Affiliated Managers Group Stock Performance
| AMG Stock | USD 158.50 0.31 0.20% |
Affiliated Managers has a performance score of 4 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.97, which signifies possible diversification benefits within a given portfolio. Affiliated Managers returns are very sensitive to returns on the market. As the market goes up or down, Affiliated Managers is expected to follow. Affiliated Managers right now shows a risk of 1.12%. Please confirm Affiliated Managers treynor ratio, expected short fall, and the relationship between the jensen alpha and potential upside , to decide if Affiliated Managers will be following its price patterns.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Affiliated Managers Group are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable primary indicators, Affiliated Managers is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Actual Historical Performance (%)
One Day Return 0.2 | Five Day Return (2.89) | Year To Date Return 5.78 | Ten Year Return (14.44) | All Time Return 797 |
Forward Dividend Yield 0.0003 | Payout Ratio 0.002 | Last Split Factor 3:2 | Forward Dividend Rate 0.04 | Dividend Date 2024-02-29 |
1 | Affiliated Managers Group, Inc. Q4 2023 Earnings Call Transcript | 02/06/2024 |
| Affiliated Managers dividend paid on 29th of February 2024 | 02/29/2024 |
2 | Acquisition by Thomas Wojcik of 13406 shares of Affiliated Managers subject to Rule 16b-3 | 03/07/2024 |
3 | Acquisition by Tracy Atkinson of 544 shares of Affiliated Managers subject to Rule 16b-3 | 03/22/2024 |
4 | AMG Names Thomas M. Wojcik as Chief Operating Officer and Dava E. Ritchea as Chief Financial Officer | 03/25/2024 |
5 | Disposition of 2958 shares by Dwight Churchill of Affiliated Managers at 82.07 subject to Rule 16b-3 | 03/28/2024 |
6 | State of Alaska Department of Revenue Has 2.83 Million Stock Position in Affiliated Managers Group, Inc. - Defense World | 04/04/2024 |
7 | Disposition of 74085 shares by Kavita Padiyar of Affiliated Managers at 73.81 subject to Rule 16b-3 | 04/05/2024 |
8 | Are You a Momentum Investor This 1 Stock Could Be the Perfect Pick | 04/08/2024 |
| Begin Period Cash Flow | 429.2 M |
Affiliated |
Affiliated Managers Relative Risk vs. Return Landscape
If you would invest 15,324 in Affiliated Managers Group on January 21, 2024 and sell it today you would earn a total of 526.00 from holding Affiliated Managers Group or generate 3.43% return on investment over 90 days. Affiliated Managers Group is generating 0.0597% of daily returns assuming volatility of 1.1194% on return distribution over 90 days investment horizon. In other words, 9% of stocks are less volatile than Affiliated, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Affiliated Managers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Affiliated Managers' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Affiliated Managers Group, and traders can use it to determine the average amount a Affiliated Managers' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0533
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Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Affiliated Managers is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Affiliated Managers by adding it to a well-diversified portfolio.
Affiliated Managers Fundamentals Growth
Affiliated Stock prices reflect investors' perceptions of the future prospects and financial health of Affiliated Managers, and Affiliated Managers fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Affiliated Stock performance.
| Return On Equity | 0.19 | ||||
| Return On Asset | 0.0477 | ||||
| Profit Margin | 0.33 % | ||||
| Operating Margin | 0.30 % | ||||
| Current Valuation | 8.04 B | ||||
| Shares Outstanding | 32.46 M | ||||
| Price To Earning | 19.39 X | ||||
| Price To Book | 1.48 X | ||||
| Price To Sales | 2.58 X | ||||
| Revenue | 2.06 B | ||||
| Gross Profit | 1.26 B | ||||
| EBITDA | 1.03 B | ||||
| Net Income | 906.1 M | ||||
| Cash And Equivalents | 429.2 M | ||||
| Cash Per Share | 17.62 X | ||||
| Total Debt | 2.54 B | ||||
| Debt To Equity | 0.67 % | ||||
| Current Ratio | 46.32 X | ||||
| Book Value Per Share | 108.07 X | ||||
| Cash Flow From Operations | 874.3 M | ||||
| Earnings Per Share | 17.42 X | ||||
| Market Capitalization | 5.13 B | ||||
| Total Asset | 9.06 B | ||||
| Retained Earnings | 6.39 B | ||||
| Working Capital | 1.01 B | ||||
| Current Asset | 912.3 M | ||||
| Current Liabilities | 375.8 M | ||||
About Affiliated Managers Performance
To evaluate Affiliated Managers Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Affiliated Managers generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Affiliated Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Affiliated Managers market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Affiliated's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 663.19 | 696.35 | |
| Return On Tangible Assets | 0.14 | 0.08 | |
| Return On Capital Employed | 0.14 | 0.14 | |
| Return On Assets | 0.07 | 0.04 | |
| Return On Equity | 0.19 | 0.11 |
Things to note about Affiliated Managers performance evaluation
Checking the ongoing alerts about Affiliated Managers for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Affiliated Managers help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| On 29th of February 2024 Affiliated Managers paid $ 0.01 per share dividend to its current shareholders | |
| Latest headline from MacroaxisInsider: Disposition of 74085 shares by Kavita Padiyar of Affiliated Managers at 73.81 subject to Rule 16b-3 |
- Analyzing Affiliated Managers' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Affiliated Managers' stock is overvalued or undervalued compared to its peers.
- Examining Affiliated Managers' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Affiliated Managers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Affiliated Managers' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Affiliated Managers' stock. These opinions can provide insight into Affiliated Managers' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Affiliated Managers Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in population. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
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When running Affiliated Managers' price analysis, check to measure Affiliated Managers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Affiliated Managers is operating at the current time. Most of Affiliated Managers' value examination focuses on studying past and present price action to predict the probability of Affiliated Managers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Affiliated Managers' price. Additionally, you may evaluate how the addition of Affiliated Managers to your portfolios can decrease your overall portfolio volatility.
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Is Affiliated Managers' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Affiliated Managers. If investors know Affiliated will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Affiliated Managers listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.72) | Dividend Share 0.04 | Earnings Share 17.42 | Revenue Per Share 58.627 | Quarterly Revenue Growth (0.07) |
The market value of Affiliated Managers is measured differently than its book value, which is the value of Affiliated that is recorded on the company's balance sheet. Investors also form their own opinion of Affiliated Managers' value that differs from its market value or its book value, called intrinsic value, which is Affiliated Managers' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Affiliated Managers' market value can be influenced by many factors that don't directly affect Affiliated Managers' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Affiliated Managers' value and its price as these two are different measures arrived at by different means. Investors typically determine if Affiliated Managers is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Affiliated Managers' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.