AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR) Fundamental Analysis & Valuation

NYSE:MGR • US0082528508

Current stock price

19.98 USD
+0.03 (+0.15%)
Last:

This MGR fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. MGR Profitability Analysis

1.1 Basic Checks

  • In the past year MGR was profitable.
  • In the past year MGR had a positive cash flow from operations.
  • MGR had positive earnings in each of the past 5 years.
  • MGR had a positive operating cash flow in each of the past 5 years.
MGR Yearly Net Income VS EBIT VS OCF VS FCFMGR 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 2025 200M 400M 600M 800M 1B

1.2 Ratios

  • MGR has a Return On Assets of 7.78%. This is in the better half of the industry: MGR outperforms 78.75% of its industry peers.
  • The Return On Equity of MGR (22.13%) is better than 86.67% of its industry peers.
  • MGR has a Return On Invested Capital (3.78%) which is in line with its industry peers.
  • The Average Return On Invested Capital over the past 3 years for MGR is in line with the industry average of 7.23%.
Industry RankSector Rank
ROA 7.78%
ROE 22.13%
ROIC 3.78%
ROA(3y)7%
ROA(5y)8.06%
ROE(3y)18.73%
ROE(5y)22.39%
ROIC(3y)5.85%
ROIC(5y)6.72%
MGR Yearly ROA, ROE, ROICMGR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30

1.3 Margins

  • With an excellent Profit Margin value of 34.55%, MGR belongs to the best of the industry, outperforming 81.25% of the companies in the same industry.
  • In the last couple of years the Profit Margin of MGR has grown nicely.
  • MGR has a Operating Margin of 19.55%. This is comparable to the rest of the industry: MGR outperforms 42.92% of its industry peers.
  • MGR's Operating Margin has declined in the last couple of years.
Industry RankSector Rank
OM 19.55%
PM (TTM) 34.55%
GM N/A
OM growth 3Y-16.08%
OM growth 5Y-8.26%
PM growth 3Y-11.11%
PM growth 5Y28.21%
GM growth 3YN/A
GM growth 5YN/A
MGR Yearly Profit, Operating, Gross MarginsMGR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30 40

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ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. MGR Health Analysis

2.1 Basic Checks

  • The number of shares outstanding for MGR has been reduced compared to 1 year ago.
  • Compared to 5 years ago, MGR has less shares outstanding
  • MGR has a better debt/assets ratio than last year.
MGR Yearly Shares OutstandingMGR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M 40M 50M
MGR Yearly Total Debt VS Total AssetsMGR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B

2.2 Solvency

  • Based on the Altman-Z score of 1.62, we must say that MGR is in the distress zone and has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 1.62, MGR is in the better half of the industry, outperforming 67.50% of the companies in the same industry.
  • MGR has a debt to FCF ratio of 2.77. This is a good value and a sign of high solvency as MGR would need 2.77 years to pay back of all of its debts.
  • MGR's Debt to FCF ratio of 2.77 is fine compared to the rest of the industry. MGR outperforms 77.92% of its industry peers.
  • A Debt/Equity ratio of 0.83 indicates that MGR is somewhat dependend on debt financing.
  • With a Debt to Equity ratio value of 0.83, MGR perfoms like the industry average, outperforming 57.92% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.83
Debt/FCF 2.77
Altman-Z 1.62
ROIC/WACCN/A
WACCN/A
MGR Yearly LT Debt VS Equity VS FCFMGR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

2.3 Liquidity

  • MGR has a Current Ratio of 1.34. This is a normal value and indicates that MGR is financially healthy and should not expect problems in meeting its short term obligations.
  • MGR has a better Current ratio (1.34) than 60.42% of its industry peers.
  • MGR has a Quick Ratio of 1.34. This is a normal value and indicates that MGR is financially healthy and should not expect problems in meeting its short term obligations.
  • The Quick ratio of MGR (1.34) is better than 60.83% of its industry peers.
Industry RankSector Rank
Current Ratio 1.34
Quick Ratio 1.34
MGR Yearly Current Assets VS Current LiabilitesMGR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B

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

5

3. MGR Growth Analysis

3.1 Past

  • MGR shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 27.18%, which is quite impressive.
  • MGR shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 14.34% yearly.
  • MGR shows a small growth in Revenue. In the last year, the Revenue has grown by 1.64%.
  • MGR shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 0.46% yearly.
EPS 1Y (TTM)27.18%
EPS 3Y9.07%
EPS 5Y14.34%
EPS Q2Q%65.82%
Revenue 1Y (TTM)1.64%
Revenue growth 3Y-3.79%
Revenue growth 5Y0.46%
Sales Q2Q%6.18%

