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AFFILIATED MANAGERS GROUP, INC.

Data quality: 100%
Also listed as MGRD NYSE
MGRB
NYSE Financial Services Security & Commodity Brokers
$16.41
▲ $0.11 (0.67%)
Mkt Cap: 541.53 M
Price
$16.41
Mkt Cap
541.53 M
Day Range
$16.23 — $16.43
52-Week Range
$15.81 — $19.10
Volume
7,464
Open $16.41
50D / 200D Avg
$17.22
4.73% below
50D / 200D Avg
$17.54
6.42% below

Quick Summary

Key Takeaways

Revenue declined -3.70% annually over 5 years
Earnings grew 40.07% over the past year
ROE of 21.77% indicates high profitability
Net margin of 34.54% shows strong profitability
Generating 967.10 M in free cash flow
P/E of 0.76 — trading at a low valuation

Growth

Revenue Growth (5Y)
-3.70%
Below sector avg (5.83%)
Revenue (1Y)1.64%
Earnings (1Y)40.07%
FCF Growth (3Y)5.93%

Quality

Return on Equity
21.77%
Above sector avg (9.24%)
ROICN/A
Net Margin34.54%
Op. MarginN/A

Safety

Debt / Equity
0.71
Above sector avg (0.49)
Current RatioN/A
Interest CoverageN/A

Valuation

PE (TTM)
0.76
Below sector avg (11.15)
P/B Ratio0.16
EV/EBITDAN/A
Dividend YieldN/A

Price History

Financial Trends

Peer Comparison

vs Financial Services sector median (2150 peers)
Metric Stock Sector Median
P/E 0.8 11.2
P/B 0.2 1.2
ROE % 21.8 9.2
Net Margin % 34.5 9.4
Rev Growth 5Y % -3.7 5.8
D/E 0.7 0.5

All Fundamental Metrics

Growth
Revenue Growth (1Y) 1.64% Revenue Growth (3Y) 0.40%
Earnings Growth (1Y) 40.07% Earnings Growth (3Y) 3.20%
Revenue Growth (5Y) -3.70% Earnings Growth (5Y) 6.09%
Profitability
Revenue (TTM) 2.07 B Net Income (TTM) 716.60 M
ROE 21.77% ROA 8.08%
Gross Margin N/A Operating Margin N/A
Net Margin 34.54% Free Cash Flow (TTM) 967.10 M
ROIC N/A FCF Growth (3Y) 5.93%
Safety
Debt / Equity 0.71 Current Ratio N/A
Interest Coverage N/A Asset Turnover 0.23
Working Capital N/A Tangible Book Value -888.10 M
Dividends
Dividend Yield N/A Payout Ratio N/A
Dividend Growth (3Y) N/A Dividend Growth (5Y) N/A
Consecutive Div Years N/A
Valuation
P/E Ratio 0.76 Forward P/E N/A
P/B Ratio 0.16 P/S Ratio 0.26
PEG Ratio 0.12 Forward PEG N/A
EV/EBITDA N/A Fwd EV/EBITDA N/A
Forward P/S N/A Fwd Earnings Yield N/A
FCF Yield 178.59%
Market Cap 541.53 M Enterprise Value 2.44 B
Per Share
EPS (Diluted TTM) 22.74 Revenue / Share 62.86
FCF / Share 29.31 OCF / Share 29.49
EPS CAGR (1Y) 50.30% EPS CAGR (5Y) 14.89%
EPS CAGR (10Y) 11.45%
Efficiency
CapEx / Revenue 0.29% FCF Conversion 134.96%
SBC-Adj. FCF 796.20 M Growth Momentum 5.34

Income Statement

Annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Revenue 2.07 B 2.04 B 2.06 B 2.33 B 2.41 B
Net Income 716.60 M 511.60 M 672.90 M 1.15 B 565.70 M
EPS (Diluted) 22.74 15.13 17.42 25.35 13.05
Gross Profit
Operating Income
EBITDA
R&D Expenses
SG&A Expenses 408.60 M 376.50 M 358.20 M 385.50 M 347.10 M
D&A
Interest Expense 123.80 M 114.40 M 111.40 M
Income Tax 282.30 M 182.60 M 185.30 M 358.30 M 251.00 M

Balance Sheet

Annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Total Assets 9.21 B 8.83 B 9.06 B 8.88 B 8.88 B
Total Liabilities 4.79 B 4.18 B 4.10 B 4.24 B 4.49 B
Shareholders' Equity 3.24 B 3.35 B 3.59 B 3.23 B 2.79 B
Total Debt 2.69 B 2.62 B 2.54 B 2.54 B 2.49 B
Cash & Equivalents 586.00 M 950.00 M 813.60 M 429.20 M 908.50 M
Current Assets
Current Liabilities