Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AMG
Strong BuyPremium GrowerAffiliated Managers Group, Inc. · Financial Services · United States · $9.6B · Avg Vol: $95M/d
COMPANY DESCRIPTION
Affiliated Managers Group, Inc. (AMG) is a global asset management company that invests in and partners with a diverse group of high-quality, boutique investment management firms. The company's competitive moat stems from its unique partnership model, which preserves the operational independence and entrepreneurial culture of its affiliates while providing strategic support and broader distribution capabilities. This structure allows AMG to offer a wide range of differentiated investment strategies to institutional and retail clients, attracting and retaining top-tier talent and capital.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.3B | 2.1B | 2.0B | 2.1B | -3.8% | 2.3B | 2.5B | 2.7B | 13.8% |
| EPS | 29.77 | 19.18 | 16.45 | 25.18 | -5.4% | 28.49 | 35.75 | 40.88 | 27.4% |
| Shares | 35.8M | 33.2M | 29.6M | 27.0M | -24.6% | 25.9M | — | — | — |
| Debt | 2.5B | 2.5B | 2.6B | 2.7B | 2.0% | 3.2B | — | — | — |
| Equity | 3.2B | 3.6B | 3.3B | 3.2B | 0.1% | — | — | — | — |
| Op CF | 1.1B | 874.3M | 932.1M | 973.2M | -2.6% | 1.1B | — | — | — |
| Inv CF | -109.9M | 264.5M | 379.1M | -206.1M | — | — | — | — | — |
| Fin CF | -1.4B | -758.3M | -1.2B | -1.1B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of AMG are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AMG | Affiliated Managers Group, Inc.(you) | $9.6B | 84 | Strong Buy |
| BEN | Franklin Templeton Inc. | $17.6B | 84 | Strong Buy |
| VCTR | Victory Capital Holdings, Inc. | $7.3B | 91 | Strong Buy |
| SEIC | SEI Investments Company | $13.4B | 76 | Buy |
| FHI | Federated Hermes, Inc. | $4.8B | 87 | Strong Buy |
| HTGC | Hercules Capital, Inc. | $3.3B | 84 | Strong Buy |
| TROW | T. Rowe Price Group, Inc. | $23.7B | 88 | Strong Buy |
| IVZ | Invesco Ltd. | $14.5B | 66 | Buy |
| APAM | Artisan Partners Asset Management Inc. | $3.1B | 88 | Strong Buy |
| CVC.AS | CVC Capital Partners plc | $16.6B | 64 | Hold |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%