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Company Analysis

Affiliated Managers Group, Inc. AMG

A comprehensive view of key metrics, scores, and financial health for Affiliated Managers Group, Inc.

Overview of Affiliated Managers Group, Inc.

AMG NYQ
Financial Services Asset Management Mid Cap
Affiliated Managers Group, Inc. (AMG), is a Mid Cap company, in the Asset Management industry, last closed at $271.95, about 59.6% overvalued vs fair value, +64.7% 1Y return, ranked 556/1004 in sector.
$271.95
0.56%
As of March 13, 2026
Previous close • Vol 90d: 37.7%
52-Week Range
Market Cap
$7.65B
Enterprise Value
$9.75B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.amg.com
HQ West Palm Beach, FL
Employees 5,600
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$61
$110
$206
Current: $271.95 -60% vs base

Engine Room Money Flow™

Mid Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$409.5M
59.5%%
Interest Expense
$136.5M
Net Interest Income
$-136.5M
-2.4%%
Total Revenue
$2.4B
19.8%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
15.3%
Excellent

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$877.6M
171.5% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
1
Active Leaks
1/1
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Affiliated Managers Group, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
54
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
57
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing AMG's balance between Growth (34.9%), Profitability (33.1%), and Safety (32.1%). Growth 35% Safety 32% Profitability 33%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

58th percentile vs peers
58
Key Signals
Rev Growth YoY 19.8% 67p Revenue CAGR 3Y 1.6% 41p TSR 55.9% 92p EPS Growth YoY -11.1% 45p EPS CAGR 3Y 3.9% 59p
Strengths
  • Superior capital returns - 3 return metrics above peer median
  • Tsr in top 20% of peers (55.9%, 92th percentile)
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

54th percentile vs peers
55
Key Signals
Strengths
Risks
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Safety

53th percentile vs peers
53
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Affiliated Managers Group, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
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Bear
-
- - -
- upside
-
Base
$109.88
- - -
-59.6% vs current
Snapshot base estimate
Bull
-
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- upside
-
Fair Value Range Current: $-
$- $- $-
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