AFFILIATED MANAGERS GROUP (AMG) 177.04 +0.25 (+0.14%)
177.04 +0.25 (+0.14%)
US0082521081 - Common Stock - After market: 177.04 0 (0%)
Fundamental Rating
We assign a fundamental rating of 5 out of 10 to AMG. AMG was compared to 202 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 has a valuation in line with the averages, but on the other hand it scores bad on growth
Profitability
Profitability Rating
AMG has a Return On Assets of 6.48%. This is better than the industry average of 4.11%.
AMG's Return On Equity of 19.75% is amongst the best of the industry. AMG does better than the industry average Return On Equity of 11.60%.
The Piotroski-F score of AMG is 7.00. This is a strong score and indicates good health and profitability for AMG.
AMG's Profit Margin of 22.02% is in line with the rest of the industry. The industry average Profit Margin is 20.52%.
VS Industry
ROA (6.48%) VS Industry: 66% outperformed.
0.03
49.12
ROE (19.75%) VS Industry: 71% outperformed.
0.18
291.37
Profit Margin (22.02%) VS Industry: 52% outperformed.
0.30
84,632.11
Valuation
Valuation Rating
The Price/Earnings Ratio is 9.32, which indicates a very decent valuation of AMG.
Compared to an average industry Price/Earning Ratio of 11.71, AMG is valued a bit cheaper than its industry peers.
The Forward Price/Earnings Ratio of 9.09 indicates a rather cheap valuation of AMG.
When comparing the Enterprise Value to EBITDA ratio of AMG to the average industry ratio of 12.42, AMG is valued rather cheaply.
AMG's PEG Ratio, which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
With a price book ratio of 2.41, AMG is valued correctly.
When comparing the price book ratio of AMG to the average industry price book ratio of 1.22, AMG is valued more expensive than its industry peers.
VS Industry
Price/Earnings (9.32) VS Industry: 68% outperformed.
267.00
0.93
Price/Book (2.41) VS Industry: 31% outperformed.
76.05
0.15
Enterprise Value/ EBITDA (8.83) VS Industry: 62% outperformed.
167.95
0.71
Growth
Growth Rating
AMG shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 14.88%, which is quite good.
The Earnings Per Share has been growing slightly by 7.51% on average over the past 5 years.
The Earnings Per Share is expected to grow by 3.68% on average over the next 5 years.
Looking at the last year, AMG shows a small growth in Revenue. The Revenue has grown by 9.09% in the last year.
Measured over the past 5 years, AMG shows a small growth in Revenue. The Revenue has been growing by 1.91% on average per year.
Based on estimates for the next 5 years, AMG will show a decrease in Revenue. The Revenue will decrease by -3.58% on average per year.
When comparing the EPS growth rate of the last years to the growth rate of the upcoming 5 years, we see that the growth is decreasing.
The Revenue growth is decreasing: in the next 5 years the growth will be less than in the last years.
| Past | Future | ||||||
|---|---|---|---|---|---|---|---|
| 5Y | 3Y | 1Y | 1Y | 2Y | 3Y | 5Y | |
| EPS | 7.51% | 8.26% | 14.88% | 7.49% | 2.88% | 6.72% | 3.68% |
| Revenue | 1.91% | 0.47% | 9.09% | 0.97% | -2.47% | 0.29% | -3.58% |
Health
Health Rating
The Altman-Z score of AMG is much better than the industry average of 1.06.
The Piotroski-F score of AMG is 7.00. This is a strong score and indicates good health and profitability for AMG.
AMG has a Current Ratio of 1.76. 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 is in line with the industry averages, which is at 1.33.
AMG has a Quick Ratio of 1.76. This is a normal value and indicates that AMG is financially healthy and should not expect problems in meeting its short term obligations.
The Quick Ratio is in line with the industry averages, which is at 1.30.
AMG has an Altman-Z score of 2.24. 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.
When comparing the Debt to Equity Ratio of AMG to the average industry Debt to Equity Ratio of 0.61, AMG required more debt to finance its operations than its industry peers.
VS Industry
Debt/Equity (0.92) VS Industry: 40% outperformed.
8.26
0.00
Quick Ratio (1.76) VS Industry: 60% outperformed.
0.01
5,803.88
Current Ratio (1.76) VS Industry: 59% outperformed.
0.01
5,803.88
Altman-Z (2.24) VS Industry: 66% outperformed.
-99.05
5,571.83
Dividend
Dividend Rating
0.29% of the earnings are spent on dividend by AMG. This is a low number and sustainable payout ratio.
AMG has been paying a dividend for over 5 years, so it has already some track record.
With a yearly dividend of 0.02%, AMG is not a good candidate for dividend investing.
With a Dividend Yield of 0.02, AMG pays less dividend than the industry average, which is at 5.06. 100% of the companies listed in the same industry pay a better dividend than AMG!
With a Dividend Yield of 0.02, AMG pays less dividend than the S&P500 average, which is at 2.41.
The dividend of AMG decreases each year by -67.82%.
VS Industry
Dividend Yield (0.02%) VS Industry: 0% outperformed.
