Affiliated Managers Group, Inc. (AMG)
Company Info
ISIN | US0082521081 |
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CUSIP | 008252108 |
Sector | Financial Services |
Industry | Asset Management |
Highlights
Market Cap | $5.37B |
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EPS | $17.42 |
PE Ratio | 9.40 |
PEG Ratio | 0.72 |
Revenue (TTM) | $2.06B |
Gross Profit (TTM) | $1.26B |
EBITDA (TTM) | $746.30M |
Year Range | $120.20 - $165.09 |
Target Price | $186.33 |
Short % | 1.29% |
Short Ratio | 1.53 |
Share Price Chart
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Compare to other instruments
Popular comparisons: AMG vs. BLK, AMG vs. VOO, AMG vs. MSFT
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Affiliated Managers Group, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Affiliated Managers Group, Inc. had a return of 9.87% year-to-date (YTD) and 21.16% in the last 12 months. Over the past 10 years, Affiliated Managers Group, Inc. had an annualized return of -1.06%, while the S&P 500 had an annualized return of 10.96%, indicating that Affiliated Managers Group, Inc. did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 9.87% | 10.04% |
1 month | 6.18% | 3.53% |
6 months | 26.02% | 22.79% |
1 year | 21.16% | 32.16% |
5 years (annualized) | 9.59% | 13.15% |
10 years (annualized) | -1.06% | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -1.70% | 5.03% | ||||||||||
2023 | -3.33% | -2.74% | -5.82% | 10.43% | 11.71% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for Affiliated Managers Group, Inc. (AMG) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
Affiliated Managers Group, Inc. | 0.87 | ||||
S&P 500 | 2.76 |
Dividends
Dividend History
Affiliated Managers Group, Inc. granted a 0.02% dividend yield in the last twelve months. The annual payout for that period amounted to $0.04 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
---|---|---|---|---|---|---|---|---|
Dividend | $0.04 | $0.04 | $0.04 | $0.04 | $0.35 | $1.28 | $1.20 | $0.80 |
Dividend yield | 0.02% | 0.03% | 0.03% | 0.02% | 0.34% | 1.51% | 1.23% | 0.39% |
Monthly Dividends
The table displays the monthly dividend distributions for Affiliated Managers Group, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.01 | ||||||||||
2023 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 |
2022 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 |
2021 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 |
2020 | $0.00 | $0.32 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.00 |
2019 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 | $0.00 |
2018 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 |
2017 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Affiliated Managers Group, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Affiliated Managers Group, Inc. was 85.93%, occurring on Nov 21, 2008. Recovery took 1035 trading sessions.
The current Affiliated Managers Group, Inc. drawdown is 24.67%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-85.93% | Oct 15, 2007 | 281 | Nov 21, 2008 | 1035 | Jan 4, 2013 | 1316 |
-79.58% | Apr 29, 2015 | 1234 | Mar 23, 2020 | — | — | — |
-65.07% | May 6, 1998 | 89 | Sep 10, 1998 | 330 | Dec 31, 1999 | 419 |
-49.76% | Mar 6, 2002 | 257 | Mar 12, 2003 | 208 | Jan 7, 2004 | 465 |
-37.25% | Mar 24, 2000 | 44 | May 25, 2000 | 49 | Aug 4, 2000 | 93 |
Volatility
Volatility Chart
The current Affiliated Managers Group, Inc. volatility is 3.19%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
TTM | |
---|---|
Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |