AMG is a strategic partner to leading independent investment firms globally. Our strategy is to generate long-term value by investing in high-quality independent partner-owned firms, which we refer to as “Affiliates,” through a proven partnership approach, and allocating resources across our unique opportunity set to the areas of highest growth and return. We believe that high-quality, partner-owned firms have fundamental competitive advantages in meeting client objectives. With their entrepreneurial, investment-centric cultures, and deep alignment of interests with clients through direct equity ownership by firm principals, independent firms have an ownership mindset, a long-term orientation to building their firms, and the ability to act nimbly to capitalize on market movements, enabling them to offer unique return streams to the marketplace.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 2.1B | 2.1B | 2.0B | 2.1B | 2.3B | 2.4B |
| Net Income | 717M | 717M | 512M | 673M | 1.1B | 566M |
| EPS | $22.74 | $22.74 | $15.13 | $17.42 | $25.35 | $13.05 |
| Free Cash Flow | 967M | 967M | 929M | 862M | 1.0B | 1.3B |
| ROIC | -0.9% | 12.0% | 8.6% | 11.0% | 19.9% | 10.7% |
| Gross Margin | - | - | - | - | - | - |
| Debt/Equity | 0.83 | 0.83 | 0.78 | 0.71 | 0.78 | 0.89 |
| Dividends/Share | $0.03 | $0.03 | $0.04 | $0.04 | $0.04 | $0.04 |
| Operating Income | -70M | -70M | -40M | -46M | - | - |
| Operating Margin | -3.4% | -3.4% | -2.0% | -2.2% | - | - |
| ROE | 22.1% | 21.8% | 15.3% | 18.8% | 35.5% | 20.3% |
| Shares Outstanding | 32M | 32M | 34M | 39M | 45M | 43M |
AFFILIATED MANAGERS GROUP, INC. passes 5 of 9 quality checks, suggesting mixed fundamentals.
AFFILIATED MANAGERS GROUP, INC. trades at 0.9x trailing earnings, compared to its 15-year median P/E of 1.3x, suggesting it is currently Fair relative to its historical range. On a free-cash-flow basis, the stock trades at 0.6x vs a median of 0.8x. The company's 5-year average ROIC is 12.4%. Total shareholder yield (dividends + buybacks) is 111.4%. At current prices, the estimated annualized return to fair value is +8.8%.
AFFILIATED MANAGERS GROUP, INC. (MGR) has a current P/E ratio of 0.9, compared to its historical median P/E of 1.3. The stock is currently considered Fair based on its historical valuation range.
AFFILIATED MANAGERS GROUP, INC. (MGR) has a 5-year average return on invested capital (ROIC) of 12.4%. This indicates solid capital allocation.
AFFILIATED MANAGERS GROUP, INC. (MGR) has a market capitalization of $635M. It is classified as a small-cap stock.
Yes, AFFILIATED MANAGERS GROUP, INC. (MGR) pays a dividend with a trailing twelve-month yield of 0.16%. The company also returns capital through share buybacks, with a buyback yield of 111.23%.
Based on historical P/E analysis, AFFILIATED MANAGERS GROUP, INC. (MGR) appears fair. The current P/E of 0.9 is 34% below its historical median of 1.3. The estimated fair value CAGR (P/E method) is 53.9%.
AFFILIATED MANAGERS GROUP, INC. (MGR) operates in the Investment Advice industry, within the Financials sector.
AFFILIATED MANAGERS GROUP, INC. (MGR) reported annual revenue of $2.1 billion in its most recent fiscal year, based on SEC EDGAR filings.
AFFILIATED MANAGERS GROUP, INC. (MGR) has a net profit margin of 34.5%. This is a strong margin indicating high profitability.
AFFILIATED MANAGERS GROUP, INC. (MGR) generated $967 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
AFFILIATED MANAGERS GROUP, INC. (MGR) has a debt-to-equity ratio of 0.83. This indicates moderate leverage.
AFFILIATED MANAGERS GROUP, INC. (MGR) reported earnings per share (EPS) of $22.74 in its most recent fiscal year.
AFFILIATED MANAGERS GROUP, INC. (MGR) has a return on equity (ROE) of 21.8%. This indicates the company generates strong returns for shareholders.
The Ledger Terminal provides 17 years of financial data for AFFILIATED MANAGERS GROUP, INC. (MGR), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
AFFILIATED MANAGERS GROUP, INC. (MGR) has a book value per share of $102.76, based on its most recent annual SEC filing.
No recent press releases.