US0082521081 - Common Stock

Taking everything into account, **AMG** scores **5** out of 10 in our fundamental rating. **AMG** was compared to 208 industry peers in the **Capital Markets** industry. **AMG** is in great health and has no worries on liquidiy or solvency at all, but the profibility rating is only average. **AMG** is cheap, but on the other hand it scores bad on growth. With these ratings, **AMG** could be worth investigating further for value investing!.

In the past year **AMG** was profitable.

Each year in the past 5 years **AMG** has been profitable.

The **Return On Assets** of **AMG** (**13.94%**) is better than **92.61%** of its industry peers.

Looking at the **Return On Equity**, with a value of **35.90%**, **AMG** belongs to the top of the industry, outperforming **93.60%** of the companies in the same industry.

Looking at the **Return On Invested Capital**, with a value of **6.33%**, **AMG** is in the better half of the industry, outperforming **69.95%** of the companies in the same industry.

The **Average Return On Invested Capital** over the past 3 years for **AMG** is below the industry average of **9.80%**.

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 13.94% | ||

ROE | 35.9% | ||

ROIC | 6.33% |

ROA(3y)8.9%

ROA(5y)5.89%

ROE(3y)24.84%

ROE(5y)16.47%

ROIC(3y)7.76%

ROIC(5y)7.65%

The **Profit Margin** of **AMG** (**59.90%**) is better than **90.64%** of its industry peers.

The **Operating Margin** of **AMG** (**31.12%**) is comparable to the rest of the industry.

Industry Rank | Sector Rank | ||
---|---|---|---|

OM | 31.12% | ||

PM (TTM) | 59.9% | ||

GM | N/A |

OM growth 3Y3.43%

OM growth 5Y0.64%

PM growth 3Y48.56%

PM growth 5Y26.13%

GM growth 3YN/A

GM growth 5YN/A

The number of shares outstanding for **AMG** has been reduced compared to 1 year ago.

Compared to 5 years ago, **AMG** has less shares outstanding

Compared to 1 year ago, **AMG** has an improved debt to assets ratio.

Looking at the **Altman-Z score**, with a value of **2.12**, **AMG** is in the better half of the industry, outperforming **71.43%** of the companies in the same industry.

The Debt to FCF ratio of **AMG** is **2.93**, which is a good value as it means it would take **AMG**, **2.93** years of fcf income to pay off all of its debts.

The **Debt to FCF ratio** of **AMG** (**2.93**) is better than **78.82%** of its industry peers.

A Debt/Equity ratio of **0.73** indicates that **AMG** is somewhat dependend on debt financing.

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 0.73 | ||

Debt/FCF | 2.93 | ||

Altman-Z | 2.12 |

ROIC/WACCN/A

WACCN/A

Industry Rank | Sector Rank | ||
---|---|---|---|

Current Ratio | 2.24 | ||

Quick Ratio | 2.24 |

The **Earnings Per Share** has been growing slightly by **5.27%** over the past year.

The **Earnings Per Share** has been growing slightly by **6.17%** on average over the past years.

Looking at the last year, **AMG** shows a very negative growth in **Revenue**. The Revenue has decreased by **-15.59%** in the last year.

Measured over the past years, **AMG** shows a decrease in **Revenue**. The Revenue has been decreasing by **-2.85%** on average per year.

EPS 1Y (TTM)5.27%

EPS 3Y13.48%

EPS 5Y6.17%

EPS growth Q2Q-3.09%

Revenue 1Y (TTM)-15.59%

Revenue growth 3Y0.5%

Revenue growth 5Y-2.85%

Revenue growth Q2Q-9.23%

Based on estimates for the next years, **AMG** will show a decrease in **Revenue**. The Revenue will decrease by **-2.54%** on average per year.

EPS Next Y8.57%

EPS Next 2Y10.08%

EPS Next 3Y1.38%

EPS Next 5Y4.41%

Revenue Next Year1.33%

Revenue Next 2Y2.43%

Revenue Next 3Y-3.78%

Revenue Next 5Y-2.54%

The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.

When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.

A **Price/Earnings** ratio of **7.89** indicates a rather cheap valuation of **AMG**.

Based on the **Price/Earnings** ratio, **AMG** is valued a bit cheaper than the industry average as 78.82% of the companies are valued more expensively.

A **Price/Forward Earnings** ratio of **7.42** indicates a rather cheap valuation of **AMG**.

Compared to the rest of the industry, the **Price/Forward Earnings** ratio of **AMG** indicates a rather cheap valuation: **AMG** is cheaper than 83.74% of the companies listed in the same industry.

When comparing the **Price/Forward Earnings** ratio of **AMG** to the average of the S&P500 Index (**21.63**), we can say **AMG** is valued rather cheaply.

