Affiliated Fundamentals

AMG
 Stock
  

USD 157.15  0.81  0.51%   

Affiliated Managers Group fundamentals help investors to digest information that contributes to Affiliated Managers' financial success or failures. It also enables traders to predict the movement of Affiliated Stock. The fundamental analysis module provides a way to measure Affiliated Managers' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Affiliated Managers stock.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  
Affiliated Managers Net Income is projected to increase significantly based on the last few years of reporting. The past year's Net Income was at 565.7 Million. The current year Net Income to Non Controlling Interests is expected to grow to about 334.2 M, whereas Earning Before Interest and Taxes EBIT is forecasted to decline to about 829.2 M.

Affiliated Number of Shares Shorted Analysis

Affiliated Managers' Number of Shares Shorted is the total amount of shares that are currently sold short by investors. When a stock is sold short, the short seller assumes the responsibility of repurchasing the stock at a lower price. The speculator will make money if the stock goes down in price or will experience a loss if the stock price goes up.
 2019 2020 2021 2022 (projected)
Interest Expense76.2 M92.3 M111.4 M108.61 M
Gross Profit2.24 B2.03 B2.41 B2.55 B
Shares Shorted 
 = 
Shorted by Public 
by Institutions 
More About Number of Shares Shorted | All Equity Analysis

Current Affiliated Managers Number of Shares Shorted

    
  504.86 K  
Most of Affiliated Managers' fundamental indicators, such as Number of Shares Shorted, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Affiliated Managers Group is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
If a large number of investors decide to short sell an equity instrument within a small period of time, their combined action can significantly affect the price of the stock.
Compare to competition

Based on the recorded statements, Affiliated Managers Group has 504.86 K of outstending shares currently sold short by investors. This is 91.25% lower than that of the Capital Markets sector and 90.5% lower than that of the Financials industry. The number of shares shorted for all United States stocks is 89.27% higher than that of the company.

Affiliated Managers Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Affiliated Managers's current stock value. Our valuation model uses many indicators to compare Affiliated Managers value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Affiliated Managers competition to find correlations between indicators driving Affiliated Managers's intrinsic value. More Info.
Affiliated Managers Group is number one stock in net income category among related companies. It is number one stock in target price category among related companies . The ratio of Net Income to Target Price for Affiliated Managers Group is about  3,306,833 . Affiliated Managers Net Income is projected to increase significantly based on the last few years of reporting. The past year's Net Income was at 565.7 Million. Comparative valuation analysis is a catch-all model that can be used if you cannot value Affiliated Managers by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Affiliated Managers' Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Affiliated Managers' earnings, one of the primary drivers of an investment's value.

Affiliated Gross Profit Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Affiliated Managers' direct or indirect competition against its Gross Profit to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Affiliated Managers could also be used in its relative valuation, which is a method of valuing Affiliated Managers by comparing valuation metrics of similar companies.
Affiliated Managers is currently under evaluation in gross profit category among related companies.

Affiliated Managers Current Valuation Drivers

We derive many important indicators used in calculating different scores of Affiliated Managers from analyzing Affiliated Managers' financial statements. These drivers represent accounts that assess Affiliated Managers' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Affiliated Managers' important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee156.71 K54.74 K3.92 K51.7 K139.68 K132.14 K
Revenue Per Employee523.86 K534.47 K559.9 K518.45 K595.65 K706.53 K
Average Assets8.66 B8.46 B7.68 B7.63 B8.17 B8.55 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA972.4 M931.2 M888 M803.7 M1.06 B909.95 M
Earnings Before Interest Taxes and Depreciation Amortization USD856 M527.5 M116.1 M395 M944.7 M848.29 M
Earnings before Tax747.9 M424.9 M18.6 M283.6 M816.7 M720.55 M
Average Equity3.66 B3.6 B3.09 B2.87 B2.67 B2.99 B
Enterprise Value12.95 B6.53 B5.57 B5.99 B8.05 B7.96 B
Free Cash Flow1.15 B1.12 B919.5 M1 B1.25 B1.25 B
Invested Capital6.01 B5.54 B5.07 B5.45 B5.8 B5.8 B
Invested Capital Average6.12 B5.85 B5.19 B5.3 B5.74 B5.67 B
Market Capitalization11.41 B5.13 B4.18 B4.61 B6.69 B6.72 B
Tangible Asset Value4.59 B4.28 B3.82 B4.18 B4.22 B4.27 B

Affiliated Fundamentals

About Affiliated Managers Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Affiliated Managers Group's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Affiliated Managers using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Affiliated Managers Group based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Last ReportedProjected for 2022
Revenues2.4 B2.2 B
Revenue to Assets 0.27  0.31 
Revenue Per Employee595.7 K706.5 K
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Affiliated Managers in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Affiliated Managers' short interest history, or implied volatility extrapolated from Affiliated Managers options trading.

Pair Trading with Affiliated Managers

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Affiliated Managers position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Affiliated Managers will appreciate offsetting losses from the drop in the long position's value.

Moving together with Affiliated Managers

+0.92BLKBlackRock Fiscal Year End 13th of January 2023 PairCorr
+0.84ACNAccenture Plc Earnings Call Next WeekPairCorr
+0.75PAYXPaychex Sell-off TrendPairCorr
The ability to find closely correlated positions to Affiliated Managers could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Affiliated Managers when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Affiliated Managers - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Affiliated Managers Group to buy it.
The correlation of Affiliated Managers is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Affiliated Managers moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Affiliated Managers moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Affiliated Managers can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Please continue to Affiliated Managers Piotroski F Score and Affiliated Managers Altman Z Score analysis. You can also try Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

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When running Affiliated Managers price analysis, check to measure Affiliated Managers' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Affiliated Managers is operating at the current time. Most of Affiliated Managers' value examination focuses on studying past and present price action to predict the probability of Affiliated Managers' future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Affiliated Managers' price. Additionally, you may evaluate how the addition of Affiliated Managers to your portfolios can decrease your overall portfolio volatility.
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Is Affiliated Managers' industry 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.
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 Affiliated Managers value 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.