Affiliated Stock Performance

AMG
 Stock
  

USD 155.11  1.77  1.13%   

On a scale of 0 to 100, Affiliated Managers holds a performance score of 9. The firm shows a Beta (market volatility) of 1.5383, which signifies a somewhat significant risk relative to the market. Let's try to break down what Affiliated's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Affiliated Managers will likely underperform. Although it is vital to follow Affiliated Managers historical returns, it is good to be conservative about what you can do with the information regarding equity current trending patterns. The philosophy in foreseeing future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Affiliated Managers technical indicators, you can presently evaluate if the expected return of 0.37% will be sustainable into the future. Please makes use of Affiliated Managers treynor ratio, expected short fall, and the relationship between the jensen alpha and potential upside to make a quick decision on whether Affiliated Managers price patterns will revert.
  
Affiliated Performance
9 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Affiliated Managers Group are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of rather unfluctuating primary indicators, Affiliated Managers exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
3.0E-4
Payout Ratio
0.0021
Last Split Factor
3:2
Forward Annual Dividend Rate
0.04
Dividend Date
2022-12-01
Ex Dividend Date
2022-11-16

Affiliated Price Channel

Quick Ratio46.23
Fifty Two Week Low108.12
Target High Price160.00
Fifty Two Week High176.75
Payout Ratio0.30%
Trailing Annual Dividend Yield0.03%
Target Low Price126.00

Affiliated Managers Relative Risk vs. Return Landscape

If you would invest  12,745  in Affiliated Managers Group on August 30, 2022 and sell it today you would earn a total of  2,943  from holding Affiliated Managers Group or generate 23.09% return on investment over 90 days. Affiliated Managers Group is generating 0.3683% of daily returns assuming volatility of 2.8264% on return distribution over 90 days investment horizon. In other words, 24% of stocks are less volatile than Affiliated, and above 93% of all equities are expected to generate higher returns over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Considering the 90-day investment horizon Affiliated Managers is expected to generate 2.06 times more return on investment than the market. However, the company is 2.06 times more volatile than its market benchmark. It trades about 0.13 of its potential returns per unit of risk. The DOW is currently generating roughly 0.09 per unit of risk.

Affiliated Managers Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Affiliated Managers' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Affiliated Managers Group, and traders can use it to determine the average amount a Affiliated Managers' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.1303

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Estimated Market Risk
 2.83
  actual daily
 
 24 %
of total potential
 
2424
Expected Return
 0.37
  actual daily
 
 7 %
of total potential
 
77
Risk-Adjusted Return
 0.13
  actual daily
 
 9 %
of total potential
 
99
Based on monthly moving average Affiliated Managers is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Affiliated Managers by adding it to a well-diversified portfolio.

About Affiliated Managers Performance

To evaluate Affiliated Managers Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Affiliated Managers generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Affiliated Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Affiliated Managers market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Affiliated's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-800 K-863.2 K
Return on Investment 17.21  18.25 
Return on Average Assets 6.75  5.46 
Return on Average Equity 20.33  17.94 
Return on Invested Capital 0.16  0.14 
Return on Sales 0.39  0.36 

Things to note about Affiliated Managers

Checking the ongoing alerts about Affiliated Managers for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Affiliated Managers help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Affiliated Managers Alerts

Equity Alerts and Improvement Suggestions

Affiliated Managers has a poor financial position based on the latest SEC disclosures
Latest headline from news.google.com: Buy These Quality Baby Bonds From Affiliated Managers Group Now - Seeking Alpha
Please continue to Trending Equities. You can also try Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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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.
Quarterly Earnings Growth YOY
(0.07) 
Market Capitalization
5.9 B
Quarterly Revenue Growth YOY
0.006
Return On Assets
0.0692
Return On Equity
0.21
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.