Stock analysis · Bull Rankings model

AMG analysis

Affiliated Managers Group, Inc.Asset Management. Scored on the same transparent model behind the daily rankings.

AMG
Affiliated Managers Group, Inc. · Asset Management
Rev+1.6%C
P/E13.0xB
ROE24.3%A-
P/B3.17C
Yield0.0%C
75.0Asset manager strength
$370.87$9.6B
1Y Target$437.57Analyst consensus · 7 analysts
5Y Target$552.42Compound horizon
10Y Target$708.47Long-dated conviction
Rev+1.6%
C
Revenue +1.6% — flat, mature phase or headwinds present
P/E13.0x
B
P/E 13.0 — near the Financial Services median (≈60th pctile)
ROE24.3%
A-
ROE 24.3% — Buffett's preferred bar (>20%)
P/B3.17
C
P/B 3.17 — expensive; pricing in strong ROE
Yield0.0%
C
Yield 0.0% — minimal

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Financial strength · 75 / 100
Profitability94.3
Value (P/E)85.0
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
6% off the 12-month high

Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.

Why now
Asset Management · market cap $9.6b. 6% off the 52-week high of $392.92. PEG 0.70 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $437.57 (implying +18% upside).
Moat
Net margin 38% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 24% sits above Buffett's preferred 15% threshold — 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 $437.57 (7-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $552.42 at ~8% CAGR — dividend + buyback compounding. 10 yr $708.47 if the moat survives secular pressure.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

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 MANAGERPROFITABILITY94VALUE85COVERED INCOME3075/100 on our peer scale — not the quality-growth score.
ONE-YEAR MOVE VS ITS BETAFLATThis stock+63%Trailing one-year price change. Price history is not an inputto the Bull Rankings score.
PRICE IN ITS 52-WEEK RANGE$371$223 LOWHIGH $393Trading near its 52-week high ($223–$393).

Every figure here comes from the same audited fundamentals behind the score. Charts drawn from data the score does not use say so on the card.

Analyst estimate revisions

30-day change+4.0%
90-day change+9.0%
Forward EPS estimate$42.78

Over the last 90 days, what analysts expect AMG to earn is materially higher (+9.0%). 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.

A rising estimate means expectations are improving, not that the price has failed to keep up — and estimates get cut as readily as they get raised. It is not part of the Bull Rankings score. Biggest movers across the market →

Shares to buy
5
Position size
$1,854
3.7% of portfolio
Stop price
$278.15
25% below $370.87
$ at risk if stopped
$463.59
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

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

Affiliated Managers Group, Inc. (AMG) is a 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 compute a reliable discounted-cash-flow value for AMG — typically because it is not yet consistently profitable or free-cash-flow positive — so its valuation rests on growth and price-to-sales rather than on earnings-based intrinsic value. Judge it on the trajectory of the business, not a single multiple.

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? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial advisor.

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