(AMG) Affiliated Managers - Ratings and Ratios
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US0082521081
Mutual Funds, Institutional Strategies, Retail Funds
Dividends
| Dividend Yield | 0.01% |
| Yield on Cost 5y | 0.04% |
| Yield CAGR 5y | -41.86% |
| Payout Consistency | 80.2% |
| Payout Ratio | 0.2% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 25.7% |
| Value at Risk 5%th | 39.7% |
| Relative Tail Risk | -6.27% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.29 |
| Alpha | 33.56 |
| CAGR/Max DD | 0.69 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.403 |
| Beta | 1.161 |
| Beta Downside | 1.144 |
| Drawdowns 3y | |
|---|---|
| Max DD | 31.33% |
| Mean DD | 11.00% |
| Median DD | 9.83% |
Description: AMG Affiliated Managers November 05, 2025
Affiliated Managers Group, Inc. (AMG) operates a network of boutique investment firms that deliver advisory and sub-advisory services across mutual funds, institutional accounts, and high-net-worth portfolios, reaching clients through intermediaries such as independent advisors, retirement plan sponsors, broker-dealers, and bank trust departments.
Through its affiliates, AMG offers a breadth of strategies-including small-cap, mid-cap, large-cap value and growth, emerging-markets equities, quantitative models, alternative assets, and fixed-income solutions-serving foundations, endowments, and both defined-benefit and defined-contribution pension plans worldwide.
As of the most recent 10-K, AMG managed roughly $1.2 trillion in assets under management, generated $1.5 billion in revenue, and maintained an operating margin near 30%, reflecting the scalability of its fee-based model despite industry pressure toward lower management fees.
Key sector drivers include sustained fee compression from the rise of passive indexing, heightened demand for ESG-aligned products, and the impact of rising interest rates on fixed-income allocations, all of which shape AMG’s growth outlook and client mix.
For a deeper quantitative view of AMG’s valuation and risk profile, you might explore the ValueRay platform to complement this overview.
Piotroski VR‑10 (Strict, 0-10) 6.5
| Net Income (531.2m TTM) > 0 and > 6% of Revenue (6% = 122.5m TTM) |
| FCFTA 0.10 (>2.0%) and ΔFCFTA -0.51pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 12.93% (prev 44.98%; Δ -32.05pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.10 (>3.0%) and CFO 929.3m > Net Income 531.2m (YES >=105%, WARN >=100%) |
| Net Debt (1.90b) to EBITDA (1.19b) ratio: 1.60 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.30 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (33.0m) change vs 12m ago -5.71% (target <= -2.0% for YES) |
| Gross Margin 51.70% (prev 54.39%; Δ -2.69pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 22.90% (prev 22.68%; Δ 0.22pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 7.82 (EBITDA TTM 1.19b / Interest Expense TTM 137.0m) >= 6 (WARN >= 3) |
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 (Balance) 7.27b / Total Assets 8.93b |
| warn (B) unusual magnitude: 0.81 — check mapping/units |
| (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 |
| Total Rating: 5.37 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 72.57
| 1. Piotroski 6.50pt |
| 2. FCF Yield 9.61% |
| 3. FCF Margin 45.25% |
| 4. Debt/Equity 0.71 |
| 5. Debt/Ebitda 1.60 |
| 6. ROIC - WACC (= 6.59)% |
| 7. RoE 16.20% |
| 8. Rev. Trend -65.76% |
| 9. EPS Trend 21.38% |
What is the price of AMG shares?
As of December 14, 2025, the stock is trading at USD 277.41 with a total of 231,038 shares traded.
Over the past week, the price has changed by +1.54%, over one month by +4.77%, over three months by +17.50% and over the past year by +46.92%.
Over the past week, the price has changed by +1.54%, over one month by +4.77%, over three months by +17.50% and over the past year by +46.92%.
Is AMG a buy, sell or hold?
Affiliated Managers has received a consensus analysts rating of 4.00.
Therefore, it is recommended to buy AMG.
- Strong Buy: 3
- Buy: 1
- Hold: 3
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the AMG price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 307.7 | 10.9% |
| Analysts Target Price | 307.7 | 10.9% |
| ValueRay Target Price | 326.2 | 17.6% |
AMG Fundamental Data Overview December 06, 2025
Market Cap USD = 7.72b (7.72b USD * 1.0 USD.USD)
P/E Trailing = 16.2689
P/E Forward = 9.5057
P/S = 3.7801
P/B = 2.2846
P/EG = 0.64
Beta = 1.234
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 = 9.61b USD (7.72b + Debt 2.37b - CCE 476.1m)
Interest Coverage Ratio = 7.82 (Ebit TTM 1.07b / Interest Expense TTM 137.0m)
FCF Yield = 9.61% (FCF TTM 924.0m / Enterprise Value 9.61b)
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 = 1.08 (Enterprise Value 9.61b / 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 = 5.95% (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 = 8.14% (E(7.72b)/V(10.09b) * Re(10.29%) + D(2.37b)/V(10.09b) * Rd(1.40%) * (1-Tc(0.20)))
Discount Rate = 10.29% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -10.61%
[DCF Debug] Terminal Value 69.85% ; FCFE base≈941.0m ; Y1≈908.8m ; Y5≈899.4m
Fair Price DCF = 396.3 (DCF Value 11.15b / Shares Outstanding 28.1m; 5y FCF grow -4.65% → 3.0% )
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=6.70 | Chg30d=+0.525 | Revisions Net=+3 | Analysts=4
EPS next Year (2026-12-31): EPS=29.88 | Chg30d=+1.069 | Revisions Net=+6 | Growth EPS=+18.3% | Growth Revenue=+11.3%
P/E Trailing = 16.2689
P/E Forward = 9.5057
P/S = 3.7801
P/B = 2.2846
P/EG = 0.64
Beta = 1.234
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 = 9.61b USD (7.72b + Debt 2.37b - CCE 476.1m)
Interest Coverage Ratio = 7.82 (Ebit TTM 1.07b / Interest Expense TTM 137.0m)
FCF Yield = 9.61% (FCF TTM 924.0m / Enterprise Value 9.61b)
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 = 1.08 (Enterprise Value 9.61b / 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 = 5.95% (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 = 8.14% (E(7.72b)/V(10.09b) * Re(10.29%) + D(2.37b)/V(10.09b) * Rd(1.40%) * (1-Tc(0.20)))
Discount Rate = 10.29% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -10.61%
[DCF Debug] Terminal Value 69.85% ; FCFE base≈941.0m ; Y1≈908.8m ; Y5≈899.4m
Fair Price DCF = 396.3 (DCF Value 11.15b / Shares Outstanding 28.1m; 5y FCF grow -4.65% → 3.0% )
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=6.70 | Chg30d=+0.525 | Revisions Net=+3 | Analysts=4
EPS next Year (2026-12-31): EPS=29.88 | Chg30d=+1.069 | Revisions Net=+6 | Growth EPS=+18.3% | Growth Revenue=+11.3%
Additional Sources for AMG Stock
News:
Wall Street Journal |
Benzinga |
Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle