AMG:NYE-Affiliated Managers Group Inc. (USD)

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 158.91

Change

-1.07 (-0.67)%

Market Cap

USD 7.94B

Volume

0.25M

Analyst Target

USD 76.25
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: 2024-04-17 )

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ETFs Containing AMG

ION Proshares S&P Global Core.. 3.42 % 0.00 %

+1.16 (+3.83%)

USD 2.24M
FXO First Trust Financials Al.. 0.00 % 0.63 %

-0.07 (3.83%)

USD 0.87B
ZMT:CA BMO S&P/TSX Equal Weight .. 0.00 % 0.61 %

+0.01 (+3.83%)

CAD 0.04B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.95% 85% B 75% C
Dividend Return 0.01% N/A F N/A F
Total Return 4.95% 76% C+ 72% C
Trailing 12 Months  
Capital Gain 10.65% 84% B 67% D+
Dividend Return 0.03% N/A F N/A F
Total Return 10.67% 65% D 60% D-
Trailing 5 Years  
Capital Gain 39.84% 96% N/A 71% C-
Dividend Return 1.27% 2% F 4% F
Total Return 41.10% 87% B+ 65% D
Average Annual (5 Year Horizon)  
Capital Gain 25.01% 98% N/A 88% B+
Dividend Return 25.21% 97% N/A 87% B+
Total Return 0.20% 2% F 5% F
Risk Return Profile  
Volatility (Standard Deviation) 56.56% 3% F 16% F
Risk Adjusted Return 44.57% 85% B 70% C-
Market Capitalization 7.94B 94% A 77% C+

Key Financial Ratios

  Ratio vs. Industry/Classification (Asset Management) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.60 64% 78%
Price/Book Ratio 1.48 14% 54%
Price / Cash Flow Ratio 5.94 64% 56%
Price/Free Cash Flow Ratio 5.16 80% 64%
Management Effectiveness  
Return on Equity 18.87% 88% 80%
Return on Invested Capital 17.32% 73% 82%
Return on Assets 4.77% 83% 70%
Debt to Equity Ratio 70.72% 45% 49%

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 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.

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:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

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