AFFILIATED MANAGERS GROUP (AMG) Stock Fundamental Analysis
USA - NYSE:AMG - US0082521081 - Common Stock
240.51 USD
+1.56 (+0.65%)
Taking everything into account, AMG scores 5 out of 10 in our fundamental rating. AMG was compared to 236 industry peers in the Capital Markets industry. Both the profitability and the financial health of AMG get a neutral evaluation. Nothing too spectacular is happening here. AMG may be a bit undervalued, certainly considering the very reasonable score on growth This makes AMG very considerable 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.
AMG had positive earnings in each of the past 5 years.
AMG had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
Looking at the Return On Assets, with a value of 5.02%, AMG is in the better half of the industry, outperforming 68.22% of the companies in the same industry.
AMG's Return On Equity of 13.66% is fine compared to the rest of the industry. AMG outperforms 71.61% of its industry peers.
AMG has a Return On Invested Capital of 5.35%. This is in the better half of the industry: AMG outperforms 66.53% 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 7.57%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.02% | ||
| ROE | 13.66% | ||
| ROIC | 5.35% |
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 has a Profit Margin of 21.79%. This is comparable to the rest of the industry: AMG outperforms 57.63% of its industry peers.
In the last couple of years the Profit Margin of AMG has grown nicely.
With a Operating Margin value of 26.22%, AMG perfoms like the industry average, outperforming 48.73% of the companies in the same industry.
AMG's Operating Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 26.22% | ||
| PM (TTM) | 21.79% | ||
| 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.
AMG has less shares outstanding than it did 5 years ago.
AMG has a worse debt/assets ratio than last year.
2.2 Solvency
AMG has an Altman-Z score of 2.32. 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 2.32, AMG is doing good in the industry, outperforming 71.19% of the companies in the same industry.
The Debt to FCF ratio of AMG is 2.84, which is a good value as it means it would take AMG, 2.84 years of fcf income to pay off all of its debts.
Looking at the Debt to FCF ratio, with a value of 2.84, AMG belongs to the top of the industry, outperforming 82.63% of the companies in the same industry.
AMG has a Debt/Equity ratio of 0.81. This is a neutral value indicating AMG is somewhat dependend on debt financing.
AMG has a Debt to Equity ratio (0.81) which is comparable to the rest of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.81 | ||
| Debt/FCF | 2.84 | ||
| Altman-Z | 2.32 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 1.35 indicates that AMG should not have too much problems paying its short term obligations.
With a decent Current ratio value of 1.35, AMG is doing good in the industry, outperforming 60.17% of the companies in the same industry.
AMG has a Quick Ratio of 1.35. 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 decent Quick ratio value of 1.35, AMG is doing good in the industry, outperforming 60.59% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.35 | ||
| Quick Ratio | 1.35 |
3. Growth
3.1 Past
AMG shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 0.70%.
AMG shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 7.59% yearly.
Looking at the last year, AMG shows a small growth in Revenue. The Revenue has grown by 0.12% in the last year.
AMG shows a decrease in Revenue. Measured over the last years, the Revenue has been decreasing by -1.84% yearly.
EPS 1Y (TTM)0.7%
EPS 3Y3.78%
EPS 5Y7.59%
EPS Q2Q%15.42%
Revenue 1Y (TTM)0.12%
Revenue growth 3Y-5.42%
Revenue growth 5Y-1.84%
Sales Q2Q%-1.42%
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 11.49% yearly.
The Revenue is expected to grow by 4.96% on average over the next years.
EPS Next Y18.85%
EPS Next 2Y17.61%
EPS Next 3Y17.29%
EPS Next 5Y11.49%
Revenue Next Year1.93%
Revenue Next 2Y5.64%
Revenue Next 3Y4.71%
Revenue Next 5Y4.96%
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
Based on the Price/Earnings ratio of 11.38, the valuation of AMG can be described as reasonable.
Compared to the rest of the industry, the Price/Earnings ratio of AMG indicates a somewhat cheap valuation: AMG is cheaper than 65.68% of the companies listed in the same industry.
The average S&P500 Price/Earnings ratio is at 26.83. AMG is valued rather cheaply when compared to this.
A Price/Forward Earnings ratio of 8.45 indicates a reasonable valuation of AMG.
Based on the Price/Forward Earnings ratio, AMG is valued cheaper than 81.78% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 22.82. AMG is valued rather cheaply when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.38 | ||
| Fwd PE | 8.45 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, AMG is valued cheaply inside the industry as 81.36% of the companies are valued more expensively.
AMG's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. AMG is cheaper than 78.39% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 7.4 | ||
| EV/EBITDA | 13.94 |
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.
A more expensive valuation may be justified as AMG's earnings are expected to grow with 17.29% in the coming years.
PEG (NY)0.6
PEG (5Y)1.5
EPS Next 2Y17.61%
EPS Next 3Y17.29%
5. Dividend
5.1 Amount
With a yearly dividend of 0.02%, AMG is not a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 8.53, AMG is paying slightly less dividend.
