AFFILIATED MANAGERS GROUP (AMG) Stock Fundamental Analysis

NYSE:AMG • US0082521081

302.14 USD
+10.85 (+3.72%)
At close: Feb 24, 2026
302.14 USD
0 (0%)
After Hours: 2/24/2026, 8:08:34 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

Overall AMG gets a fundamental rating of 5 out of 10. We evaluated AMG against 238 industry peers in the Capital Markets industry. Both the profitability and the financial health of AMG get a neutral evaluation. Nothing too spectacular is happening here. AMG is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

5

1. Profitability

1.1 Basic Checks

  • In the past year AMG was profitable.
  • AMG had a positive operating cash flow in the past year.
  • AMG had positive earnings in 4 of the past 5 years.
  • AMG had a positive operating cash flow in 4 of the past 5 years.
AMG Yearly Net Income VS EBIT VS OCF VS FCFAMG 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

  • AMG has a better Return On Assets (5.95%) than 73.11% of its industry peers.
  • Looking at the Return On Equity, with a value of 15.89%, AMG is in the better half of the industry, outperforming 77.73% of the companies in the same industry.
  • AMG has a better Return On Invested Capital (5.15%) than 67.65% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for AMG 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%
AMG Yearly ROA, ROE, ROICAMG Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 10 20 30

1.3 Margins

  • AMG has a better Profit Margin (26.01%) than 65.55% of its industry peers.
  • AMG's Profit Margin has improved in the last couple of years.
  • With a Operating Margin value of 24.87%, AMG perfoms like the industry average, outperforming 50.42% of the companies in the same industry.
  • In the last couple of years the Operating Margin of AMG 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
AMG Yearly Profit, Operating, Gross MarginsAMG 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

  • AMG has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
AMG Yearly Shares OutstandingAMG Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M 50M
AMG Yearly Total Debt VS Total AssetsAMG 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

  • AMG has an Altman-Z score of 2.50. This is not the best score and indicates that AMG is in the grey zone with still only limited risk for bankruptcy at the moment.
  • The Altman-Z score of AMG (2.50) is better than 73.11% of its industry peers.
  • AMG has a debt to FCF ratio of 2.55. This is a good value and a sign of high solvency as AMG would need 2.55 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 2.55, AMG belongs to the top of the industry, outperforming 80.25% of the companies in the same industry.
  • AMG has a Debt/Equity ratio of 0.71. This is a neutral value indicating AMG is somewhat dependend on debt financing.
  • AMG has a Debt to Equity ratio of 0.71. This is comparable to the rest of the industry: AMG outperforms 58.40% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.71
Debt/FCF 2.55
Altman-Z 2.5
ROIC/WACCN/A
WACCN/A
AMG Yearly LT Debt VS Equity VS FCFAMG 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 AMG should not have too much problems paying its short term obligations.
  • AMG has a Current ratio of 1.30. This is in the better half of the industry: AMG outperforms 60.08% of its industry peers.
  • A Quick Ratio of 1.30 indicates that AMG should not have too much problems paying its short term obligations.
  • AMG has a better Quick ratio (1.30) than 60.92% of its industry peers.
Industry RankSector Rank
Current Ratio 1.3
Quick Ratio 1.3
AMG Yearly Current Assets VS Current LiabilitesAMG 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

  • AMG shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 27.18%, which is quite impressive.
  • The Earnings Per Share has been growing by 14.34% on average over the past years. This is quite good.
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, AMG 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.
AMG Yearly Revenue VS EstimatesAMG Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 1B 2B 3B
AMG Yearly EPS VS EstimatesAMG 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

