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Affiliated Managers Group, Inc. (AMG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS0082521081
CUSIP008252108
SectorFinancial Services
IndustryAsset Management

Highlights

Market Cap$5.37B
EPS$17.42
PE Ratio9.40
PEG Ratio0.72
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 Ratio1.53

Share Price Chart


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Affiliated Managers Group, Inc.

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.


300.00%400.00%500.00%600.00%700.00%800.00%900.00%OctoberNovemberDecember2024FebruaryMarch
872.30%
444.96%
AMG (Affiliated Managers Group, Inc.)
Benchmark (^GSPC)

S&P 500

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.


PeriodReturnBenchmark
Year-To-Date9.87%10.04%
1 month6.18%3.53%
6 months26.02%22.79%
1 year21.16%32.16%
5 years (annualized)9.59%13.15%
10 years (annualized)-1.06%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AMG
Affiliated Managers Group, Inc.
0.87
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Affiliated Managers Group, Inc. Sharpe ratio is 0.87. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
0.87
2.76
AMG (Affiliated Managers Group, Inc.)
Benchmark (^GSPC)

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.


PeriodTTM2023202220212020201920182017
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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
5.0%10.0%15.0%20.0%0.0%
Affiliated Managers Group, Inc. has a dividend yield of 0.02%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%0.2%
Affiliated Managers Group, Inc. has a payout ratio of 0.20%, which is below the market average. This means Affiliated Managers Group, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-24.67%
0
AMG (Affiliated Managers Group, Inc.)
Benchmark (^GSPC)

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, 2007281Nov 21, 20081035Jan 4, 20131316
-79.58%Apr 29, 20151234Mar 23, 2020
-65.07%May 6, 199889Sep 10, 1998330Dec 31, 1999419
-49.76%Mar 6, 2002257Mar 12, 2003208Jan 7, 2004465
-37.25%Mar 24, 200044May 25, 200049Aug 4, 200093

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.


2.00%4.00%6.00%8.00%OctoberNovemberDecember2024FebruaryMarch
3.19%
2.82%
AMG (Affiliated Managers Group, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Affiliated Managers Group, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

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