AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:MGR - US0082528508
21.24 USD
+0.07 (+0.33%)
We assign a fundamental rating of 6 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 would make MGR suitable 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.
Each year in the past 5 years MGR has been profitable.
Each year in the past 5 years MGR had a positive operating cash flow.
1.2 Ratios
The Return On Assets of MGR (5.95%) is better than 75.95% 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 79.75% of the companies in the same industry.
MGR has a Return On Invested Capital of 5.15%. This is in the better half of the industry: MGR outperforms 68.78% of its industry peers.
MGR had an Average Return On Invested Capital over the past 3 years of 7.38%. This is in line with the industry average of 7.11%.
| 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 has a Profit Margin of 26.01%. This is in the better half 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.
MGR has a Operating Margin of 24.87%. This is comparable to the rest of the industry: MGR outperforms 51.05% 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
The number of shares outstanding for MGR has been reduced compared to 1 year ago.
The number of shares outstanding for MGR has been reduced compared to 5 years ago.
The debt/assets ratio for MGR is higher compared to a year ago.
2.2 Solvency
MGR has an Altman-Z score of 1.66. This is a bad value and indicates that MGR is not financially healthy and even 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.
MGR has a Debt to Equity ratio (0.71) which is in line with 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 of 1.30. This is in the better half of the industry: MGR outperforms 60.76% of 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 better Quick ratio (1.30) than 61.60% 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.
Looking at the last year, MGR shows a small growth in Revenue. The Revenue has grown by 1.13% in the last year.
Measured over the past years, MGR shows a decrease in Revenue. The Revenue has been decreasing by -1.84% on average per year.
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
MGR is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 11.49% yearly.
The Revenue is expected to grow by 4.96% on average over the next years.
EPS Next Y20.6%
EPS Next 2Y18.91%
EPS Next 3Y17.85%
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.
The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 0.95, the valuation of MGR can be described as very cheap.
Based on the Price/Earnings ratio, MGR is valued cheaper than 98.73% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 25.45, MGR is valued rather cheaply.
A Price/Forward Earnings ratio of 0.73 indicates a rather cheap valuation of MGR.
Based on the Price/Forward Earnings ratio, MGR is valued cheaper than 99.16% of the companies in the same industry.
Compared to an average S&P500 Price/Forward Earnings ratio of 34.46, MGR is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 0.95 | ||
| Fwd PE | 0.73 |
4.2 Price Multiples
MGR's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. MGR is cheaper than 94.94% of the companies 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 97.47% 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
MGR's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
The decent profitability rating of MGR may justify a higher PE ratio.
A more expensive valuation may be justified as MGR's earnings are expected to grow with 17.85% in the coming years.
PEG (NY)0.05
PEG (5Y)0.12
EPS Next 2Y18.91%
EPS Next 3Y17.85%
5. Dividend
5.1 Amount
With a yearly dividend of 0.02%, MGR is not a good candidate for dividend investing.
MGR's Dividend Yield is slightly below the industry average, which is at 8.61.
With a Dividend Yield of 0.02, MGR pays less dividend than the S&P500 average, which is at 2.42.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.02% |
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 0.23% of its income as dividend. This is a sustainable payout ratio.
DP0.23%
EPS Next 2Y18.91%
EPS Next 3Y17.85%
AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59
NYSE:MGR (11/21/2025, 8:04:00 PM)
21.24
+0.07 (+0.33%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners96.83%
Inst Owner ChangeN/A
Ins Owners3.45%
Ins Owner ChangeN/A
Market Cap603.43M
Revenue(TTM)2.04B
Net Income(TTM)531.20M
Analysts86
Price Target27.57 (29.8%)
Short Float %0.05%
Short Ratio0.6
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.02% |
Yearly Dividend0.04
Dividend Growth(5Y)-47.48%
DP0.23%
Div Incr Years0
Div Non Decr Years4
Ex-Date
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)5%
PT rev (3m)7.41%
EPS NQ rev (1m)5.72%
EPS NQ rev (3m)12.57%
EPS NY rev (1m)0%
EPS NY rev (3m)2.2%
Revenue NQ rev (1m)2.66%
Revenue NQ rev (3m)4.92%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.29%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 0.95 | ||
| Fwd PE | 0.73 | ||
| 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
EY105.51%
EPS(NY)29.09
Fwd EY136.98%
FCF(TTM)32.74
FCFY154.12%
OCF(TTM)32.92
OCFY155%
SpS71.88
BVpS117.68
TBVpS-31.26
PEG (NY)0.05
PEG (5Y)0.12
Graham Number243.6
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 Y20.6%
EPS Next 2Y18.91%
EPS Next 3Y17.85%
EPS Next 5Y11.49%
Revenue 1Y (TTM)1.13%
Revenue growth 3Y-5.42%
Revenue growth 5Y-1.84%
Sales Q2Q%2.25%
Revenue Next Year1.93%
Revenue Next 2Y5.64%
Revenue Next 3Y4.71%
Revenue Next 5Y4.96%
EBIT growth 1Y-21.77%
EBIT growth 3Y-9.28%
EBIT growth 5Y-0.89%
EBIT Next Year41.77%
EBIT Next 3Y17.15%
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 of AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (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 earnings growth outlook for AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59?
The Earnings per Share (EPS) of AFFILIATED MANAGERS GROU - AMG 5 7/8 03/30/59 (MGR) is expected to grow by 20.6% 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 3 / 10 and the dividend payout ratio is 0.23%.