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 hold?
- 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.
91.23%
2.68
30.03%
S&P 500
25.41%
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
100.00%
ROCE (avg)
57.55%
ROE (avg)
20.44%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
17
Industry P/E
Price to Book Value
3.69
EV to EBIT
17.28
EV to EBITDA
13.72
EV to Capital Employed
4.28
EV to Sales
4.88
PEG Ratio
0.32
Dividend Yield
1.17%
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
Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bullish
Mildly Bearish
OBV
No Trend
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend13What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 1,101.4 MM
NET PROFIT(HY)
At USD 458 MM has Grown at 94.84%
ROCE(HY)
Highest at 24.04%
RAW MATERIAL COST(Y)
Fallen by -9.6% (YoY
-12What is not working for the Company
DEBT-EQUITY RATIO
(HY)
Highest at 82.29 %
DEBTORS TURNOVER RATIO(HY)
Lowest at 2.9 times
INTEREST COVERAGE RATIO(Q)
Lowest at 334.38
PRE-TAX PROFIT(Q)
At USD 192.9 MM has Fallen at -34.92%
NET PROFIT(Q)
At USD 110.4 MM has Fallen at -38.33%
CASH AND EQV(HY)
Lowest at USD 962.1 MM
INTEREST(Q)
Highest at USD 38.4 MM
Here's what is working for Affiliated Managers Group, Inc.
Operating Cash Flow
Highest at USD 1,101.4 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)
Raw Material Cost
Fallen by -9.6% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Affiliated Managers Group, Inc.
Interest Coverage Ratio
Lowest at 334.38
in the last five periodsMOJO Watch
The company's ability to manage interest payments is deteriorating
Operating Profit to Interest
Pre-Tax Profit
At USD 192.9 MM has Fallen at -34.92%
over average net sales of the previous four periods of USD 296.4 MMMOJO Watch
Near term Pre-Tax Profit trend is very negative
Pre-Tax Profit (USD MM)
Net Profit
At USD 110.4 MM has Fallen at -38.33%
over average net sales of the previous four periods of USD 179.02 MMMOJO Watch
Near term Net Profit trend is very negative
Net Profit (USD MM)
Debt-Equity Ratio
Highest at 82.29 % and Grown
In each half year in the last five Semi-Annual periodsMOJO Watch
The company is borrowing more to fund its operations; it's liquidity situation may be stressed
Debt-Equity Ratio
Debtors Turnover Ratio
Lowest at 2.9 times and Fallen
In each half year in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling Debtors has slowed
Debtors Turnover Ratio
Interest
Highest at USD 38.4 MM
in the last five periods and Increased by 10.66% (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
Cash and Eqv
Lowest at USD 962.1 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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