Artisan Global Equity Fund Investor Shares
Artisan Global Equity Fund Investor Shares Fundamental Analysis
Artisan Global Equity Fund Investor Shares (ARTHX) shows moderate financial fundamentals with a PE ratio of 0.00, profit margin of 15.73%, and ROE of 23.78%. The company generates N/A in annual revenue with N/A year-over-year growth of N/A.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 71.2/100 based on profitability, valuation, growth, and balance sheet metrics. The B grade reflects solid fundamentals with room for improvement in valuation or growth.
Fundamental Health Score
We analyze ARTHX's fundamental strength across five key dimensions:
Efficiency Score
ExcellentARTHX demonstrates superior asset utilization.
Valuation Score
ExcellentARTHX trades at attractive valuation levels.
Growth Score
ModerateARTHX shows steady but slowing expansion.
Financial Health Score
ExcellentARTHX maintains a strong and stable balance sheet.
Profitability Score
ModerateARTHX maintains healthy but balanced margins.
Key Financial Metrics
Is ARTHX Expensive or Cheap?
P/E Ratio
ARTHX trades at 0.00 times earnings. This suggests potential undervaluation.
PEG Ratio
When adjusting for growth, ARTHX's PEG of 0.00 indicates potential undervaluation.
Price to Book
The market values Artisan Global Equity Fund Investor Shares at 0.00 times its book value. This may indicate undervaluation.
EV/EBITDA
Enterprise value stands at 0.40 times EBITDA. This is generally considered low.
How Well Does ARTHX Make Money?
Net Profit Margin
For every $100 in sales, Artisan Global Equity Fund Investor Shares keeps $15.73 as profit after all expenses.
Operating Margin
Core operations generate 59.81 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $23.78 in profit for every $100 of shareholder equity.
ROA
Artisan Global Equity Fund Investor Shares generates $21.59 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
FCF Per Share
Each share generates $0.00 in free cash annually.
FCF Yield
ARTHX converts 0.00% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
0.00
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
0.00
vs 25 benchmark
P/B Ratio
Price to book value ratio
0.00
vs 25 benchmark
P/S Ratio
Price to sales ratio
5.98
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
0.00
vs 25 benchmark
Current Ratio
Current assets to current liabilities
1.03
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.24
vs 25 benchmark
ROA
Return on assets percentage
0.22
vs 25 benchmark
ROCE
Return on capital employed
0.008
vs 25 benchmark
How ARTHX Stacks Against Its Sector Peers
| Metric | ARTHX Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 0.00 | 18.66 | Better (Cheaper) |
| ROE | 23.78% | 804.00% | Weak |
| Net Margin | 1573.47% | 2258.00% | Weak |
| Debt/Equity | 0.00 | 1.03 | Strong (Low Leverage) |
| Current Ratio | 1.03 | 662.03 | Neutral |
| ROA | 21.59% | -24049.00% (disorted) | Strong |
ARTHX outperforms its industry in 3 out of 6 key metrics, particularly excelling in ROA, but lagging in ROE.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews Artisan Global Equity Fund Investor Shares's 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
N/A
Industry Style: Value, Dividend, Cyclical
EPS CAGR
N/A
Industry Style: Value, Dividend, Cyclical
FCF CAGR
N/A
Industry Style: Value, Dividend, Cyclical