AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64 (MGRE) Stock Fundamental Analysis

NYSE:MGRE • US0082528276

24.72 USD
+0.12 (+0.48%)
Last: Feb 17, 2026, 07:31 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Overall MGRE gets a fundamental rating of 5 out of 10. We evaluated MGRE against 237 industry peers in the Capital Markets industry. Both the profitability and the financial health of MGRE get a neutral evaluation. Nothing too spectacular is happening here. MGRE scores decently on growth, while it is valued quite cheap. This could make an interesting combination. With these ratings, MGRE could be worth investigating further for value investing!.


Dividend Valuation Growth Profitability Health

5

1. Profitability

1.1 Basic Checks

  • In the past year MGRE was profitable.
  • In the past year MGRE had a positive cash flow from operations.
  • Of the past 5 years MGRE 4 years were profitable.
  • Of the past 5 years MGRE 4 years had a positive operating cash flow.
MGRE Yearly Net Income VS EBIT VS OCF VS FCFMGRE 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

  • MGRE has a Return On Assets of 5.95%. This is in the better half of the industry: MGRE outperforms 72.57% of its industry peers.
  • MGRE has a better Return On Equity (15.89%) than 78.48% of its industry peers.
  • MGRE's Return On Invested Capital of 5.15% is fine compared to the rest of the industry. MGRE outperforms 67.93% of its industry peers.
  • MGRE had an Average Return On Invested Capital over the past 3 years of 7.38%. This is in line with the industry average of 7.29%.
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%
MGRE Yearly ROA, ROE, ROICMGRE Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30

1.3 Margins

  • MGRE's Profit Margin of 26.01% is fine compared to the rest of the industry. MGRE outperforms 65.82% of its industry peers.
  • In the last couple of years the Profit Margin of MGRE has grown nicely.
  • The Operating Margin of MGRE (24.87%) is comparable to the rest of the industry.
  • In the last couple of years the Operating Margin of MGRE has remained more or less at the same level.
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
MGRE Yearly Profit, Operating, Gross MarginsMGRE 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 MGRE. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
MGRE Yearly Shares OutstandingMGRE Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M 50M
MGRE Yearly Total Debt VS Total AssetsMGRE 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 1.67, we must say that MGRE is in the distress zone and has some risk of bankruptcy.
  • MGRE has a Altman-Z score of 1.67. This is in the better half of the industry: MGRE outperforms 67.51% of its industry peers.
  • The Debt to FCF ratio of MGRE is 2.55, which is a good value as it means it would take MGRE, 2.55 years of fcf income to pay off all of its debts.
  • MGRE has a Debt to FCF ratio of 2.55. This is amongst the best in the industry. MGRE outperforms 81.01% of its industry peers.
  • A Debt/Equity ratio of 0.71 indicates that MGRE is somewhat dependend on debt financing.
  • MGRE's Debt to Equity ratio of 0.71 is in line compared to the rest of the industry. MGRE outperforms 58.23% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.71
Debt/FCF 2.55
Altman-Z 1.67
ROIC/WACCN/A
WACCN/A
MGRE Yearly LT Debt VS Equity VS FCFMGRE 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

  • MGRE has a Current Ratio of 1.30. This is a normal value and indicates that MGRE is financially healthy and should not expect problems in meeting its short term obligations.
  • With a decent Current ratio value of 1.30, MGRE is doing good in the industry, outperforming 60.76% of the companies in the same industry.
  • MGRE has a Quick Ratio of 1.30. This is a normal value and indicates that MGRE is financially healthy and should not expect problems in meeting its short term obligations.
  • MGRE has a Quick ratio of 1.30. This is in the better half of the industry: MGRE outperforms 61.60% of its industry peers.
Industry RankSector Rank
Current Ratio 1.3
Quick Ratio 1.3
MGRE Yearly Current Assets VS Current LiabilitesMGRE 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

  • MGRE shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 27.18%, which is quite impressive.
  • MGRE shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 14.34% yearly.
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

  • MGRE is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.51% yearly.
  • The Revenue is expected to grow by 8.28% on average over the next years. This is quite good.
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

  • 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.
MGRE Yearly Revenue VS EstimatesMGRE Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 1B 2B 3B
MGRE Yearly EPS VS EstimatesMGRE 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

