AFFILIATED MANAGERS GROUP (AMG) Stock Fundamental Analysis

NYSE:AMG • US0082521081

287.69 USD
-34.54 (-10.72%)
At close: Feb 20, 2026
288.33 USD
+0.64 (+0.22%)
After Hours: 2/20/2026, 8:16:48 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Overall AMG gets a fundamental rating of 5 out of 10. We evaluated AMG against 238 industry peers in the Capital Markets industry. AMG has an average financial health and profitability rating. A decent growth rate in combination with a cheap valuation! Better keep an eye on AMG. With these ratings, AMG could be worth investigating further for value investing!.


Dividend Valuation Growth Profitability Health

5

1. Profitability

1.1 Basic Checks

  • In the past year AMG was profitable.
  • In the past year AMG had a positive cash flow from operations.
  • AMG had positive earnings in 4 of the past 5 years.
  • AMG had a positive operating cash flow in 4 of the past 5 years.
AMG Yearly Net Income VS EBIT VS OCF VS FCFAMG Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B

1.2 Ratios

  • AMG has a Return On Assets of 5.95%. This is in the better half of the industry: AMG outperforms 73.11% of its industry peers.
  • AMG has a Return On Equity of 15.89%. This is in the better half of the industry: AMG outperforms 77.73% of its industry peers.
  • AMG has a better Return On Invested Capital (5.15%) than 67.65% 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 7.29%.
Industry RankSector 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%
AMG Yearly ROA, ROE, ROICAMG Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30

1.3 Margins

  • With a decent Profit Margin value of 26.01%, AMG is doing good in the industry, outperforming 65.55% of the companies in the same industry.
  • AMG's Profit Margin has improved in the last couple of years.
  • AMG's Operating Margin of 24.87% is in line compared to the rest of the industry. AMG outperforms 50.42% of its industry peers.
  • In the last couple of years the Operating Margin of AMG has remained more or less at the same level.
Industry RankSector 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
AMG Yearly Profit, Operating, Gross MarginsAMG Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30 40

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ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • There is no outstanding debt for AMG. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
AMG Yearly Shares OutstandingAMG Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M 50M
AMG Yearly Total Debt VS Total AssetsAMG Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B 8B

2.2 Solvency

  • AMG has an Altman-Z score of 2.46. This is not the best score and indicates that AMG is in the grey zone with still only limited risk for bankruptcy at the moment.
  • With a decent Altman-Z score value of 2.46, AMG is doing good in the industry, outperforming 73.11% of the companies in the same industry.
  • The Debt to FCF ratio of AMG is 2.55, which is a good value as it means it would take AMG, 2.55 years of fcf income to pay off 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 80.25% of the companies in the same industry.
  • AMG has a Debt/Equity ratio of 0.71. This is a neutral value indicating AMG is somewhat dependend on debt financing.
  • With a Debt to Equity ratio value of 0.71, AMG perfoms like the industry average, outperforming 58.40% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.71
Debt/FCF 2.55
Altman-Z 2.46
ROIC/WACCN/A
WACCN/A
AMG Yearly LT Debt VS Equity VS FCFAMG Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B

2.3 Liquidity

  • A Current Ratio of 1.30 indicates that AMG should not have too much problems paying its short term obligations.
  • The Current ratio of AMG (1.30) is better than 60.08% 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.
  • AMG has a Quick ratio of 1.30. This is in the better half of the industry: AMG outperforms 60.92% of its industry peers.
Industry RankSector Rank
Current Ratio 1.3
Quick Ratio 1.3
AMG Yearly Current Assets VS Current LiabilitesAMG Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. Growth

3.1 Past

  • AMG shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 27.18%, which is quite impressive.
  • Measured over the past years, AMG shows a quite strong growth in Earnings Per Share. The EPS has been growing by 14.34% on average per year.
EPS 1Y (TTM)27.18%
EPS 3Y9.07%
EPS 5Y14.34%
EPS Q2Q%65.82%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%6.18%

3.2 Future

  • The Earnings Per Share is expected to grow by 12.51% on average over the next years. This is quite good.
  • AMG is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 8.28% yearly.
EPS Next Y16.64%
EPS Next 2Y18.1%
EPS Next 3Y8.35%
EPS Next 5Y12.51%
Revenue Next Year11.81%
Revenue Next 2Y10.4%
Revenue Next 3Y8.86%
Revenue Next 5Y8.28%

