AMG:NYE-Affiliated Managers Group Inc (USD)

COMMON STOCK | Asset Management | NYE

Last Closing Price

USD 139.85

Change

0.00 (0.00)%

Market Cap

USD 5.35B

Volume

0.18M

Avg Analyst Target

USD 164.85 (+17.87%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict


AMG Stock Forecast & Price:
Based on the Affiliated Managers Group Inc stock forecasts from 5 analysts, the average analyst target price for Affiliated Managers Group Inc is USD 164.85 over the next 12 months. Affiliated Managers Group Inc’s average analyst rating is Strong Buy. Stock Target Advisor’s own stock analysis of Affiliated Managers Group Inc is Neutral, which is based on 8 positive signals and 8 negative signals. At the last closing, Affiliated Managers Group Inc’s stock price was USD 139.85. Affiliated Managers Group Inc’s stock price has changed by +7.73% over the past week, +23.89% over the past month and -17.35% over the last year.

About Affiliated Managers Group Inc (AMG:NYE)

Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to m ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-08-14 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BX Blackstone Group Inc

N/A

USD130.98B 19.89 N/A
BLK BlackRock Inc

N/A

USD109.86B 19.20 14.00
BAM Brookfield Asset Management In..

N/A

USD88.19B 22.11 8.92
KKR KKR & Co LP

N/A

USD64.03B 49.24 15.91
BK-PC The Bank of New York Mellon Co..

N/A

USD41.70B 5.38 N/A
APO Apollo Global Management LLC C..

N/A

USD36.60B 8.96 -14.92
BK Bank of New York Mellon

N/A

USD35.86B 11.32 N/A
AMP Ameriprise Financial Inc

N/A

USD31.28B 10.44 N/A
STT State Street Corp

N/A

USD27.55B 10.36 N/A
ARES Ares Management LP

N/A

USD22.08B 47.85 21.97

ETFs Containing AMG

Symbol Name Weight Mer Price(Change) Market Cap
2B77:XETRA iShares Ageing Population.. 0.00 % 0.40 %

N/A

USD0.75B
GLRY Inspire Faithward Mid Cap.. 0.00 % 0.80 %

N/A

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -14.99% 51% F 35% F
Dividend Return 0.02% N/A N/A N/A N/A
Total Return -14.97% 30% F 31% F
Trailing 12 Months  
Capital Gain -17.35% 48% F 32% F
Dividend Return 0.02% N/A N/A N/A N/A
Total Return -17.32% 21% F 26% F
Trailing 5 Years  
Capital Gain -21.83% 29% F 22% F
Dividend Return 1.73% 1% F 5% F
Total Return -20.10% 5% F 15% F
Average Annual (5 Year Horizon)  
Capital Gain 9.64% 93% A 66% D
Dividend Return 0.54% 1% F 14% F
Total Return 10.18% 78% C+ 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 64.86% 2% F 12% F
Risk Adjusted Return 15.70% 14% F 32% F
Market Capitalization 5.35B 97% A+ 75% C
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 10.60 47% F 71% C-
Price/Book Ratio 1.89 8% F 43% F
Price / Cash Flow Ratio 4.25 65% D 63% D
EV/EBITDA 5.48 74% C 63% D
Management Effectiveness  
Return on Equity 21.83% 87% B+ 76% C
Return on Invested Capital 13.79% 82% B- 77% C+
Return on Assets 7.17% 95% A 81% B-
Debt to Equity Ratio 89.38% 25% F 41% F
Technical Ratios  
Dividend Yield 0.03% 0% N/A 1% F
Short Ratio 2.84 10% F 46% F
Short Percent 1.90% 17% F 67% D+
Beta 1.31 12% F 29% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

Discussions

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.