  • The Price/Earnings ratio is 0.94, which indicates a rather cheap valuation of MGRE.
  • MGRE's Price/Earnings ratio is rather cheap when compared to the industry. MGRE is cheaper than 97.89% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 27.16. MGRE is valued rather cheaply when compared to this.
  • With a Price/Forward Earnings ratio of 0.81, the valuation of MGRE can be described as very cheap.
  • 98.73% of the companies in the same industry are more expensive than MGRE, based on the Price/Forward Earnings ratio.
  • MGRE is valuated cheaply when we compare the Price/Forward Earnings ratio to 28.10, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 0.94
Fwd PE 0.81
MGRE Price Earnings VS Forward Price EarningsMGRE Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, MGRE is valued cheaper than 94.94% of the companies in the same industry.
  • 97.47% of the companies in the same industry are more expensive than MGRE, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 0.75
EV/EBITDA 4.15
MGRE Per share dataMGRE EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 50 100

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.
PEG (NY)0.06
PEG (5Y)0.07
EPS Next 2Y18.1%
EPS Next 3Y8.35%

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

2

5. Dividend

5.1 Amount

  • MGRE has a yearly dividend return of 0.01%, which is pretty low.
  • MGRE's Dividend Yield is slightly below the industry average, which is at 6.03.
  • With a Dividend Yield of 0.01, MGRE 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 MGRE decreases each year by -47.48%.
  • MGRE has been paying a dividend for less than 5 years, so it still needs to build a track record.
Dividend Growth(5Y)-47.48%
Div Incr Years0
Div Non Decr Years0
MGRE Yearly Dividends per shareMGRE Yearly Dividends per shareYearly Dividends per share 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • 0.23% of the earnings are spent on dividend by MGRE. This is a low number and sustainable payout ratio.
DP0.23%
EPS Next 2Y18.1%
EPS Next 3Y8.35%
MGRE Yearly Income VS Free CF VS DividendMGRE 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
MGRE Dividend Payout.MGRE Dividend Payout, showing the Payout Ratio.MGRE Dividend Payout.PayoutRetained Earnings

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Find the best dividend stocksShow peers with best dividend

AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64

NYSE:MGRE (2/17/2026, 7:31:05 PM)

24.72

+0.12 (+0.48%)

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 Cap695.37M
Revenue(TTM)N/A
Net Income(TTM)531.20M
Analysts86
Price Target30.04 (21.52%)
Short Float %0.31%
Short Ratio2.33
Dividend
Industry RankSector Rank
Dividend Yield 0.01%
Yearly Dividend0.04
Dividend Growth(5Y)-47.48%
DP0.23%
Div Incr Years0
Div Non Decr Years0
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)-6.8%
PT rev (3m)3.08%
EPS NQ rev (1m)0%
EPS NQ rev (3m)3.38%
EPS NY rev (1m)0%
EPS NY rev (3m)3.89%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.42%
Revenue NY rev (1m)0.05%
Revenue NY rev (3m)0.33%
Valuation
Industry RankSector Rank
PE 0.94
Fwd PE 0.81
P/S 0.34
P/FCF 0.75
P/OCF 0.74
P/B 0.21
P/tB N/A
EV/EBITDA 4.15
EPS(TTM)26.17
EY105.87%
EPS(NY)30.53
Fwd EY123.49%
FCF(TTM)33.06
FCFY133.74%
OCF(TTM)33.25
OCFY134.5%
SpS72.6
BVpS118.86
TBVpS-31.57
PEG (NY)0.06
PEG (5Y)0.07
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 1.67
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 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.


What is the valuation status of AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64 (MGRE) stock?

ChartMill assigns a valuation rating of 8 / 10 to AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64 (MGRE). This can be considered as Undervalued.


Can you provide the profitability details for AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64?

AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64 (MGRE) has a profitability rating of 5 / 10.


How financially healthy is AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64?

The financial health rating of AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64 (MGRE) is 5 / 10.


Is the dividend of AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64 sustainable?

The dividend rating of AFFILIATED MANAGERS GROU - AMG 6 3/4 03/30/64 (MGRE) is 2 / 10 and the dividend payout ratio is 0.23%.