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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash-to-Debt 0.37
AMG's Cash-to-Debt is ranked lower than
84% of the 1152 Companies
in the Global Asset Management industry.

( Industry Median: 226.00 vs. AMG: 0.37 )
Ranked among companies with meaningful Cash-to-Debt only.
AMG' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.06  Med: 0.36 Max: No Debt
Current: 0.37
0.06
No Debt
Equity-to-Asset 0.44
AMG's Equity-to-Asset is ranked lower than
75% of the 1009 Companies
in the Global Asset Management industry.

( Industry Median: 0.76 vs. AMG: 0.44 )
Ranked among companies with meaningful Equity-to-Asset only.
AMG' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.14  Med: 0.36 Max: 0.66
Current: 0.44
0.14
0.66
Debt-to-Equity 0.53
AMG's Debt-to-Equity is ranked lower than
66% of the 569 Companies
in the Global Asset Management industry.

( Industry Median: 0.27 vs. AMG: 0.53 )
Ranked among companies with meaningful Debt-to-Equity only.
AMG' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.23  Med: 0.62 Max: 2.55
Current: 0.53
0.23
2.55
Debt-to-EBITDA 1.47
AMG's Debt-to-EBITDA is ranked higher than
61% of the 533 Companies
in the Global Asset Management industry.

( Industry Median: 3.03 vs. AMG: 1.47 )
Ranked among companies with meaningful Debt-to-EBITDA only.
AMG' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 0.86  Med: 1.49 Max: 2.91
Current: 1.47
0.86
2.91
Interest Coverage 10.80
AMG's Interest Coverage is ranked lower than
73% of the 1040 Companies
in the Global Asset Management industry.

( Industry Median: 465.71 vs. AMG: 10.80 )
Ranked among companies with meaningful Interest Coverage only.
AMG' s Interest Coverage Range Over the Past 10 Years
Min: 3.07  Med: 5.93 Max: 10.8
Current: 10.8
3.07
10.8
Piotroski F-Score: 5
Altman Z-Score: 2.54
Beneish M-Score: -2.82
WACC vs ROIC
11.62%
16.06%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating Margin % 41.08
AMG's Operating Margin % is ranked higher than
55% of the 1036 Companies
in the Global Asset Management industry.

( Industry Median: 33.44 vs. AMG: 41.08 )
Ranked among companies with meaningful Operating Margin % only.
AMG' s Operating Margin % Range Over the Past 10 Years
Min: 22.18  Med: 28.74 Max: 41.08
Current: 41.08
22.18
41.08
Net Margin % 29.92
AMG's Net Margin % is ranked higher than
52% of the 1036 Companies
in the Global Asset Management industry.

( Industry Median: 27.05 vs. AMG: 29.92 )
Ranked among companies with meaningful Net Margin % only.
AMG' s Net Margin % Range Over the Past 10 Years
Min: -0.11  Med: 11.74 Max: 29.92
Current: 29.92
-0.11
29.92
ROE % 18.99
AMG's ROE % is ranked higher than
82% of the 1134 Companies
in the Global Asset Management industry.

( Industry Median: 6.85 vs. AMG: 18.99 )
Ranked among companies with meaningful ROE % only.
AMG' s ROE % Range Over the Past 10 Years
Min: -0.19  Med: 12.09 Max: 37.58
Current: 18.99
-0.19
37.58
ROA % 7.95
AMG's ROA % is ranked higher than
69% of the 1163 Companies
in the Global Asset Management industry.

( Industry Median: 3.39 vs. AMG: 7.95 )
Ranked among companies with meaningful ROA % only.
AMG' s ROA % Range Over the Past 10 Years
Min: -0.04  Med: 4.46 Max: 7.95
Current: 7.95
-0.04
7.95
ROC (Joel Greenblatt) % 1046.77
AMG's ROC (Joel Greenblatt) % is ranked higher than
81% of the 876 Companies
in the Global Asset Management industry.

( Industry Median: 74.15 vs. AMG: 1046.77 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
AMG' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 317.45  Med: 771.43 Max: 1161.53
Current: 1046.77
317.45
1161.53
3-Year Revenue Growth Rate -0.10
AMG's 3-Year Revenue Growth Rate is ranked lower than
58% of the 803 Companies
in the Global Asset Management industry.

