AFFILIATED MANAGERS GROUP (AMG) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:AMG - US0082521081 - Common Stock
310.37 USD
+2.34 (+0.76%)
Taking everything into account, AMG scores 6 out of 10 in our fundamental rating. AMG was compared to 235 industry peers in the Capital Markets industry. AMG has only an average score on both its financial health and profitability. AMG scores decently on growth, while it is valued quite cheap. This could make an interesting combination. With these ratings, AMG could be worth investigating further 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.
In the past 5 years AMG has always been profitable.
Each year in the past 5 years AMG had a positive operating cash flow.
1.2 Ratios
Looking at the Return On Assets, with a value of 5.95%, AMG is in the better half of the industry, outperforming 75.74% of the companies in the same industry.
AMG has a better Return On Equity (15.89%) than 78.30% of its industry peers.
The Return On Invested Capital of AMG (5.15%) is better than 68.09% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for AMG is in line with the industry average of 7.17%.
| 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
Looking at the Profit Margin, with a value of 26.01%, AMG is in the better half of the industry, outperforming 66.38% of the companies in the same industry.
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
Compared to 1 year ago, AMG has less shares outstanding
Compared to 5 years ago, AMG has less shares outstanding
Compared to 1 year ago, AMG has a worse debt to assets ratio.
2.2 Solvency
An Altman-Z score of 2.52 indicates that AMG is not a great score, but indicates only limited risk for bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 2.52, AMG is in the better half of the industry, outperforming 74.04% of the companies in the same industry.
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.
With an excellent Debt to FCF ratio value of 2.55, AMG belongs to the best of the industry, outperforming 80.43% of the companies in the same industry.
A Debt/Equity ratio of 0.71 indicates that AMG is somewhat dependend on debt financing.
With a Debt to Equity ratio value of 0.71, AMG perfoms like the industry average, outperforming 59.57% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.71 | ||
| Debt/FCF | 2.55 | ||
| Altman-Z | 2.52 |
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.
With a Current ratio value of 1.30, AMG perfoms like the industry average, outperforming 58.72% of the companies in the same industry.
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.
AMG has a Quick ratio of 1.30. This is in the better half of the industry: AMG outperforms 62.98% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.3 | ||
| Quick Ratio | 1.3 |
3. Growth
3.1 Past
The Earnings Per Share has been growing slightly by 3.16% over the past year.
AMG shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 7.59% yearly.
AMG shows a small growth in Revenue. In the last year, the Revenue has grown by 1.13%.
The Revenue has been decreasing by -1.84% on average over the past years.
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 Y24.99%
EPS Next 2Y21.49%
EPS Next 3Y20.57%
EPS Next 5Y16.24%
Revenue Next Year2.13%
Revenue Next 2Y7.55%
Revenue Next 3Y6.31%
Revenue Next 5Y7.08%
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
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 13.85, which indicates a correct valuation of AMG.
AMG's Price/Earnings ratio is in line with the industry average.
Compared to an average S&P500 Price/Earnings ratio of 27.19, AMG is valued a bit cheaper.
Based on the Price/Forward Earnings ratio of 10.22, the valuation of AMG can be described as reasonable.
Compared to the rest of the industry, the Price/Forward Earnings ratio of AMG indicates a somewhat cheap valuation: AMG is cheaper than 74.04% of the companies listed in the same industry.
AMG is valuated cheaply when we compare the Price/Forward Earnings ratio to 23.92, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 13.85 | ||
| Fwd PE | 10.22 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of AMG indicates a somewhat cheap valuation: AMG is cheaper than 78.72% of the companies listed in the same industry.
Based on the Price/Free Cash Flow ratio, AMG is valued a bit cheaper than the industry average as 78.72% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 9.39 | ||
| EV/EBITDA | 16.95 |
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.
AMG's earnings are expected to grow with 20.57% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.55
PEG (5Y)1.82
EPS Next 2Y21.49%
EPS Next 3Y20.57%
5. Dividend
5.1 Amount
With a yearly dividend of 0.01%, AMG is not a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 6.19, AMG is paying slightly less dividend.
Compared to an average S&P500 Dividend Yield of 1.92, 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
AMG pays out 0.23% of its income as dividend. This is a sustainable payout ratio.
