Is Affiliated Managers Group, Inc. (AMG) Overvalued?
We dive into why Affiliated Managers Group, Inc. (AMG) could be considered overvalued on 2026-07-23, based on AAII’s Value Score and Grade.Jenna Brashear
Stock Evaluator: Affiliated Managers Group, Inc. (AMG)
Affiliated Managers Group, Inc. AMG
$366.73
1.27
0.35%
July 31, 2026 4:00:03 PM
EST
Volume: 232,403
After Hours: $120.37
0.15
|
0.12%
November 10, 2021 7:59 PM
EST
Volume: 72,713
USD
NYSE | DELAYED PRICE
| SECTOR | INDUSTRY |
| Financials | Capital Markets |
A+ Stock Grade Summary:
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COMPANY SUMMARY
Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.
Commentary & Analysis
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Which Is a Better Investment, Affiliated Managers Group, Inc. or The Carlyle Group Inc. Stock?
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Which Is a Better Investment, Affiliated Managers Group, Inc. or Coinbase Global, Inc. Stock?
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Financial Summary
| Share Statistics | AMG | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $9,686.1 | $2,836.7 | 77% |
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| Shares Out (Mil) | 27.5 | 74.1 | 36% |
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| Institutional Ownership | 96.6% | 79.1% | 71% |
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| Float (Mil) | 25.4 | 69.7 | 33% |
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| Beta | 1.12 | 0.94 | 66% |
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| Avg Daily Volume (000s) | 306 | 445 | 51% |
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| Price Change (52-week) |
74.2% | 72.7% | 87% |
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| Growth | AMG | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 0.5% | 7.7% | 18% |
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| Net Income (5yr) | 28.8% | 8.9% | 83% |
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| EPS (5yr) | 39.3% | 9.6% | 88 |
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| Dividends (5yr) | (35.2%) | 1.3% | 54% |
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| Cash Flow (5yr) | (26.2%) | 0.9% | 24% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 5 | na | na | |
| Current EPS | $8.353 | na | na | |
| Month Ago EPS | $7.906 | na | na | |
| # Rev Up | 1 | na | na | |
| # Rev Down | 0 | na | na | |
| Three Months Ago EPS | $8.014 | na | na | |
| Year/Year Chg | 118.2% | na | 108.6% | |
| Financials | AMG | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $2,123 | $871 | 61% |
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| Net Income (TTM) (Mil) | $755 | $85 | 83% |
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| EPS (TTM) | $27.047 | $1.000 | 99% |
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| Operating Cash Flow (TTM) (Mil) | $1,064 | $64 | 82% |
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| Net Cash Flow (TTM) (Mil) | ($440) | $25 | 6% |
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| Long-Term Debt (Q1) (Mil) | $3,097 | $209 | 80% |
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| Enterprise Value (Q1) (Mil) | $11,185 | $1,297 | 76% |
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| Valuation | AMG | Industry Median |
Percentile (All Stocks) |
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| P/B | 3.15 | 2.69 | 67% |
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| P/E | 14.9 | 19.1 | 35% |
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| Dividend Yield | 0.0% | 0.9% | 0% |
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| PEG (5yr hist) | 0.4 | 1.4 | 17% |
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| Ratios | AMG | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 50.3% | 75.0% | 62% |
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| Net Margin | 37.7% | 15.8% | 94% |
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| ROA | 8.3% | 2.1% | 84% |
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| ROE | 24.0% | 13.4% | 84% |
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| Liabilities to Assets | 54.8% | 59.1% | 47% |
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| F-Score | 7 | 5 | 84% |
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Passing Stock Screens
As of 7/31/2026, from a list of 60 stock screening strategies,
FACTOR STRATEGY
Value on the Move--PEG With Est Growth Screen
Factors: Value, Quality, Momentum, Growth
Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
| Performance Since Inception: | 15.8% |
| +/- S&P 500: | +8.3 |
FACTOR STRATEGY
Value on the Move--PEG With Hist Growth Screen
Factors: Value, Quality, Momentum, Growth
Using PEG ratios and price strength to find growth stocks trading at a reasonable price.
| Performance Since Inception: | 13.9% |
| +/- S&P 500: | +6.4 |
