Comparing Affiliated Managers Group (AMG) and The Competition

Affiliated Managers Group (NYSE: AMG) is one of 55 public companies in the “Investment Management & Fund Operators” industry, but how does it compare to its peers? We will compare Affiliated Managers Group to similar companies based on the strength of its risk, profitability, valuation, earnings, analyst recommendations, dividends and institutional ownership.

Profitability

This table compares Affiliated Managers Group and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Affiliated Managers Group 22.99% 17.45% 8.75%
Affiliated Managers Group Competitors -45.49% 7.49% 4.98%

Earnings & Valuation

This table compares Affiliated Managers Group and its peers revenue, earnings per share and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
Affiliated Managers Group $2.21 billion $842.60 million 21.48
Affiliated Managers Group Competitors $2.88 billion $924.32 million 7.37

Affiliated Managers Group’s peers have higher revenue and earnings than Affiliated Managers Group. Affiliated Managers Group is trading at a higher price-to-earnings ratio than its peers, indicating that it is currently more expensive than other companies in its industry.

Analyst Ratings

This is a breakdown of recent ratings and target prices for Affiliated Managers Group and its peers, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Affiliated Managers Group 0 2 5 0 2.71
Affiliated Managers Group Competitors 275 1636 1759 57 2.43

Affiliated Managers Group currently has a consensus target price of $206.43, indicating a potential upside of 6.54%. As a group, “Investment Management & Fund Operators” companies have a potential upside of 3.51%. Given Affiliated Managers Group’s stronger consensus rating and higher probable upside, research analysts plainly believe Affiliated Managers Group is more favorable than its peers.

Institutional & Insider Ownership

96.3% of Affiliated Managers Group shares are held by institutional investors. Comparatively, 62.1% of shares of all “Investment Management & Fund Operators” companies are held by institutional investors. 1.4% of Affiliated Managers Group shares are held by insiders. Comparatively, 10.5% of shares of all “Investment Management & Fund Operators” companies are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Risk & Volatility

Affiliated Managers Group has a beta of 1.66, suggesting that its share price is 66% more volatile than the S&P 500. Comparatively, Affiliated Managers Group’s peers have a beta of 1.23, suggesting that their average share price is 23% more volatile than the S&P 500.

Dividends

Affiliated Managers Group pays an annual dividend of $0.80 per share and has a dividend yield of 0.4%. Affiliated Managers Group pays out 8.9% of its earnings in the form of a dividend. As a group, “Investment Management & Fund Operators” companies pay a dividend yield of 2.6% and pay out 49.3% of their earnings in the form of a dividend.

Summary

Affiliated Managers Group beats its peers on 10 of the 15 factors compared.

Affiliated Managers Group Company Profile

Affiliated Managers Group, Inc. is an asset management company with equity investments in boutique investment management firms. The Company operates in three segments, which represent its principal distribution channels: Institutional, Mutual Fund and High Net Worth. The equity method investments in the Institutional distribution channel are made in relationships with public and private client entities, including foundations, endowments, sovereign wealth funds and retirement plans for corporations and municipalities. The equity method investments in the Mutual Fund distribution channel are made in advisory or sub-advisory relationships with active return-oriented mutual funds, Undertakings for Collective Investment in Transferable Securities and other retail products. The equity method investments in the High Net Worth distribution channel are made in relationships with high net worth and ultra-high net worth individuals, families, trusts, foundations, endowments and retirement plans.

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