AMG Valuation

Affiliated Managers Group Inc

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224.820

-2.6(-1.143%)1D

Overview
Forecast
Valuation
Earnings

AMG Relative Valuation

AMG's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average, adjusted by weights. If the market price exceeds this fair value range, AMG is overvalued; if below, it's undervalued.

Historical Valuation

Affiliated Managers Group Inc (AMG) is now in the Undervalued zone, suggesting that its current forward PE ratio of 8.72 is considered Undervalued compared with the five-year average of 7.56. The fair price of Affiliated Managers Group Inc (AMG) is between 236.42 to 277.05 according to relative valuation methord. Compared to the current price of 227.42 USD , Affiliated Managers Group Inc is Undervalued By 3.81%.

Relative Value

Fair Zone

236.42-277.05

Current Price：227.42

3.81%

Undervalued

8.72

Trailing

Forward

9.93

EV/EBITDA

Affiliated Managers Group Inc. (AMG) has a current EV/EBITDA of 9.93. The 5-year average EV/EBITDA is 8.77. The thresholds are as follows: Strongly Undervalued below 7.19, Undervalued between 7.19 and 7.98, Fairly Valued between 9.56 and 7.98, Overvalued between 9.56 and 10.34, and Strongly Overvalued above 10.34. The current Forward EV/EBITDA of 9.93 falls within the Overvalued range.

14.21

EV/EBIT

Affiliated Managers Group Inc. (AMG) has a current EV/EBIT of 14.21. The 5-year average EV/EBIT is 11.17. The thresholds are as follows: Strongly Undervalued below 8.99, Undervalued between 8.99 and 10.08, Fairly Valued between 12.26 and 10.08, Overvalued between 12.26 and 13.34, and Strongly Overvalued above 13.34. The current Forward EV/EBIT of 14.21 falls within the Strongly Overvalued range.

3.01

Affiliated Managers Group Inc. (AMG) has a current PS of 3.01. The 5-year average PS is 2.45. The thresholds are as follows: Strongly Undervalued below 1.82, Undervalued between 1.82 and 2.13, Fairly Valued between 2.77 and 2.13, Overvalued between 2.77 and 3.08, and Strongly Overvalued above 3.08. The current Forward PS of 3.01 falls within the Overvalued range.

8.30

P/OCF

Affiliated Managers Group Inc. (AMG) has a current P/OCF of 8.30. The 5-year average P/OCF is 5.94. The thresholds are as follows: Strongly Undervalued below 4.20, Undervalued between 4.20 and 5.07, Fairly Valued between 6.81 and 5.07, Overvalued between 6.81 and 7.68, and Strongly Overvalued above 7.68. The current Forward P/OCF of 8.30 falls within the Strongly Overvalued range.

8.42

P/FCF

Affiliated Managers Group Inc. (AMG) has a current P/FCF of 8.42. The 5-year average P/FCF is 7.46. The thresholds are as follows: Strongly Undervalued below -8.61, Undervalued between -8.61 and -0.57, Fairly Valued between 15.50 and -0.57, Overvalued between 15.50 and 23.54, and Strongly Overvalued above 23.54. The current Forward P/FCF of 8.42 falls within the Historic Trend Line -Fairly Valued range.

Affiliated Managers Group Inc (AMG) has a current Price-to-Book (P/B) ratio of 1.99. Compared to its 3-year average P/B ratio of 1.62 , the current P/B ratio is approximately 22.52% higher. Relative to its 5-year average P/B ratio of 1.82, the current P/B ratio is about 9.06% higher. Affiliated Managers Group Inc (AMG) has a Forward Free Cash Flow (FCF) yield of approximately 14.10%. Compared to its 3-year average FCF yield of 18.43%, the current FCF yield is approximately -23.47% lower. Relative to its 5-year average FCF yield of 19.42% , the current FCF yield is about -27.39% lower.

1.99

P/B

Median3y

1.62

Median5y

1.82

14.12

FCF Yield

Median3y

18.43

Median5y

19.42

Competitors Valuation Multiple

The average P/S ratio for AMG's competitors is 3.53, providing a benchmark for relative valuation. Affiliated Managers Group Inc Corp (AMG) exhibits a P/S ratio of 3.01, which is -14.91% above the industry average. Given its robust revenue growth of -0.17%, this premium appears unsustainable.

P/S

P/E

EV/EBITDA

EV/EBIT

P/S

Revenue Growth

Market Cap

AMG.N

Affiliated Managers Group Inc

Janus Henderson Group PLC

Blue Owl Technology Finance Corp

Performance Decomposition

Market capitalization of AMG increased by 30.83% over the past 1 year. The primary factor behind the change was an increase in P/E Change from 12.48 to 16.24.

The secondary factor is the Margin Expansion, contributed 0.85%to the performance.

Overall, the performance of AMG in the past 1 year is driven by P/E Change. Which is more unsustainable.

-0.17%

519.60M → 518.70M

Revenue Growth

0.85%

25.98 → 26.20

Margin Expansion

30.15%

12.48 → 16.24

P/E Change

30.83%