AFFILIATED MANAGERS GROUP (AMG) Stock Fundamental Analysis
USA - NYSE:AMG - US0082521081 - Common Stock
250.01 USD
-1.22 (-0.49%)
Overall AMG gets a fundamental rating of 5 out of 10. We evaluated AMG against 237 industry peers in the Capital Markets industry. AMG has an average financial health and profitability rating. AMG may be a bit undervalued, certainly considering the very reasonable score on growth These ratings would make AMG suitable for value investing!
1. Profitability
1.1 Basic Checks
AMG had positive earnings in the past year.
In the past year AMG had a positive cash flow from operations.
AMG had positive earnings in each of the past 5 years.
In the past 5 years AMG always reported a positive cash flow from operatings.
1.2 Ratios
With a decent Return On Assets value of 5.02%, AMG is doing good in the industry, outperforming 70.89% of the companies in the same industry.
Looking at the Return On Equity, with a value of 13.66%, AMG is in the better half of the industry, outperforming 73.00% of the companies in the same industry.
AMG's Return On Invested Capital of 5.35% is fine compared to the rest of the industry. AMG outperforms 68.78% 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 7.11%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.02% | ||
| ROE | 13.66% | ||
| ROIC | 5.35% |
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 Profit Margin value of 21.79%, AMG perfoms like the industry average, outperforming 59.07% of the companies in the same industry.
In the last couple of years the Profit Margin of AMG has grown nicely.
The Operating Margin of AMG (26.22%) is comparable to the rest of the industry.
AMG's Operating Margin has been stable in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 26.22% | ||
| PM (TTM) | 21.79% | ||
| 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
AMG has less shares outstanding than it did 1 year ago.
The number of shares outstanding for AMG has been reduced compared to 5 years ago.
The debt/assets ratio for AMG is higher compared to a year ago.
2.2 Solvency
An Altman-Z score of 2.35 indicates that AMG is not a great score, but indicates only limited risk for bankruptcy at the moment.
AMG has a better Altman-Z score (2.35) than 72.15% of its industry peers.
AMG has a debt to FCF ratio of 2.84. This is a good value and a sign of high solvency as AMG would need 2.84 years to pay back of all of its debts.
The Debt to FCF ratio of AMG (2.84) is better than 80.59% of its industry peers.
A Debt/Equity ratio of 0.81 indicates that AMG is somewhat dependend on debt financing.
AMG has a Debt to Equity ratio of 0.81. This is comparable to the rest of the industry: AMG outperforms 55.27% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.81 | ||
| Debt/FCF | 2.84 | ||
| Altman-Z | 2.35 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
AMG has a Current Ratio of 1.35. This is a normal value and indicates that AMG is financially healthy and should not expect problems in meeting its short term obligations.
AMG has a better Current ratio (1.35) than 60.76% of its industry peers.
A Quick Ratio of 1.35 indicates that AMG should not have too much problems paying its short term obligations.
With a decent Quick ratio value of 1.35, AMG is doing good in the industry, outperforming 61.18% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.35 | ||
| Quick Ratio | 1.35 |
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, AMG shows a small growth in Earnings Per Share. The EPS has been growing by 7.59% on average per year.
AMG shows a small growth in Revenue. In the last year, the Revenue has grown by 1.13%.
AMG shows a decrease in Revenue. Measured over the last years, the Revenue has been decreasing by -1.84% yearly.
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.
AMG 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
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.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
With a Price/Earnings ratio of 11.16, the valuation of AMG can be described as very reasonable.
AMG's Price/Earnings ratio is a bit cheaper when compared to the industry. AMG is cheaper than 63.71% of the companies in the same industry.
The average S&P500 Price/Earnings ratio is at 25.56. AMG is valued rather cheaply when compared to this.
Based on the Price/Forward Earnings ratio of 8.59, the valuation of AMG can be described as reasonable.
AMG's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. AMG is cheaper than 78.90% of the companies in the same industry.
When comparing the Price/Forward Earnings ratio of AMG to the average of the S&P500 Index (34.62), we can say AMG is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.16 | ||
| Fwd PE | 8.59 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of AMG indicates a somewhat cheap valuation: AMG is cheaper than 79.75% of the companies listed in the same industry.
Based on the Price/Free Cash Flow ratio, AMG is valued a bit cheaper than the industry average as 75.11% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 7.69 | ||
| EV/EBITDA | 14.48 |
4.3 Compensation for Growth
The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
A more expensive valuation may be justified as AMG's earnings are expected to grow with 17.85% in the coming years.
PEG (NY)0.54
PEG (5Y)1.47
EPS Next 2Y18.91%
EPS Next 3Y17.85%
5. Dividend
5.1 Amount
With a yearly dividend of 0.02%, AMG is not a good candidate for dividend investing.
AMG's Dividend Yield is slightly below the industry average, which is at 8.48.
