MGR:NYE-Affiliated Managers Group Inc. 6.375% Senior Notes due 2042 (USD)

EQUITY | Investment Banking & Investment Services | New York Stock Exchange

Last Closing

USD 22.25

Change

-0.15 (-0.67)%

Market Cap

USD 5.15B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Affiliated Managers Group Inc., is an asset management company with equity investments in a group of boutique investment management firms or Affiliates.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

ETFs Containing MGR

MVA:AU VanEck Vectors Australian.. 10.05 % 0.00 %

-0.33 (0.86%)

USD 0.60B
SLF:AU SPDR S&P/ASX 200 Listed P.. 5.34 % 0.00 %

+0.06 (+0.86%)

USD 0.56B
1555:TSE Nikko Australia REIT 5.28 % 0.00 %

+12.00 (+0.86%)

USD 15.35B
VAP:AU Vanguard Australian Prope.. 4.98 % 0.00 %

+0.65 (+0.86%)

USD 3.30B
3187:HK Samsung S&P High Dividend.. 3.79 % 0.00 %

+0.06 (+0.86%)

N/A
9187:HK Samsung S&P High Dividend.. 3.79 % 0.00 %

+0.02 (+0.86%)

N/A
AYEP:F iShares II Public Limited.. 1.93 % 0.00 %

N/A

USD 0.60B
AYEP:XETRA iShares Asia Property Yie.. 1.93 % 0.00 %

N/A

USD 0.60B
IQQ4:XETRA iShares Asia Property Yie.. 1.93 % 0.00 %

N/A

USD 0.60B
IASP:SW iShares Asia Property Yie.. 1.93 % 0.00 %

N/A

USD 0.34B
FAUS 0.00 % 0.80 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Investment Banking & Investment Services) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.24% 25% F 33% F
Dividend Return 4.89% 25% F 65% D
Total Return 3.64% 19% F 37% F
Trailing 12 Months  
Capital Gain -1.51% 13% F 33% F
Dividend Return 6.50% 75% C 77% C+
Total Return 4.99% 19% F 42% F
Trailing 5 Years  
Capital Gain -18.33% 7% C- 29% F
Dividend Return 25.59% 53% F 75% C
Total Return 7.26% 7% C- 35% F
Average Annual (5 Year Horizon)  
Capital Gain -2.65% 19% F 20% F
Dividend Return 2.85% 31% F 35% F
Total Return 5.50% 81% B- 86% B+
Risk Return Profile  
Volatility (Standard Deviation) 10.08% 19% F 80% B-
Risk Adjusted Return 28.31% 6% D- 43% F
Market Capitalization 5.15B 100% F 78% C+

Key Financial Ratios

  Ratio vs. Industry/Classification (Investment Banking & Investment Services) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 12.75 50% 66%
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio 5.89 100% 56%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 20.33% 100% 85%
Return on Invested Capital 12.97% 50% 76%
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

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 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.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to 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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is 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.

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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.