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

NYSE:MGR • US0082528508

Current stock price

20.79 USD
+0.13 (+0.63%)
Last:

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

5

1. MGR Profitability Analysis

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.
  • 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 better Return On Assets (7.78%) than 79.34% of its industry peers.
  • With an excellent Return On Equity value of 22.13%, MGR belongs to the best of the industry, outperforming 88.02% of the companies in the same industry.
  • MGR's Return On Invested Capital of 3.78% is in line compared to the rest of the industry. MGR outperforms 54.55% of its industry peers.
  • MGR had an Average Return On Invested Capital over the past 3 years of 5.85%. This is in line with the industry average of 7.06%.
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

  • Looking at the Profit Margin, with a value of 34.55%, MGR is in the better half of the industry, outperforming 78.10% of the companies in the same industry.
  • MGR's Profit Margin has improved in the last couple of years.
  • Looking at the Operating Margin, with a value of 19.55%, MGR is in line with its industry, outperforming 43.80% of the companies in the same industry.
  • 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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5

2. MGR Health Analysis

2.1 Basic Checks

  • Compared to 1 year ago, MGR has less shares outstanding
  • MGR has less shares outstanding than it did 5 years ago.
  • The debt/assets ratio for MGR has been reduced compared to a year ago.
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.
  • With a decent Altman-Z score value of 1.62, MGR is doing good in the industry, outperforming 66.94% of the companies in the same industry.
  • The Debt to FCF ratio of MGR is 2.77, which is a good value as it means it would take MGR, 2.77 years of fcf income to pay off all of its debts.
  • With a decent Debt to FCF ratio value of 2.77, MGR is doing good in the industry, outperforming 79.75% of the companies in the same industry.
  • A Debt/Equity ratio of 0.83 indicates that MGR is somewhat dependend on debt financing.
  • MGR has a Debt to Equity ratio (0.83) which is comparable to the rest of the 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

  • A Current Ratio of 1.34 indicates that MGR should not have too much problems paying its short term obligations.
  • MGR has a better Current ratio (1.34) than 60.74% 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.
  • MGR has a better Quick ratio (1.34) than 60.74% 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.
  • The Earnings Per Share has been growing by 14.34% on average over the past years. This is quite good.
  • MGR shows a small growth in Revenue. In the last year, the Revenue has grown by 1.64%.
  • The Revenue has been growing slightly by 0.46% on average over the past years.
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 Y22.82%
EPS Next 2Y19.5%
EPS Next 3Y16.92%
EPS Next 5Y11.5%
Revenue Next Year11.25%
Revenue Next 2Y10.7%
Revenue Next 3Y8.86%
Revenue Next 5Y6.45%

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 stable.
  • 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.
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

  • MGR is valuated cheaply with a Price/Earnings ratio of 0.79.
  • Based on the Price/Earnings ratio, MGR is valued cheaper than 98.35% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 25.70, MGR is valued rather cheaply.
  • A Price/Forward Earnings ratio of 0.65 indicates a rather cheap valuation of MGR.
  • 99.17% of the companies in the same industry are more expensive than MGR, based on the Price/Forward Earnings ratio.
  • MGR's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 23.84.
Industry RankSector Rank
PE 0.79
Fwd PE 0.65
MGR Price Earnings VS Forward Price EarningsMGR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • MGR's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. MGR is cheaper than 93.39% of the companies in the same industry.
  • MGR's Price/Free Cash Flow ratio is rather cheap when compared to the industry. MGR is cheaper than 97.93% of the companies in the same industry.
Industry RankSector Rank
P/FCF 0.57
EV/EBITDA 4.61
MGR Per share dataMGR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 50 100

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.
  • A more expensive valuation may be justified as MGR's earnings are expected to grow with 16.92% in the coming years.
PEG (NY)0.03
PEG (5Y)0.06
EPS Next 2Y19.5%
EPS Next 3Y16.92%

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

3

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 6.65.
  • With a Dividend Yield of 0.01, MGR pays less dividend than the S&P500 average, which is at 1.82.
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.
  • MGR has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-34.25%
Div Incr Years0
Div Non Decr Years4
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 2Y19.5%
EPS Next 3Y16.92%
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 (3/13/2026, 8:04:00 PM)

20.79

+0.13 (+0.63%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-12
Earnings (Next)05-06
Inst Owners100.07%
Inst Owner ChangeN/A
Ins Owners3%
Ins Owner ChangeN/A
Market Cap554.68M
Revenue(TTM)2.07B
Net Income(TTM)716.70M
Analysts86
Price Target29.94 (44.01%)
Short Float %0.06%
Short Ratio0.68
Dividend
Industry RankSector Rank
Dividend Yield 0.01%
Yearly Dividend0.04
Dividend Growth(5Y)-34.25%
DP0.14%
Div Incr Years0
Div Non Decr Years4
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)13.2%
PT rev (3m)17.04%
EPS NQ rev (1m)17.64%
EPS NQ rev (3m)16.21%
EPS NY rev (1m)5.3%
EPS NY rev (3m)5.5%
Revenue NQ rev (1m)-2.54%
Revenue NQ rev (3m)-1.79%
Revenue NY rev (1m)-2.32%
Revenue NY rev (3m)-1.13%
Valuation
Industry RankSector Rank
PE 0.79
Fwd PE 0.65
P/S 0.27
P/FCF 0.57
P/OCF 0.57
P/B 0.17
P/tB N/A
EV/EBITDA 4.61
EPS(TTM)26.17
EY125.88%
EPS(NY)32.14
Fwd EY154.61%
FCF(TTM)36.47
FCFY175.44%
OCF(TTM)36.7
OCFY176.53%
SpS77.75
BVpS121.38
TBVpS-34.94
PEG (NY)0.03
PEG (5Y)0.06
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 Y22.82%
EPS Next 2Y19.5%
EPS Next 3Y16.92%
EPS Next 5Y11.5%
Revenue 1Y (TTM)1.64%
Revenue growth 3Y-3.79%
Revenue growth 5Y0.46%
Sales Q2Q%6.18%
Revenue Next Year11.25%
Revenue Next 2Y10.7%
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 Year34.8%
EBIT Next 3Y12.6%
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 5 / 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 5 / 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 0.79 and the Price/Book (PB) ratio is 0.17.


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.