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 7.89 | ||

Fwd PE | 7.42 |

Based on the **Enterprise Value to EBITDA** ratio, **AMG** is valued cheaply inside the industry as 83.74% of the companies are valued more expensively.

Based on the **Price/Free Cash Flow** ratio, **AMG** is valued cheaply inside the industry as 86.70% of the companies are valued more expensively.

Industry Rank | Sector Rank | ||
---|---|---|---|

P/FCF | 6.16 | ||

EV/EBITDA | 9.53 |

The 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.

PEG (NY)0.92

PEG (5Y)1.28

EPS Next 2Y10.08%

EPS Next 3Y1.38%

Compared to an average industry **Dividend Yield** of **8.12**, **AMG**'s dividend is way lower than its industry peers. On top of this 82.27% of the companies listed in the same industry pay a better dividend than **AMG**!

Compared to an average S&P500 **Dividend Yield** of **2.48**, **AMG**'s dividend is way lower than the S&P500 average.

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 0.03% |

The dividend of **AMG** decreases each year by **-44.59%**.

Dividend Growth(5Y)-44.59%

Div Incr Years0

Div Non Decr Years2

DP0.13%

EPS Next 2Y10.08%

EPS Next 3Y1.38%

**AFFILIATED MANAGERS GROUP**

NYSE:AMG (2/22/2024, 5:30:14 PM)

After market: 157.73 0 (0%)**157.73**

**+1.51 (+0.97%) **

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)

Earnings (Next)

Inst Owners

Inst Owner Change

Ins Owners

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Market Cap5.33B

Analysts

Price Target

Dividend

Industry Rank | Sector Rank | ||
---|---|---|---|

Dividend Yield | 0.03% |

Dividend Growth(5Y)

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Div Non Decr Years

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Surprises & Revisions

EPS beat(2)

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EPS NQ rev (3m)

EPS NY rev (1m)

EPS NY rev (3m)

Revenue NQ rev (1m)

Revenue NQ rev (3m)

Revenue NY rev (1m)

Revenue NY rev (3m)

Valuation

Industry Rank | Sector Rank | ||
---|---|---|---|

PE | 7.89 | ||

Fwd PE | 7.42 | ||

P/S | |||

P/FCF | |||

P/OCF | |||

P/B | |||

P/tB | |||

EV/EBITDA |

EPS(TTM)

EY

EPS(NY)

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FCF(TTM)

FCFY

OCF(TTM)

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SpS

BVpS

TBVpS

PEG (NY)0.92

PEG (5Y)1.28

Profitability

Industry Rank | Sector Rank | ||
---|---|---|---|

ROA | 13.94% | ||

ROE | 35.9% | ||

ROCE | |||

ROIC | |||

ROICexc | |||

ROICexgc | |||

OM | 31.12% | ||

PM (TTM) | 59.9% | ||

GM | N/A | ||

FCFM |

ROA(3y)

ROA(5y)

ROE(3y)

ROE(5y)

ROIC(3y)

ROIC(5y)

ROICexc(3y)

ROICexc(5y)

ROICexgc(3y)

ROICexgc(5y)

ROCE(3y)

ROCE(5y)

ROICexcg growth 3Y

ROICexcg growth 5Y

ROICexc growth 3Y

ROICexc growth 5Y

OM growth 3Y

OM growth 5Y

PM growth 3Y

PM growth 5Y

GM growth 3Y

GM growth 5Y

F-Score

Asset Turnover0.23

Health

Industry Rank | Sector Rank | ||
---|---|---|---|

Debt/Equity | 0.73 | ||

Debt/FCF | |||

Debt/EBITDA | |||

Cap/Depr | |||

Cap/Sales | |||

Interest Coverage | |||

Cash Conversion | |||

Profit Quality | |||

Current Ratio | 2.24 | ||

Quick Ratio | 2.24 | ||

Altman-Z |

F-Score

WACC

ROIC/WACC

Cap/Depr(3y)

Cap/Depr(5y)

Cap/Sales(3y)

Cap/Sales(5y)

Profit Quality(3y)

Profit Quality(5y)

Growth

EPS 1Y (TTM)5.27%

EPS 3Y13.48%

EPS 5Y

EPS growth Q2Q

EPS Next Y8.57%

EPS Next 2Y

EPS Next 3Y

EPS Next 5Y

Revenue 1Y (TTM)-15.59%

Revenue growth 3Y0.5%

Revenue growth 5Y

Revenue growth Q2Q

Revenue Next Year

Revenue Next 2Y

Revenue Next 3Y

Revenue Next 5Y

EBIT growth 1Y

EBIT growth 3Y

EBIT growth 5Y

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