6

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 11.55, the valuation of AMG can be described as reasonable.
  • Based on the Price/Earnings ratio, AMG is valued a bit cheaper than the industry average as 60.50% of the companies are valued more expensively.
  • When comparing the Price/Earnings ratio of AMG to the average of the S&P500 Index (26.98), we can say AMG is valued rather cheaply.
  • The Price/Forward Earnings ratio is 9.90, which indicates a very decent valuation of AMG.
  • 72.27% of the companies in the same industry are more expensive than AMG, based on the Price/Forward Earnings ratio.
  • The average S&P500 Price/Forward Earnings ratio is at 28.01. AMG is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 11.55
Fwd PE 9.9
AMG Price Earnings VS Forward Price EarningsAMG 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, AMG is valued a bit cheaper than the industry average as 75.63% of the companies are valued more expensively.
  • Based on the Price/Free Cash Flow ratio, AMG is valued a bit cheaper than the industry average as 78.57% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 9.14
EV/EBITDA 16.68
AMG Per share dataAMG EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 50 100

4.3 Compensation for Growth

  • AMG's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
PEG (NY)0.69
PEG (5Y)0.81
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

  • AMG has a yearly dividend return of 0.01%, which is pretty low.
  • Compared to an average industry Dividend Yield of 6.17, AMG is paying slightly less dividend.
  • With a Dividend Yield of 0.01, AMG pays less dividend than the S&P500 average, which is at 1.81.
Industry RankSector Rank
Dividend Yield 0.01%

5.2 History

  • The dividend of AMG decreases each year by -47.48%.
  • AMG has been paying a dividend for at least 10 years, so it has a reliable track record.
  • AMG has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)-47.48%
Div Incr Years0
Div Non Decr Years3
AMG Yearly Dividends per shareAMG Yearly Dividends per shareYearly Dividends per share 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6 0.8 1

5.3 Sustainability

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

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Find the best dividend stocksShow peers with best dividend

AFFILIATED MANAGERS GROUP

NYSE:AMG (2/24/2026, 8:08:34 PM)

After market: 302.14 0 (0%)

302.14

+10.85 (+3.72%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-12
Earnings (Next)05-06
Inst Owners98.02%
Inst Owner Change-3.78%
Ins Owners3.46%
Ins Owner Change5.18%
Market Cap8.50B
Revenue(TTM)N/A
Net Income(TTM)531.20M
Analysts86
Price Target389.98 (29.07%)
Short Float %1.64%
Short Ratio1.02
Dividend
Industry RankSector Rank
Dividend Yield 0.01%
Yearly Dividend0.04
Dividend Growth(5Y)-47.48%
DP0.23%
Div Incr Years0
Div Non Decr Years3
Ex-Date02-23
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)2.46%
PT rev (3m)18%
EPS NQ rev (1m)0%
EPS NQ rev (3m)0.79%
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 11.55
Fwd PE 9.9
P/S 4.16
P/FCF 9.14
P/OCF 9.09
P/B 2.54
P/tB N/A
EV/EBITDA 16.68
EPS(TTM)26.17
EY8.66%
EPS(NY)30.53
Fwd EY10.1%
FCF(TTM)33.06
FCFY10.94%
OCF(TTM)33.25
OCFY11%
SpS72.6
BVpS118.86
TBVpS-31.57
PEG (NY)0.69
PEG (5Y)0.81
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 2.5
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 GROUP / AMG FAQ

What is the ChartMill fundamental rating of AFFILIATED MANAGERS GROUP (AMG) stock?

ChartMill assigns a fundamental rating of 5 / 10 to AMG.


Can you provide the valuation status for AFFILIATED MANAGERS GROUP?

ChartMill assigns a valuation rating of 6 / 10 to AFFILIATED MANAGERS GROUP (AMG). This can be considered as Fairly Valued.


Can you provide the profitability details for AFFILIATED MANAGERS GROUP?

AFFILIATED MANAGERS GROUP (AMG) has a profitability rating of 5 / 10.


Can you provide the expected EPS growth for AMG stock?

The Earnings per Share (EPS) of AFFILIATED MANAGERS GROUP (AMG) is expected to grow by 16.64% in the next year.


Can you provide the dividend sustainability for AMG stock?

The dividend rating of AFFILIATED MANAGERS GROUP (AMG) is 3 / 10 and the dividend payout ratio is 0.23%.