Affiliated Managers Group Stock Buy Hold or Sell Recommendation
| AMG Stock | USD 189.19 1.59 0.85% |
Considering the 90-day investment horizon and your slightly conservative level of risk, our recommendation regarding Affiliated Managers Group is 'Strong Hold'. Macroaxis provides Affiliated Managers buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding AMG positions.
Check out Affiliated Managers Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Affiliated and provide practical buy, sell, or hold advice based on investors' constraints. Affiliated Managers Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population.
Affiliated |
Execute Affiliated Managers Buy or Sell Advice
The Affiliated recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Affiliated Managers Group. Macroaxis does not own or have any residual interests in Affiliated Managers Group or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Affiliated Managers' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Affiliated Managers Trading Alerts and Improvement Suggestions
| Affiliated Managers has a strong financial position based on the latest SEC filings | |
| Over 96.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from MacroaxisInsider: Disposition of 74085 shares by Kavita Padiyar of Affiliated Managers at 73.81 subject to Rule 16b-3 |
Affiliated Managers Returns Distribution Density
The distribution of Affiliated Managers' historical returns is an attempt to chart the uncertainty of Affiliated Managers' future price movements. The chart of the probability distribution of Affiliated Managers daily returns describes the distribution of returns around its average expected value. We use Affiliated Managers Group price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Affiliated Managers returns is essential to provide solid investment advice for Affiliated Managers.
| Mean Return | 0.14 | Value At Risk | -1.81 | Potential Upside | 2.55 | Standard Deviation | 1.76 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Affiliated Managers historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Affiliated Stock Institutional Investors
| Shares | Geode Capital Management, Llc | 2024-09-30 | 526 K | Channing Capital Management, Llc | 2024-09-30 | 487.9 K | Kiltearn Partners Llp | 2024-09-30 | 464.5 K | Citadel Advisors Llc | 2024-09-30 | 422.7 K | Norges Bank | 2024-06-30 | 385.4 K | Allianz Asset Management Ag | 2024-06-30 | 366.5 K | Bank Of New York Mellon Corp | 2024-06-30 | 341.4 K | Lgt Capital Partners Ltd. | 2024-06-30 | 330.4 K | Charles Schwab Investment Management Inc | 2024-09-30 | 328.8 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 4.4 M | Vanguard Group Inc | 2024-09-30 | 3.2 M |
Affiliated Managers Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (25.9M) | 500M | (131M) | (478.8M) | 384.4M | 403.6M | |
| Free Cash Flow | 474.6M | (1.7B) | 1.2B | 1.0B | 861.9M | 490.7M | |
| Depreciation | 144.5M | 140M | 35M | 51.6M | 61.3M | 80.5M | |
| Other Non Cash Items | (484.2M) | 983M | (1.8B) | (685.1M) | (8M) | (8.4M) | |
| Capital Expenditures | 18.7M | 9.6M | 8M | 11.4M | 12.4M | 14.2M | |
| Net Income | 305.1M | 427M | 890M | 1.4B | 906.1M | 951.4M | |
| End Period Cash Flow | 539.6M | 1.0B | 908M | 429.2M | 813.6M | 854.3M | |
| Dividends Paid | 65.3M | 16M | 1M | 1.6M | 1.5M | 1.4M | |
| Investments | (14.8M) | (45.2M) | (579.7M) | (322.9M) | 264.5M | 277.7M | |
| Change Receivables | (15.8M) | 1.1M | 31.7M | 87M | 100.1M | 105.1M | |
| Net Borrowings | (39.3M) | 524.8M | 167M | (60.8M) | (54.7M) | (52.0M) | |
| Change To Netincome | 516.9M | 304M | 357.1M | (422.9M) | (380.6M) | (361.6M) |
Affiliated Managers Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Affiliated Managers or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Affiliated Managers' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Affiliated stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.05 | |
β | Beta against Dow Jones | 1.51 | |
σ | Overall volatility | 1.79 | |
Ir | Information ratio | 0.01 |
Affiliated Managers Volatility Alert