With a Dividend Yield of 0.02, AMG pays less dividend than the S&P500 average, which is at 2.34.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.02% |
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 0.27% of its income as dividend. This is a sustainable payout ratio.
DP0.27%
EPS Next 2Y17.61%
EPS Next 3Y17.29%
NYSE:AMG (10/24/2025, 11:37:47 AM)
240.51
+1.56 (+0.65%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners96.83%
Inst Owner Change-0.06%
Ins Owners3.45%
Ins Owner Change9.5%
Market Cap6.83B
Revenue(TTM)2.03B
Net Income(TTM)442.40M
Analysts86
Price Target277.61 (15.43%)
Short Float %2.47%
Short Ratio3.57
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.02% |
Yearly Dividend0.04
Dividend Growth(5Y)-47.48%
DP0.27%
Div Incr Years0
Div Non Decr Years3
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)0.93%
Min EPS beat(2)0.92%
Max EPS beat(2)0.95%
EPS beat(4)2
Avg EPS beat(4)-1.39%
Min EPS beat(4)-6.04%
Max EPS beat(4)0.95%
EPS beat(8)6
Avg EPS beat(8)2.11%
EPS beat(12)9
Avg EPS beat(12)2.39%
EPS beat(16)13
Avg EPS beat(16)2.56%
Revenue beat(2)0
Avg Revenue beat(2)-3.24%
Min Revenue beat(2)-4.06%
Max Revenue beat(2)-2.43%
Revenue beat(4)0
Avg Revenue beat(4)-2.67%
Min Revenue beat(4)-4.06%
Max Revenue beat(4)-2.03%
Revenue beat(8)1
Avg Revenue beat(8)-3.02%
Revenue beat(12)2
Avg Revenue beat(12)-3.46%
Revenue beat(16)4
Avg Revenue beat(16)-2.53%
PT rev (1m)3.22%
PT rev (3m)23.9%
EPS NQ rev (1m)1.44%
EPS NQ rev (3m)6.49%
EPS NY rev (1m)0.73%
EPS NY rev (3m)3.44%
Revenue NQ rev (1m)-0.33%
Revenue NQ rev (3m)2.82%
Revenue NY rev (1m)0.29%
Revenue NY rev (3m)0.43%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.38 | ||
| Fwd PE | 8.45 | ||
| P/S | 3.37 | ||
| P/FCF | 7.4 | ||
| P/OCF | 7.36 | ||
| P/B | 2.11 | ||
| P/tB | N/A | ||
| EV/EBITDA | 13.94 |
EPS(TTM)21.13
EY8.79%
EPS(NY)28.46
Fwd EY11.84%
FCF(TTM)32.51
FCFY13.52%
OCF(TTM)32.68
OCFY13.59%
SpS71.47
BVpS114
TBVpS-35.73
PEG (NY)0.6
PEG (5Y)1.5
Graham Number232.8
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.02% | ||
| ROE | 13.66% | ||
| ROCE | 6.56% | ||
| ROIC | 5.35% | ||
| ROICexc | 5.6% | ||
| ROICexgc | 13.59% | ||
| OM | 26.22% | ||
| PM (TTM) | 21.79% | ||
| GM | N/A | ||
| FCFM | 45.49% |
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-Score5
Asset Turnover0.23
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.81 | ||
| Debt/FCF | 2.84 | ||
| Debt/EBITDA | 4.04 | ||
| Cap/Depr | 4.11% | ||
| Cap/Sales | 0.24% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 143.05% | ||
| Profit Quality | 208.77% | ||
| Current Ratio | 1.35 | ||
| Quick Ratio | 1.35 | ||
| Altman-Z | 2.32 |
F-Score5
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)0.7%
EPS 3Y3.78%
EPS 5Y7.59%
EPS Q2Q%15.42%
EPS Next Y18.85%
EPS Next 2Y17.61%
EPS Next 3Y17.29%
EPS Next 5Y11.49%
Revenue 1Y (TTM)0.12%
Revenue growth 3Y-5.42%
Revenue growth 5Y-1.84%
Sales Q2Q%-1.42%
Revenue Next Year1.93%
Revenue Next 2Y5.64%
Revenue Next 3Y4.71%
Revenue Next 5Y4.96%
EBIT growth 1Y-20.75%
EBIT growth 3Y-9.28%
EBIT growth 5Y-0.89%
EBIT Next Year41.77%
EBIT Next 3Y17.15%
EBIT Next 5Y10.34%
FCF growth 1Y6.82%
FCF growth 3Y-9.09%
FCF growth 5Y0.41%
OCF growth 1Y6.24%
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.
What is the valuation status of AFFILIATED MANAGERS GROUP (AMG) stock?
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.
How financially healthy is AFFILIATED MANAGERS GROUP?
The financial health rating of AFFILIATED MANAGERS GROUP (AMG) is 6 / 10.
Is the dividend of AFFILIATED MANAGERS GROUP sustainable?
The dividend rating of AFFILIATED MANAGERS GROUP (AMG) is 3 / 10 and the dividend payout ratio is 0.27%.