AMG
Affiliated Managers Group, Inc.
Financial Services · Asset Management · NYQ
$307.92
Close 2026-05-28
✗ ETHICAL FAIL

UNKNOWN MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$8.1B
Trailing P/E
12.62
Forward P/E
7.85
Rev Growth
+9.7%
Profit Margin
35.5%
ROE
21.8%
Analyst Target
$376.00
Recommendation
STRONG BUY
About Affiliated Managers Group, Inc.

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.

Ethical Screen
Business ActivityFAIL
Debt RatioN/A
Cash RatioN/A
Receivables RatioN/A
Revenue RatioN/A
OverallFAIL
Score Ethical: 50.0
Score Valuation: 78.5
Score Quality: 75.2
Score Combined: 58.9

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

Unlock with Membership
Opportunity Scores
Valuation100.0
Quality93.4
Cash Flow36.5
Moat40.0
Balance Sheet0.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity50.0
Compliance100.0
Tier: BRONZE · Score: 51.5 · Rank: #1501
Insider Transactions
No insider transaction data.
Top Institutional Holders
No institutional holder data.
Additional Fundamentals
Enterprise Value
$11.8B
Price/Book
2.60
Beta
1.144
Analysts
7
Total Revenue (TTM)
$2.1B
Total Debt
$3.1B
Earnings Growth
+73.6%
Dividend Yield
1.0%
Rec. Mean
1.43
Short Ratio
2.48
Short % Float
0.0%
Employees
5,600

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

Upgrade to Elite
Trade Consideration
The Opportunity
Score 58.9 (P94 — top 6.3% of scored tickers). Unknown Moat. Ethical FAIL. 7 analysts at Strong Buy.
Price: $307.92 | Target: $381.00 (+24%)
Score
59
Moat
Unknown
Conviction
Standard
Upside
+24%
The Fundamentals
Revenue Growth+9.7%
Profit Margin35.5%
ROE21.8%
Forward P/E7.8
Market Cap$8.1B
Position Sizing Scenarios
Stop: $261.73 (-15%) | Entry: $307.92
SharesCostProfit to TargetR:R
To Consensus ($381.00, 7 analysts)
10$3,079.20+$730.80 (24%)1.6R
50$15,396.00+$3,654.00 (24%)1.6R
100$30,792.00+$7,308.00 (24%)1.6R
Risk Factors
  • No elevated risk flags in current data
The Verdict
Affiliated Managers Group, Inc. holds a unknown competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
67.5
Risk Grade
LOW_RISK
Layers
7
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-2.7%
worst expected daily loss, 19 in 20 days
CVaR 95%
-4.5%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
1.39
above 1.0 is good
Max Drawdown
-27.0%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
85
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
UPPER_HALF
Beta
Relative Volume
0.8x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
IVZ0.667
IWM0.655
BN0.648
ARES0.644
BX0.635
Inverse Correlated
TickerCorrelation
SUKOON.AE-0.211
BAES.L-0.166
SUNC-0.116
4346.SR-0.110
ZAINBH.BH-0.107
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Friday
Best Month
Jul
Worst Month
Feb
Fri-Mon Effect
-0.5021982661709136
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+3.6%
3M Return
-3.2%
6M Return
+15.1%
12M Return
+71.1%
Momentum Rank
#1429
Momentum Signal
UP

Get our daily market read free. Join thousands of traders.

Free Explorer Access