Affiliated Managers Group, Inc.
Affiliated Managers Group, Inc. Fundamental Analysis
Affiliated Managers Group, Inc. (MGRB) shows strong financial fundamentals with a PE ratio of 11.06, profit margin of 30.92%, and ROE of 22.04%. The company generates $2.2B in annual revenue with weak year-over-year growth of -1.00%.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of -53.6/100 based on profitability, valuation, growth, and balance sheet metrics. The F grade reflects weak fundamentals and significant financial concerns.
Fundamental Health Score
We analyze MGRB's fundamental strength across five key dimensions:
Efficiency Score
WeakMGRB struggles to generate sufficient returns from assets.
Valuation Score
ExcellentMGRB trades at attractive valuation levels.
Growth Score
ModerateMGRB shows steady but slowing expansion.
Financial Health Score
ModerateMGRB shows balanced financial health with some risks.
Profitability Score
ModerateMGRB maintains healthy but balanced margins.
Key Financial Metrics
Is MGRB Expensive or Cheap?
P/E Ratio
MGRB trades at 11.06 times earnings. This suggests potential undervaluation.
PEG Ratio
When adjusting for growth, MGRB's PEG of 0.28 indicates potential undervaluation.
Price to Book
The market values Affiliated Managers Group, Inc. at 2.45 times its book value. This may indicate undervaluation.
EV/EBITDA
Enterprise value stands at 3.98 times EBITDA. This is generally considered low.
How Well Does MGRB Make Money?
Net Profit Margin
For every $100 in sales, Affiliated Managers Group, Inc. keeps $30.92 as profit after all expenses.
Operating Margin
Core operations generate 29.51 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $22.04 in profit for every $100 of shareholder equity.
ROA
Affiliated Managers Group, Inc. generates $7.78 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
Operating Cash Flow
Affiliated Managers Group, Inc. generates limited operating cash flow of $0.00, signaling weaker underlying cash strength.
Free Cash Flow
Affiliated Managers Group, Inc. generates weak or negative free cash flow of $-5.88M, restricting financial flexibility.
FCF Per Share
Each share generates $-0.22 in free cash annually.
FCF Yield
MGRB converts -0.07% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
11.06
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
0.28
vs 25 benchmark
P/B Ratio
Price to book value ratio
2.45
vs 25 benchmark
P/S Ratio
Price to sales ratio
3.47
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
0.83
vs 25 benchmark
Current Ratio
Current assets to current liabilities
0.00
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
0.22
vs 25 benchmark
ROA
Return on assets percentage
0.08
vs 25 benchmark
ROCE
Return on capital employed
0.07
vs 25 benchmark
How MGRB Stacks Against Its Sector Peers
| Metric | MGRB Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 11.06 | 18.86 | Better (Cheaper) |
| ROE | 22.04% | 847.00% | Weak |
| Net Margin | 30.92% | 4202.00% | Weak |
| Debt/Equity | 0.83 | 0.91 | Neutral |
| Current Ratio | 0.00 | 667.17 | Weak Liquidity |
| ROA | 7.78% | -21543.00% (disorted) | Weak |
MGRB outperforms its industry in 1 out of 6 key metrics, but lagging in ROE.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews Affiliated Managers Group, Inc.'s 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
-100.00%
Industry Style: Value, Dividend, Cyclical
DecliningEPS CAGR
629.45%
Industry Style: Value, Dividend, Cyclical
High GrowthFCF CAGR
-100.00%
Industry Style: Value, Dividend, Cyclical
Declining