AFFILIATED MANAGERS GROUP (AMG) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:AMG • US0082521081
313.09 USD
+0.32 (+0.1%)
At close: Jan 30, 2026
313.09 USD
0 (0%)
After Hours: 1/30/2026, 8:04:00 PM
AMG gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 237 industry peers in the Capital Markets industry. AMG has an average financial health and profitability rating. AMG is valued quite cheap, while showing a decent growth score. This is a good combination! These ratings could make AMG a good candidate for value investing.
1. Profitability
1.1 Basic Checks
- AMG had positive earnings in the past year.
- In the past year AMG had a positive cash flow from operations.
- Each year in the past 5 years AMG has been profitable.
- AMG had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
- The Return On Assets of AMG (5.95%) is better than 71.73% of its industry peers.
- With a decent Return On Equity value of 15.89%, AMG is doing good in the industry, outperforming 78.06% of the companies in the same industry.
- AMG has a Return On Invested Capital of 5.15%. This is in the better half of the industry: AMG outperforms 67.51% of its industry peers.
- AMG had an Average Return On Invested Capital over the past 3 years of 7.38%. This is in line with the industry average of 7.27%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.95% | ||
| ROE | 15.89% | ||
| ROIC | 5.15% |
ROA(3y)8.71%
ROA(5y)7.01%
ROE(3y)23.17%
ROE(5y)19.42%
ROIC(3y)7.38%
ROIC(5y)7.61%
1.3 Margins
- AMG's Profit Margin of 26.01% is fine compared to the rest of the industry. AMG outperforms 65.82% of its industry peers.
- In the last couple of years the Profit Margin of AMG has grown nicely.
- The Operating Margin of AMG (24.87%) is comparable to the rest of the industry.
- AMG's Operating Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 24.87% | ||
| PM (TTM) | 26.01% | ||
| GM | N/A |
OM growth 3Y-4.07%
OM growth 5Y0.96%
PM growth 3Y2.25%
PM growth 5Y104.49%
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
- The number of shares outstanding for AMG has been reduced compared to 1 year ago.
- The number of shares outstanding for AMG has been reduced compared to 5 years ago.
- Compared to 1 year ago, AMG has a worse debt to assets ratio.
2.2 Solvency
- An Altman-Z score of 2.54 indicates that AMG is not a great score, but indicates only limited risk for bankruptcy at the moment.
- AMG's Altman-Z score of 2.54 is fine compared to the rest of the industry. AMG outperforms 73.84% of its industry peers.
- AMG has a debt to FCF ratio of 2.55. This is a good value and a sign of high solvency as AMG would need 2.55 years to pay back of all of its debts.
- Looking at the Debt to FCF ratio, with a value of 2.55, AMG belongs to the top of the industry, outperforming 80.59% of the companies in the same industry.
- A Debt/Equity ratio of 0.71 indicates that AMG is somewhat dependend on debt financing.
- The Debt to Equity ratio of AMG (0.71) is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.71 | ||
| Debt/FCF | 2.55 | ||
| Altman-Z | 2.54 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- AMG has a Current Ratio of 1.30. This is a normal value and indicates that AMG is financially healthy and should not expect problems in meeting its short term obligations.
- The Current ratio of AMG (1.30) is better than 61.18% of its industry peers.
- AMG has a Quick Ratio of 1.30. This is a normal value and indicates that AMG is financially healthy and should not expect problems in meeting its short term obligations.
- Looking at the Quick ratio, with a value of 1.30, AMG is in the better half of the industry, outperforming 62.03% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.3 | ||
| Quick Ratio | 1.3 |
3. Growth
3.1 Past
- AMG shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 3.16%.
- The Earnings Per Share has been growing slightly by 7.59% on average over the past years.
- AMG shows a small growth in Revenue. In the last year, the Revenue has grown by 1.13%.
