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

NYSE:MGR • US0082528508

21.5 USD
-0.05 (-0.23%)
Last: Feb 19, 2026, 04:15 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Overall MGR gets a fundamental rating of 5 out of 10. We evaluated MGR against 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 scores decently on growth, while it is valued quite cheap. This could make an interesting combination. These ratings could make MGR a good candidate for value investing.


Dividend Valuation Growth Profitability Health

5

1. Profitability

1.1 Basic Checks

  • MGR had positive earnings in the past year.
  • In the past year MGR had a positive cash flow from operations.
  • Of the past 5 years MGR 4 years were profitable.
  • Of the past 5 years MGR 4 years had a positive operating cash flow.
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 200M 400M 600M 800M 1B

1.2 Ratios

  • MGR has a Return On Assets of 5.95%. This is in the better half of the industry: MGR outperforms 73.00% of its industry peers.
  • Looking at the Return On Equity, with a value of 15.89%, MGR is in the better half of the industry, outperforming 78.90% of the companies in the same industry.
  • With a decent Return On Invested Capital value of 5.15%, MGR is doing good in the industry, outperforming 68.35% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for MGR is in line with the industry average of 7.29%.
Industry RankSector 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%
MGR Yearly ROA, ROE, ROICMGR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30

1.3 Margins

  • MGR's Profit Margin of 26.01% is fine compared to the rest of the industry. MGR outperforms 66.24% of its industry peers.
  • In the last couple of years the Profit Margin of MGR has grown nicely.
  • With a Operating Margin value of 24.87%, MGR perfoms like the industry average, outperforming 51.48% of the companies in the same industry.
  • MGR's Operating Margin has been stable in the last couple of years.
Industry RankSector 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
MGR Yearly Profit, Operating, Gross MarginsMGR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30 40

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ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • There is no outstanding debt for MGR. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
MGR Yearly Shares OutstandingMGR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 2B 4B 6B 8B

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's Altman-Z score of 1.66 is fine compared to the rest of the industry. MGR outperforms 67.09% of its industry peers.
  • MGR has a debt to FCF ratio of 2.55. This is a good value and a sign of high solvency as MGR would need 2.55 years to pay back of all of its debts.
  • MGR's Debt to FCF ratio of 2.55 is amongst the best of the industry. MGR outperforms 81.43% of its industry peers.
  • A Debt/Equity ratio of 0.71 indicates that MGR is somewhat dependend on debt financing.
  • With a Debt to Equity ratio value of 0.71, MGR perfoms like the industry average, outperforming 58.65% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.71
Debt/FCF 2.55
Altman-Z 1.66
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 1B 2B 3B

2.3 Liquidity

  • A Current Ratio of 1.30 indicates that MGR should not have too much problems paying its short term obligations.
  • Looking at the Current ratio, with a value of 1.30, MGR is in the better half of the industry, outperforming 61.18% of the companies in the same industry.
  • 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.
  • The Quick ratio of MGR (1.30) is better than 62.03% of its industry peers.
Industry RankSector Rank
Current Ratio 1.3
Quick Ratio 1.3
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 500M 1B

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

4

3. Growth

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.
  • Measured over the past years, MGR shows a quite strong growth in Earnings Per Share. The EPS has been growing by 14.34% on average per year.
EPS 1Y (TTM)27.18%
EPS 3Y9.07%
EPS 5Y14.34%
EPS Q2Q%65.82%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%6.18%

3.2 Future

  • The Earnings Per Share is expected to grow by 12.51% on average over the next years. This is quite good.
  • Based on estimates for the next years, MGR will show a quite strong growth in Revenue. The Revenue will grow by 8.28% on average per year.
EPS Next Y16.64%
EPS Next 2Y18.1%
EPS Next 3Y8.35%
EPS Next 5Y12.51%
Revenue Next Year11.81%
Revenue Next 2Y10.4%
Revenue Next 3Y8.86%
Revenue Next 5Y8.28%

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.
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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Find the best growth stocksShow best growing peers

