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

NYSE:MGRE • US0082528276

24.57 USD
-0.16 (-0.65%)
Last: Feb 23, 2026, 08:04 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

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. Both the profitability and the financial health of MGRE get a neutral evaluation. Nothing too spectacular is happening here. MGRE is valued quite cheap, while showing a decent growth score. This is a good combination! These ratings would make MGRE suitable for value investing!


Dividend Valuation Growth Profitability Health

5

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.
  • 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's Return On Assets of 5.95% is fine compared to the rest of the industry. MGRE outperforms 73.53% of its industry peers.
  • MGRE has a better Return On Equity (15.89%) than 78.15% of its industry peers.
  • The Return On Invested Capital of MGRE (5.15%) is better than 68.07% 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 7.31%.
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 65.97% of its industry peers.
  • In the last couple of years the Profit Margin of MGRE has grown nicely.
  • MGRE has a Operating Margin (24.87%) which is comparable to the rest of the industry.
  • MGRE'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
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

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • MGRE has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the 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

  • MGRE has an Altman-Z score of 1.67. This is a bad value and indicates that MGRE is not financially healthy and even has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 1.67, MGRE is in the better half of the industry, outperforming 67.23% 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 has a better Debt to FCF ratio (2.55) than 80.67% of its industry peers.
  • MGRE has a Debt/Equity ratio of 0.71. This is a neutral value indicating 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 58.82% 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 60.50% 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.
  • Looking at the Quick ratio, with a value of 1.30, MGRE is in the better half of the industry, outperforming 61.34% of the companies in the same industry.
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

More info and screens

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

4

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 27.18% over the past year.
  • Measured over the past years, MGRE 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, MGRE 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

  • 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

More info and screens

Find the best growth stocksShow best growing peers

8

4. Valuation

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 0.94 indicates a rather cheap valuation of MGRE.
  • MGRE's Price/Earnings ratio is rather cheap when compared to the industry. MGRE is cheaper than 97.90% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of MGRE to the average of the S&P500 Index (26.64), we can say MGRE is valued rather cheaply.
  • A Price/Forward Earnings ratio of 0.80 indicates a rather cheap valuation of MGRE.
  • MGRE's Price/Forward Earnings ratio is rather cheap when compared to the industry. MGRE is cheaper than 98.74% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 27.75. MGRE is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 0.94
Fwd PE 0.8
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 94.54% of the companies in the same industry.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of MGRE indicates a rather cheap valuation: MGRE is cheaper than 97.48% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 0.74
EV/EBITDA 4.16
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%

More info and screens

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

2

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 6.17.
  • With a Dividend Yield of 0.01, MGRE pays less dividend than the S&P500 average, which is at 1.80.
Industry RankSector Rank
Dividend Yield 0.01%

5.2 History

  • The dividend of MGRE decreases each year by -47.48%.
  • MGRE has paid a dividend for less than 5 years, so there is no long track record yet.
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

More info and screens

Find the best dividend stocksShow peers with best dividend

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

NYSE:MGRE (2/23/2026, 8:04:00 PM)

24.57

-0.16 (-0.65%)

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 Cap691.15M
Revenue(TTM)N/A
Net Income(TTM)531.20M
Analysts86
Price Target30.04 (22.26%)
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)1.4%
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%
Revenue NY rev (3m)0.33%
Valuation
Industry RankSector Rank
PE 0.94
Fwd PE 0.8
P/S 0.34
P/FCF 0.74
P/OCF 0.74
P/B 0.21
P/tB N/A
EV/EBITDA 4.16
EPS(TTM)26.17
EY106.51%
EPS(NY)30.53
Fwd EY124.24%
FCF(TTM)33.06
FCFY134.56%
OCF(TTM)33.25
OCFY135.32%
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%.