Bull Rankings model

Affiliated Managers Group, Inc. (AMG) stock analysis

Asset Management. Scored on the same transparent model behind the daily rankings.

★
AMG
Affiliated Managers Group, Inc. · Asset Management
74.4Asset manager strength
$374.16Oct 14, 1:07 PM ET$9.7B
1Y Target$440.43Analyst consensus · 7 analysts
5Y Target$556.03Compound horizon
10Y Target$713.10Long-dated conviction
Rev+1.6%
C
Revenue +1.6% — flat, mature phase or headwinds present
P/E13.1x
B
P/E 13.1 — near the Financial Services median (≈60th pctile)
ROE24.3%
A-
ROE 24.3% — a high bar (above 20%)
P/B3.27
C
P/B 3.27 — expensive; pricing in strong ROE
Yield0.0%
C
Yield 0.0% — minimal

Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology

Financial strength · 74.4 / 100
Profitability94.3
Value (P/E)83.4
Income30.1

A peer-relative read for asset managers on profitability (ROE), valuation, and covered income — the quality-growth (FCF/ROIC) screen doesn't apply to balance-sheet businesses. Not comparable to the 0–100 quality-growth score shown on other stocks.

Entry · Margin of safety
52-week rangeNear 52-week high
5% off the 12-month high

Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards

Why now
Asset Management · market cap $9.7b. 5% off the 52-week high of $395.00. PEG 0.65 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $440.43 (implying +18% upside).
Moat
Net margin 38% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 24% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Credit-cycle exposure — provisions tend to lag actual loan deterioration by 2-3 quarters; a sharp uptick in net charge-offs is a leading indicator the market often misses until it's already priced.
Horizon
1-3 yr $440.43 (7-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $556.03 at ~8% CAGR — buyback-driven per-share compounding. 10 yr $713.10 if the moat survives secular pressure.

Not enough history yet — the model records AMG's score after each daily run, and the chart appears once a few days have accumulated.

AMG at a glance

FINANCIAL STRENGTH · ASSET MANAGERPROFITABILITY94VALUE83COVERED INCOME3074.4/100 on our peer scale — not the quality-growth score.
ONE-YEAR MOVE VS ITS BETAFLATThis stock+64%Trailing one-year price change. Price history is not an inputto the Bull Rankings score.
PRICE IN ITS 52-WEEK RANGE$374LOW $232HIGH $395Trading near its 52-week high ($232–$395).

Same audited fundamentals as the score, unless a card says otherwise.

Analyst estimate revisions

30-day change+0.1%
90-day change+4.8%
Forward EPS estimate$42.82

Over the last 90 days, what analysts expect AMG to earn is drifting higher (+4.8%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.

Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →

Shares to buy
5
Position size
$1,871
3.7% of portfolio
Stop price
$280.62
25% below $374.16
$ at risk if stopped
$467.70
budget $500.00 · 1% of portfolio

Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.

Affiliated Managers Group, Inc. (AMG): score, valuation & FAQ

Affiliated Managers Group, Inc. (AMG) is an Asset Management company. As a bank, insurer or REIT it runs on a different financial model from the rest of the market, so Bull Rankings grades it on a sector-appropriate card — price-to-book, dividend yield, payout ratio and cash-flow coverage — rather than the 0–100 quality-growth score used elsewhere. The read below is a transparent screen, not a buy recommendation.

Its strongest graded signals are ROE (A-).

Is AMG a good stock to buy?

Bull Rankings grades AMG on a sector-appropriate card — price-to-book, dividend yield, payout and cash-flow coverage — rather than a single quality-growth score. That is driven by ROE (A-). A score is a quantitative screen of Affiliated Managers Group, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

How does Bull Rankings grade AMG?

As a bank, insurer or REIT, AMG isn't given a quality-growth score — signals like free cash flow, debt-to-equity and P/E don't translate cleanly to a balance-sheet business. Instead it's graded on a sector-appropriate card: price-to-book, dividend yield, payout ratio and operating-cash-flow coverage, where it rates strongest on ROE (A-).

Is AMG overvalued or undervalued?

We don't publish a discounted-cash-flow value for AMG, and not because the business is unprofitable. For a lender, insurer or property trust, "free cash flow" measures balance-sheet growth rather than owner earnings — loan originations and repayments run through operating cash flow — so discounting it would produce a confident-looking number with nothing behind it. AMG is judged on book value, return on equity and income cover instead, which is what the financial-strength card shows.

What are the main risks of investing in AMG?

Credit-cycle exposure — provisions tend to lag actual loan deterioration by 2-3 quarters; a sharp uptick in net charge-offs is a leading indicator the market often misses until it's already priced.

New to these metrics? See the guides and the methodology.

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