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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 Framework: Asset Management & Capital Markets Mid Cap
Affiliated Managers Group, Inc. (AMG), is a Mid Cap company, in the Asset Management industry, last closed at $370.12, about 16.4% undervalued vs fair value, +75.8% 1Y return, ranked 491/1078 in sector.
Metrics P/E 13.3× Rev Growth 1.6% ROE 21.8% Gross Margin 50.8% Div Yield 0.01%
USD 370.12
6.76%
(Delayed)
• Vol 90d: 34.7%
52-Week Range
Market Cap
$9.41B
Enterprise Value
$11.95B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Weak
Health
Fair
Efficiency
Good
Valuation
Good
Growth
Fair
Profitability
Weak
Health
Fair
Efficiency
Good
Valuation
Good
Completeness: 82%
Confidence: 86%
Updated: Jul 5
Top Beats

Quick Facts

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

Next Events

Earnings Jul 30 Estimated

Fair Value Snapshot

Bear Base Bull
$325
$431
$589
Current: $370.12 +16% vs base

Engine Room Money Flow™

Mid Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$2.1B
1.6%%
Operating Income (FRE Proxy)
$475.3M
-32.7%%
EBITDA
$1.5B
35.9%%
Net Income
$716.6M
40.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
22.9%
Good

Operating Income / Revenue — proxy for Fee-Related Earnings margin

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$884.0M
123.4% of Net Income

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
0/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

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

Overall Moat Strength
59
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Fee Revenue Quality

Moderate
52
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

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

Asset Managers, Capital Markets & Exchanges vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing AMG's balance between Growth (28.8%), Profitability (40.5%), and Safety (30.8%). Growth 29% Safety 31% Profitability 40%

Click axes to expand details. Marker shows current allocation.

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Growth

46th percentile vs peers
46
Key Signals
EPS Growth YoY 53.2% 73p Rev Growth YoY 1.6% 42p Revenue CAGR 3Y -3.8% 24p EPS CAGR 3Y -2.4% 28p
Strengths
  • ROE in top 20% of peers (21.8%, 84th percentile)
Risks

No significant risks identified for this axis.

Profitability

64th percentile vs peers
65
Key Signals
Strengths
Risks
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Safety

49th percentile vs peers
49
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:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$430.80
- - -
+16.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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