartners.com/individual-investors/investments/growth-team/mid-cap-fund-artmx.html

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