Affiliated Financial Statements From 2010 to 2024

AMG Stock  USD 166.36  2.78  1.70%   
Affiliated Managers financial statements provide useful quarterly and yearly information to potential Affiliated Managers Group investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Affiliated Managers financial statements helps investors assess Affiliated Managers' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Affiliated Managers' valuation are summarized below:
Gross Profit
1.3 B
Profit Margin
0.327
Market Capitalization
5.4 B
Enterprise Value Revenue
3.2206
Revenue
2.1 B
There are over one hundred nineteen available fundamental signals for Affiliated Managers Group, which can be analyzed over time and compared to other ratios. Active traders should verify all of Affiliated Managers Group prevailing fundamental drivers against the trend between 2010 and 2024 to make sure the company can sustain itself down the road.
Check Affiliated Managers financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Affiliated main balance sheet or income statement drivers, such as Depreciation And Amortization of 83.4 M, Interest Expense of 70.2 M or Selling General Administrative of 413.2 M, as well as many exotic indicators such as Short Term Coverage Ratios of 23.48, Price Earnings Ratio of 13.9 or Price To Sales Ratio of 2.55. Affiliated financial statements analysis is a perfect complement when working with Affiliated Managers Valuation or Volatility modules.
  
This module can also supplement Affiliated Managers' financial leverage analysis and stock options assessment as well as various Affiliated Managers Technical models . Check out the analysis of Affiliated Managers Correlation against competitors.

Affiliated Managers Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets5.1 B9.1 B7.1 B
Slightly volatile
Short and Long Term Debt Total2.7 B2.5 B1.7 B
Slightly volatile
Total Current Liabilities448.5 M628.5 M611.3 M
Slightly volatile
Total Stockholder Equity1.9 B3.6 B2.6 B
Slightly volatile
Property Plant And Equipment Net66.9 M67.3 M82 M
Pretty Stable
Accounts Payable939.8 M895 M628.3 M
Slightly volatile
Cash854.3 M813.6 M566.1 M
Slightly volatile
Non Current Assets Total4.3 B7.4 BB
Slightly volatile
Cash And Short Term Investments1.3 B1.3 B755.1 M
Slightly volatile
Net Receivables264.4 M368.4 M346.2 M
Slightly volatile
Common Stock Shares Outstanding48.6 M42.2 M49.6 M
Very volatile
Liabilities And Stockholders Equity5.1 B9.1 B7.1 B
Slightly volatile
Non Current Liabilities TotalB3.5 B2.5 B
Slightly volatile
Total Liabilities2.4 B4.1 B3.1 B
Slightly volatile
Property Plant And Equipment Gross224 M213.3 M123.9 M
Slightly volatile
Total Current Assets1.7 B1.6 B1.1 B
Slightly volatile
Intangible Assets1.1 B1.8 B1.4 B
Slightly volatile
Common Stock Total Equity495.6 K690 K550.8 K
Slightly volatile
Other Liabilities618.1 M997.5 M817.3 M
Slightly volatile
Long Term Debt1.6 B2.5 B1.8 B
Slightly volatile
Good Will2.1 B2.5 B2.4 B
Slightly volatile
Property Plant Equipment76.9 M78.8 M84.2 M
Pretty Stable
Short Term Investments484.1 M461 M198.3 M
Slightly volatile
Warrants735.3 M535.2 M660.5 M
Pretty Stable
Long Term Debt Total2.1 B2.9 B1.9 B
Slightly volatile
Capital Surpluse598.6 M626 M694.3 M
Very volatile
Long Term Investments2.6 B2.8 B2.3 B
Slightly volatile
Non Current Liabilities Other429.7 M466.3 M364.8 M
Very volatile
Short and Long Term Debt384.5 M404.7 M1.2 B
Slightly volatile
Cash And Equivalents684 M493.6 M541 M
Slightly volatile
Net Invested CapitalB6.1 B5.6 B
Very volatile
Net Working Capital629.1 MB376 M
Slightly volatile
Capital Stock480 K540 K588 K
Slightly volatile

Affiliated Managers Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Depreciation And Amortization83.4 M61.3 M114.3 M
Pretty Stable
Selling General Administrative413.2 M358.2 M507.7 M
Slightly volatile
Total Revenue1.5 B2.1 BB
Slightly volatile
Gross Profit938.2 M1.2 B1.2 B
Slightly volatile
Other Operating ExpensesB1.3 B1.4 B
Pretty Stable
Operating Income1.3 B1.2 B804 M
Slightly volatile
EBIT605.1 M965 M840.6 M
Slightly volatile
EBITDA688.6 MB954.9 M
Slightly volatile
Cost Of Revenue588.5 M907.5 M856.8 M
Slightly volatile
Total Operating Expenses439.9 M419.5 M506.8 M
Very volatile
Income Tax Expense113.6 M185.3 M154.9 M
Slightly volatile
Net Income Applicable To Common Shares1.4 B1.3 B517.4 M
Slightly volatile
Net Income From Continuing Ops804.2 M906.1 M727.7 M
Slightly volatile
Tax Provision197.7 M185.3 M208.8 M
Pretty Stable
Interest Income267.4 M384.1 M258.3 M
Pretty Stable
Reconciled Depreciation85.7 M61.3 M105.5 M
Pretty Stable
Extraordinary Items173.5 M195.2 M212.6 M
Slightly volatile

