ducovest

AMG:NYE-Affiliated Managers Group Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 176.84

Change

+1.71 (+0.98)%

Market Cap

USD 5.22B

Volume

0.18M

Analyst Target

USD 76.25
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware. Address: 777 South Flagler Drive, West Palm Beach, FL, United States, 33401

Company Website : https://www.amg.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-26 )

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ETFs Containing AMG

COPP:CA Global X Copper Producers.. 7.24 % 0.00 %

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ZMT:CA BMO S&P/TSX Equal Weight .. 4.83 % 0.61 %

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NFAM:CA NBI Canadian Family Busin.. 2.71 % 0.00 %

N/A

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FXO First Trust Financials Al.. 1.72 % 0.63 %

-0.01 (4.88%)

 USD 0.92B
XCS:CA iShares S&P/TSX Small Cap 1.24 % 0.61 %

+0.15 (+4.88%)

 CAD 0.14B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.79% 83% B 74% C
Dividend Return 0.02% 3% F 1% F
Total Return 16.81% 67% D+ 68% D+
Trailing 12 Months  
Capital Gain 33.77% 91% A- 81% B-
Dividend Return 0.03% 3% F 1% F
Total Return 33.80% 80% B- 77% C+
Trailing 5 Years  
Capital Gain 113.21% 97% N/A 88% B+
Dividend Return 0.99% 3% F 3% F
Total Return 114.20% 97% N/A 86% B+
Average Annual (5 Year Horizon)  
Capital Gain 28.78% 97% N/A 89% A-
Dividend Return 28.86% 96% N/A 87% B+
Total Return 0.08% 2% F 3% F
Risk Return Profile  
Volatility (Standard Deviation) 54.57% 3% F 16% F
Risk Adjusted Return 52.90% 80% B- 70% C-
Market Capitalization 5.22B 91% A- 78% C+

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector