ScoreWhy is Affiliated Managers Group, Inc. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 20.44%
2
Poor long term growth as Net Sales has grown by an annual rate of -5.06%
3
The company has declared Negative results for the last 6 consecutive quarters
- OPERATING CASH FLOW(Y) Lowest at USD 925.7 MM
- INTEREST COVERAGE RATIO(Q) Lowest at 375.65
- ROCE(HY) Lowest at 13.47%
4
With ROE of 13.56%, it has a fair valuation with a 2.64 Price to Book Value
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 48.40%, its profits have fallen by -36.8%
5
Market Beating performance in long term as well as near term
- Along with generating 48.40% returns in the last 1 year, the stock has outperformed S&P 500 in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to Affiliated Managers Group, Inc. should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Affiliated Managers Group, Inc. for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
Affiliated Managers Group, Inc.
67.36%
2.68
30.03%
S&P 500
14.9%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
2.79%
EBIT Growth (5y)
16.97%
EBIT to Interest (avg)
10.39
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
19.43%
Dividend Payout Ratio
0.18%
Pledged Shares
0
Institutional Holding
99.49%
ROCE (avg)
57.55%
ROE (avg)
20.44%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
17
Industry P/E
Price to Book Value
3.74
EV to EBIT
17.56
EV to EBITDA
13.94
EV to Capital Employed
4.35
EV to Sales
4.96
PEG Ratio
0.32
Dividend Yield
1.16%
ROCE (Latest)
24.77%
ROE (Latest)
22.11%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
No Trend
Mildly Bearish
OBV
Mildly Bearish
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend28What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 1,010.9 MM
ROCE(HY)
Highest at 21.77%
INTEREST COVERAGE RATIO(Q)
The company hardly has any interest cost
NET SALES(Q)
Highest at USD 801.4 MM
PRE-TAX PROFIT(Q)
Highest at USD 525.7 MM
NET PROFIT(Q)
Highest at USD 347.6 MM
EPS(Q)
Highest at USD 11.03
-2What is not working for the Company
RAW MATERIAL COST(Y)
Grown by 6.35% (YoY
CASH AND EQV(HY)
Lowest at USD 1,062.1 MM
Here's what is working for Affiliated Managers Group, Inc.
Net Profit
At USD 347.6 MM has Grown at 161.74%
over average net sales of the previous four periods of USD 132.8 MMMOJO Watch
Near term Net Profit trend is very positive
Net Profit (USD MM)
Operating Cash Flow
Highest at USD 1,010.9 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Net Sales
At USD 801.4 MM has Grown at 56.66%
over average net sales of the previous four periods of USD 511.55 MMMOJO Watch
Near term sales trend is very positive
Net Sales (USD MM)
Pre-Tax Profit
At USD 525.7 MM has Grown at 125.04%
over average net sales of the previous four periods of USD 233.6 MMMOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (USD MM)
Net Sales
Highest at USD 801.4 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Pre-Tax Profit
Highest at USD 525.7 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 347.6 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 11.03
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Depreciation
At USD 66.7 MM has Grown at 649.44%
period on period (QoQ)MOJO Watch
The expenditure on assets done by the company has gone into productive use which should positively reflect in the future sales
Depreciation (USD MM)
Here's what is not working for Affiliated Managers Group, Inc.
Cash and Eqv
Lowest at USD 1,062.1 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
Raw Material Cost
Grown by 6.35% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin
Raw Material Cost as a percentage of Sales
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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