tickrz reports
tickrz rank
B
Affiliated Managers Group Inc (AMG)
Financial | Financial Services
195.69  1.05%
FACTOR RANKINGSFACTOR SCREENER 
tickrz RankB / 173Warren Buffett RankC / 325
Pure Value RankC / 265Dividend RankN/A
Moat RankA / 83Financial Strength RankN/A
Growth RankA / 58Momentum RankB / 178
AMG vs FINANCIAL SERVICES SECTOR & S&P 500
VALUATION
AMGSECTORS&P 500
P/E RATIO22.3125.219.61
EV/EBITDA RATIO12.0922.711.89
P/S RATIO4.437.72.06
P/B RATIO3.164.13.15
QUALITY
RETURN ON EQUITY16.2%11.29%13.85%
RETURN ON CAPITAL11.86%7.98%10.02%
NET MARGIN21.35%19.98%9.77%
DIVIDEND ANALYSIS
DIVIDEND YIELD
0.31%
PAYOUT RATIO46.97%
3 YR DIVIDEND GROWTHN/A
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY40%
INTEREST COVERAGE6.66x
CURRENT RATIO
GROWTH
5 YR EPS GROWTH22.47%
5 YR SPS GROWTH5.37%
5 YR BPS GROWTH12.31%
About tickrz
Key Concepts
Great Investors
Affiliated Managers Group Inc 's strong growth translates to a Growth Rank in the top 25% of all stocks
tickrz rank B / 173
Affiliated Managers Group Inc receives a B ranking in our proprietary ranking system that combines valuation, moat, operational performance, and financial strength. View the Top 50 tickrz ranked stocks here.
value
pure value ranking C / 265Warren Buffett ranking C / 325
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Affiliated Managers Group Inc's valuation score is comprised of a P/E ratio of 22.3x, a P/B ratio of 3.2x, a P/S ratio of 4.4x, and an EV/EBITDA ratio of 12.1x. Affiliated Managers Group Inc ranks 265 out of the S&P 500 constituents on valuation--a relatively weak score.Affiliated Managers Group Inc ranks 325 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a weak score, meaning it ranks poorly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, Affiliated Managers Group Inc is probably not for you. However, the company's moat is strong so it could be worth investigating in the future should its valuation improve.

quality
moat A / 83financial strength N/A
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is strong. Affiliated Managers Group Inc appears to have a durable competitive advantage within the Financial sector. Interest coverage of 6.66x, a debt/equity ratio of 40% and a Moat Rank of 83 translate to a not available Financial Strength score.


momentum B / 178
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 24.27% over the last 12 months. This performance is average compared to other stocks in the S&P 500, earning it a rank of 178. Based on its 12 month stock performance, Affiliated Managers Group Inc will not appeal to momentum investors.

yield N/A
value + yield
Unfortunately we do not have enough data to provide a dividend ranking for Affiliated Managers Group Inc.

growth A / 58
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the top third of S&P 500 companies. Its 22.5% 5 year annualized EPS growth, 5.4% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 12.3% speak to its impressive growth ranking.

Affiliated Managers Group Inc (AMG)
Financial | Financial Services
195.69  1.05%


tickrz rank
B
VALUATION RATIOS
P/E Ratio22.31x
P/B Ratio3.16x
P/S Ratio4.43x
EV/EBITDA Ratio12.09x
DIVIDEND ANALYSIS
DIVIDEND YIELD
0.31%
PAYOUT RATIO46.97%
3 YR DIVIDEND GROWTHN/A
FINANCIAL STRENGTH
F SCORE NOT AVAILABLE
DEBT-TO-EQUITY40%
INTEREST COVERAGE6.66x
CURRENT RATIO
MOAT
ROE16.2%
ROIC11.86%
Net Margin21.35%
GROWTH
5 YR EPS GROWTH22.47%
5 YR SPS GROWTH5.37%
5 YR BPS GROWTH12.31%

TICKRZ RANK
Affiliated Managers Group Inc receives a B ranking in our proprietary ranking system that combines valuation, moat, operational performance, and financial strength. View the Top 50 tickrz ranked stocks here.

PURE VALUE
Valuation is the most heavily weighted component in our tickrz ranking methodology. Numerous academic and practitioner studies have found that a value approach outperforms the market over the long-run. Affiliated Managers Group Inc's valuation score is comprised of a P/E ratio of 22.3x, a P/B ratio of 3.2x, a P/S ratio of 4.4x, and an EV/EBITDA ratio of 12.1x. Affiliated Managers Group Inc ranks 265 out of the S&P 500 constituents on valuation--a relatively weak score.

WARREN BUFFETT RANKING
Affiliated Managers Group Inc ranks 325 out of the S&P 500 constituents in our multi-factor Warren Buffett ranking methodology. This is a weak score, meaning it ranks poorly on valuation, moat, volatility, and financial strength factors. If you're looking for undervalued stocks with high moats and strong competitive advantages, Affiliated Managers Group Inc is probably not for you. However, the company's moat is strong so it could be worth investigating in the future should its valuation improve.

MOAT
To calculate a company's Moat Score, we look at its historical earnings growth, historical average return on equity, the volatility of its earnings stream, and also factor in the strength of its balance sheet. Our approach concludes the company's business moat is strong. Affiliated Managers Group Inc appears to have a durable competitive advantage within the Financial sector.

FINANCIAL STRENGTH
Interest coverage of 6.66x, a debt/equity ratio of 40% and a Moat Rank of 83 translate to a not available Financial Strength score.

MOMENTUM
Investment research has shown that stocks with strong performance over the last 6 to 12 months tend to perform better in the medium term than stocks with poor performance over the same period. In fact, the momentum factor is one of the strongest of all the investment factors. The company has seen its stock appreciate by 24.27% over the last 12 months. This performance is average compared to other stocks in the S&P 500, earning it a rank of 178. Based on its 12 month stock performance, Affiliated Managers Group Inc will not appeal to momentum investors.

VALUE + YIELD
Unfortunately we do not have enough data to provide a dividend ranking for Affiliated Managers Group Inc.

GROWTH
A company's growth metrics are less important than its valuation, moat, and financial strength. However, a check on growth can be a good way to avoid companies in secular decline. The company's growth in sales, earnings, and book value places it among the top third of S&P 500 companies. Its 22.5% 5 year annualized EPS growth, 5.4% 5 year annualized sales-per-share growth, and 5 year annualized book value-per-share growth of 12.3% speak to its impressive growth ranking.