( Industry Median: 4.50 vs. AMG: -0.10 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
AMG' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -9.2  Med: 10.9 Max: 44.6
Current: -0.1
-9.2
44.6
3-Year EBITDA Growth Rate 2.80
AMG's 3-Year EBITDA Growth Rate is ranked lower than
52% of the 715 Companies
in the Global Asset Management industry.

( Industry Median: 4.90 vs. AMG: 2.80 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
AMG' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -17.3  Med: 14.2 Max: 68.6
Current: 2.8
-17.3
68.6
3-Year EPS without NRI Growth Rate 9.40
AMG's 3-Year EPS without NRI Growth Rate is ranked higher than
57% of the 670 Companies
in the Global Asset Management industry.

( Industry Median: 4.40 vs. AMG: 9.40 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
AMG' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -28.3  Med: 19.3 Max: 51.2
Current: 9.4
-28.3
51.2
GuruFocus has detected 5 Warning Signs with Affiliated Managers Group Inc AMG.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» AMG's 30-Y Financials

Financials (Next Earnings Date: 2018-05-01)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q1 2017

AMG Guru Trades in Q1 2017

Chuck Royce 27,080 sh (+83.66%)
Pioneer Investments 175,260 sh (+37.36%)
David Dreman 1,943 sh (unchged)
Ruane Cunniff 16,645 sh (unchged)
Ray Dalio Sold Out
Paul Tudor Jones Sold Out
Joel Greenblatt Sold Out
Ken Fisher 27,298 sh (-10.20%)
Columbia Wanger 140,103 sh (-57.02%)
John Burbank 50,465 sh (-87.17%)
» More
Q2 2017

AMG Guru Trades in Q2 2017

Jim Simons 76,969 sh (New)
Pioneer Investments 279,076 sh (+59.24%)
David Dreman 2,671 sh (+37.47%)
Ken Fisher 27,448 sh (+0.55%)
Chuck Royce 27,080 sh (unchged)
Ruane Cunniff Sold Out
Columbia Wanger Sold Out
John Burbank 32,183 sh (-36.23%)
» More
Q3 2017

AMG Guru Trades in Q3 2017

Pioneer Investments 714,516 sh (+156.03%)
Chuck Royce 31,778 sh (+17.35%)
John Burbank 34,156 sh (+6.13%)
David Dreman 2,671 sh (unchged)
Jim Simons Sold Out
Ken Fisher 26,904 sh (-1.98%)
» More
Q4 2017

AMG Guru Trades in Q4 2017

Pioneer Investments 815,276 sh (+14.10%)
Chuck Royce 31,778 sh (unchged)
David Dreman 2,671 sh (unchged)
Ken Fisher 26,366 sh (-2.00%)
John Burbank 1,888 sh (-94.47%)
» More
» Details

Insider Trades

Latest Guru Trades with AMG

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ken Fisher 2017-12-31 Reduce -2.00%$182.86 - $206.51 $ 186.83-4%26,366
Ken Fisher 2017-09-30 Reduce -1.98%$166.18 - $189.83 $ 186.835%26,904
Ken Fisher 2017-06-30 Add 0.55%$149.51 - $166.45 $ 186.8317%27,448
David Dreman 2017-06-30 Add 37.47%0.07%$149.51 - $166.45 $ 186.8317%2,671
Ruane Cunniff 2017-06-30 Sold Out 0.03%$149.51 - $166.45 $ 186.8317%0
Ken Fisher 2017-03-31 Reduce -10.20%$141.34 - $170.91 $ 186.8318%27,298
Joel Greenblatt 2017-03-31 Sold Out $141.34 - $170.91 $ 186.8318%0
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
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Peter Lynch Chart ( What is Peter Lynch Charts )

Business Description

Industry: Asset Management » Asset Management    NAICS: 523930    SIC: 6282
Compare:LSE:III, LSE:HL., NAS:SEIC, NYSE:KKR, OSTO:INDU C, SHSE:601108, OSTO:KINV A, LSE:SDR, JSE:REM, NYSE:VOYA, XAMS:HAL, OSTO:LUND B, SHSE:600958, SHSE:600816, NYSE:APO, LSE:SMT, HKSE:01031, NAS:CG, NYSE:IVZ, NYSE:JHG » details
Traded in other countries:AFS.Germany,
Headquarter Location:USA
Affiliated Managers Group Inc is an asset management company. It has equity investments in boutique investment management firms. It provides centralized assistance in strategic matters, marketing, distribution, product development and operations.

