AMG
Affiliated Managers Group·NYSE
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6.81 / 10
Outperform
AMG's fundamental assessment is favorable with a score of 6.8/10. Metrics such as Asset-MV (-0.5007) and Revenue-MV (-0.3363) place the stock in high-performing quartiles, indicating superior asset base and revenue relative to market value peers. Net income-Revenue (1.4490) is in performance group 3, supporting profitability. The Rate of Return on Total Assets (%) at 8.5883 and Annualized Return on Total Assets (%) at 11.4511 fall within group 3, signaling efficient asset use. However, Basic and Diluted EPS YoY growth rates (15.6616 and 15.4146) are in group 1, suggesting room for improvement in earnings per share. Overall, the fundamentals point to solid strength with minor concerns in EPS growth.
Analysis Checks(8/10)
Revenue-MV
Value-0.34
Score3/3
Weight28.56%
1M Return8.79%
Value-0.34
Score3/3
Weight28.56%
1M Return8.79%
Net income-Revenue
Value1.45
Score2/3
Weight4.50%
1M Return1.97%
Value1.45
Score2/3
Weight4.50%
1M Return1.97%
Rate of return on total assets (%)
Value8.59
Score3/3
Weight12.93%
1M Return4.42%
Value8.59
Score3/3
Weight12.93%
1M Return4.42%
Annualized return on total assets (%)
Value11.45
Score3/3
Weight12.93%
1M Return4.42%
Value11.45
Score3/3
Weight12.93%
1M Return4.42%
Asset-MV
Value-0.50
Score3/3
Weight23.72%
1M Return7.53%
Value-0.50
Score3/3
Weight23.72%
1M Return7.53%
Current liabilities / Total liabilities (%)
Value20.05
Score2/3
Weight4.43%
1M Return1.79%
Value20.05
Score2/3
Weight4.43%
1M Return1.79%
Basic earnings per share (YoY growth rate %)
Value15.66
Score0/3
Weight1.48%
1M Return0.58%
Value15.66
Score0/3
Weight1.48%
1M Return0.58%
Fixed assets turnover ratio
Value26.91
Score2/3
Weight3.23%
1M Return1.25%
Value26.91
Score2/3
Weight3.23%
1M Return1.25%
Diluted earnings per share (YoY growth rate %)
Value15.41
Score0/3
Weight2.30%
1M Return0.91%
Value15.41
Score0/3
Weight2.30%
1M Return0.91%
Current assets / Total assets (%)
Value12.81
Score3/3
Weight5.91%
1M Return2.31%
Value12.81
Score3/3
Weight5.91%
1M Return2.31%
Revenue-MV
Value-0.34
Score3/3
Weight28.56%
1M Return8.79%
Value-0.34
Score3/3
Weight28.56%
1M Return8.79%
Current liabilities / Total liabilities (%)
Value20.05
Score2/3
Weight4.43%
1M Return1.79%
Value20.05
Score2/3
Weight4.43%
1M Return1.79%
Net income-Revenue
Value1.45
Score2/3
Weight4.50%
1M Return1.97%
Value1.45
Score2/3
Weight4.50%
1M Return1.97%
Basic earnings per share (YoY growth rate %)
Value15.66
Score0/3
Weight1.48%
1M Return0.58%
Value15.66
Score0/3
Weight1.48%
1M Return0.58%
Rate of return on total assets (%)
Value8.59
Score3/3
Weight12.93%
1M Return4.42%
Value8.59
Score3/3
Weight12.93%
1M Return4.42%
Fixed assets turnover ratio
Value26.91
Score2/3
Weight3.23%
1M Return1.25%
Value26.91
Score2/3
Weight3.23%
1M Return1.25%
Annualized return on total assets (%)
Value11.45
Score3/3
Weight12.93%
1M Return4.42%
Value11.45
Score3/3
Weight12.93%
1M Return4.42%
Diluted earnings per share (YoY growth rate %)
Value15.41
Score0/3
Weight2.30%
1M Return0.91%
Value15.41
Score0/3
Weight2.30%
1M Return0.91%
Asset-MV
Value-0.50
Score3/3
Weight23.72%
1M Return7.53%
Value-0.50
Score3/3
Weight23.72%
1M Return7.53%
Current assets / Total assets (%)
Value12.81
Score3/3
Weight5.91%
1M Return2.31%
Value12.81
Score3/3
Weight5.91%
1M Return2.31%
Is AMG undervalued or overvalued?
- AMG scores 6.81/10 on fundamentals and holds a Discounted valuation at present. Backed by its 8.03% ROE, 36.59% net margin, 16.18 P/E ratio, 1.89 P/B ratio, and 7.76% earnings growth, these metrics solidify its Outperform investment rating.
