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Affiliated Managers Group, Inc. (AMG) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Affiliated Managers Group, Inc.

AMGMarket cap $9.75BPrice $377.1

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Invests in boutique asset managers, taking equity stakes while letting founders keep running the show. Backs roughly 40 independent firms managing over $650 billion, betting that autonomy beats a corporate playbook every time.

In Bastion Portfolios?

52W Return+60%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-4%2

Revenue Forecast

Rev CAGR (1y)+19%8

Rev CAGR (3y)+11%7

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+152%10

EPS Growth Y+2+10%7

EPS Growth Y+3+10%6

Quality

Margins

EBIT Margin20%7

Net Income Margin38%10

Free Cash Flow Margin47%10

Debt

Net Debt/EBITDA4.12

Efficiency

ROE27%9

ROA12%9

Earnings Stability77

GEAR+VERY STRONG97

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)109

P/E Ratio (Forward 3y)89

P/BV3.25

EV Multiples

EV/EBITDA Fwd79

EV/EBIT Fwd159

Yield

Free Cash Flow Yield0.0%9

Dividend Yield0.0%1

Momentum

Short term

1 month return+5%9

3 month return+6%8

YTD return+31%8

Mid term

Price vs 52wHigh96%10

1 year return+56%9

Long term

3 year return+189%9

5 year return+147%8

Risk Shield

Price Risk

Beta0.85

Volatility33%6

Free Cash Flow

Free Cash Flow Margin47%10

Free Cash Flow Yield0.0%9

Quality

ROCE5%9

Earnings Stability77

Net Debt/EBITDA4.12

02Growth

Is it actually growing, and how fast?

AMGAffiliated Managers Group

Revenue FY25$2.0B

GROWTH RATING↗

AVERAGE60 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-4%2

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+11%7

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+152%10

EPS growth, FY27E+10%7

EPS growth, FY28E+10%6

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 11%/yr over the next 3 years, ahead of most of the market.7/10

After shrinking over the last 3 years, revenue is set to grow 11%/yr from here.

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 11%/yr).

WATCH

A mid-pack grower, ahead of 60% of companies worldwide.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Revenue fell 4%/yr over the last 3 years, behind 80% of companies worldwide.2/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG96 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+5%9

3-month return+6%8

YTD return+31%8

MID & LONG-TERM▾SCORE

% of 52-week high96%10

1-year return+56%9

3-year return+189%9

5-year return+147%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +189% over three years and +147% over five, ahead of 80% of the market.

It's up 56% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+5%), over three months (+6%) and so far this year (+31%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Affiliated Managers Group, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
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Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

AMGAffiliated Managers Group

Revenue FY25$2.0B

GROWTH RATING↗

AVERAGE60 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-4%2

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+11%7

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+152%10

EPS growth, FY27E+10%7

EPS growth, FY28E+10%6

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 11%/yr over the next 3 years, ahead of most of the market.7/10

After shrinking over the last 3 years, revenue is set to grow 11%/yr from here.

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 11%/yr).

WATCH

A mid-pack grower, ahead of 60% of companies worldwide.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Revenue fell 4%/yr over the last 3 years, behind 80% of companies worldwide.2/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG96 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+5%9

3-month return+6%8

YTD return+31%8

MID & LONG-TERM▾SCORE

% of 52-week high96%10

1-year return+56%9

3-year return+189%9

5-year return+147%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +189% over three years and +147% over five, ahead of 80% of the market.

It's up 56% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+5%), over three months (+6%) and so far this year (+31%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Affiliated Managers Group, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community