3.2 Future

  • The Earnings Per Share is expected to grow by 11.50% on average over the next years. This is quite good.
  • MGR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.45% yearly.
EPS Next Y25.01%
EPS Next 2Y18.76%
EPS Next 3Y16.46%
EPS Next 5Y11.5%
Revenue Next Year11.2%
Revenue Next 2Y10.61%
Revenue Next 3Y8.86%
Revenue Next 5Y6.45%

3.3 Evolution

  • The EPS growth rate is stable: in the next years the growth will be about the same 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.
MGR Yearly Revenue VS EstimatesMGR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 1B 2B 3B
MGR Yearly EPS VS EstimatesMGR 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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9

4. MGR Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 0.76 indicates a rather cheap valuation of MGR.
  • Compared to the rest of the industry, the Price/Earnings ratio of MGR indicates a rather cheap valuation: MGR is cheaper than 97.92% of the companies listed in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 26.78, MGR is valued rather cheaply.
  • A Price/Forward Earnings ratio of 0.61 indicates a rather cheap valuation of MGR.
  • Based on the Price/Forward Earnings ratio, MGR is valued cheaper than 99.17% of the companies in the same industry.
  • MGR's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 23.54.
Industry RankSector Rank
PE 0.76
Fwd PE 0.61
MGR Price Earnings VS Forward Price EarningsMGR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, MGR is valued cheaply inside the industry as 93.75% of the companies are valued more expensively.
  • 97.92% of the companies in the same industry are more expensive than MGR, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 0.55
EV/EBITDA 4.58
MGR Per share dataMGR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 50 100

4.3 Compensation for Growth

  • MGR's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • MGR has a very decent profitability rating, which may justify a higher PE ratio.
  • MGR's earnings are expected to grow with 16.46% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.03
PEG (5Y)0.05
EPS Next 2Y18.76%
EPS Next 3Y16.46%

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

2

5. MGR Dividend Analysis

5.1 Amount

  • With a yearly dividend of 0.01%, MGR is not a good candidate for dividend investing.
  • MGR's Dividend Yield is slightly below the industry average, which is at 6.74.
  • With a Dividend Yield of 0.01, MGR pays less dividend than the S&P500 average, which is at 1.83.
Industry RankSector Rank
Dividend Yield 0.01%

5.2 History

  • The dividend of MGR decreases each year by -34.25%.
  • MGR has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)-34.25%
Div Incr Years0
Div Non Decr Years0
MGR Yearly Dividends per shareMGR Yearly Dividends per shareYearly Dividends per share 2020 2021 2022 2023 2024 2025 2026 0.5 1

5.3 Sustainability

  • MGR pays out 0.14% of its income as dividend. This is a sustainable payout ratio.
DP0.14%
EPS Next 2Y18.76%
EPS Next 3Y16.46%
MGR Yearly Income VS Free CF VS DividendMGR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200M 400M 600M 800M 1B
MGR Dividend Payout.MGR Dividend Payout, showing the Payout Ratio.MGR Dividend Payout.PayoutRetained Earnings

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MGR Fundamentals: All Metrics, Ratios and Statistics

AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59

NYSE:MGR (4/10/2026, 8:04:00 PM)

