Acadian Asset Management Inc. (AAMI)

Every figure this model derived for AAMI, the value it took, and the element in the company's own XBRL it was read from — so any of it can be checked against the filing rather than taken on trust. As at 2026-06-30.

The figures, and where each came from

This is the part no other screener shows. Each figure below names the XBRL element it was read from, so it can be checked against the filing itself.

Figure	Value	XBRL tag	As at
capex	0	`PaymentsToAcquirePropertyPlantAndEquipment`	2023-06-30
cash	85,800,000	`CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents`	2026-06-30
equity	40,200,000	`StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest`	2023-12-31
interest expense	18,600,000	`InterestExpenseNonoperating`	2026-06-30
ocf	-34,100,000	`NetCashProvidedByUsedInOperatingActivities`	2026-06-30
revenue	668,500,000	`RevenueFromContractWithCustomerExcludingAssessedTax`	2026-06-30
sbc	-77,700,000	`AllocatedShareBasedCompensationExpense`	2026-06-30

The ratios

The figures themselves rather than their scores — what somebody looking up AAMI on one particular measure came for.

Ratio	Value
cash operating margin	12.06
dilution pct	-5.5
ebit cagr	-1.67
ebit yoy	12.99
fcf margin	-5.1
interest cover	8.51
operating margin	23.68
owner earnings margin	6.52
revenue growth	24.21
revenue growth per share	31.44
rule of 40	47.89
sbc pct revenue	-11.62

What to be careful about

What this model itself distrusts about AAMI's figures. Written by the derivation as it ran, not added afterwards.

no current capital expenditure tagged (last tagged 2023-06-30); treated as zero, so free cash flow is overstated and equals operating cash flow
no market cap; set `market_cap` in overrides.yaml
invested capital is -46M (cash exceeds equity plus debt), so return on capital is unbounded rather than undefined; scored as maximal
no forward EPS estimate; growth rests on filings only. Analyst consensus is not published in XBRL, so it has to be fetched from a data provider or set by hand in overrides.yaml as `eps_growth_2y`
valuation DROPPED from the total: only 0 of 2 inputs could be computed (ev sales, ev owner earnings not tagged), so the score is not meaningful. Its weight is spread over the other dimensions
durability DROPPED from the total: only 2 of 4 inputs could be computed (contracted coverage, gross margin stability not tagged), so the score is not meaningful. Its weight is spread over the other dimensions
resilience rests on 2 of 3 inputs; not tagged: liquidity
2 of 5 dimensions could not be measured (valuation, durability -- 35% of the model), so this row is not comparable with the others; its total rests on what was left