Stock fact sheet · data as of
Artisan Mid Cap Fund Inv Shs (ARTMX): fair value, margin of safety and Wheel Score
Financial Services · Asset Management · United States · High Yield Income
Is ARTMX undervalued?
ARTMX closed at 34.14 on 16 Oct 2026 against a GLS average fair value of 36.90 - 7.5% below fair value, which our screens read as "fairly priced". 3 of 9 models are above the current price. There is no discount to lean on here, so the margin of safety is not the reason to look at the stock.
The 9 models disagree widely: Lynch gives 4.61 while DDM gives 93.12. A spread that wide means the average is sensitive to which methods you trust; the model table below shows where each one lands, and the Quote page lets you switch any of them off.
The nightly engine files ARTMX under High Yield Income: a dividend yield above 4%.
Nine valuation models for ARTMX
Each model turns the latest filed numbers into a value per share; the GLS fair value is the simple average of the ones that produce a positive number. The last two rows are shown for reference and never enter the average. The Quote page lets you switch any model off and add your own margin of safety.
| Model | Value | vs price | What it measures |
|---|---|---|---|
| DCF | 29.46 | -14% | Present value of the projected free cash flows, discounted at the cost of capital |
| Graham Number | 12.32 | -64% | The most a defensive investor pays for the earnings and book value per share |
| Graham Growth | 26.08 | -24% | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields |
| Lynch | 4.61 | -86% | EPS × the earnings growth rate (PEG of 1), growth capped at 25% |
| GLS Growth | 23.49 | -31% | EPS compounded ten years at the blended growth rate, discounted back at 15% a year |
| 10 Cap | 59.54 | +74% | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10% |
| Payback Time | 60.71 | +78% | Eight years of compounded free cash flow: the price at which the business pays for itself |
| DDM | 93.12 | +173% | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend |
| EPV | 22.80 | -33% | Earnings power value: current EPS capitalised at 9% with no growth |
| Zombie (liquidation) | -5.83 | -117% | Current assets less all liabilities, per share: the balance-sheet floor. Not in the average |
| Wall St target | 0.0000 | -100% | Analysts' average 12-month price target. Not in the average |
Quality and financial health
Financial health is average - ARTMX passes 6 of the nine Piotroski tests, which passes the Sunday Scan's "6 or more" rule. The Financials tab on the Quote page shows which tests fail. The GLS Moat score is 5.5 out of 10: a ten-year record that is consistent in some of the metrics the score tracks (revenue, earnings, margins, cash flow, returns on capital) and patchy in others.
Returns on capital are high - ROIC 32.8%, ROE 62.4%, ROA 14.4% - with debt at 0.91 times equity and a free-cash-flow yield of 8.4%.
The dividend yield is high at 18.54% (payout ratio 91%). A yield this size is often the market's way of pricing a risk to the payout, so the health score and cash flow matter more than usual.
Institutional ownership scores 5/10, insider activity 5/10 and Congressional trading 5/10 on the GLS smart-money scales.
| Piotroski F-score | 6 / 9 | ROIC | 32.8% |
|---|---|---|---|
| GLS Moat | 5.5 / 10 | ROE | 62.4% |
| Debt / equity | 0.91 | ROA | 14.4% |
| Free-cash-flow yield | 8.4% | Payout ratio | 91% |
| Institutions | 5 / 10 | Insiders · Congress | 5 · 5 / 10 |
Wheel Score 39: No options
ARTMX has no listed options in the nightly snapshot, so there is nothing to sell and the stock cannot be wheeled however good the business; the Wheel Score is capped at 39 and shown as "No options" (39 here). The valuation and quality numbers still apply to owning the shares outright.
Volume runs at - a day on a market cap of $2.9B, with a beta of 1.17; the Stability part of the Wheel Score gives that 10 of 20.
| Part | Points | From | |
|---|---|---|---|
| Value | 16 / 25 | 7% margin of safety | |
| Health | 13 / 20 | Piotroski 6/9 | |
| Moat | 8 / 15 | moat 5.5/10 | |
| Premium | 0 / 20 | no option data | |
| Stability | 10 / 20 | 0k shares/day, $2.9B cap, beta 1.17 |
The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls; it is updated nightly and is not a recommendation. The walkthrough lesson shows how the score fits into a trade, start to finish.
Upcoming events
No upcoming earnings date is recorded for ARTMX in the nightly calendar.
Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.
Similar stocks in Asset Management
The 12 companies below are the closest to Artisan Mid Cap Fund Inv Shs by market cap within the Asset Management industry, each with its own fact sheet; the Compare page puts up to eight of them side by side.
| Stock | Close | Fair value | MoS | Wheel | Mkt cap |
|---|---|---|---|---|---|
| DHLYX Diamond Hill Large Cap Fund Class Y | 34.95 | 18.62 | -88% | 21No options | $2.9B |
| PSPAX PIMCO Stocks PLUS Bond Alpha A | 10.87 | 41.90 | +74% | 39No options | $2.9B |
| EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 9.37 | 55.25 | +83% | 39No options | $2.9B |
| CLXRX Columbia Large Cap Index Fund Institutional 2 Class | 61.59 | 2,485.24 | +98% | 39No options | $2.9B |
| SII Sprott Inc. | 110.54 | 104.69 | -6% | 70Good | $2.8B |
| AAGPX American Beacon Large Cap Value Fund Investor Class | 25.33 | 46.42 | +45% | 39No options | $2.8B |
| FSK FS KKR Capital Corp. | 10.73 | 50.09 | +79% | 45Weak | $3.0B |
| LCGNX William Blair Large Cap Growth N | 28.48 | 37.96 | +25% | 39No options | $2.8B |
| YAFIX AMG Yacktman Focused I | 23.81 | 29.22 | +19% | 39No options | $3.0B |
| VNJTX Vanguard New Jersey Long-Term Tax-Exempt Fund Investor Shares | 10.70 | 3.04 | -252% | 26No options | $3.0B |
| HFMIX The Hartford MidCap Fund | 21.65 | 325.59 | +93% | 39No options | $3.1B |
| HFMSX The Hartford MidCap Fund Class R4 | 26.61 | 390.89 | +93% | 39No options | $3.1B |
⚖ Compare ARTMX with 7 of them All Financial Services stocks →
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Start free See the Sunday ScanQuestions about ARTMX
Is ARTMX undervalued right now?
Not meaningfully: at 34.14 the stock trades within a few percent of the GLS average fair value of 36.90 (7.5% below fair value, data as of 16 Oct 2026).
What is the Wheel Score of ARTMX and what does it mean?
ARTMX has no listed options in our nightly snapshot, so it cannot be wheeled; its Wheel Score is capped at 39 and shown as "No options".
What is the GLS fair value for ARTMX?
36.90 per share as of 16 Oct 2026 - the simple average of the 9 valuation models (out of nine: DCF, Graham Number, Graham Growth, Lynch, GLS Growth, 10 Cap, Payback Time, DDM and EPV) that produced a positive value. The models run every night on the latest filings; the Quote page lets you switch any of them off and add a margin of safety of your own.
When does Artisan Mid Cap Fund Inv Shs report earnings next?
No upcoming earnings date is recorded for ARTMX in our calendar as of 16 Oct 2026; the Calendars page is refreshed every morning.
Does ARTMX have listed options, and how liquid are they?
No. The nightly options snapshot found no listed contracts on ARTMX, so the wheel strategy cannot be run on it and the Wheel Score is capped at 39.