Affiliated Managers Group, Inc. (AMG)

NYSE: AMG · USD

$393

+0.90 (+0.2%)· Recorded snapshot

Market cap	10.2B
Revenue (ttm)	2.3B
Net income (ttm)	856.3M
EPS (ttm)	$28.9
Shares out	25.9M
P/E (trailing)	13.6x
P/E (forward)	9.9x
Dividend	$0.04 (0.01%)
Volume	173,174
Beta	1.07

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 2.3B
Net income (ttm): 856.3M
EPS (ttm): $28.9
P/E (trailing): 13.6x
P/E (forward): 9.9x
Market cap: 10.2B

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	적극 매수
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	적극 매수
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	보유

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E9.9

P25 n/aP50 n/aP75 n/a

Trailing P/E13.6

P25 n/aP50 n/aP75 n/a

ROE24.3

P25 n/aP50 n/aP75 n/a

ROIC5

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All AMG indicators

Market & fundamental data

Available fields

289

Groups with data

Currency

USD

Showing 289 of 289 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001004434
Company name	Affiliated Managers Group, Inc.
Country	United States
Country code	US
CUSIP number	008252108
Earnings date	2026-11-10
Earnings time	bmo
Employees	5,600
Employees change	1,500
Employees growth	36.59%
Enterprise value	$12.9B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	1993
Industry	Asset Management
IPO date	1997-11-21
Is primary listing	Yes
Is SPAC	No
ISIN number	US0082521081
Last 10-K release date	2026-02-17
Last earnings date	2026-07-30
Last refreshed	2026-10-28
Last stock split date	2004-03-30
Last stock split type	Forward
Market cap	$10.2B
Market cap category	Large-Cap
Next earnings date	2026-11-10
Options	Yes
Price	$392.91
Price currency	USD
Sector	Financials
SIC code	6282
Stock price date	2026-10-28
Symbol	AMG
U.S. state	Florida
Website	https://www.amg.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	12.24x
Average P/E ratio (10Y)	19.92x
Average P/E ratio (3Y)	9.66x
Average P/E ratio (5Y)	9.02x
Earnings yield	7.36%
EV/Earnings	14.93x
EV/EBIT	28.12x
EV/EBITDA	20.43x
EV/FCF	12x
EV/Sales	5.63x
FCF / EV yield	8.33%
FCF yield	10.56%
Forward EV/Sales	4.93x
Forward P/E	9.89x
Forward P/S	3.89x
Graham number	275.68235
Graham upside	-29.33%
Industry forward P/E	12.81x
Industry P/E	27.36x
Lynch fair value	$402.84
Lynch upside	3.27%
P/(FCF - SBC) ratio	11.59x
P/(OCF - SBC) ratio	11.5x
P/B ratio	3.35x
P/E ratio	13.59x
P/FCF ratio	9.47x
P/OCF ratio	9.41x
P/S ratio	4.44x
PEG ratio	0.46x
Price/EBITDA ratio	16.12x
Sector forward P/E	13.61x
Sector P/E	15.65x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	20.02%
EBITDA margin	27.56%
Effective tax rate	24.18%
FCF margin	46.91%
Gross margin	50.27%
Operating margin	20.02%
Pretax margin	61.15%
Profit margin	37.72%
Profit per employee	$152,911
Profitable quarters	25
Profitable years	17
Revenue per employee	$405,393
ROA	3.12%
ROA (5Y)	4.86%
ROCE	4.84%
ROE	24.26%
ROE (5Y)	21.25%
ROIC	5%
ROIC (5Y)	9.1%
SBC / revenue	8.56%
Tax / revenue	14.79%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	108.84%
EPS growth (Q)	148.18%
EPS growth (QoQ)	81.65%
EPS growth 10Y	13.01%
EPS growth 3Y	2.19%
EPS growth 5Y	23.58%
EPS growth quarters	5
EPS growth years	1
FCF growth	16.69%
FCF growth (Q)	4.19%
FCF growth (QoQ)	-19.12%
FCF growth 3Y	7.2%
FCF growth 5Y	-2.01%
Gross profit growth	6%
Gross profit growth (Q)	41.44%
Gross profit growth 3Y	-0.21%
Gross profit growth 5Y	-1.64%
Net income growth	93.56%
Net income growth (Q)	120.52%
Net income growth (QoQ)	68.39%
Net income growth 3Y	-9.37%
Net income growth 5Y	13.94%
Net income growth quarters	5
Net income growth years	1
OCF growth	16.83%
OCF growth (Q)	3.55%
OCF growth (QoQ)	-20.15%
OCF growth 10Y	-0.07%
OCF growth 3Y	7.05%
OCF growth 5Y	-1.98%
Operating income growth	-25.38%
Operating income growth (Q)	69.13%
Operating income growth 3Y	-10.52%
Operating income growth 5Y	-10.35%
Revenue growth	11.81%
Revenue growth (Q)	29.91%
Revenue growth (QoQ)	17.58%
Revenue growth 10Y	-0.14%
Revenue growth 3Y	1.86%
Revenue growth 5Y	0.68%
Revenue growth quarters	4
Revenue growth years	1

