AMG:NYE-Affiliated Managers Group Inc (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 181.18

Change

+2.71 (+1.52)%

Market Cap

USD 5.37B

Volume

0.16M

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

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-04 )

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ETFs Containing AMG

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

-0.17 (-0.45%)

CAD 0.02B
FXO First Trust Financials Al.. 1.70 % 0.63 %

+0.99 (+-0.45%)

USD 0.90B
NFAM:CA NBI Canadian Family Busin.. 0.00 % 0.00 %

N/A

CAD 1.62M
XCS:CA iShares S&P/TSX Small Cap 0.00 % 0.61 %

+0.17 (+-0.45%)

CAD 0.15B
ZMT:CA BMO S&P/TSX Equal Weight .. 0.00 % 0.61 %

+1.49 (+-0.45%)

CAD 0.18B

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 19.65% 88% B+ 78% C+
Dividend Return 0.02% 3% F 1% F
Total Return 19.67% 73% C 74% C
Trailing 12 Months  
Capital Gain 38.71% 91% A- 83% B
Dividend Return 0.03% 3% F 1% F
Total Return 38.74% 84% B 80% B-
Trailing 5 Years  
Capital Gain 136.93% 97% N/A 89% A-
Dividend Return 1.07% 3% F 3% F
Total Return 138.00% 97% N/A 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 29.03% N/A N/A 89% A-
Dividend Return 29.11% N/A N/A 87% B+
Total Return 0.08% N/A N/A 3% F
Risk Return Profile  
Volatility (Standard Deviation) 54.46% N/A N/A 16% F
Risk Adjusted Return 53.46% N/A N/A 70% C-
Market Capitalization 5.37B 90% 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 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 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.

Low Revenue Growth

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