19.98

+0.03 (+0.15%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-12
Earnings (Next)05-04
Inst Owners100.67%
Inst Owner ChangeN/A
Ins Owners3.12%
Ins Owner ChangeN/A
Market Cap533.07M
Revenue(TTM)2.07B
Net Income(TTM)716.70M
Analysts86
Price Target27.93 (39.79%)
Short Float %0.03%
Short Ratio0.36
Dividend
Industry RankSector Rank
Dividend Yield 0.01%
Yearly Dividend0.04
Dividend Growth(5Y)-34.25%
DP0.14%
Div Incr Years0
Div Non Decr Years0
Ex-Date03-27
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)4.39%
Min EPS beat(2)2.56%
Max EPS beat(2)6.22%
EPS beat(4)4
Avg EPS beat(4)2.66%
Min EPS beat(4)0.92%
Max EPS beat(4)6.22%
EPS beat(8)6
Avg EPS beat(8)0.65%
EPS beat(12)9
Avg EPS beat(12)2.44%
EPS beat(16)13
Avg EPS beat(16)2.78%
Revenue beat(2)0
Avg Revenue beat(2)-4.27%
Min Revenue beat(2)-4.75%
Max Revenue beat(2)-3.79%
Revenue beat(4)0
Avg Revenue beat(4)-3.76%
Min Revenue beat(4)-4.75%
Max Revenue beat(4)-2.43%
Revenue beat(8)0
Avg Revenue beat(8)-3.7%
Revenue beat(12)1
Avg Revenue beat(12)-3.66%
Revenue beat(16)3
Avg Revenue beat(16)-3.46%
PT rev (1m)-6.7%
PT rev (3m)0.5%
EPS NQ rev (1m)1.04%
EPS NQ rev (3m)17.76%
EPS NY rev (1m)1.78%
EPS NY rev (3m)7.71%
Revenue NQ rev (1m)1.16%
Revenue NQ rev (3m)-0.65%
Revenue NY rev (1m)-0.04%
Revenue NY rev (3m)-1.67%
Valuation
Industry RankSector Rank
PE 0.76
Fwd PE 0.61
P/S 0.26
P/FCF 0.55
P/OCF 0.54
P/B 0.16
P/tB N/A
EV/EBITDA 4.58
EPS(TTM)26.17
EY130.98%
EPS(NY)32.72
Fwd EY163.74%
FCF(TTM)36.47
FCFY182.55%
OCF(TTM)36.7
OCFY183.69%
SpS77.75
BVpS121.38
TBVpS-34.94
PEG (NY)0.03
PEG (5Y)0.05
Graham Number267.34
Profitability
Industry RankSector Rank
ROA 7.78%
ROE 22.13%
ROCE 4.83%
ROIC 3.78%
ROICexc 4.06%
ROICexgc 9.54%
OM 19.55%
PM (TTM) 34.55%
GM N/A
FCFM 46.91%
ROA(3y)7%
ROA(5y)8.06%
ROE(3y)18.73%
ROE(5y)22.39%
ROIC(3y)5.85%
ROIC(5y)6.72%
ROICexc(3y)6.54%
ROICexc(5y)7.44%
ROICexgc(3y)19.14%
ROICexgc(5y)21.76%
ROCE(3y)7.48%
ROCE(5y)8.59%
ROICexgc growth 3Y-23.01%
ROICexgc growth 5Y-15.19%
ROICexc growth 3Y-19.75%
ROICexc growth 5Y-12.19%
OM growth 3Y-16.08%
OM growth 5Y-8.26%
PM growth 3Y-11.11%
PM growth 5Y28.21%
GM growth 3YN/A
GM growth 5YN/A
F-Score8
Asset Turnover0.23
Health
Industry RankSector Rank
Debt/Equity 0.83
Debt/FCF 2.77
Debt/EBITDA 4.67
Cap/Depr 3.57%
Cap/Sales 0.29%
Interest Coverage 2.94
Cash Conversion 169.94%
Profit Quality 135.78%
Current Ratio 1.34
Quick Ratio 1.34
Altman-Z 1.62
F-Score8
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)10.61%
Cap/Depr(5y)12.96%
Cap/Sales(3y)0.35%
Cap/Sales(5y)0.38%
Profit Quality(3y)148.67%
Profit Quality(5y)151.39%
High Growth Momentum
Growth
EPS 1Y (TTM)27.18%
EPS 3Y9.07%
EPS 5Y14.34%
EPS Q2Q%65.82%
EPS Next Y25.01%
EPS Next 2Y18.76%
EPS Next 3Y16.46%
EPS Next 5Y11.5%
Revenue 1Y (TTM)1.64%
Revenue growth 3Y-3.79%
Revenue growth 5Y0.46%
Sales Q2Q%6.18%
Revenue Next Year11.2%
Revenue Next 2Y10.61%
Revenue Next 3Y8.86%
Revenue Next 5Y6.45%
EBIT growth 1Y-39.15%
EBIT growth 3Y-19.26%
EBIT growth 5Y-7.84%
EBIT Next Year38.78%
EBIT Next 3Y15.76%
EBIT Next 5Y7.97%
FCF growth 1Y4.19%
FCF growth 3Y-2.34%
FCF growth 5Y-0.52%
OCF growth 1Y4.46%
OCF growth 3Y-2.49%
OCF growth 5Y-0.56%

AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 / MGR Fundamental Analysis FAQ

What is the ChartMill fundamental rating of AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR) stock?

ChartMill assigns a fundamental rating of 6 / 10 to MGR.


What is the valuation status for MGR stock?

ChartMill assigns a valuation rating of 9 / 10 to AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR). This can be considered as Undervalued.


What is the profitability of MGR stock?

AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR) has a profitability rating of 6 / 10.


What is the expected EPS growth for AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR) stock?

The Earnings per Share (EPS) of AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR) is expected to grow by 25.01% in the next year.


How sustainable is the dividend of AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR) stock?

The dividend rating of AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR) is 2 / 10 and the dividend payout ratio is 0.14%.