APAM vs CNNE

For growth investors, Artisan Partners Asset Management Inc.

(APAM) is the stronger pick with 7. 6% revenue growth year-over-year, versus -6. 4% for Cannae Holdings, Inc. (CNNE). Artisan Partners Asset Management Inc. (APAM) offers the better valuation at 9. 3x trailing P/E (9. 8x forward), making it the more compelling value choice. Analysts rate Cannae Holdings, Inc. (CNNE) a "Buy" — based on 5 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

Over the past 5 years, Artisan Partners Asset Management Inc.

(APAM) delivered a total return of +1. 5%, compared to -61. 4% for Cannae Holdings, Inc. (CNNE). Over 10 years, the gap is even starker: APAM returned +127. 8% versus CNNE's -20. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Cannae Holdings, Inc.

(CNNE) is the lower-risk stock at 0. 98β versus Artisan Partners Asset Management Inc. 's 1. 17β — meaning APAM is approximately 19% more volatile than CNNE relative to the S&P 500. On balance sheet safety, Cannae Holdings, Inc. (CNNE) carries a lower debt/equity ratio of 33% versus 52% for Artisan Partners Asset Management Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Artisan Partners Asset Management Inc.

(APAM) is pulling ahead at 7. 6% versus -6. 4% for Cannae Holdings, Inc. (CNNE). On earnings-per-share growth, the picture is similar: Artisan Partners Asset Management Inc. grew EPS 10. 7% year-over-year, compared to -92. 0% for Cannae Holdings, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Artisan Partners Asset Management Inc.

(APAM) is the more profitable company, earning 24. 3% net margin versus -99. 2% for Cannae Holdings, Inc. — meaning it keeps 24. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: APAM leads at 33. 4% versus -28. 2% for CNNE. At the gross margin level — before operating expenses — APAM leads at 45. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

Analyst consensus price targets imply the most upside for CNNE: 24.

4% to $17. 00.

In this comparison, APAM (10.

4% yield) pays a dividend. CNNE does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Artisan Partners Asset Management Inc.

(APAM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 17), 10. 4% yield, +127. 8% 10Y return). Both have compounded well over 10 years (APAM: +127. 8%, CNNE: -20. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (APAM (Financial Services) and CNNE (Consumer Cyclical)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: APAM is a small-cap deep-value stock; CNNE is a small-cap quality compounder stock. APAM pays a dividend while CNNE does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.