DP0.23%
EPS Next 2Y21.49%
EPS Next 3Y20.57%
NYSE:AMG (1/12/2026, 2:48:36 PM)
310.37
+2.34 (+0.76%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners98.02%
Inst Owner Change-0.02%
Ins Owners3.46%
Ins Owner Change7.56%
Market Cap8.73B
Revenue(TTM)2.04B
Net Income(TTM)531.20M
Analysts86
Price Target360.91 (16.28%)
Short Float %2.17%
Short Ratio1.7
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.01% |
Yearly Dividend0.04
Dividend Growth(5Y)-47.48%
DP0.23%
Div Incr Years0
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)1.76%
Min EPS beat(2)0.95%
Max EPS beat(2)2.56%
EPS beat(4)3
Avg EPS beat(4)-0.4%
Min EPS beat(4)-6.04%
Max EPS beat(4)2.56%
EPS beat(8)6
Avg EPS beat(8)1.48%
EPS beat(12)9
Avg EPS beat(12)2.1%
EPS beat(16)13
Avg EPS beat(16)2.64%
Revenue beat(2)0
Avg Revenue beat(2)-3.93%
Min Revenue beat(2)-4.06%
Max Revenue beat(2)-3.79%
Revenue beat(4)0
Avg Revenue beat(4)-3.11%
Min Revenue beat(4)-4.06%
Max Revenue beat(4)-2.17%
Revenue beat(8)0
Avg Revenue beat(8)-3.76%
Revenue beat(12)1
Avg Revenue beat(12)-4.04%
Revenue beat(16)4
Avg Revenue beat(16)-2.57%
PT rev (1m)9.43%
PT rev (3m)30.01%
EPS NQ rev (1m)0.36%
EPS NQ rev (3m)11.58%
EPS NY rev (1m)0.13%
EPS NY rev (3m)5.16%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)4.01%
Revenue NY rev (1m)-0.05%
Revenue NY rev (3m)0.19%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 13.85 | ||
| Fwd PE | 10.22 | ||
| P/S | 4.28 | ||
| P/FCF | 9.39 | ||
| P/OCF | 9.33 | ||
| P/B | 2.61 | ||
| P/tB | N/A | ||
| EV/EBITDA | 16.95 |
EPS(TTM)22.41
EY7.22%
EPS(NY)30.37
Fwd EY9.79%
FCF(TTM)33.06
FCFY10.65%
OCF(TTM)33.25
OCFY10.71%
SpS72.6
BVpS118.86
TBVpS-31.57
PEG (NY)0.55
PEG (5Y)1.82
Graham Number244.81
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.95% | ||
| ROE | 15.89% | ||
| ROCE | 6.31% | ||
| ROIC | 5.15% | ||
| ROICexc | 5.47% | ||
| ROICexgc | 13.67% | ||
| OM | 24.87% | ||
| PM (TTM) | 26.01% | ||
| GM | N/A | ||
| FCFM | 45.54% |
ROA(3y)8.71%
ROA(5y)7.01%
ROE(3y)23.17%
ROE(5y)19.42%
ROIC(3y)7.38%
ROIC(5y)7.61%
ROICexc(3y)8.14%
ROICexc(5y)8.54%
ROICexgc(3y)23.93%
ROICexgc(5y)25.25%
ROCE(3y)9.04%
ROCE(5y)9.33%
ROICexgc growth 3Y-5.55%
ROICexgc growth 5Y1.96%
ROICexc growth 3Y-6.71%
ROICexc growth 5Y-1.27%
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
F-Score6
Asset Turnover0.23
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.71 | ||
| Debt/FCF | 2.55 | ||
| Debt/EBITDA | 3.81 | ||
| Cap/Depr | 4.6% | ||
| Cap/Sales | 0.26% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 150.13% | ||
| Profit Quality | 175.08% | ||
| Current Ratio | 1.3 | ||
| Quick Ratio | 1.3 | ||
| Altman-Z | 2.52 |
F-Score6
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)15.05%
Cap/Depr(5y)13.31%
Cap/Sales(3y)0.42%
Cap/Sales(5y)0.41%
Profit Quality(3y)133.79%
Profit Quality(5y)223%
High Growth Momentum
Growth
EPS 1Y (TTM)3.16%
EPS 3Y3.78%
EPS 5Y7.59%
EPS Q2Q%26.56%
EPS Next Y24.99%
EPS Next 2Y21.49%
EPS Next 3Y20.57%
EPS Next 5Y16.24%
Revenue 1Y (TTM)1.13%
Revenue growth 3Y-5.42%
Revenue growth 5Y-1.84%
Sales Q2Q%2.25%
Revenue Next Year2.13%
Revenue Next 2Y7.55%
Revenue Next 3Y6.31%
Revenue Next 5Y7.08%
EBIT growth 1Y-21.77%
EBIT growth 3Y-9.28%
EBIT growth 5Y-0.89%
EBIT Next Year49.88%
EBIT Next 3Y19.36%
EBIT Next 5Y10.34%
FCF growth 1Y7.38%
FCF growth 3Y-9.09%
FCF growth 5Y0.41%
OCF growth 1Y6.89%
OCF growth 3Y-9.19%
OCF growth 5Y0.28%
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 7 / 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 24.99% 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%.