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 stable.
AMG Yearly Revenue VS EstimatesAMG Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 1B 2B 3B
AMG Yearly EPS VS EstimatesAMG Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 10 20 30 40 50

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Find the best growth stocksShow best growing peers

7

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 10.99, the valuation of AMG can be described as very reasonable.
  • 63.03% of the companies in the same industry are more expensive than AMG, based on the Price/Earnings ratio.
  • When comparing the Price/Earnings ratio of AMG to the average of the S&P500 Index (26.99), we can say AMG is valued rather cheaply.
  • With a Price/Forward Earnings ratio of 9.42, the valuation of AMG can be described as very reasonable.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of AMG indicates a somewhat cheap valuation: AMG is cheaper than 75.21% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 28.02. AMG is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 10.99
Fwd PE 9.42
AMG Price Earnings VS Forward Price EarningsAMG Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • AMG's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. AMG is cheaper than 78.57% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, AMG is valued cheaply inside the industry as 81.51% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 8.7
EV/EBITDA 16.03
AMG Per share dataAMG EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 50 100

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.
PEG (NY)0.66
PEG (5Y)0.77
EPS Next 2Y18.1%
EPS Next 3Y8.35%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

3

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 6.17, AMG is paying slightly less dividend.
  • With a Dividend Yield of 0.01, AMG pays less dividend than the S&P500 average, which is at 1.81.
Industry RankSector 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 at least 10 years, so it has a reliable 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
AMG Yearly Dividends per shareAMG Yearly Dividends per shareYearly Dividends per share 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

  • AMG pays out 0.23% of its income as dividend. This is a sustainable payout ratio.
DP0.23%
EPS Next 2Y18.1%
EPS Next 3Y8.35%
AMG Yearly Income VS Free CF VS DividendAMG Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M 1B
AMG Dividend Payout.AMG Dividend Payout, showing the Payout Ratio.AMG Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

AFFILIATED MANAGERS GROUP

NYSE:AMG (2/20/2026, 8:16:48 PM)

After market: 288.33 +0.64 (+0.22%)

287.69

-34.54 (-10.72%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-12
Earnings (Next)05-06
Inst Owners98.02%
Inst Owner Change-3.78%
Ins Owners3.46%
Ins Owner Change5.18%
Market Cap8.09B
Revenue(TTM)N/A
Net Income(TTM)531.20M
Analysts86
Price Target389.98 (35.56%)
Short Float %1.64%
Short Ratio1.02
Dividend
Industry RankSector Rank
Dividend Yield 0.01%
Yearly Dividend0.04
Dividend Growth(5Y)-47.48%
DP0.23%
Div Incr Years0
Div Non Decr Years3
Ex-Date02-23
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)2.46%
PT rev (3m)18%
EPS NQ rev (1m)0%
EPS NQ rev (3m)0.79%
EPS NY rev (1m)0%
EPS NY rev (3m)3.89%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.42%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.33%
Valuation
Industry RankSector Rank
PE 10.99
Fwd PE 9.42
P/S 3.96
P/FCF 8.7
P/OCF 8.65
P/B 2.42
P/tB N/A
EV/EBITDA 16.03
EPS(TTM)26.17
EY9.1%
EPS(NY)30.53
Fwd EY10.61%
FCF(TTM)33.06
FCFY11.49%
OCF(TTM)33.25
OCFY11.56%
SpS72.6
BVpS118.86
TBVpS-31.57
PEG (NY)0.66
PEG (5Y)0.77
Graham Number264.55
Profitability
Industry RankSector 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 RankSector 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 2.46
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)27.18%
EPS 3Y9.07%
EPS 5Y14.34%
EPS Q2Q%65.82%
EPS Next Y16.64%
EPS Next 2Y18.1%
EPS Next 3Y8.35%
EPS Next 5Y12.51%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%6.18%
Revenue Next Year11.81%
Revenue Next 2Y10.4%
Revenue Next 3Y8.86%
Revenue Next 5Y8.28%
EBIT growth 1Y-21.77%
EBIT growth 3Y-9.28%
EBIT growth 5Y-0.89%
EBIT Next Year50.02%
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 5 / 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 5 / 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 16.64% 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%.