AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:MGR - US0082528508
21.54 USD
+0.1 (+0.47%)
MGR gets a fundamental rating of 6 out of 10. The analysis compared the fundamentals against 235 industry peers in the Capital Markets industry. MGR has an average financial health and profitability rating. MGR is valued quite cheap, while showing a decent growth score. This is a good combination! These ratings could make MGR a good candidate for value investing.
1. Profitability
1.1 Basic Checks
- MGR had positive earnings in the past year.
- MGR had a positive operating cash flow in the past year.
- In the past 5 years MGR has always been profitable.
- Each year in the past 5 years MGR had a positive operating cash flow.
1.2 Ratios
- MGR's Return On Assets of 5.95% is fine compared to the rest of the industry. MGR outperforms 76.60% of its industry peers.
- MGR's Return On Equity of 15.89% is fine compared to the rest of the industry. MGR outperforms 79.15% of its industry peers.
- The Return On Invested Capital of MGR (5.15%) is better than 68.94% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for MGR is in line with the industry average of 7.16%.
| 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
- MGR's Profit Margin of 26.01% is fine compared to the rest of the industry. MGR outperforms 67.23% of its industry peers.
- MGR's Profit Margin has improved in the last couple of years.
- MGR has a Operating Margin of 24.87%. This is comparable to the rest of the industry: MGR outperforms 51.91% of its industry peers.
- MGR'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
- MGR has less shares outstanding than it did 1 year ago.
- MGR has less shares outstanding than it did 5 years ago.
- MGR has a worse debt/assets ratio than last year.
2.2 Solvency
- Based on the Altman-Z score of 1.66, we must say that MGR is in the distress zone and has some risk of bankruptcy.
- MGR has a Altman-Z score of 1.66. This is in the better half of the industry: MGR outperforms 68.09% of its industry peers.
- The Debt to FCF ratio of MGR is 2.55, which is a good value as it means it would take MGR, 2.55 years of fcf income to pay off all of its debts.
- MGR has a Debt to FCF ratio of 2.55. This is amongst the best in the industry. MGR outperforms 81.28% of its industry peers.
- MGR has a Debt/Equity ratio of 0.71. This is a neutral value indicating MGR is somewhat dependend on debt financing.
- The Debt to Equity ratio of MGR (0.71) is better than 60.43% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.71 | ||
| Debt/FCF | 2.55 | ||
| Altman-Z | 1.66 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- MGR has a Current Ratio of 1.30. 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 Current ratio (1.30) which is in line with its industry peers.
- MGR has a Quick Ratio of 1.30. 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 Quick ratio of 1.30. This is in the better half of the industry: MGR outperforms 63.83% 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.
- The Earnings Per Share has been growing slightly by 7.59% on average over the past years.
- MGR 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
- Based on estimates for the next years, MGR will show a quite strong growth in Earnings Per Share. The EPS will grow by 16.24% on average per year.
- MGR is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.08% yearly.
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
- 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.
- When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
- With a Price/Earnings ratio of 0.96, the valuation of MGR can be described as very cheap.
- Based on the Price/Earnings ratio, MGR is valued cheaper than 98.30% of the companies in the same industry.
- When comparing the Price/Earnings ratio of MGR to the average of the S&P500 Index (27.54), we can say MGR is valued rather cheaply.
- With a Price/Forward Earnings ratio of 0.71, the valuation of MGR can be described as very cheap.
- Based on the Price/Forward Earnings ratio, MGR is valued cheaply inside the industry as 99.15% of the companies are valued more expensively.
- When comparing the Price/Forward Earnings ratio of MGR to the average of the S&P500 Index (24.31), we can say MGR is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 0.96 | ||
| Fwd PE | 0.71 |
4.2 Price Multiples
- Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of MGR indicates a rather cheap valuation: MGR is cheaper than 95.74% of the companies listed in the same industry.
- Compared to the rest of the industry, the Price/Free Cash Flow ratio of MGR indicates a rather cheap valuation: MGR is cheaper than 97.87% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 0.65 | ||
| EV/EBITDA | 4.01 |
4.3 Compensation for Growth
- The 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.
- A more expensive valuation may be justified as MGR's earnings are expected to grow with 20.57% in the coming years.
PEG (NY)0.04
PEG (5Y)0.13
EPS Next 2Y21.49%
EPS Next 3Y20.57%
5. Dividend
5.1 Amount
- MGR has a yearly dividend return of 0.01%, which is pretty low.
- MGR's Dividend Yield is slightly below the industry average, which is at 6.19.
- Compared to an average S&P500 Dividend Yield of 1.92, MGR's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.01% |
5.2 History
- The dividend of MGR decreases each year by -47.48%.
- MGR has been paying a dividend for over 5 years, so it has already some track record.
- MGR has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-47.48%
Div Incr Years0
Div Non Decr Years4
5.3 Sustainability
- 0.23% of the earnings are spent on dividend by MGR. This is a low number and sustainable payout ratio.
DP0.23%
EPS Next 2Y21.49%
EPS Next 3Y20.57%
AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59
NYSE:MGR (1/15/2026, 7:00:00 PM)
21.54
+0.1 (+0.47%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)11-03 2025-11-03/bmo
Earnings (Next)02-04 2026-02-04/amc
Inst Owners98.02%
Inst Owner ChangeN/A
Ins Owners3.46%
Ins Owner ChangeN/A
Market Cap605.92M
Revenue(TTM)2.04B
Net Income(TTM)531.20M
Analysts86
Price Target27.79 (29.02%)
Short Float %0%
Short Ratio0.05
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 Years4
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)8.66%
PT rev (3m)5.83%
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 | 0.96 | ||
| Fwd PE | 0.71 | ||
| P/S | 0.3 | ||
| P/FCF | 0.65 | ||
| P/OCF | 0.65 | ||
| P/B | 0.18 | ||
| P/tB | N/A | ||
| EV/EBITDA | 4.01 |
EPS(TTM)22.41
EY104.04%
EPS(NY)30.37
Fwd EY141.01%
FCF(TTM)33.06
FCFY153.49%
OCF(TTM)33.25
OCFY154.36%
SpS72.6
BVpS118.86
TBVpS-31.57
PEG (NY)0.04
PEG (5Y)0.13
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 | 1.66 |
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 GROU - AMG 5 7/8 03/30/59 / MGR 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.
Can you provide the profitability details for AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59?
AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR) has a profitability rating of 6 / 10.
What is the valuation of AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 based on its PE and PB ratios?
The Price/Earnings (PE) ratio for AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR) is 0.96 and the Price/Book (PB) ratio is 0.18.
Can you provide the financial health for MGR stock?
The financial health rating of AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR) is 5 / 10.