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-6.9M
Depreciation and amortization	$171M
EBIT	$454.6M
EBITDA	$625.6M
EPS	$28.91
FCF per share	$41.18
Financing cash flow	$-1.1B
Free cash flow	$1.1B
Free cash flow minus SBC	$870.6M
Gross profit	$1.1B
Income taxes	$335.7M
Investing cash flow	$103.9M
Net borrowing	$208.6M
Net cash flow	$50M
Net income	$856.3M
Operating cash flow minus SBC	$877.5M
Operating income	$454.6M
Revenue	$2.3B
Stock-based compensation	$194.3M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	2.62
Book value per share	$116.85
Debt / EBITDA	4.9
Debt / equity	0.76
Debt / FCF	3
Goodwill	$2.5B
Interest coverage	3.1
Long-term assets	$8B
Long-term liabilities	$5.2B
Net cash (debt)	$-2.7B
Net cash / market cap	-26.73%
Net debt / EBITDA	4.31
Net debt / equity	0.64
Net debt / FCF	2.53
Piotroski F-Score	6
Property, plant and equipment	$53.4M
Shareholders' equity	$4.2B
Tangible book value	$-1.1B
Tangible book value per share	$-40.43
Total assets	$9.4B
Total cash	$502.8M
Total debt	$3.2B
Total liabilities	$5.2B
WACC	8.55%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.25
Current assets	$1.4B
Current liabilities	$14M
Current ratio	101.31
Net working capital	$915.6M
Quick ratio	101.31
Working capital	$1.4B
Working capital turnover	1.84

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	10.95%
Dividend growth	0%
Dividend growth (3Y)	0%
Dividend growth (5Y)	0%
Dividend growth years	0
Dividend payment date	2026-08-24
Dividend payment years	10
Dividend payout frequency	Quarterly
Dividend per share	$0.04
Dividend yield	0.01%
Ex-dividend date	2026-08-10
FCF payout ratio	0.1%
Last dividend	$0.01
Payout ratio	0.14%
Shareholder yield	10.96%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	182.47%
10Y return CAGR	11.31%
10Y total return	191.8%
150-day SMA	$341.32
15Y price change	298.83%
15Y return CAGR	9.9%
15Y total return	312%
1D price change	0.23%
1M price change	5.01%
1M total return	5.01%
1W price change	0.94%
1W total return	0.94%
1Y price change	62.15%
1Y return CAGR	62.22%
1Y total return	62.17%
20-day SMA	$383.84
200-day SMA	$331.75
20Y price change	292.76%
20Y return CAGR	7.25%
20Y total return	305.73%
3M price change	7.86%
3M total return	7.87%
3Y price change	220.1%
3Y return CAGR	47.39%
3Y total return	220.3%
50-day SMA	$370.28
50-day SMA vs 200-day SMA	50over200
52-week high	$399.00
52-week high date	2026-10-23
52-week low	$235.04
52-week low date	2025-10-29
5Y price change	145.39%
5Y return CAGR	19.7%
5Y total return	145.68%
6M price change	34.59%
6M total return	34.59%
All-time high	$399.00
All-time high date	2026-10-23
All-time low	$8.92
All-time low date	1998-10-06
Average true range (ATR)	$10.87
Average volume	256.5K
Beta (1Y)	0.54
Beta (2Y)	0.84
Beta (5Y)	1.07
Change from 52-week high	-1.53%
Change from 52-week low	67.17%
Change from all-time high	-1.65%
Change from all-time low	4,300.7%
Change from open	0.46%
Day's gap	-0.22%
Dollar volume	$68M
High price	$393.73
Low price	$389.28
Monthly RSI	81.01
Open price	$391.13
Position in 52-week range	81.57%
Premarket change	0.3%
Premarket close	$391.99
Premarket price	$393.16
Premarket volume	350
Previous close	$391.99
Price vs 150-day SMA	14.97%
Price vs 20-day SMA	2.23%
Price vs 200-day SMA	18.28%
Price vs 50-day SMA	5.98%
Relative volume	0.68
RSI	60.03
Sharpe ratio	1.52
Sharpe ratio (3Y)	1.35
Sharpe ratio (5Y)	0.58
Sortino ratio	2.49
Sortino ratio (3Y)	2.24
Sortino ratio (5Y)	1.05
Volume	173.2K
Weekly RSI	66.58
YTD price change	36.12%
YTD total return	36.13%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	24.8M
Float percentage	96.08%
Shares change (QoQ)	-2.18%
Shares change (YoY)	-10.95%
Shares held by insiders	3.44%
Shares held by institutions	98.31%
Shares outstanding	25.9M
Short % of float	4.06%
Short % of shares	3.9%
Short ratio	3.3 days

Deeper analysis on AMG

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

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Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

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Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

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Financials

Revenue, margins, cash flow, and balance-sheet context.

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Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Frequently asked questions

About this AMG report

Is a complete AMG research report available?

No complete published report is available for Affiliated Managers Group, Inc. (AMG) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

Affiliated Managers Group, Inc. (AMG)

Price

Financial snapshot

Fair-value bridge

Latest news · AMG

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All AMG indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on AMG

Frequently asked questions