0.02
168.27
AFFILIATED MANAGERS GROUP177.04
NYSE:AMG (2/3/2023, 7:24:43 PM)+0.25 (+0.14%)
| GICS Sector | Financials | ||
| GICS IndustryGroup | Diversified Financials | ||
| GICS Industry | Capital Markets | ||
| Earnings (Last) | 11-07 2022-11-07/bmo | Earnings (Next) | 02-06 2023-02-06/amc |
| Inst Owners | 91.26% | Inst Owner Change | -1% |
| Ins Owners | 1.12% | Ins Owner Change | 14.46% |
| Market Cap | 6.67B | Analysts | 81.82 |
| Price Target | 180.9 (2.18%) | ||
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.02% |
| Dividend Growth(5Y) | -67.82% | DP | 0.29% |
| Div Incr Years | N/A | Div Non Decr Years | 1 |
| Ex-Date | N/A | ||
| EPS beat(2) | 2 | Avg EPS beat(2) | 3.57% |
| Min EPS beat(2) | 1.1% | Max EPS beat(2) | 6.03% |
| EPS beat(4) | 4 | Avg EPS beat(4) | 4.28% |
| Min EPS beat(4) | 1.1% | Max EPS beat(4) | 6.03% |
| Revenue beat(2) | 2 | Avg Revenue beat(2) | 3.5% |
| Min Revenue beat(2) | 3.25% | Max Revenue beat(2) | 3.75% |
| Revenue beat(4) | 3 | Avg Revenue beat(4) | 1.84% |
| Min Revenue beat(4) | -9.06% | Max Revenue beat(4) | 9.41% |
| PT rev (1m) | 1.97% | PT rev (3m) | 26.99% |
| EPS NQ rev (1m) | -0.5% | EPS NQ rev (3m) | 27.67% |
| EPS NY rev (1m) | 0% | EPS NY rev (3m) | 7.08% |
| Revenue NQ rev (1m) | 0.92% | Revenue NQ rev (3m) | 5.96% |
| Revenue NY rev (1m) | 0% | Revenue NY rev (3m) | 1.44% |
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.32 | ||
| Fwd PE | 9.09 | ||
| P/S | 2.69 | ||
| P/FCF | 5.83 | ||
| P/OCF | 5.77 | ||
| P/B | 2.41 | ||
| P/tB | N/A | ||
| EV/EBITDA | 8.83 |
| EPS(TTM) | 18.99 | EY | 10.73% |
| EPS(NY) | 19.48 | Fwd EY | 11.01% |
| FCF(TTM) | 30.34 | FCFY | 17.14% |
| OCF(TTM) | 30.68 | OCFY | 17.33% |
| SpS | 65.89 | BVpS | 73.44 |
| TBVpS | -45.82 | PEG (NY) | 1.25 |
| PEG (5Y) | 1.24 | ||
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 6.48% | ||
| ROE | 19.75% | ||
| ROIC | 9.34% | ||
| ROICexc | 10.14% | ||
| ROICexgc | 29.81% | ||
| OM | 36.52% | ||
| PM | 22.02% | ||
| GM | N/A |
| ROICexgc(3y) | 26.05% | ROICexcg growth 3Y | 13.36% |
| ROICexcg growth 5Y | 13.9% | ROICexc(3y) | 8.94% |
| ROICexc growth 3Y | 3.83% | ROICexc growth 5Y | 6.42% |
| OM growth 3Y | 4.68% | OM growth 5Y | 3.27% |
| PM growth 3Y | 31.8% | PM growth 5Y | 1.06% |
| GM growth 3Y | N/A | GM growth 5Y | N/A |
| F-Score | 7 | Asset Turnover | 0.29 |
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.92 | ||
| Debt/FCF | 2.22 | ||
| Debt/EBITDA | 2.61 | ||
| Cap/Depr | 19.15% | ||
| Profit Quality | 209.19% | ||
| Current Ratio | 1.76 | ||
| Quick Ratio | 1.76 | ||
| Altman-Z | 2.24 |
| F-Score | 7 | WACC | N/A |
| ROIC/WACC | N/A | Cap/Depr(3y) | 9.06% |
| Cap/Depr(5y) | 11.64% | Profit Quality(3y) | 2180.34% |
| Profit Quality(5y) | 1432.73% | ||
| EPS 1Y | 14.88% | EPS 3Y | 8.26% |
| EPS 5Y | 7.51% | EPS growth Q2Q | 5.25% |
| EPS Next Y | 7.49% | EPS Next 2Y | 2.88% |
| EPS Next 3Y | 6.72% | EPS Next 5Y | 3.68% |
| Revenue growth 1Y | 9.09% | Revenue growth 3Y | 0.47% |
| Revenue growth 5Y | 1.91% | Revenue growth Q2Q | 0.59% |
| Revenue Next Year | 0.97% | Revenue Next 2Y | -2.47% |
| Revenue Next 3Y | 0.29% | Revenue Next 5Y | -3.58% |
| EBIT growth 1Y | 8.67% | EBIT growth 3Y | 5.18% |
| EBIT growth 5Y | 5.25% | EBIT Next Year | 15.68% |
| EBIT Next 3Y | 4.46% | EBIT Next 5Y | -2.46% |
| FCF growth 1Y | 23.55% | FCF growth 3Y | 3.58% |
| FCF growth 5Y | 3.87% | OCF growth 1Y | 23.58% |
| OCF growth 3Y | 3.24% | OCF growth 5Y | 3.61% |
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