AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64 (MGRE) Stock Fundamental Analysis
USA - New York Stock Exchange - NYSE:MGRE - US0082528276
24 USD
0 (0%)
Taking everything into account, MGRE scores 5 out of 10 in our fundamental rating. MGRE was compared to 238 industry peers in the Capital Markets industry. MGRE has only an average score on both its financial health and profitability. MGRE is valued quite cheap, while showing a decent growth score. This is a good combination! With these ratings, MGRE could be worth investigating further for value investing!.
1. Profitability
1.1 Basic Checks
MGRE had positive earnings in the past year.
MGRE had a positive operating cash flow in the past year.
In the past 5 years MGRE has always been profitable.
In the past 5 years MGRE always reported a positive cash flow from operatings.
1.2 Ratios
With a decent Return On Assets value of 5.95%, MGRE is doing good in the industry, outperforming 75.63% of the companies in the same industry.
The Return On Equity of MGRE (15.89%) is better than 78.99% of its industry peers.
The Return On Invested Capital of MGRE (5.15%) is better than 68.91% of its industry peers.
The Average Return On Invested Capital over the past 3 years for MGRE is in line with the industry average of 6.95%.
| 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
With a decent Profit Margin value of 26.01%, MGRE is doing good in the industry, outperforming 65.97% of the companies in the same industry.
In the last couple of years the Profit Margin of MGRE has grown nicely.
Looking at the Operating Margin, with a value of 24.87%, MGRE is in line with its industry, outperforming 50.84% of the companies in the same industry.
In the last couple of years the Operating Margin of MGRE has remained more or less at the same level.
| 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 MGRE has been reduced compared to 1 year ago.
MGRE has less shares outstanding than it did 5 years ago.
The debt/assets ratio for MGRE is higher compared to a year ago.
2.2 Solvency
Based on the Altman-Z score of 1.66, we must say that MGRE is in the distress zone and has some risk of bankruptcy.
Looking at the Altman-Z score, with a value of 1.66, MGRE is in the better half of the industry, outperforming 66.39% of the companies in the same industry.
MGRE has a debt to FCF ratio of 2.55. This is a good value and a sign of high solvency as MGRE would need 2.55 years to pay back of all of its debts.
MGRE's Debt to FCF ratio of 2.55 is amongst the best of the industry. MGRE outperforms 81.09% of its industry peers.
A Debt/Equity ratio of 0.71 indicates that MGRE is somewhat dependend on debt financing.
Looking at the Debt to Equity ratio, with a value of 0.71, MGRE is in line with its industry, outperforming 58.40% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.71 | ||
| Debt/FCF | 2.55 | ||
| Altman-Z | 1.66 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
A Current Ratio of 1.30 indicates that MGRE should not have too much problems paying its short term obligations.
MGRE has a Current ratio of 1.30. This is in the better half of the industry: MGRE outperforms 60.50% of its industry peers.
A Quick Ratio of 1.30 indicates that MGRE should not have too much problems paying its short term obligations.
With a decent Quick ratio value of 1.30, MGRE is doing good in the industry, outperforming 61.34% of the companies in the same industry.
| 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.
Measured over the past 5 years, MGRE shows a small growth in Earnings Per Share. The EPS has been growing by 7.59% on average per year.
MGRE 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
The Earnings Per Share is expected to grow by 11.49% on average over the next years. This is quite good.
MGRE is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 4.96% yearly.
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
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
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
A Price/Earnings ratio of 1.07 indicates a rather cheap valuation of MGRE.
Compared to the rest of the industry, the Price/Earnings ratio of MGRE indicates a rather cheap valuation: MGRE is cheaper than 98.32% of the companies listed in the same industry.
MGRE is valuated cheaply when we compare the Price/Earnings ratio to 26.46, which is the current average of the S&P500 Index.
MGRE is valuated cheaply with a Price/Forward Earnings ratio of 0.82.
Based on the Price/Forward Earnings ratio, MGRE is valued cheaply inside the industry as 98.74% of the companies are valued more expensively.
MGRE's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 36.10.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 1.07 | ||
| Fwd PE | 0.82 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of MGRE indicates a rather cheap valuation: MGRE is cheaper than 94.54% of the companies listed in the same industry.
97.06% of the companies in the same industry are more expensive than MGRE, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 0.73 | ||
| EV/EBITDA | 4.13 |
4.3 Compensation for Growth
MGRE's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
MGRE has a very decent profitability rating, which may justify a higher PE ratio.
A more expensive valuation may be justified as MGRE's earnings are expected to grow with 17.85% in the coming years.
PEG (NY)0.05
PEG (5Y)0.14
EPS Next 2Y18.91%
EPS Next 3Y17.85%
5. Dividend
5.1 Amount
With a yearly dividend of 0.01%, MGRE is not a good candidate for dividend investing.
MGRE's Dividend Yield is slightly below the industry average, which is at 8.39.
Compared to an average S&P500 Dividend Yield of 2.32, MGRE's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.01% |
5.2 History
The dividend of MGRE decreases each year by -47.48%.
MGRE is new to the dividend game and has less than 3 years of track record.
Dividend Growth(5Y)-47.48%
Div Incr Years0
Div Non Decr Years0
5.3 Sustainability
MGRE 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 6 3/4 03/30/64
NYSE:MGRE (12/5/2025, 8:04:00 PM)
24
0 (0%)
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 Cap675.12M
Revenue(TTM)2.04B
Net Income(TTM)531.20M
Analysts86
Price Target31.22 (30.08%)
Short Float %0.12%
Short Ratio1.24
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 Years0
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)7.52%
PT rev (3m)6.73%
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 | 1.07 | ||
| Fwd PE | 0.82 | ||
| P/S | 0.33 | ||
| P/FCF | 0.73 | ||
| P/OCF | 0.72 | ||
| P/B | 0.2 | ||
| P/tB | N/A | ||
| EV/EBITDA | 4.13 |
EPS(TTM)22.41
EY93.38%
EPS(NY)29.09
Fwd EY121.23%
FCF(TTM)33.06
FCFY137.75%
OCF(TTM)33.25
OCFY138.54%
SpS72.6
BVpS118.86
TBVpS-31.57
PEG (NY)0.05
PEG (5Y)0.14
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 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 6 3/4 03/30/64 / MGRE FAQ
Can you provide the ChartMill fundamental rating for AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64?
ChartMill assigns a fundamental rating of 5 / 10 to MGRE.
Can you provide the valuation status for AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64?
ChartMill assigns a valuation rating of 9 / 10 to AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64 (MGRE). This can be considered as Undervalued.
What is the profitability of MGRE stock?
AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64 (MGRE) has a profitability rating of 6 / 10.
What is the financial health of AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64 (MGRE) stock?
The financial health rating of AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64 (MGRE) is 5 / 10.
Can you provide the expected EPS growth for MGRE stock?
The Earnings per Share (EPS) of AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64 (MGRE) is expected to grow by 20.6% in the next year.