Affiliated Managers Group currently demonstrates below-average downside deviation. It has Information Ratio of 0.01 and Jensen Alpha of -0.05. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Affiliated Managers' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Affiliated Managers' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Affiliated Managers Fundamentals Vs Peers
Comparing Affiliated Managers' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Affiliated Managers' direct or indirect competition across all of the common fundamentals between Affiliated Managers and the related equities. This way, we can detect undervalued stocks with similar characteristics as Affiliated Managers or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Affiliated Managers' fundamental indicators could also be used in its relative valuation, which is a method of valuing Affiliated Managers by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Affiliated Managers to competition |
| Fundamentals | Affiliated Managers | Peer Average |
| Return On Equity | 0.16 | -0.31 |
| Return On Asset | 0.0453 | -0.14 |
| Profit Margin | 0.27 % | (1.27) % |
| Operating Margin | 0.34 % | (5.51) % |
| Current Valuation | 7.26 B | 16.62 B |
| Shares Outstanding | 30.23 M | 571.82 M |
| Shares Owned By Insiders | 2.91 % | 10.09 % |
| Shares Owned By Institutions | 96.39 % | 39.21 % |
| Number Of Shares Shorted | 454.82 K | 4.71 M |
| Price To Earning | 19.39 X | 28.72 X |
| Price To Book | 1.71 X | 9.51 X |
| Price To Sales | 2.83 X | 11.42 X |
| Revenue | 2.06 B | 9.43 B |
| Gross Profit | 1.26 B | 27.38 B |
| EBITDA | 746.3 M | 3.9 B |
| Net Income | 906.1 M | 570.98 M |
| Cash And Equivalents | 429.2 M | 2.7 B |
| Cash Per Share | 17.62 X | 5.01 X |
| Total Debt | 2.54 B | 5.32 B |
| Debt To Equity | 0.67 % | 48.70 % |
| Current Ratio | 46.32 X | 2.16 X |
| Book Value Per Share | 110.18 X | 1.93 K |
| Cash Flow From Operations | 874.3 M | 971.22 M |
| Short Ratio | 2.94 X | 4.00 X |
| Earnings Per Share | 15.38 X | 3.12 X |
| Price To Earnings To Growth | 0.68 X | 4.89 X |
| Target Price | 195.71 | |
| Number Of Employees | 4 K | 18.84 K |
| Beta | 1.19 | -0.15 |
| Market Capitalization | 5.72 B | 19.03 B |
| Total Asset | 9.06 B | 29.47 B |
| Retained Earnings | 6.39 B | 9.33 B |
| Working Capital | 1.01 B | 1.48 B |
Note: Disposition of 74085 shares by Kavita Padiyar of Affiliated Managers at 73.81 subject to Rule 16b-3 [view details]
Affiliated Managers Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Affiliated . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Affiliated Managers Buy or Sell Advice
When is the right time to buy or sell Affiliated Managers Group? Buying financial instruments such as Affiliated Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Affiliated Managers in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Financials Thematic Idea Now
Financials
Companies that provide financial services to business or retail customers. The Financials theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Financials Theme or any other thematic opportunities.
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Check out Affiliated Managers Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Affiliated Managers. If investors know Affiliated will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Affiliated Managers listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.31) | Dividend Share 0.04 | Earnings Share 15.38 | Revenue Per Share 63.199 | Quarterly Revenue Growth (0.02) |
The market value of Affiliated Managers is measured differently than its book value, which is the value of Affiliated that is recorded on the company's balance sheet. Investors also form their own opinion of Affiliated Managers' value that differs from its market value or its book value, called intrinsic value, which is Affiliated Managers' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Affiliated Managers' market value can be influenced by many factors that don't directly affect Affiliated Managers' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Affiliated Managers' value and its price as these two are different measures arrived at by different means. Investors typically determine if Affiliated Managers is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Affiliated Managers' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.