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.
51.4%
2.68
30.03%
S&P 500
15.76%
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 Trend15What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 1,121.8 MM
NET PROFIT(HY)
At USD 296.3 MM has Grown at 89.85%
ROCE(HY)
Highest at 27.29%
INTEREST COVERAGE RATIO(Q)
Highest at 513.09
RAW MATERIAL COST(Y)
Fallen by -0.31% (YoY
NET SALES(Q)
Highest at USD 644.6 MM
-5What is not working for the Company
DIVIDEND PAYOUT RATIO(Y)
Lowest at 0.14%
CASH AND EQV(HY)
Lowest at USD 787.1 MM
DEBT-EQUITY RATIO
(HY)
Highest at 85.35 %
DEBTORS TURNOVER RATIO(HY)
Lowest at 3.18 times
INTEREST(Q)
Highest at USD 40.5 MM
Here's what is working for Affiliated Managers Group, Inc.
Interest Coverage Ratio
Highest at 513.09
in the last five periodsMOJO Watch
The company's ability to manage interest payments is improving
Operating Profit to Interest
Net Profit
At USD 296.3 MM has Grown at 89.85%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
Operating Cash Flow
Highest at USD 1,121.8 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Net Sales
Highest at USD 644.6 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Net Sales
At USD 644.6 MM has Grown at 21.02%
over average net sales of the previous four periods of USD 532.62 MMMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Raw Material Cost
Fallen by -0.31% (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
Highest at USD 40.5 MM
in the last five periods and Increased by 5.47% (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
Cash and Eqv
Lowest at USD 787.1 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
Debt-Equity Ratio
Highest at 85.35 %
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 3.18 times
in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling Debtors has slowed
Debtors Turnover Ratio
Dividend Payout Ratio
Lowest at 0.14%
in the last five yearsMOJO Watch
Company is distributing lower proportion of profits generated as dividend
DPR (%)
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