Affiliated Managers Group Stock Beta
| AMG Stock | USD 185.36 0.64 0.35% |
Affiliated Managers Group fundamentals help investors to digest information that contributes to Affiliated Managers' financial success or failures. It also enables traders to predict the movement of Affiliated Stock. The fundamental analysis module provides a way to measure Affiliated Managers' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Affiliated Managers stock.
Affiliated | Beta |
Affiliated Managers Group Company Beta Analysis
Affiliated Managers' Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Affiliated Managers Beta | 1.19 |
Most of Affiliated Managers' fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Affiliated Managers Group is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Affiliated Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Affiliated Managers is extremely important. It helps to project a fair market value of Affiliated Stock properly, considering its historical fundamentals such as Beta. Since Affiliated Managers' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Affiliated Managers' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Affiliated Managers' interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Affiliated Managers Group has a Beta of 1.189. This is 45.0% higher than that of the Capital Markets sector and 2.54% lower than that of the Financials industry. The beta for all United States stocks is notably lower than that of the firm.
Affiliated Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Affiliated Managers' direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Affiliated Managers could also be used in its relative valuation, which is a method of valuing Affiliated Managers by comparing valuation metrics of similar companies.Affiliated Managers is currently under evaluation in beta category among its peers.
Affiliated Managers ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Affiliated Managers' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Affiliated Managers' managers, analysts, and investors.Environmental | Governance | Social |
Affiliated Managers Institutional Holders
Institutional Holdings refers to the ownership stake in Affiliated Managers that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Affiliated Managers' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Affiliated Managers' value.| Shares | Geode Capital Management, Llc | 2024-09-30 | 526 K | Channing Capital Management, Llc | 2024-09-30 | 487.9 K | Kiltearn Partners Llp | 2024-09-30 | 464.5 K | Citadel Advisors Llc | 2024-09-30 | 422.7 K | Norges Bank | 2024-06-30 | 385.4 K | Allianz Asset Management Ag | 2024-09-30 | 354.6 K | Charles Schwab Investment Management Inc | 2024-09-30 | 328.8 K | Northern Trust Corp | 2024-09-30 | 322.6 K | Lgt Capital Partners Ltd. | 2024-09-30 | 317.9 K | Vanguard Group Inc | 2024-09-30 | 3.2 M | Blackrock Inc | 2024-06-30 | 3.1 M |
As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Affiliated Managers will likely underperform.
Affiliated Fundamentals
| Return On Equity | 0.16 | ||||
| Return On Asset | 0.0453 | ||||
| Profit Margin | 0.27 % | ||||
| Operating Margin | 0.34 % | ||||
| Current Valuation | 7.12 B | ||||
| Shares Outstanding | 30.23 M | ||||
| Shares Owned By Insiders | 2.91 % | ||||
| Shares Owned By Institutions | 96.40 % | ||||
| Number Of Shares Shorted | 501.5 K | ||||
| Price To Earning | 19.39 X | ||||
| Price To Book | 1.68 X | ||||
| Price To Sales | 2.77 X | ||||
| Revenue | 2.06 B | ||||
| Gross Profit | 1.26 B | ||||
| EBITDA | 1.23 B | ||||
| Net Income | 906.1 M | ||||
| Cash And Equivalents | 429.2 M | ||||
| Cash Per Share | 17.62 X | ||||
| Total Debt | 2.54 B | ||||
| Debt To Equity | 0.67 % | ||||
| Current Ratio | 46.32 X | ||||
| Book Value Per Share | 110.18 X | ||||
| Cash Flow From Operations | 874.3 M | ||||
| Short Ratio | 2.49 X | ||||
| Earnings Per Share | 15.40 X | ||||
| Price To Earnings To Growth | 0.76 X | ||||
| Target Price | 195.71 | ||||
| Number Of Employees | 4 K | ||||
| Beta | 1.19 | ||||
| Market Capitalization | 5.58 B | ||||
| Total Asset | 9.06 B | ||||
| Retained Earnings | 6.39 B | ||||
| Working Capital | 1.01 B | ||||
| Current Asset | 912.3 M | ||||
| Current Liabilities | 375.8 M | ||||
| Annual Yield | 0.0002 % | ||||
| Five Year Return | 0.70 % | ||||
| Net Asset | 9.06 B | ||||
| Last Dividend Paid | 0.04 |
About Affiliated Managers Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Affiliated Managers Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Affiliated Managers using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Affiliated Managers Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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 Affiliated Managers Piotroski F Score and Affiliated Managers Altman Z Score analysis. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
Is Asset Management & Custody Banks space 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 (0.31) | Dividend Share 0.04 | Earnings Share 15.4 | Revenue Per Share 63.199 | Quarterly Revenue Growth (0.02) |
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.