Affiliated Managers Group Stock Performance
| AMG Stock | USD 188.46 0.79 0.42% |
Affiliated Managers has a performance score of 6 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.51, which signifies a somewhat significant risk relative to the market. 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 Managers right now shows a risk of 1.79%. Please confirm Affiliated Managers treynor ratio, expected short fall, and the relationship between the jensen alpha and potential upside , to decide if Affiliated Managers will be following its price patterns.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Affiliated Managers Group are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite nearly unsteady primary indicators, Affiliated Managers may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
Actual Historical Performance (%)
One Day Return (0.42) | Five Day Return 1.21 | Year To Date Return 25.77 | Ten Year Return (7.43) | All Time Return 966.55 |
Forward Dividend Yield 0.0002 | Payout Ratio 0.0018 | Last Split Factor 3:2 | Forward Dividend Rate 0.04 | Dividend Date 2024-11-29 |
1 | Disposition of 74085 shares by Kavita Padiyar of Affiliated Managers at 73.81 subject to Rule 16b-3 | 09/13/2024 |
2 | Disposition of 100000 shares by Jay Horgen of Affiliated Managers at 74.49 subject to Rule 16b-3 | 10/02/2024 |
3 | Disposition of 75000 shares by Thomas Wojcik of Affiliated Managers at 74.49 subject to Rule 16b-3 | 10/08/2024 |
4 | Affiliated Managers Group Meets Q3 Earnings Estimates | 11/04/2024 |
5 | Affiliated Managers Group, Inc. Q3 2024 Earnings Call Transcript | 11/05/2024 |
| Begin Period Cash Flow | 429.2 M | |
| Free Cash Flow | 861.9 M |
Affiliated |
Affiliated Managers Relative Risk vs. Return Landscape
If you would invest 17,382 in Affiliated Managers Group on August 30, 2024 and sell it today you would earn a total of 1,464 from holding Affiliated Managers Group or generate 8.42% return on investment over 90 days. Affiliated Managers Group is generating 0.1444% of daily returns assuming volatility of 1.7855% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than Affiliated, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Affiliated Managers Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Affiliated Managers' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Affiliated Managers Group, and traders can use it to determine the average amount a Affiliated Managers' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0809
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| Cash | Small Risk | AMG | High Risk | Huge Risk |
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Estimated Market Risk
| 1.79 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Affiliated Managers is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Affiliated Managers by adding it to a well-diversified portfolio.
Affiliated Managers Fundamentals Growth
Affiliated Stock prices reflect investors' perceptions of the future prospects and financial health of Affiliated Managers, and Affiliated Managers fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Affiliated Stock performance.
| Return On Equity | 0.16 | ||||
| Return On Asset | 0.0453 | ||||
| Profit Margin | 0.27 % | ||||
| Operating Margin | 0.34 % | ||||
| Current Valuation | 7.26 B | ||||
| Shares Outstanding | 30.23 M | ||||
| Price To Earning | 19.39 X | ||||
| Price To Book | 1.72 X | ||||
| Price To Sales | 2.82 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 | ||||
| Earnings Per Share | 15.32 X | ||||
| Market Capitalization | 5.7 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 | ||||
About Affiliated Managers Performance
By analyzing Affiliated Managers' fundamental ratios, stakeholders can gain valuable insights into Affiliated Managers' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Affiliated Managers has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Affiliated Managers has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 451.81 | 474.40 | |
| Return On Tangible Assets | 0.14 | 0.08 | |
| Return On Capital Employed | 0.09 | 0.14 | |
| Return On Assets | 0.07 | 0.04 | |
| Return On Equity | 0.19 | 0.11 |
Things to note about Affiliated Managers performance evaluation
Checking the ongoing alerts about Affiliated Managers for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Affiliated Managers help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Affiliated Managers has a strong financial position based on the latest SEC filings | |
| Over 96.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from MacroaxisInsider: Disposition of 74085 shares by Kavita Padiyar of Affiliated Managers at 73.81 subject to Rule 16b-3 |
- Analyzing Affiliated Managers' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Affiliated Managers' stock is overvalued or undervalued compared to its peers.
- Examining Affiliated Managers' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Affiliated Managers' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Affiliated Managers' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Affiliated Managers' stock. These opinions can provide insight into Affiliated Managers' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Affiliated Stock analysis
When running Affiliated Managers' price analysis, check to measure Affiliated Managers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Affiliated Managers is operating at the current time. Most of Affiliated Managers' value examination focuses on studying past and present price action to predict the probability of Affiliated Managers' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Affiliated Managers' price. Additionally, you may evaluate how the addition of Affiliated Managers to your portfolios can decrease your overall portfolio volatility.
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