Business Description
ISIN : US0082521081
Share Class Description:
AMG: Ordinary SharesTotal Employee Number:
5,600Financial Strength
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.14 | |||||
Equity-to-Asset | 0.32 | |||||
Debt-to-Equity | 0.99 | |||||
Debt-to-EBITDA | 1.8 | |||||
Interest Coverage | 3.89 | |||||
Piotroski F-Score | 6/9 | |||||
Altman Z-Score | 3.06 | |||||
Beneish M-Score | -2.7 | |||||
WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 9.8 | |||||
3-Year EBITDA Growth Rate | 4.8 | |||||
3-Year EPS without NRI Growth Rate | 9.2 | |||||
3-Year FCF Growth Rate | 11.2 | |||||
3-Year Book Growth Rate | 10 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 23.23 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 10.53 |
Momentum Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 41.44 | |||||
9-Day RSI | 45.14 | |||||
14-Day RSI | 47.51 | |||||
3-1 Month Momentum % | 9.83 | |||||
6-1 Month Momentum % | 29.37 | |||||
12-1 Month Momentum % | 59.91 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 1.24 | |||||
Quick Ratio | 1.24 | |||||
Cash Ratio | 0.4 | |||||
Days Sales Outstanding | 111.04 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 0.01 | |||||
Forward Dividend Yield % | 0.01 | |||||
3-Year Average Share Buyback Ratio | 9 | |||||
Shareholder Yield % | 9.08 |
Profitability Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 50.27 | |||||
Operating Margin % | 25.17 | |||||
Net Margin % | 37.72 | |||||
EBITDA Margin % | 73.65 | |||||
FCF Margin % | 46.91 | |||||
OCF Margin % | 47.21 | |||||
ROE % | 26.85 | |||||
ROA % | 9.36 | |||||
ROIC % | 5.37 | |||||
3-Year ROIIC % | -48.52 | |||||
ROC (Joel Greenblatt) % | 2652.21 | |||||
ROCE % | 18.61 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 4 | |||||
Tariff Resilience Score | 8 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 12.48 | |||||
Forward PE Ratio | 8.42 | |||||
PE Ratio without NRI | 11.22 | |||||
Shiller PE Ratio | 23.97 | |||||
Price-to-Owner-Earnings | 8.93 | |||||
PEG Ratio | 0.73 | |||||
PS Ratio | 4.71 | |||||
PB Ratio | 3.08 | |||||
Price-to-Free-Cash-Flow | 10.08 | |||||
Price-to-Operating-Cash-Flow | 10.02 | |||||
EV-to-EBIT | 8.52 | |||||
EV-to-Forward-EBIT | 16.63 | |||||
EV-to-EBITDA | 7.82 | |||||
EV-to-Forward-EBITDA | 15.15 | |||||
EV-to-Revenue | 5.76 | |||||
EV-to-Forward-Revenue | 4.48 | |||||
EV-to-FCF | 12.28 | |||||
Price-to-GF-Value | 1.27 | |||||
Price-to-Projected-FCF | 0.59 | |||||
Price-to-Median-PS-Value | 1.47 | |||||
Price-to-Peter-Lynch-Fair-Value | 1.27 | |||||
Earnings Yield (Greenblatt) % | 11.74 | |||||
FCF Yield % | 11.43 | |||||
Forward Rate of Return (Yacktman) % | 16.36 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Annualized Return % Â
Total Annual Return % Â
Affiliated Managers Group Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 2,270.2 | ||
| EPS (TTM) ($) | 28.87 | ||
| Beta | 0.7353 | ||
| 3-Year Sharpe Ratio | 1.37 | ||
| 3-Year Sortino Ratio | 2.87 | ||
| Volatility % | 22.31 | ||
| 14-Day RSI | 47.51 | ||
| 14-Day ATR ($) | 11.339642 | ||
| 20-Day SMA ($) | 364.0165 | ||
| 12-1 Month Momentum % | 59.91 | ||
| 52-Week Range ($) | 229.65 - 392.9199 | ||
| Shares Outstanding (Mil) | 25.86 |
Piotroski F-Score Details
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Affiliated Managers Group Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Affiliated Managers Group Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Annual report for 2026 | 2027-02-17 | In 161 days | ||
| Fourth quarter earnings conference call for 2026 | 2027-02-12 08:30 | In 157 days | ||
| Fourth quarter earnings results for 2026 | 2027-02-12 | In 156 days | ||
| Third quarter earnings conference call for 2026 | 2026-11-03 08:30 | In 56 days | ||
| Third quarter earnings results for 2026 | 2026-11-03 | In 55 days | ||
| USD 0.010000 Cash Dividend | 2026-08-10 | 369.70 (-0.90%) | ||
| Second quarter earnings conference call for 2026 | 2026-07-30 08:30 | 360.07 (-1.62%) | ||
| Second quarter earnings results for 2026 | 2026-07-30 | 360.07 (-1.62%) | ||
| General meeting for 2026 | 2026-05-27 09:00 | 308.65 (+1.50%) | ||
| USD 0.010000 Cash Dividend | 2026-05-11 | 302.80 (+1.18%) |
Affiliated Managers Group Inc Frequently Asked Questions
Guru Commentaries on NYSE:AMG
Affiliated Managers Group, Inc. (AMG) climbed +22.3% on growing recognition of its higher-margin alternative-asset managers. We buy what others are selling, and we see the greatest opportunity in the areas currently being shunned. As a result, our largest holdings trade at deep discounts to the broad market—Affiliated Managers Group at 9x earnings. Such discounts can take time to be recognized, but we believe AMG's strong positioning in the alternative asset management space will ultimately lead to value realization.
Affiliated Managers Group has been a top contributor to our portfolio, providing a 1.11% contribution with an ending weight of 6.06%. This performance reflects our confidence in the company's ability to generate strong returns. We believe that the firm's business model, which focuses on partnering with high-quality investment management firms, positions it well for future growth. The strength in our financials sector, alongside the performance of Affiliated Managers Group, underscores our strategy's effectiveness in navigating the current market environment.
We have fully exited our position in Affiliated Managers Group (AMG) after it delivered excellent performance, supported by the stabilization of its assets under management and its outstanding capital allocation strategy, marked by aggressive share buybacks. However, the limited margin of safety at current levels, along with the availability of more attractive investment opportunities, led us to this decision. The share price has reached all-time highs, indicating that we believe the stock is now overvalued.
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