- AMG shows a decrease in Revenue. Measured over the last years, the Revenue has been decreasing by -1.84% yearly.
EPS 1Y (TTM)3.16%
EPS 3Y3.78%
EPS 5Y7.59%
EPS Q2Q%26.56%
Revenue 1Y (TTM)1.13%
Revenue growth 3Y-5.42%
Revenue growth 5Y-1.84%
Sales Q2Q%2.25%
3.2 Future
- AMG is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 16.24% yearly.
- The Revenue is expected to grow by 7.08% on average over the next years.
EPS Next Y25.29%
EPS Next 2Y21.84%
EPS Next 3Y21.05%
EPS Next 5Y16.24%
Revenue Next Year2.27%
Revenue Next 2Y7.93%
Revenue Next 3Y6.74%
Revenue Next 5Y7.08%
3.3 Evolution
- When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
- The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 13.97, which indicates a correct valuation of AMG.
- Compared to the rest of the industry, the Price/Earnings ratio of AMG is on the same level as its industry peers.
- Compared to an average S&P500 Price/Earnings ratio of 28.30, AMG is valued rather cheaply.
- A Price/Forward Earnings ratio of 10.25 indicates a reasonable valuation of AMG.
- 73.42% of the companies in the same industry are more expensive than AMG, based on the Price/Forward Earnings ratio.
- Compared to an average S&P500 Price/Forward Earnings ratio of 25.57, AMG is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 13.97 | ||
| Fwd PE | 10.25 |
4.2 Price Multiples
- Based on the Enterprise Value to EBITDA ratio, AMG is valued a bit cheaper than the industry average as 77.22% of the companies are valued more expensively.
- AMG's Price/Free Cash Flow ratio is rather cheap when compared to the industry. AMG is cheaper than 80.17% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 9.47 | ||
| EV/EBITDA | 17.18 |
4.3 Compensation for Growth
- AMG's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
- The decent profitability rating of AMG may justify a higher PE ratio.
- A more expensive valuation may be justified as AMG's earnings are expected to grow with 21.05% in the coming years.
PEG (NY)0.55
PEG (5Y)1.84
EPS Next 2Y21.84%
EPS Next 3Y21.05%
5. Dividend
5.1 Amount
- With a yearly dividend of 0.01%, AMG is not a good candidate for dividend investing.
- AMG's Dividend Yield is slightly below the industry average, which is at 5.98.
- Compared to an average S&P500 Dividend Yield of 1.83, AMG's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.01% |
5.2 History
- The dividend of AMG decreases each year by -47.48%.
- AMG has been paying a dividend for over 5 years, so it has already some track record.
- AMG has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-47.48%
Div Incr Years0
Div Non Decr Years3
5.3 Sustainability
- 0.23% of the earnings are spent on dividend by AMG. This is a low number and sustainable payout ratio.
DP0.23%
EPS Next 2Y21.84%
EPS Next 3Y21.05%
AFFILIATED MANAGERS GROUP / AMG FAQ
What is the ChartMill fundamental rating of AFFILIATED MANAGERS GROUP (AMG) stock?
ChartMill assigns a fundamental rating of 6 / 10 to AMG.
Can you provide the valuation status for AFFILIATED MANAGERS GROUP?
ChartMill assigns a valuation rating of 8 / 10 to AFFILIATED MANAGERS GROUP (AMG). This can be considered as Undervalued.
Can you provide the profitability details for AFFILIATED MANAGERS GROUP?
AFFILIATED MANAGERS GROUP (AMG) has a profitability rating of 6 / 10.
Can you provide the expected EPS growth for AMG stock?
The Earnings per Share (EPS) of AFFILIATED MANAGERS GROUP (AMG) is expected to grow by 25.29% in the next year.
Can you provide the dividend sustainability for AMG stock?
The dividend rating of AFFILIATED MANAGERS GROUP (AMG) is 3 / 10 and the dividend payout ratio is 0.23%.