Affiliated Managers Group offers investment strategies to investors through its network of affiliates. The firm typically buys a majority interest in small to midsize boutique asset managers, receiving a fixed percentage of revenue from these firms in return. The affiliates operate independently, with AMG providing strategic, operational, and technology support, as well as access to its global distribution platform. At the end of September 2017, AMG's affiliate network had $803.7 billion in AUM.

Ratios

vs
industry
vs
history
PE Ratio 15.48
AMG's PE Ratio is ranked lower than
53% of the 857 Companies
in the Global Asset Management industry.

( Industry Median: 13.70 vs. AMG: 15.48 )
Ranked among companies with meaningful PE Ratio only.
AMG' s PE Ratio Range Over the Past 10 Years
Min: 5.09  Med: 27.47 Max: 53.37
Current: 15.48
5.09
53.37
Forward PE Ratio 10.74
AMG's Forward PE Ratio is ranked higher than
70% of the 121 Companies
in the Global Asset Management industry.

( Industry Median: 12.53 vs. AMG: 10.74 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 15.48
AMG's PE Ratio without NRI is ranked lower than
52% of the 854 Companies
in the Global Asset Management industry.

( Industry Median: 14.00 vs. AMG: 15.48 )
Ranked among companies with meaningful PE Ratio without NRI only.
AMG' s PE Ratio without NRI Range Over the Past 10 Years
Min: 5.09  Med: 27.47 Max: 53.37
Current: 15.48
5.09
53.37
Price-to-Owner-Earnings 15.43
AMG's Price-to-Owner-Earnings is ranked lower than
54% of the 370 Companies
in the Global Asset Management industry.

( Industry Median: 13.47 vs. AMG: 15.43 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
AMG' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 3.35  Med: 17.44 Max: 62.5
Current: 15.43
3.35
62.5
PB Ratio 2.72
AMG's PB Ratio is ranked lower than
80% of the 1120 Companies
in the Global Asset Management industry.

( Industry Median: 1.05 vs. AMG: 2.72 )
Ranked among companies with meaningful PB Ratio only.
AMG' s PB Ratio Range Over the Past 10 Years
Min: 0.65  Med: 3.12 Max: 8.22
Current: 2.72
0.65
8.22
PS Ratio 4.86
AMG's PS Ratio is ranked higher than
50% of the 935 Companies
in the Global Asset Management industry.

( Industry Median: 4.69 vs. AMG: 4.86 )
Ranked among companies with meaningful PS Ratio only.
AMG' s PS Ratio Range Over the Past 10 Years
Min: 0.57  Med: 3.8 Max: 5.62
Current: 4.86
0.57
5.62
Price-to-Free-Cash-Flow 9.71
AMG's Price-to-Free-Cash-Flow is ranked higher than
65% of the 317 Companies
in the Global Asset Management industry.

( Industry Median: 15.14 vs. AMG: 9.71 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
AMG' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 2.46  Med: 9.62 Max: 26.7
Current: 9.71
2.46
26.7
Price-to-Operating-Cash-Flow 9.55
AMG's Price-to-Operating-Cash-Flow is ranked higher than
61% of the 555 Companies
in the Global Asset Management industry.

( Industry Median: 12.88 vs. AMG: 9.55 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
AMG' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 2.42  Med: 9.43 Max: 24.75
Current: 9.55
2.42
24.75
EV-to-EBIT 10.78
AMG's EV-to-EBIT is ranked higher than
52% of the 811 Companies
in the Global Asset Management industry.