8

4. Valuation

4.1 Price/Earnings Ratio

  • MGR is valuated cheaply with a Price/Earnings ratio of 0.82.
  • Based on the Price/Earnings ratio, MGR is valued cheaper than 98.31% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.09. MGR is valued rather cheaply when compared to this.
  • The Price/Forward Earnings ratio is 0.70, which indicates a rather cheap valuation of MGR.
  • 99.16% of the companies in the same industry are more expensive than MGR, based on the Price/Forward Earnings ratio.
  • The average S&P500 Price/Forward Earnings ratio is at 27.98. MGR is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 0.82
Fwd PE 0.7
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 95.36% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, MGR is valued cheaper than 97.89% of the companies in the same industry.
Industry RankSector Rank
P/FCF 0.65
EV/EBITDA 4.02
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.
PEG (NY)0.05
PEG (5Y)0.06
EPS Next 2Y18.1%
EPS Next 3Y8.35%

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

3

5. Dividend

5.1 Amount

  • With a yearly dividend of 0.01%, MGR is not a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 6.04, MGR is paying slightly less dividend.
  • Compared to an average S&P500 Dividend Yield of 1.85, MGR's dividend is way lower than the S&P500 average.
Industry RankSector 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
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

  • 0.23% of the earnings are spent on dividend by MGR. This is a low number and sustainable payout ratio.
DP0.23%
EPS Next 2Y18.1%
EPS Next 3Y8.35%
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 200M 400M 600M 800M 1B
MGR Dividend Payout.MGR Dividend Payout, showing the Payout Ratio.MGR Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

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

NYSE:MGR (2/19/2026, 4:15:00 PM)

21.5

-0.05 (-0.23%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-12
Earnings (Next)05-06
Inst Owners98.02%
Inst Owner ChangeN/A
Ins Owners3.46%
Ins Owner ChangeN/A
Market Cap604.79M
Revenue(TTM)N/A
Net Income(TTM)531.20M
Analysts86
Price Target26.44 (22.98%)
Short Float %0.06%
Short Ratio0.6
Dividend
Industry RankSector Rank
Dividend Yield 0.01%
Yearly Dividend0.04
Dividend Growth(5Y)-47.48%
DP0.23%
Div Incr Years0
Div Non Decr Years4
Ex-Date03-27
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)-4.84%
PT rev (3m)2.99%
EPS NQ rev (1m)0.61%
EPS NQ rev (3m)3.38%
EPS NY rev (1m)0.24%
EPS NY rev (3m)3.89%
Revenue NQ rev (1m)0.24%
Revenue NQ rev (3m)0.42%
Revenue NY rev (1m)0.05%
Revenue NY rev (3m)0.33%
Valuation
Industry RankSector Rank
PE 0.82
Fwd PE 0.7
P/S 0.3
P/FCF 0.65
P/OCF 0.65
P/B 0.18
P/tB N/A
EV/EBITDA 4.02
EPS(TTM)26.17
EY121.72%
EPS(NY)30.53
Fwd EY141.98%
FCF(TTM)33.06
FCFY153.77%
OCF(TTM)33.25
OCFY154.65%
SpS72.6
BVpS118.86
TBVpS-31.57
PEG (NY)0.05
PEG (5Y)0.06
Graham Number264.55
Profitability
Industry RankSector 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 RankSector 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)27.18%
EPS 3Y9.07%
EPS 5Y14.34%
EPS Q2Q%65.82%
EPS Next Y16.64%
EPS Next 2Y18.1%
EPS Next 3Y8.35%
EPS Next 5Y12.51%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%6.18%
Revenue Next Year11.81%
Revenue Next 2Y10.4%
Revenue Next 3Y8.86%
Revenue Next 5Y8.28%
EBIT growth 1Y-21.77%
EBIT growth 3Y-9.28%
EBIT growth 5Y-0.89%
EBIT Next Year50.02%
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 5 / 10 to MGR.


What is the valuation status for MGR stock?

ChartMill assigns a valuation rating of 8 / 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 0.82 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.