Affiliated Managers Group, Inc. (AMG)
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No price history available.
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | $m | 2,028 | 2,412 | 2,330 | 2,058 | 2,041 | 2,446 | 2,529 | 2,476 |
| Operating profit | $m | 777 | 760 | ||||||
| Net profit | $m | 202 | 566 | 1,146 | 673 | 512 | 717 | 856 | 1,196 |
| EPS reported | $ | 22.74 | 28.87 | ||||||
| Operating cashflow per share | $ | 35.47 | 41.65 | ||||||
| Capex per share | $ | 0.21 | 0.26 | ||||||
| FCF per share | $ | 35.26 | 41.39 | ||||||
| Free cash flow | $m | 1,005 | 1,093 | ||||||
| Net debt | $m | 2,105 | 2,593 | ||||||
| Book value equity | $m | 3,238 | 3,038 | ||||||
| Book value per share | $ | 98.13 | 112.9 | ||||||
| Number of shares | m | 33 | 26.9 | ||||||
| DPS (TTM paid) | $ | 0.04 | 0.04 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 12.68 | 12.82 | ||||||
| P/B LTM | x | 2.54 | 2.70 | ||||||
| P/S LTM | x | 3.36 | 3.25 | ||||||
| P/FCF LTM | x | 8.18 | 7.52 | ||||||
| EV/EBITDA LTM | x | 6.91 | 6.17 | ||||||
| EV/Sales LTM | x | 4.22 | 4.89 | ||||||
| Earnings Yield LTM | % | +7.89% | +7.80% | ||||||
| FCF Yield | % | +12.23% | +13.30% | ||||||
| Quality | |||||||||
| ROE | % | +22.13% | +26.95% | ||||||
| ROIC | % | +7.05% | +6.13% | ||||||
| Operating margin | % | +31.76% | +30.06% | ||||||
| Gross margin | % | +86.04% | +79.87% | ||||||
| FCF/Sales | % | +41.08% | +43.21% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +50.30% | +90.81% | ||||||
| Sales Growth YoY | % | +19.83% | +23.90% | ||||||
| Net Income Growth YoY | % | +40.07% | +67.38% | ||||||
| FCF Growth | % | +8.19% | +17.66% | ||||||
| Operating Profit Growth | % | +9.92% | +7.56% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | +0.01% | +0.01% | ||||||
| Dividend Growth | % | 0.00% | 0.00% | ||||||
| Payout Ratio | % | +0.13% | +0.06% | ||||||
| FCF/Debt | x | 0.37 | 0.36 | ||||||
| Net Debt/EBITDA | x | 1.41 | 1.55 | ||||||
| EBIT/Net interest | x | 5.69 | 5.18 | ||||||
| Net debt/market cap | % | +32.76% | +30.72% | ||||||
| Net debt/Equity | x | 0.65 | 0.85 | ||||||
| Gross debt/equity | x | 0.83 | 0.99 | ||||||
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
Affiliated Managers Group, Inc. (AMG) functions as an asset management firm, leveraging its network of affiliates to provide comprehensive investment management solutions. Its primary clientele in the United States includes mutual funds, institutional investors, and high-net-worth individuals. AMG additionally offers advisory and subadvisory services to mutual funds, which are distributed to retail and institutional clients through direct channels and a wide range of intermediaries. These intermediaries encompass independent financial advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company delivers a diverse portfolio of investment products to its institutional clients, covering various styles such as equity strategies focused on small, small-to-mid, mid, and large-capitalization value and growth, as well as emerging markets. AMG's offerings further extend to quantitative, alternative, and fixed-income products. The firm also manages assets for charitable foundations, endowments, and both corporate and municipal defined benefit and defined contribution plans. Beyond general investment management, AMG provides customized investment counseling and robust fiduciary services. Founded in 1993, Affiliated Managers Group, Inc. is headquartered in West Palm Beach, Florida, with additional global offices located in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; Zurich, Switzerland; and Delaware.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Affiliated Managers Group, Inc. (AMG)
No price history available.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
Affiliated Managers Group, Inc. (AMG) functions as an asset management firm, leveraging its network of affiliates to provide comprehensive investment management solutions. Its primary clientele in the United States includes mutual funds, institutional investors, and high-net-worth individuals. AMG additionally offers advisory and subadvisory services to mutual funds, which are distributed to retail and institutional clients through direct channels and a wide range of intermediaries. These intermediaries encompass independent financial advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company delivers a diverse portfolio of investment products to its institutional clients, covering various styles such as equity strategies focused on small, small-to-mid, mid, and large-capitalization value and growth, as well as emerging markets. AMG's offerings further extend to quantitative, alternative, and fixed-income products. The firm also manages assets for charitable foundations, endowments, and both corporate and municipal defined benefit and defined contribution plans. Beyond general investment management, AMG provides customized investment counseling and robust fiduciary services. Founded in 1993, Affiliated Managers Group, Inc. is headquartered in West Palm Beach, Florida, with additional global offices located in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; Zurich, Switzerland; and Delaware.
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