(AMG) Affiliated Managers - Overview
Stock: Mutual Funds, Institutional Portfolios, Alternative Strategies, Fixed Income
| Risk 5d forecast | |
|---|---|
| Volatility | 26.5% |
| Relative Tail Risk | -5.96% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 2.20 |
| Alpha | 81.84 |
| Character TTM | |
|---|---|
| Beta | 1.130 |
| Beta Downside | 1.107 |
| Drawdowns 3y | |
|---|---|
| Max DD | 27.22% |
| CAGR/Max DD | 0.95 |
EPS (Earnings per Share)
Revenue
Description: AMG Affiliated Managers January 08, 2026
Affiliated Managers Group, Inc. (NYSE: AMG) operates a network of boutique investment managers that deliver advisory and sub-advisory services to mutual funds, institutional accounts, retail investors, and high-net-worth clients across the United States and globally.
Through its affiliates, AMG distributes equity strategies spanning small-cap to large-cap value and growth, as well as emerging-market funds, and supplements these with quantitative, alternative, and fixed-income products for foundations, endowments, and corporate pension plans.
Key operating metrics (as of the most recent FY) include approximately $800 billion in assets under management (AUM), a fee-related revenue growth rate of 4 % YoY, and an operating margin near 30 %, reflecting the firm’s scalable fee-based model and relatively low fixed-cost structure.
Sector drivers that materially affect AMG’s outlook are the continued shift toward fee-compression pressure from passive indexing, balanced by growing institutional demand for diversified alternative-asset allocations and the macro-trend of low-interest-rate environments that boost the appeal of equity-focused discretionary mandates.
For a deeper, data-driven view of AMG’s valuation dynamics, you may find the analytics on ValueRay worth a quick look.
Piotroski VR‑10 (Strict, 0-10) 7.5
| Net Income: 531.2m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.10 > 0.02 and ΔFCF/TA -0.51 > 1.0 |
| NWC/Revenue: 12.93% < 20% (prev 44.98%; Δ -32.05% < -1%) |
| CFO/TA 0.10 > 3% & CFO 929.3m > Net Income 531.2m |
| Net Debt (1.90b) to EBITDA (1.19b): 1.60 < 3 |
| Current Ratio: 1.30 > 1.5 & < 3 |
| Outstanding Shares: last quarter (33.0m) vs 12m ago -5.71% < -2% |
| Gross Margin: 51.70% > 18% (prev 0.54%; Δ 5116 % > 0.5%) |
| Asset Turnover: 22.90% > 50% (prev 22.68%; Δ 0.22% > 0%) |
| Interest Coverage Ratio: 7.82 > 6 (EBITDA TTM 1.19b / Interest Expense TTM 137.0m) |
Altman Z'' 5.37
| A: 0.03 (Total Current Assets 1.14b - Total Current Liabilities 879.7m) / Total Assets 8.93b |
| B: 0.81 (Retained Earnings 7.27b / Total Assets 8.93b) |
| C: 0.12 (EBIT TTM 1.07b / Avg Total Assets 8.92b) |
| D: 1.63 (Book Value of Equity 7.16b / Total Liabilities 4.39b) |
| Altman-Z'' Score: 5.37 = AAA |
Beneish M -2.62
| DSRI: 1.44 (Receivables 667.7m/457.1m, Revenue 2.04b/2.02b) |
| GMI: 1.05 (GM 51.70% / 54.39%) |
| AQI: 1.05 (AQ_t 0.87 / AQ_t-1 0.82) |
| SGI: 1.01 (Revenue 2.04b / 2.02b) |
| TATA: -0.04 (NI 531.2m - CFO 929.3m) / TA 8.93b) |
| Beneish M-Score: -2.62 (Cap -4..+1) = A |
What is the price of AMG shares?
Over the past week, the price has changed by +7.95%, over one month by +6.10%, over three months by +27.28% and over the past year by +95.78%.
Is AMG a buy, sell or hold?
- StrongBuy: 3
- Buy: 1
- Hold: 3
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the AMG price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 364.1 | 10.4% |
| Analysts Target Price | 364.1 | 10.4% |
| ValueRay Target Price | 431 | 30.7% |
AMG Fundamental Data Overview February 12, 2026
P/E Forward = 10.4712
P/S = 4.2865
P/B = 2.592
P/EG = 0.6542
Revenue TTM = 2.04b USD
EBIT TTM = 1.07b USD
EBITDA TTM = 1.19b USD
Long Term Debt = 2.37b USD (from longTermDebt, last quarter)
Short Term Debt = unknown (none)
Debt = 2.37b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.90b USD (from netDebt column, last quarter)
Enterprise Value = 10.65b USD (8.75b + Debt 2.37b - CCE 476.1m)
Interest Coverage Ratio = 7.82 (Ebit TTM 1.07b / Interest Expense TTM 137.0m)
EV/FCF = 11.52x (Enterprise Value 10.65b / FCF TTM 924.0m)
FCF Yield = 8.68% (FCF TTM 924.0m / Enterprise Value 10.65b)
FCF Margin = 45.25% (FCF TTM 924.0m / Revenue TTM 2.04b)
Net Margin = 26.01% (Net Income TTM 531.2m / Revenue TTM 2.04b)
Gross Margin = 51.70% ((Revenue TTM 2.04b - Cost of Revenue TTM 986.3m) / Revenue TTM)
Gross Margin QoQ = 51.99% (prev 46.53%)
Tobins Q-Ratio = 1.19 (Enterprise Value 10.65b / Total Assets 8.93b)
Interest Expense / Debt = 1.40% (Interest Expense 33.2m / Debt 2.37b)
Taxrate = 19.75% (71.6m / 362.5m)
NOPAT = 859.8m (EBIT 1.07b * (1 - 19.75%))
Current Ratio = 1.30 (Total Current Assets 1.14b / Total Current Liabilities 879.7m)
Debt / Equity = 0.71 (Debt 2.37b / totalStockholderEquity, last quarter 3.34b)
Debt / EBITDA = 1.60 (Net Debt 1.90b / EBITDA 1.19b)
Debt / FCF = 2.05 (Net Debt 1.90b / FCF TTM 924.0m)
Total Stockholder Equity = 3.28b (last 4 quarters mean from totalStockholderEquity)
RoA = 5.96% (Net Income 531.2m / Total Assets 8.93b)
RoE = 16.20% (Net Income TTM 531.2m / Total Stockholder Equity 3.28b)
RoCE = 18.96% (EBIT 1.07b / Capital Employed (Equity 3.28b + L.T.Debt 2.37b))
RoIC = 14.73% (NOPAT 859.8m / Invested Capital 5.84b)
WACC = 8.17% (E(8.75b)/V(11.13b) * Re(10.08%) + D(2.37b)/V(11.13b) * Rd(1.40%) * (1-Tc(0.20)))
Discount Rate = 10.08% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -10.61%
[DCF Debug] Terminal Value 76.94% ; FCFF base≈941.0m ; Y1≈908.7m ; Y5≈897.2m
Fair Price DCF = 479.1 (EV 15.37b - Net Debt 1.90b = Equity 13.48b / Shares 28.1m; r=8.17% [WACC]; 5y FCF grow -4.65% → 2.90% )
EPS Correlation: 21.38 | EPS CAGR: 0.0% | SUE: 0.95 | # QB: 1
Revenue Correlation: -65.76 | Revenue CAGR: -6.95% | SUE: -1.27 | # QB: 0
EPS next Quarter (2026-03-31): EPS=6.59 | Chg30d=-0.078 | Revisions Net=-1 | Analysts=4
EPS next Year (2026-12-31): EPS=30.34 | Chg30d=+0.534 | Revisions Net=+4 | Growth EPS=+18.9% | Growth Revenue=+13.9%