( Industry Median: 11.06 vs. AMG: 10.78 )
Ranked among companies with meaningful EV-to-EBIT only.
AMG' s EV-to-EBIT Range Over the Past 10 Years
Min: 2.9  Med: 11.9 Max: 22.3
Current: 10.78
2.9
22.3
EV-to-EBITDA 9.87
AMG's EV-to-EBITDA is ranked higher than
53% of the 826 Companies
in the Global Asset Management industry.

( Industry Median: 10.32 vs. AMG: 9.87 )
Ranked among companies with meaningful EV-to-EBITDA only.
AMG' s EV-to-EBITDA Range Over the Past 10 Years
Min: 2.6  Med: 10.4 Max: 19.7
Current: 9.87
2.6
19.7
EV-to-Revenue 5.40
AMG's EV-to-Revenue is ranked lower than
52% of the 896 Companies
in the Global Asset Management industry.

( Industry Median: 5.04 vs. AMG: 5.40 )
Ranked among companies with meaningful EV-to-Revenue only.
AMG' s EV-to-Revenue Range Over the Past 10 Years
Min: 0.9  Med: 4.7 Max: 6.9
Current: 5.4
0.9
6.9
PEG Ratio 1.66
AMG's PEG Ratio is ranked lower than
57% of the 221 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. AMG: 1.66 )
Ranked among companies with meaningful PEG Ratio only.
AMG' s PEG Ratio Range Over the Past 10 Years
Min: 0.23  Med: 2 Max: 6.15
Current: 1.66
0.23
6.15
Shiller PE Ratio 35.34
AMG's Shiller PE Ratio is ranked lower than
81% of the 252 Companies
in the Global Asset Management industry.

( Industry Median: 19.07 vs. AMG: 35.34 )
Ranked among companies with meaningful Shiller PE Ratio only.
AMG' s Shiller PE Ratio Range Over the Past 10 Years
Min: 6.91  Med: 38.97 Max: 71.7
Current: 35.34
6.91
71.7
Current Ratio 1.60
AMG's Current Ratio is ranked lower than
70% of the 920 Companies
in the Global Asset Management industry.

( Industry Median: 3.56 vs. AMG: 1.60 )
Ranked among companies with meaningful Current Ratio only.
AMG' s Current Ratio Range Over the Past 10 Years
Min: 0.44  Med: 2.11 Max: 5.35
Current: 1.6
0.44
5.35
Quick Ratio 1.60
AMG's Quick Ratio is ranked lower than
68% of the 920 Companies
in the Global Asset Management industry.

( Industry Median: 3.28 vs. AMG: 1.60 )
Ranked among companies with meaningful Quick Ratio only.
AMG' s Quick Ratio Range Over the Past 10 Years
Min: 0.44  Med: 2.11 Max: 5.35
Current: 1.6
0.44
5.35
Days Sales Outstanding 68.69
AMG's Days Sales Outstanding is ranked lower than
67% of the 509 Companies
in the Global Asset Management industry.

( Industry Median: 43.68 vs. AMG: 68.69 )
Ranked among companies with meaningful Days Sales Outstanding only.
AMG' s Days Sales Outstanding Range Over the Past 10 Years
Min: 41.31  Med: 62.39 Max: 74.82
Current: 68.69
41.31
74.82

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 0.48
AMG's Dividend Yield % is ranked lower than
97% of the 1107 Companies
in the Global Asset Management industry.

( Industry Median: 3.64 vs. AMG: 0.48 )
Ranked among companies with meaningful Dividend Yield % only.
AMG' s Dividend Yield % Range Over the Past 10 Years
Min: 0.12  Med: 0.27 Max: 0.49
Current: 0.48
0.12
0.49
Dividend Payout Ratio 0.06
AMG's Dividend Payout Ratio is ranked higher than
100% of the 642 Companies
in the Global Asset Management industry.

( Industry Median: 0.55 vs. AMG: 0.06 )
Ranked among companies with meaningful Dividend Payout Ratio only.
AMG' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0  Med: 0 Max: 0.06
Current: 0.06
0
0.06
Forward Dividend Yield % 0.64
AMG's Forward Dividend Yield % is ranked lower than
96% of the 1014 Companies
in the Global Asset Management industry.

( Industry Median: 2.93 vs. AMG: 0.64 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 0.49
AMG's 5-Year Yield-on-Cost % is ranked lower than
96% of the 1386 Companies
in the Global Asset Management industry.