Affiliated Managers Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Begin Period Cash Flow352.3 M429.2 M499.6 M
Slightly volatile
Depreciation80.5 M61.3 M109.2 M
Slightly volatile
Capital Expenditures14.2 M12.4 M16 M
Pretty Stable
End Period Cash Flow854.3 M813.6 M567.5 M
Slightly volatile
Issuance Of Capital Stock12.7 M13.4 M19.1 M
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Short Term Coverage Ratios23.4822.36069.9973
Slightly volatile
Price To Sales Ratio2.553.10523.484
Slightly volatile
Dividend Yield2.0E-42.0E-40.0526
Slightly volatile
Operating Cycle765729190
Slightly volatile
Price Book Value Ratio3.331.7813.0601
Slightly volatile
Days Of Payables Outstanding290305233
Slightly volatile
Operating Cash Flow Per Share21.7520.71819.0831
Slightly volatile
Dividend Payout Ratio0.00210.00221.3653
Slightly volatile
Price To Operating Cash Flows Ratio11.927.308610.1025
Slightly volatile
Free Cash Flow Per Share21.4520.424218.7693
Slightly volatile
Price To Free Cash Flows Ratio12.857.413810.7728
Slightly volatile
Inventory Turnover0.520.55041.3028
Slightly volatile
Payables Turnover1.181.242.1839
Slightly volatile
Operating Profit Margin0.620.59050.373
Slightly volatile
Company Equity Multiplier2.262.5252.6933
Slightly volatile
Long Term Debt To Capitalization0.310.41430.3707
Slightly volatile
Cash Per Share31.7130.203815.8017
Slightly volatile
Total Debt To Capitalization0.450.4180.388
Slightly volatile
Interest Coverage5.979.81587.9967
Slightly volatile
Return On Capital Employed0.140.14410.114
Slightly volatile
Payout Ratio0.00210.00221.3653
Slightly volatile
Debt Equity Ratio0.90.71810.6734
Slightly volatile
Ebit Per Revenue0.620.59050.373
Slightly volatile
Quick Ratio1.42.61421.692
Pretty Stable
Cash Ratio0.691.29450.8481
Pretty Stable
Operating Cash Flow Sales Ratio0.270.42490.4272
Pretty Stable
Days Of Inventory Outstanding696663127
Slightly volatile
Days Of Sales Outstanding74.7965.344566.7162
Pretty Stable
Free Cash Flow Operating Cash Flow Ratio0.760.98580.9592
Very volatile
Cash Flow Coverage Ratios0.420.33930.6872
Slightly volatile
Price To Book Ratio3.331.7813.0601
Slightly volatile
Current Ratio1.462.61421.7195
Pretty Stable
Fixed Asset Turnover18.6130.576524.3007
Slightly volatile
Price Cash Flow Ratio11.927.308610.1025
Slightly volatile
Enterprise Value Multiple10.057.90599.3654
Slightly volatile
Debt Ratio0.310.28440.2463
Slightly volatile
Cash Flow To Debt Ratio0.420.33930.6872
Slightly volatile
Price Sales Ratio2.553.10523.484
Slightly volatile
Receivables Turnover4.715.58585.6418
Very volatile
Asset Turnover0.370.22710.3062
Slightly volatile
Gross Profit Margin0.770.5590.6103
Pretty Stable
Price Fair Value3.331.7813.0601
Slightly volatile

Affiliated Fundamental Market Drivers

Forward Price Earnings7.5358
Cash And Short Term Investments1.3 B

Affiliated Upcoming Events

5th of February 2024
Upcoming Quarterly Report
View
6th of May 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
5th of February 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
31st of December 2022
Last Financial Announcement
View

About Affiliated Managers Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Affiliated Managers income statement, its balance sheet, and the statement of cash flows. Affiliated Managers investors use historical funamental indicators, such as Affiliated Managers's revenue or net income, to determine how well the company is positioned to perform in the future. Although Affiliated Managers investors may use each financial statement separately, they are all related. The changes in Affiliated Managers's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Affiliated Managers's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Affiliated Managers Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Affiliated Managers. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Current Deferred Revenue534.4 M561.1 M
Total Revenue2.1 B1.5 B
Cost Of Revenue907.5 M588.5 M
Ebit Per Revenue 0.59  0.62 

Affiliated Managers Investors Sentiment

The influence of Affiliated Managers' investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Affiliated. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Affiliated Managers' public news can be used to forecast risks associated with an investment in Affiliated. The trend in average sentiment can be used to explain how an investor holding Affiliated can time the market purely based on public headlines and social activities around Affiliated Managers Group. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Affiliated Managers' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Affiliated Managers' and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Affiliated Managers' news discussions. The higher the estimated score, the more favorable is the investor's outlook on Affiliated Managers.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Affiliated Managers in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Affiliated Managers' short interest history, or implied volatility extrapolated from Affiliated Managers options trading.

Pair Trading with Affiliated Managers

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Affiliated Managers position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Affiliated Managers will appreciate offsetting losses from the drop in the long position's value.

Moving together with Affiliated Stock

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The ability to find closely correlated positions to Affiliated Managers could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Affiliated Managers when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Affiliated Managers - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Affiliated Managers Group to buy it.
The correlation of Affiliated Managers is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Affiliated Managers moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Affiliated Managers moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Affiliated Managers can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Affiliated Managers is a strong investment it is important to analyze Affiliated Managers' competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Affiliated Managers' future performance. For an informed investment choice regarding Affiliated Stock, refer to the following important reports:
Check out the analysis of Affiliated Managers Correlation against competitors.
You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.

Complementary Tools for Affiliated Stock analysis

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.