-0.93%
0.56%
-3.03%
5.04%
24.24%
27.06%
134.19%
AI Spotlight on AMG
Company Description
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 mutual funds.These funds are distributed to retail and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments.
The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets.In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities.Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services.
Affiliated Managers Group, Inc.was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.
Market Data
| Last Price | 187.94 |
| Change Percentage | -0.93% |
| Open | 190.04 |
| Previous Close | 189.71 |
| Market Cap ( Millions) | 5681 |
| Volume | 160739 |
| Year High | 199.52 |
| Year Low | 147.13 |
| M A 50 | 185.6 |
| M A 200 | 173.38 |
Financial Ratios
| FCF Yield | 17.37% |
| Dividend Yield | 0.02% |
| ROE | 15.78% |
| Debt / Equity | 78.99% |
| Net Debt / EBIDTA | 169.71% |
| Price To Book | 1.71 |
| Price Earnings Ratio | 10.37 |
| Price To FCF | 5.76 |
| Price To sales | 2.81 |
| EV / EBITDA | 7.69 |
News
- Jan -15 - Bear of the Day: Affiliated Managers Group (AMG)
- Dec -04 - Affiliated Managers (AMG) Up 3.9% Since Last Earnings Report: Can It Continue?
- Dec -03 - AMG to Present at the Goldman Sachs Financial Services Conference
- Nov -04 - Affiliated Managers Group, Inc. (AMG) Q3 2024 Earnings Call Transcript
- Nov -04 - Affiliated Managers' Q3 Earnings Meet Estimates, AUM Balance Improves
- Nov -04 - Affiliated Managers Group (AMG) Meets Q3 Earnings Estimates
- Nov -04 - AMG Reports Financial and Operating Results for the Third Quarter and Nine Months Ended September 30, 2024
- Oct -31 - What's in the Cards for Affiliated Managers in Q3 Earnings?
- Oct -03 - Are Finance Stocks Lagging Affiliated Managers Group (AMG) This Year?
- Oct -01 - AMG vs. TROW: Which Stock Is the Better Value Option?
- Sep -25 - 3 Investment Management Stocks to Watch Despite Industry Woes
- Jul -29 - Affiliated Managers Group, Inc. (AMG) Q2 2024 Earnings Call Transcript
- Jul -29 - Affiliated Managers (AMG) Q2 Earnings Beat on Lower Expenses
- Jul -29 - Affiliated Managers Group (AMG) Q2 Earnings Beat Estimates
- Jul -29 - AMG Reports Financial and Operating Results for the Second Quarter and First Half of 2024
- Jul -24 - What to Expect From Affiliated Managers (AMG) in Q2 Earnings
- Jul -22 - AMG to Announce Second Quarter Results on July 29, 2024
- Jul -17 - Affiliated Managers Group (AMG) Earnings Expected to Grow: Should You Buy?
- May -17 - Affiliated Managers (AMG) Buys Minority Interest in Suma Capital
- May -16 - AMG Announces Partnership with Suma Capital
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Global Investment Management
Expected Growth : 9.33 %
What the company do ?
Global Investment Management from Affiliated Managers Group, Inc. offers a diverse range of investment products and solutions to institutional and individual clients globally.
Why we expect these perspectives ?
Strong investment performance, strategic acquisitions, and increasing demand for diversified investment solutions drive the 9.33% growth of Global Investment Management from Affiliated Managers Group, Inc. Additionally, the company's ability to attract and retain top investment talent, expand its distribution channels, and leverage its scale and resources also contribute to its growth momentum.
Affiliated Managers Group, Inc. Products
| Product Range | What is it ? |
|---|---|
| Equity Strategies | Affiliated Managers Group, Inc. offers a range of equity strategies, including US, international, and global equities, as well as sector-specific and thematic strategies. |
| Fixed Income Strategies | The company provides a variety of fixed income strategies, including government, corporate, and high-yield bonds, as well as emerging market debt and municipal bonds. |
| Alternative Strategies | Affiliated Managers Group, Inc. offers alternative investment strategies, including hedge funds, private equity, and real assets. |
| Multi-Asset Solutions | The company provides multi-asset solutions, including balanced portfolios, asset allocation strategies, and target date funds. |
| Wealth Management | Affiliated Managers Group, Inc. offers wealth management services, including financial planning, investment management, and wealth advisory services. |
| Institutional Investment Management | The company provides institutional investment management services, including customized investment solutions for pension funds, endowments, and foundations. |
Affiliated Managers Group, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Affiliated Managers Group, Inc. is medium due to the presence of alternative investment management companies and financial institutions that offer similar services.
Bargaining Power Of Customers
The bargaining power of customers for Affiliated Managers Group, Inc. is low due to the company's diversified client base and the lack of concentration of clients.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Affiliated Managers Group, Inc. is low due to the company's ability to negotiate with suppliers and the lack of dependence on a single supplier.
Threat Of New Entrants
The threat of new entrants for Affiliated Managers Group, Inc. is high due to the low barriers to entry in the investment management industry and the increasing trend of fintech companies entering the market.
Intensity Of Rivalry
The intensity of rivalry for Affiliated Managers Group, Inc. is high due to the competitive nature of the investment management industry and the presence of established players.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 41.80% |
| Debt Cost | 5.88% |
| Equity Weight | 58.20% |
| Equity Cost | 10.54% |
| WACC | 8.59% |
| Leverage | 71.81% |
Affiliated Managers Group, Inc. : Quality Control
Affiliated Managers Group, Inc. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| IVZ | Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension … |
| CNS | Cohen & Steers, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to institutional investors, including pension funds, endowments, and foundations. It … |
| SEIC | SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing … |
| BEN | Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, … |
| TPG | TPG Inc. operates as an alternative asset manager worldwide. It offers investment management services to unconsolidated funds, collateralized loan obligations, and other vehicles; monitoring services to portfolio companies; advisory services, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Cohen & Steers
A-Score
1-Year Total Return ->
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SEI Investments
A-Score
1-Year Total Return ->
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Affiliated Managers Group
A-Score
1-Year Total Return ->
4
Franklin Resources
A-Score
1-Year Total Return ->
5
Invesco
A-Score
1-Year Total Return ->
6