With a Dividend Yield of 0.02, AMG pays less dividend than the S&P500 average, which is at 2.44.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.02% |
5.2 History
The dividend of AMG decreases each year by -47.48%.
AMG has been paying a dividend for over 5 years, so it has already some 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
5.3 Sustainability
0.27% of the earnings are spent on dividend by AMG. This is a low number and sustainable payout ratio.
DP0.27%
EPS Next 2Y18.91%
EPS Next 3Y17.85%
NYSE:AMG (11/18/2025, 10:47:19 AM)
250.01
-1.22 (-0.49%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners96.83%
Inst Owner Change-0.21%
Ins Owners3.45%
Ins Owner Change15.18%
Market Cap7.10B
Revenue(TTM)2.04B
Net Income(TTM)442.40M
Analysts86
Price Target307.19 (22.87%)
Short Float %2.14%
Short Ratio2.35
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.02% |
Yearly Dividend0.04
Dividend Growth(5Y)-47.48%
DP0.27%
Div Incr Years0
Div Non Decr Years3
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)0.93%
Min EPS beat(2)0.92%
Max EPS beat(2)0.95%
EPS beat(4)2
Avg EPS beat(4)-1.39%
Min EPS beat(4)-6.04%
Max EPS beat(4)0.95%
EPS beat(8)6
Avg EPS beat(8)2.11%
EPS beat(12)9
Avg EPS beat(12)2.39%
EPS beat(16)13
Avg EPS beat(16)2.56%
Revenue beat(2)0
Avg Revenue beat(2)-3.24%
Min Revenue beat(2)-4.06%
Max Revenue beat(2)-2.43%
Revenue beat(4)0
Avg Revenue beat(4)-2.67%
Min Revenue beat(4)-4.06%
Max Revenue beat(4)-2.03%
Revenue beat(8)1
Avg Revenue beat(8)-3.02%
Revenue beat(12)2
Avg Revenue beat(12)-3.46%
Revenue beat(16)4
Avg Revenue beat(16)-2.53%
PT rev (1m)10.66%
PT rev (3m)25.05%
EPS NQ rev (1m)0.39%
EPS NQ rev (3m)4.09%
EPS NY rev (1m)1.47%
EPS NY rev (3m)4.95%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.53%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.43%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.16 | ||
| Fwd PE | 8.59 | ||
| P/S | 3.5 | ||
| P/FCF | 7.69 | ||
| P/OCF | 7.65 | ||
| P/B | 2.19 | ||
| P/tB | N/A | ||
| EV/EBITDA | 14.48 |
EPS(TTM)22.41
EY8.96%
EPS(NY)29.09
Fwd EY11.64%
FCF(TTM)32.51
FCFY13%
OCF(TTM)32.68
OCFY13.07%
SpS71.47
BVpS114
TBVpS-35.73
PEG (NY)0.54
PEG (5Y)1.47
Graham Number239.75
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.02% | ||
| ROE | 13.66% | ||
| ROCE | 6.56% | ||
| ROIC | 5.35% | ||
| ROICexc | 5.6% | ||
| ROICexgc | 13.59% | ||
| OM | 26.22% | ||
| PM (TTM) | 21.79% | ||
| GM | N/A | ||
| FCFM | 45.49% |
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-Score5
Asset Turnover0.23
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.81 | ||
| Debt/FCF | 2.84 | ||
| Debt/EBITDA | 4.04 | ||
| Cap/Depr | 4.11% | ||
| Cap/Sales | 0.24% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 143.05% | ||
| Profit Quality | 208.77% | ||
| Current Ratio | 1.35 | ||
| Quick Ratio | 1.35 | ||
| Altman-Z | 2.35 |
F-Score5
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-20.75%
EBIT growth 3Y-9.28%
EBIT growth 5Y-0.89%
EBIT Next Year41.77%
EBIT Next 3Y17.15%
EBIT Next 5Y10.34%
FCF growth 1Y6.82%
FCF growth 3Y-9.09%
FCF growth 5Y0.41%
OCF growth 1Y6.24%
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.
What is the valuation status of AFFILIATED MANAGERS GROUP (AMG) stock?
ChartMill assigns a valuation rating of 7 / 10 to AFFILIATED MANAGERS GROUP (AMG). This can be considered as Undervalued.
Can you provide the profitability details for AFFILIATED MANAGERS GROUP?
AFFILIATED MANAGERS GROUP (AMG) has a profitability rating of 5 / 10.
How financially healthy is AFFILIATED MANAGERS GROUP?
The financial health rating of AFFILIATED MANAGERS GROUP (AMG) is 6 / 10.
Is the dividend of AFFILIATED MANAGERS GROUP sustainable?
The dividend rating of AFFILIATED MANAGERS GROUP (AMG) is 3 / 10 and the dividend payout ratio is 0.27%.