Ariel Appreciation Fund
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About the company
The Ariel Appreciation Fund primarily allocates its capital to mid-capitalization companies deemed undervalued but possessing robust growth potential. Its portfolio predominantly consists of shares in American firms whose market capitalization falls within the typical range of constituents of the Russell Midcap® Index, as assessed at the moment of the initial investment. The investment approach employed by the fund is grounded in the Adviser's contrarian philosophy, a method underpinned by three core, interconnected principles: patience, focus, and independent thinking.
- CEO
- John W. RogersEric T. McKissack
- IPO
- 1989
- HQ
- Chicago, IL, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $915.43M
- P/E
- 4.39
- PEG
- 0.00
- P/S
- 166.96
- P/B
- 0.00
- EV/EBITDA
- 0.00
- Div Yield
- 11.56%
- Gross Margin
- 100.00%
- Op Margin
- 56.87%
- Net Margin
- 1338.83%
- ROE
- 28.00%
- ROIC
- 1.04%
Latest fiscal year · YoY change
- Revenue
- $5.43M+4.3%
- Gross Profit
- $5.43M+4.3%
- Op Income
- $3.09M
- Net Income
- $72.65M+197.7%
- EPS
- $9.78+198.3%
- OCF Growth
- +0.0%
- FCF Growth
- +0.0%
- 52W High
- $47.27
- 52W Low
- $37.80
- 50D MA
- $45.06
- 200D MA
- $42.38
- Beta
- 1.03
- RSI (14)
- 44
- Avg Volume
- 0
No earnings-call transcripts are available for CAAPX yet.
- Free Float
- 0.0%
- Shares Outstanding
- 21.11M
- Float Shares
- 0
of shares held by institutions
1 13F filers
Our CAAPX coverage
Recent articles, reports, and earnings notes.
No research on CAAPX yet
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Generate CAAPX report →John Rogers Trims Sphere Entertainment Co (SPHR) -- Stock Still 106% Overvalued on GF Value
gurufocus.com · Aug 20
John Rogers Trims Madison Square Garden Entertainment Corp (MSGE) Stake as Shares Trade 77% Above GF Value
gurufocus.com · Aug 20
John Rogers Buys Mattel Inc (MAT) -- Shares Look 34% Undervalued on GF Value
gurufocus.com · Aug 20
John Rogers Trims Lindblad Expeditions Holdings Inc (LIND) Stake -- Shares Remain Significantly Overvalued on GF Value
gurufocus.com · Aug 20
John Rogers Buys Core Laboratories Inc (CLB) -- Shares Look 28% Undervalued on GF Value
gurufocus.com · Aug 20
John Rogers's Top Q2 2026 Move: Haemonetics Corp at a 1.54% Portfolio Impact
gurufocus.com · Aug 14
John Rogers' Strategic Moves: Sphere Entertainment Co Sees Significant Reduction
gurufocus.com · Feb 13
John Rogers Reduces Stake in Sphere Entertainment Co
gurufocus.com · Dec 11
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.