Affiliated Managers Group, Inc. (AMG) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

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Comparison

Company

Score

Quality

Valuation

Financial

Technical

HealthEquity, Inc.

Stifel Financial Corp.

Invesco Ltd.

Ares Capital Corp.

Franklin Resources, Inc.

FS KKR Capital Corp.

SEI Investments Co.

Morningstar, Inc.

Affiliated Managers Group, Inc.

Blue Owl Capital, Inc.

The Carlyle Group Inc.

Why is Affiliated Managers Group, Inc. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 20.44%

Poor long term growth as Net Sales has grown by an annual rate of -5.06%

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%

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 46.02%, its profits have fallen by -36.8%

Market Beating Performance

The stock has generated a return of 46.02% in the last 1 year, much higher than market (S&P 500) returns of 13.22%

Real-Time Research Report

Verdict Report

How 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.

46.02%

2.51

29.90%

S&P 500

13.22%

0.65

20.20%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

-5.06%

EBIT Growth (5y)

-2.38%

EBIT to Interest (avg)

10.39

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

19.43%

Dividend Payout Ratio

0.26%

Pledged Shares

Institutional Holding

100.00%

ROCE (avg)

57.55%

ROE (avg)

20.44%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

2.64

EV to EBIT

12.90

EV to EBITDA

10.74

EV to Capital Employed

3.20

EV to Sales

3.73

PEG Ratio

Dividend Yield

1.67%

ROCE (Latest)

24.82%

ROE (Latest)

13.56%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bearish

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Mildly Bearish

Bullish

Dow Theory

Bullish

OBV

Mildly Bearish

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

1What is working for the Company

RAW MATERIAL COST(Y)

Fallen by -0.33% (YoY

-17What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at USD 925.7 MM

INTEREST COVERAGE RATIO(Q)

Lowest at 375.65

ROCE(HY)

Lowest at 13.47%

DEBT-EQUITY RATIO (HY)

Highest at 69.79 %

CASH AND EQV(HY)

Lowest at USD 1,177.5 MM

DEBTORS TURNOVER RATIO(HY)

Lowest at 3.91 times

NET PROFIT(Q)

At USD 83.75 MM has Fallen at -22.49%

Here's what is working for Affiliated Managers Group, Inc.

Raw Material Cost

Fallen by -0.33% (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 375.65 and Fallen

In each period in the last five periods

MOJO Watch

The company's ability to manage interest payments is deteriorating

Operating Profit to Interest

Operating Cash Flow

Lowest at USD 925.7 MM and Fallen

In each year in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)

Debt-Equity Ratio

Highest at 69.79 % and Grown

In each half year in the last five Semi-Annual periods

MOJO Watch

The company is borrowing more to fund its operations; it's liquidity situation may be stressed

Debt-Equity Ratio

Net Profit

At USD 83.75 MM has Fallen at -22.49%

over average net sales of the previous four periods of USD 108.05 MM

MOJO Watch

Near term Net Profit trend is negative

Net Profit (USD MM)

Cash and Eqv

Lowest at USD 1,177.5 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents

Debtors Turnover Ratio

Lowest at 3.91 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling Debtors has slowed

Debtors Turnover Ratio