Affiliated Managers Group Stock Performance
| MGR Stock | USD 23.65 0.02 0.08% |
Affiliated Managers has a performance score of 3 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Affiliated Managers' returns are expected to increase less than the market. However, during the bear market, the loss of holding Affiliated Managers is expected to be smaller as well. Affiliated Managers right now shows a risk of 0.61%. Please confirm Affiliated Managers potential upside, and the relationship between the total risk alpha and kurtosis , to decide if Affiliated Managers will be following its price patterns.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Affiliated Managers Group are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical and fundamental indicators, Affiliated Managers is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return (0.08) | Five Day Return (0.34) | Year To Date Return 4.23 | Ten Year Return (10.08) | All Time Return (7.07) |
Forward Dividend Yield 0.0646 | Dividend Date 2024-12-30 |
1 | Are You a Value Investor This 1 Stock Could Be the Perfect Pick | 09/09/2024 |
| Affiliated Managers dividend paid on 30th of September 2024 | 09/30/2024 |
2 | Disposition of 1268 shares by Tracy Palandjian of Affiliated Managers at 150.38 subject to Rule 16b-3 | 10/14/2024 |
3 | Mirvac Reports Significant Increase in Residential Sales Year-on-Year | 10/22/2024 |
4 | Affiliated Managers Group Earnings Expected to Grow Should You Buy | 10/28/2024 |
5 | Affiliated Managers Group declares 0.01 dividend | 11/04/2024 |
6 | Affiliated Managers Group Third Quarter 2024 Earnings EPS Beats Expectations, Revenues Lag | 11/05/2024 |
7 | Affiliated Managers Group Stock Rating Lowered by TD Cowen | 11/06/2024 |
8 | Investors in Mirvac Group have unfortunately lost 21 percent over the last five years | 11/25/2024 |
| Begin Period Cash Flow | 429.2 M |
Affiliated |
Affiliated Managers Relative Risk vs. Return Landscape
If you would invest 2,329 in Affiliated Managers Group on September 1, 2024 and sell it today you would earn a total of 36.00 from holding Affiliated Managers Group or generate 1.55% return on investment over 90 days. Affiliated Managers Group is generating 0.0262% of daily returns assuming volatility of 0.607% on return distribution over 90 days investment horizon. In other words, 5% of stocks are less volatile than Affiliated, and above 99% 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 = 0.0431
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| Negative Returns | MGR |
Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average Affiliated Managers is performing at about 3% 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 | 0.2 | ||||
| Price To Earning | 2.90 X | ||||
| Revenue | 2.06 B | ||||
| EBITDA | 1.23 B | ||||
| Net Income | 906.1 M | ||||
| Cash And Equivalents | 409.1 M | ||||
| Cash Per Share | 7.23 X | ||||
| Total Debt | 2.54 B | ||||
| Debt To Equity | 39.70 % | ||||
| Book Value Per Share | 63.33 X | ||||
| Cash Flow From Operations | 874.3 M | ||||
| Market Capitalization | 5.15 B | ||||
| Total Asset | 9.06 B | ||||
| Retained Earnings | 6.39 B | ||||
About Affiliated Managers Performance
Assessing Affiliated Managers' fundamental ratios provides investors with valuable insights into Affiliated Managers' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Affiliated Managers is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| 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 | |
| Latest headline from simplywall.st: Investors in Mirvac Group have unfortunately lost 21 percent over the last five years |
- 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.
Additional 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.