( Industry Median: 4.29 vs. AMG: 0.49 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
AMG' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.12  Med: 0.27 Max: 0.49
Current: 0.49
0.12
0.49
3-Year Average Share Buyback Ratio -2.80
AMG's 3-Year Average Share Buyback Ratio is ranked lower than
57% of the 626 Companies
in the Global Asset Management industry.

( Industry Median: -1.50 vs. AMG: -2.80 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
AMG' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -51  Med: -2.05 Max: 3.8
Current: -2.8
-51
3.8

Valuation & Return

vs
industry
vs
history
Price-to-Intrinsic-Value-Projected-FCF 0.82
AMG's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
73% of the 332 Companies
in the Global Asset Management industry.

( Industry Median: 1.13 vs. AMG: 0.82 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
AMG' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.36  Med: 0.97 Max: 2.08
Current: 0.82
0.36
2.08
Price-to-Intrinsic-Value-DCF (Earnings Based) 1.45
AMG's Price-to-Intrinsic-Value-DCF (Earnings Based) is ranked lower than
68% of the 22 Companies
in the Global Asset Management industry.

( Industry Median: 0.93 vs. AMG: 1.45 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-DCF (Earnings Based) only.
AMG' s Price-to-Intrinsic-Value-DCF (Earnings Based) Range Over the Past 10 Years
Min: 1.55  Med: 2.37 Max: 4.35
Current: 1.45
1.55
4.35
Price-to-Median-PS-Value 1.28
AMG's Price-to-Median-PS-Value is ranked lower than
67% of the 661 Companies
in the Global Asset Management industry.

( Industry Median: 1.01 vs. AMG: 1.28 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
AMG' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.32  Med: 0.91 Max: 1.49
Current: 1.28
0.32
1.49
Price-to-Peter-Lynch-Fair-Value 2.43
AMG's Price-to-Peter-Lynch-Fair-Value is ranked lower than
81% of the 112 Companies
in the Global Asset Management industry.

( Industry Median: 1.04 vs. AMG: 2.43 )
Ranked among companies with meaningful Price-to-Peter-Lynch-Fair-Value only.
AMG' s Price-to-Peter-Lynch-Fair-Value Range Over the Past 10 Years
Min: 0.73  Med: 2.39 Max: 6.09
Current: 2.43
0.73
6.09
Earnings Yield (Greenblatt) % 9.28
AMG's Earnings Yield (Greenblatt) % is ranked higher than
67% of the 1168 Companies
in the Global Asset Management industry.

( Industry Median: 4.92 vs. AMG: 9.28 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
AMG' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 4.5  Med: 8.4 Max: 34.1
Current: 9.28
4.5
34.1
Forward Rate of Return (Yacktman) % 18.42
AMG's Forward Rate of Return (Yacktman) % is ranked higher than
68% of the 372 Companies
in the Global Asset Management industry.

( Industry Median: 9.34 vs. AMG: 18.42 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
AMG' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 14.1  Med: 22.4 Max: 51.1
Current: 18.42
14.1
51.1

More Statistics

Revenue (TTM) (Mil) $2,305.00
EPS (TTM) $ 12.07
Beta1.72
Short Percentage of Float1.24%
52-Week Range $148.81 - 217.00
Shares Outstanding (Mil)55.58

Analyst Estimate

Dec18 Dec19 Dec20
Revenue (Mil $) 2,472 2,607 2,578
EBIT (Mil $)
EBITDA (Mil $) 1,132 1,315 1,316
EPS ($) 17.46 19.33 20.02
EPS without NRI ($) 17.46 19.33 20.02
EPS Growth Rate
(Future 3Y To 5Y Estimate)
15.33%
Dividends per Share ($) 1.10 1.20 2.00

Piotroski F-Score Details

Piotroski F-Score: 55
Positive ROAY
Positive CFROAY
Higher ROA yoyY
CFROA > ROAY
Lower Leverage yoyY
Higher Current Ratio yoyN
Less Shares Outstanding yoyN
Higher Gross Margin yoyN
Higher Asset Turnover yoyN

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