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

Fundamental Rating

We assign a fundamental rating of 5 out of 10 to MGR. MGR was compared to 237 industry peers in the Capital Markets industry. Both the profitability and the financial health of MGR get a neutral evaluation. Nothing too spectacular is happening here. MGR may be a bit undervalued, certainly considering the very reasonable score on growth These ratings could make MGR a good candidate for value investing.

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1. Profitability

1.1 Basic Checks

In the past year MGR was profitable.

MGR had a positive operating cash flow in the past year.

MGR had positive earnings in each of the past 5 years.

In the past 5 years MGR always reported a positive cash flow from operatings.

1.2 Ratios

MGR has a Return On Assets of 5.02%. This is in the better half of the industry: MGR outperforms 69.20% of its industry peers.

With a decent Return On Equity value of 13.66%, MGR is doing good in the industry, outperforming 72.57% of the companies in the same industry.

Looking at the Return On Invested Capital, with a value of 5.35%, MGR is in the better half of the industry, outperforming 67.51% of the companies in the same industry.

Measured over the past 3 years, the Average Return On Invested Capital for MGR is in line with the industry average of 7.60%.

		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

The Profit Margin of MGR (21.79%) is comparable to the rest of the industry.

In the last couple of years the Profit Margin of MGR has grown nicely.

MGR has a Operating Margin (26.22%) which is comparable to the rest of the industry.

In the last couple of years the Operating Margin of MGR has remained more or less at the same level.

		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

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

Compared to 1 year ago, MGR has less shares outstanding

Compared to 5 years ago, MGR has less shares outstanding

Compared to 1 year ago, MGR has a worse debt to assets ratio.

2.2 Solvency

MGR has an Altman-Z score of 1.65. This is a bad value and indicates that MGR is not financially healthy and even has some risk of bankruptcy.

Looking at the Altman-Z score, with a value of 1.65, MGR is in the better half of the industry, outperforming 66.67% of the companies in the same industry.

The Debt to FCF ratio of MGR is 2.84, which is a good value as it means it would take MGR, 2.84 years of fcf income to pay off all of its debts.

MGR has a better Debt to FCF ratio (2.84) than 83.54% of its industry peers.

A Debt/Equity ratio of 0.81 indicates that MGR is somewhat dependend on debt financing.

The Debt to Equity ratio of MGR (0.81) is comparable to the rest of the industry.

		Industry Rank	Sector Rank
Debt/Equity	0.81
Debt/FCF	2.84
Altman-Z	1.65

ROIC/WACCN/A

WACCN/A

2.3 Liquidity

A Current Ratio of 1.35 indicates that MGR should not have too much problems paying its short term obligations.

With a decent Current ratio value of 1.35, MGR is doing good in the industry, outperforming 61.18% of the companies in the same industry.

A Quick Ratio of 1.35 indicates that MGR should not have too much problems paying its short term obligations.

With a decent Quick ratio value of 1.35, MGR is doing good in the industry, outperforming 61.60% of the companies in the same industry.

		Industry Rank	Sector Rank
Current Ratio	1.35
Quick Ratio	1.35

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

MGR shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 0.70%.

MGR shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 7.59% yearly.

MGR shows a small growth in Revenue. In the last year, the Revenue has grown by 0.12%.

The Revenue has been decreasing by -1.84% on average over the past years.

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

Based on estimates for the next years, MGR will show a quite strong growth in Earnings Per Share. The EPS will grow by 11.49% on average per year.

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.

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.

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4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 1.02, which indicates a rather cheap valuation of MGR.

MGR's Price/Earnings ratio is rather cheap when compared to the industry. MGR is cheaper than 98.31% of the companies in the same industry.

Compared to an average S&P500 Price/Earnings ratio of 27.02, MGR is valued rather cheaply.

MGR is valuated cheaply with a Price/Forward Earnings ratio of 0.76.

MGR's Price/Forward Earnings ratio is rather cheap when compared to the industry. MGR is cheaper than 98.73% of the companies in the same industry.

When comparing the Price/Forward Earnings ratio of MGR to the average of the S&P500 Index (22.57), we can say MGR is valued rather cheaply.

		Industry Rank	Sector Rank
PE	1.02
Fwd PE	0.76

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 94.09% of the companies listed in the same industry.

98.73% of the companies in the same industry are more expensive than MGR, based on the Price/Free Cash Flow ratio.

		Industry Rank	Sector Rank
P/FCF	0.66
EV/EBITDA	4.42

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's earnings are expected to grow with 17.29% in the coming years. This may justify a more expensive valuation.

PEG (NY)0.05

PEG (5Y)0.13

EPS Next 2Y17.61%

EPS Next 3Y17.29%

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5. Dividend

5.1 Amount

MGR has a Yearly Dividend Yield of 6.78%, which is a nice return.

MGR's Dividend Yield is comparable with the industry average which is at 8.33.

Compared to an average S&P500 Dividend Yield of 2.44, MGR pays a better dividend.

		Industry Rank	Sector Rank
Dividend Yield	6.78%

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

MGR 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%

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

NYSE:MGR (10/13/2025, 11:17:04 AM)

21.52

+0.07 (+0.33%)

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)07-31 2025-07-31/bmo

Earnings (Next)11-03 2025-11-03/bmo

Inst Owners96.83%

Inst Owner ChangeN/A

Ins Owners3.45%

Ins Owner ChangeN/A

Market Cap611.38M

Analysts86

Price Target26.26 (22.03%)

Short Float %0.02%

Short Ratio0.26

Dividend

		Industry Rank	Sector Rank
Dividend Yield	6.78%

Yearly Dividend0.04

Dividend Growth(5Y)-47.48%

DP0.27%

Div Incr Years0

Div Non Decr Years4

Ex-Date09-29 2025-09-29 (0.3671875)

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)2.29%

PT rev (3m)16.07%

EPS NQ rev (1m)0.23%

EPS NQ rev (3m)5.22%

EPS NY rev (1m)0.73%

EPS NY rev (3m)3.44%

Revenue NQ rev (1m)0%

Revenue NQ rev (3m)3.16%

Revenue NY rev (1m)0.29%

Revenue NY rev (3m)0.43%

Valuation

		Industry Rank	Sector Rank
PE	1.02
Fwd PE	0.76
P/S	0.3
P/FCF	0.66
P/OCF	0.66
P/B	0.19
P/tB	N/A
EV/EBITDA	4.42

EPS(TTM)21.13

EY98.19%

EPS(NY)28.46

Fwd EY132.27%

FCF(TTM)32.51

FCFY151.07%

OCF(TTM)32.68

OCFY151.85%

SpS71.47

BVpS114

TBVpS-35.73

PEG (NY)0.05

PEG (5Y)0.13

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%

ROICexcg growth 3Y-5.55%

ROICexcg 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	1.65

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 GROU - AMG 5 7/8 03/30/59 (MGR) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

More info and screens